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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. 9463
    Arcadia Investment Advisors, LLCEagle, ID · 280 clientsWealth manager
    Schwab 100%
    $346M
  2. 9464
    Archway Wealth Management, LLCKirkwood, MO · 200 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $346M
  3. 9466
    Continuum Wealth Advisors, LLCSaratoga Springs, NY · 328 clientsWealth manager
    Schwab 100%
    $346M
  4. 9467
    Ipcp Management, LLCBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $346M
  5. 9468
    Placeholder Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  6. 9469
    Borderless Management LLCClermont, FL · 20 clientsPrivate fund adviser
    No custodian reported
    $345M
  7. 9470
    BIP Capital Management Services, LLCAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $345M
  8. 9471
    Fortress Planning GroupPewaukee, WI · 283 clientsWealth manager
    No custodian reported
    $345M
  9. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  10. 9474
    Islander Capital Partners, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  11. 9475
    RHP Wealth ManagementHouston, TX · 211 clientsWealth manager
    Schwab 100%
    $345M
  12. 9477
    Intrinsic Wealth Counsel, Inc.Tempe, AZ · 217 clientsWealth manager
    Schwab 100%
    $345M
  13. 9479
    Nepsis, Inc.Minneapolis, MN · 590 clientsWealth managerWrap sponsor
    Pershing 100%
    $345M
  14. 9480
    Loftin Wealth PartnersJohns Creek, GA · 387 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $344M
  15. 9482
    Guinness Atkinson Asset Management, Inc.Pasadena, CA · 1 clientsAsset manager
    No custodian reported
    $344M
  16. 9484
    L. C. Bhandari & Co.Asset manager
    John Hancock Variable Life Insurance 66%Pruco Life Insurance 34%
    $344M
  17. 9485
    Kellett Wealth Advisors, LLCCincinnati, OH · 465 clientsWealth manager
    Schwab 100%
    $344M
  18. 9486
    Prospera Capital Management, LLC44 clientsWealth manager
    Vanguard 99%
    $344M
  19. 9487
    The Clark Group Asset ManagementDana Point, CA · 469 clientsWealth manager
    Schwab 100%
    $344M
  20. 9488
    Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $344M
  21. 9489
    Cambrian Capital Management, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $344M
  22. 9490
    Safe Harbor Capital PartnersCoconut Grove, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $344M
  23. 9491
    Pathfinder 360 Managementco, LLCMinnetonka, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $344M
  24. 9492
    Garden City Management, LLCCharlotte, NC · 5 clientsPrivate fund adviser
    No custodian reported
    $344M
  25. 9493
    Attessa Capital LLCTucson, AZ · 246 clientsWealth manager
    Schwab 100%
    $344M
  26. 9495
    Formula Growth LimitedMontreal, Canada · 7 clientsPrivate fund adviser
    No custodian reported
    $343M
  27. 9496
    Formula Growth Management CorpNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $343M
  28. 9497
    Victrix Investment AdvisorsStuart, FL · 450 clientsWealth manager
    Schwab 100%
    $343M
  29. 9498
    Vertrix Wealth Management, LLCTroy, MI · 293 clientsWealth manager
    Schwab 100%
    $343M
  30. 9499
    Coordinated Financial Planning CorpCincinnati, OH · 367 clientsWealth manager
    Schwab 100%
    $343M
  31. 9503
    Ballast Financial Advisors, LLCWest Chester, PA · 607 clientsWealth manager
    Schwab 100%
    $343M
  32. 9505
    Matune Basile AdvisorsHermitage, PA · 264 clientsWealth manager
    Schwab 100%
    $343M
  33. 9506
    Diameter DCF Advisor LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $343M
  34. 9507
    Athena Investment Management102 clientsWealth manager
    Schwab 100%
    $342M
  35. 9508
    William Howard & Co. Financial Advisors, Inc.Memphis, TN · 176 clientsWealth manager
    Schwab 100%
    $342M
  36. 9509
    M3 Advisory Group, LLC341 clientsWealth manager
    Fidelity 100%
    $342M
  37. 9510
    Legacy Beyond Wealth LLC14 clientsAsset manager
    Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
    $342M
  38. 9512
    Eaglebrook AdvisorsNew York, NY · 159 clientsAsset manager
    Gemini Trust Company 100%
    $342M
  39. 9513
    Boyle CapitalWest Des Moines, IA · 423 clientsWealth managerWrap sponsor
    Schwab 100%
    $342M
  40. 9514
    Steelhead Wealth ManagementGlen Allen, VA · 280 clientsWealth manager
    Schwab 100%
    $342M

RIAs by state