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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. 9565
    Diversified Financial ManagementNorwell, MA · 144 clientsWealth manager
    Fidelity 82%
    $339M
  2. 9566
    Eiger Wealth Management, LLCSan Diego, CA · 118 clientsWealth manager
    Schwab 100%
    $339M
  3. 9568
    Morgan RIO Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $339M
  4. 9569
    Mdrn CapitalAnnapolis, MD · 569 clientsWealth manager
    Altruist 100%
    $339M
  5. 9570
    Riverspan Partners LPChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $339M
  6. 9571
    Novo Holdings US Investment Advisor, Inc.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $339M
  7. 9572
    Comprehensive Wealth ManagementLynnwood, WA · 389 clientsWealth manager
    Schwab 100%
    $338M
  8. 9574
    Variant Equity Advisors, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $338M
  9. 9575
    Bookends Financial PlanningIndianapolis, IN · 521 clientsWealth manager
    Raymond James 100%
    $338M
  10. 9576
    Nicholson Meyer Capital Management, Inc.Kansas City, MO · 268 clientsWealth manager
    Fidelity 100%
    $338M
  11. 9577
    Addington Financial Group LLC94 clientsWealth manager
    Fidelity 100%
    $338M
  12. 9578
    Mine & Arao Wealth Creation and Management, LLCCampbell, CA · 222 clientsWealth manager
    Schwab 100%
    $338M
  13. 9579
    Navigate Financial LLCSalt Lake City, UT · 161 clientsAsset manager
    The Standard 77%Schwab 23%
    $338M
  14. 9580
    Boulder Wealth Advisors, LLCBoulder, CO · 183 clientsWealth manager
    Schwab 100%
    $338M
  15. 9583
    325 CapitalNew York, NY · 3 clientsAsset manager
    BNY 100%
    $338M
  16. 9584
    Assetgrade, LLCBoston, MA · 171 clientsWealth manager
    Fidelity 100%
    $338M
  17. 9585
    Lucas Group Financial Advisors, LLCFreeport, IL · 429 clientsWealth manager
    Schwab 100%
    $338M
  18. 9586
    Mutima Capital Management LLCNew York, NY · 1 clientsAsset manager
    BNY 100%
    $337M
  19. 9587
    Lenk Ladner Investment Solutions LLCOsterville, MA · 276 clientsWealth manager
    Schwab 100%
    $337M
  20. 9588
    Wasatch Equity PartnersLogan, UT · 22 clientsPrivate fund adviser
    No custodian reported
    $337M
  21. 9589
    Bluedoor Private Wealth, LLCBeverly, MA · 137 clientsWealth manager
    Schwab 84%
    $337M
  22. 9590
    EvoadvisorsRichmond, VA · 168 clientsWealth manager
    Altruist 100%
    $337M
  23. 9591
    Augment Infrastructure Managers Advisory LLCChevy Chase, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $337M
  24. 9592
    The Nalls Sherbakoff Group, LLCKnoxville, TN · 500 clientsWealth manager
    Schwab 100%
    $337M
  25. 9593
    New England Research & Management, Inc.Chicago, IL · 149 clientsWealth manager
    Fidelity 100%
    $337M
  26. 9594
    Washington Avenue AdvisorsLansing, MI · 689 clientsWealth manager
    Schwab 79%
    $337M
  27. 9595
    Valspring Capital1 clientsPrivate fund adviser
    No custodian reported
    $337M
  28. 9596
    New CatalystWashington, DC · 2 clientsPrivate fund adviser
    No custodian reported
    $337M
  29. 9598
    Vestura, LLCHobart, WI · 76 clientsWealth manager
    No custodian reported
    $337M
  30. 9599
    Everstar Asset Management, LLCMooresville, NC · 1,132 clientsWealth manager
    Schwab 100%
    $337M
  31. 9600
    Assembly WealthMill Valley, CA · 209 clientsWealth managerWrap sponsor
    Schwab 100%
    $337M
  32. 9601
    Kilner Capital Advisors, LLCGaithersburg, MD · 230 clientsWealth manager
    Schwab 100%
    $337M
  33. 9602
    Alterna Capital Partners LLC3 clientsPrivate fund adviser
    No custodian reported
    $337M
  34. 9603
    Journey Financial Group, Inc.Buffalo Grove, IL · 330 clientsWealth manager
    Schwab 100%
    $336M
  35. 9604
    ADG Wealth Management Group, LLCMetairie, LA · 569 clientsWealth manager
    Fidelity 100%
    $336M
  36. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  37. 9606
    Colony Capital Investment Advisors, LLCBoca Raton, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $336M
  38. 9607
    Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
    Schwab 99%
    $336M
  39. 9609
    Agate Pass Investment, LLCBainbridge Island, WA · 124 clientsWealth manager
    Schwab 100%
    $336M
  40. 9610
    Loon Lake Capital Management LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $336M

RIAs by state