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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. 9312
    AIS Capital Management L.P.Wilton, CT · 44 clientsPrivate fund adviser
    FNZ Trust 100%
    $358M
  2. 9313
    Bluestem Financial Advisors, LLCSavoy, IL · 185 clientsWealth manager
    Schwab 100%
    $358M
  3. 9314
    Prufid Financial Advisors LLC30 clientsWealth manager
    Schwab 100%
    $358M
  4. 9315
    Pillar Financial Advisors, LLCLouisville, KY · 210 clientsWealth manager
    Schwab 100%
    $358M
  5. 9316
    Heritage Wealth ManagementHouston, TX · 218 clientsWealth managerWrap sponsor
    Fidelity 100%
    $358M
  6. 9319
    McDonald Capital ManagementLubbock, TX · 183 clientsWealth managerBank-affiliated
    Schwab 88%
    $358M
  7. 9320
    Applied Capital LLCLittle Rock, AR · 687 clientsWealth manager
    Schwab 100%
    $358M
  8. 9321
    Conservative Wealth Management LLC68 clientsWealth manager
    Fidelity 100%
    $358M
  9. 9323
    Lifespan Financial Strategies, Inc.Weston, FL · 515 clientsWealth manager
    Assetmark Trust 100%
    $357M
  10. 9324
    Montvue Capital Management, Inc.Lynchburg, VA · 196 clientsWealth manager
    Fidelity 93%
    $357M
  11. 9325
    Houlihan Financial Resource Group, LTD.Ashburn, VA · 171 clientsWealth manager
    Fidelity 53%Schwab 47%
    $357M
  12. 9326
    GKV Capital Management Co IncWalnut Creek, CA · 175 clientsWealth manager
    Pershing 100%
    $357M
  13. 9327
    Moment Private WealthSaint Louis, MO · 105 clientsWealth manager
    Fidelity 100%
    $357M
  14. 9328
    Carnegie Wealth Management, LLCBerwyn, PA · 229 clientsWealth manager
    Schwab 100%
    $357M
  15. 9329
    Saltmarsh Financial Advisors, LLCPensacola, FL · 224 clientsWealth manager
    Schwab 100%
    $357M
  16. 9330
    Alcyon Wealth PartnersYoungstown, OH · 395 clientsWealth manager
    Fidelity 100%
    $356M
  17. 9332
    Oakcliff Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $356M
  18. 9335
    Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clientsWealth manager
    Fidelity 77%TradePMR / Robinhood 23%
    $356M
  19. 9336
    Crawford Fund Management, LLCBoston, MA · 3 clientsPrivate fund adviser
    State Street 100%
    $356M
  20. 9337
    Monhegan Capital Management, LLCWealth manager
    Fidelity 100%
    $356M
  21. 9338
    Lifegoal Investments, LLC291 clientsWealth manager
    Schwab 100%
    $356M
  22. 9339
    Armor Investment Advisors, LLCRaleigh, NC · 206 clientsWealth manager
    Schwab 61%Fidelity 39%
    $356M
  23. 9340
    Arkview Capital, L.P.Stamford, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $356M
  24. 9341
    Twin Point Capital LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $356M
  25. 9342
    Argyle Capital Management, LLCCenter Valley, PA · 65 clientsWealth manager
    Schwab 70%Merrill / Bank of America 30%
    $356M
  26. 9343
    Stone Oak Wealth Management, LLCSan Antonio, TX · 293 clientsWealth manager
    Schwab 100%
    $356M
  27. 9344
    Griffin Black, LLCRedwood City, CA · 171 clientsWealth manager
    Altruist 68%Pershing 32%
    $356M
  28. 9345
    Acorn Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $355M
  29. 9346
    FpnavigatorsMaple Grove, MN · 433 clientsWealth manager
    LPL Financial 66%Schwab 34%
    $355M
  30. 9348
    Tompkins & Co.Wealth manager
    J.P. Morgan 100%
    $355M
  31. 9349
    Clay Northam Wealth ManagementHuntington Beach, CA · 420 clientsWealth manager
    Schwab 100%
    $355M
  32. 9350
    Hanover Advisors, IncSeneca, SC · 245 clientsWealth managerWrap sponsor
    Pershing 100%
    $355M
  33. 9352
    Williams Financial GroupMobile, AL · 658 clientsWealth managerWrap sponsor
    Schwab 100%
    $355M
  34. 9353
    Bridge City Capital, LLCLake Oswego, OR · 40 clientsAsset manager
    State Street 47%J.P. Morgan 41%
    $355M
  35. 9354
    Resurgent AdvisorsAtlanta, GA · 381 clientsWealth manager
    Schwab 71%Raymond James 29%
    $355M
  36. 9355
    Lexington Research and Capital Group, LLCFayetteville, AR · 205 clientsWealth manager
    No custodian reported
    $355M
  37. 9356
    Lloyd Harbor Capital Management, LLCCold Spring Harbor, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $354M
  38. 9357
    Capstone WealthBillings, MT · 169 clientsWealth manager
    Schwab 100%
    $354M
  39. 9358
    Wealth Advisors NWPortland, OR · 304 clientsWealth manager
    Schwab 100%
    $354M
  40. 9359
    Stance Capital LLCBoston, MA · 45 clientsAsset manager
    U.S. Bancorp Investments 82%
    $354M

RIAs by state