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The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 9258
    C Cubed Capital Partners, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    GPP Group 100%
    $363M
  2. 9259
    Presper Financial Architects, LLCAkron, OH · 533 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  3. 9260
    Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
    Schwab 56%Fidelity 44%
    $363M
  4. 9261
    University VenturesNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $363M
  5. 9262
    Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
    Schwab 50%Fidelity 50%
    $362M
  6. 9263
    Strategic Income Group LLCChandler, AZ · 368 clientsWealth manager
    Schwab 88%
    $362M
  7. 9264
    RTC PartnersMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $362M
  8. 9265
    Kanbrick LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $362M
  9. 9266
    Bayhunt Capital LLCMill Valley, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $362M
  10. 9268
    Avivar Capital, LLC20 clientsAsset manager
    No custodian reported
    $362M
  11. 9269
    Briggs Wealth Management, Inc.Glastonbury, CT · 132 clientsWealth manager
    Schwab 100%
    $362M
  12. 9271
    Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWealth managerWrap sponsor
    Fidelity 100%
    $362M
  13. 9272
    MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
    Raymond James 46%Schwab 39%
    $361M
  14. 9273
    Union Square Global Wealth ManagementSan Francisco, CA · 24 clientsPrivate fund adviser
    Schwab 100%
    $361M
  15. 9275
    COX Capital Management LLCAndover, MA · 216 clientsWealth manager
    Fidelity 100%
    $361M
  16. 9278
    Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
    Schwab 69%SEI 31%
    $361M
  17. 9280
    Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
    Fidelity 66%Schwab 34%
    $361M
  18. 9281
    Sonata Capital Group IncSeattle, WA · 197 clientsWealth manager
    Schwab 100%
    $361M
  19. 9284
    Cascade Investment Advisors, Inc.Oregon City, OR · 177 clientsWealth manager
    Schwab 100%
    $360M
  20. 9286
    Jessup Wealth ManagementDayton, OH · 411 clientsWealth managerWrap sponsor
    Fidelity 100%
    $360M
  21. 9287
    Decker Retirement Planning Inc.Lehi, UT · 774 clientsWealth manager
    Fidelity Distributors Company 100%
    $360M
  22. 9290
    Cook & Bynum Capital Management, LLCBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $360M
  23. 9291
    Kessler Investment Group, LLCColumbus, IN · 558 clientsWealth manager
    Schwab 100%
    $360M
  24. 9293
    Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clientsWealth manager
    Raymond James 87%
    $359M
  25. 9294
    Washington Park Capital Management, LLCPortland, OR · 194 clientsWealth manager
    Schwab 100%
    $359M
  26. 9295
    The David J. Yvars Group Inc.489 clientsWealth manager
    Raymond James 100%
    $359M
  27. 9296
    Clearwave CapitalUpland, CA · 314 clientsWealth manager
    Fidelity 91%
    $359M
  28. 9297
    Seros Wealth PartnersGilbert, AZ · 457 clientsWealth manager
    Axos 53%Schwab 36%
    $359M
  29. 9298
    Abbot Financial Management, IncAndover, MA · 213 clientsWealth manager
    Fidelity 100%
    $359M
  30. 9299
    Ayrton Capital LLCWestport, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $359M
  31. 9300
    Ridgepath Capital Management LLCKnoxville, TN · 121 clientsWealth manager
    Schwab 100%
    $359M
  32. 9301
    TSA Wealth ManagementHouston, TX · 262 clientsWealth manager
    Schwab 100%
    $359M
  33. 9302
    Aurora Investment Managers, LLCNaples, FL · 200 clientsWealth manager
    Schwab 86%
    $359M
  34. 9303
    Robertson Opportunity Capital, LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $359M
  35. 9304
    Lifeway Financial CorporationPlano, TX · 168 clientsWealth manager
    Schwab 100%
    $359M
  36. 9305
    Cloverfields Capital Group, LPMinneapolis, MN · 58 clientsWealth manager
    Fidelity 55%Northern Trust 45%
    $359M
  37. 9306
    Flight Deck Capital, LPSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $359M
  38. 9307
    Ararat Capital Management LPWestport, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $359M
  39. 9308
    Silver Point Private Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $359M
  40. 9310
    US Asset Management, LLCPittsburgh, PA · 48 clientsAsset manager
    Wilmington Trust 100%
    $358M

RIAs by state