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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. 9611
    Treasure Valley Financial PlanningMeridian, ID · 541 clientsWealth manager
    Schwab 100%
    $336M
  2. 9612
    Cogent Strategic Wealth LLCChicago, IL · 102 clientsWealth manager
    Schwab 100%
    $336M
  3. 9614
    LEH III Management LLCEnglewood, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $336M
  4. 9615
    Bennett Selby Investments, L.P.97 clientsWealth manager
    No custodian reported
    $336M
  5. 9616
    Shared Vision Wealth Group192 clientsWealth manager
    Fidelity 50%Schwab 50%
    $336M
  6. 9617
    Peachtree Investment Partners, LLC263 clientsWealth manager
    Schwab 100%
    $336M
  7. 9618
    Cross Rapids Capital LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $336M
  8. 9620
    Apricus Wealth LLCBeaufort, SC · 100 clientsWealth manager
    Schwab 100%
    $336M
  9. 9621
    Mid-American Wealth Advisory GroupKansas City, MO · 958 clientsWealth manager
    Schwab 100%
    $336M
  10. 9624
    The Menard Financial Group, LLCHouston, TX · 128 clientsWealth managerWrap sponsor
    Schwab 100%
    $335M
  11. 9626
    BVP Management Company, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $335M
  12. 9627
    Trisperity Advisors, LLCKaty, TX · 264 clientsWealth manager
    Schwab 100%
    $335M
  13. 9628
    Livet Wealth, LLCSpanish Fork, UT · 138 clientsWealth manager
    Schwab 100%
    $335M
  14. 9629
    Aspenridge Wealth AdvisorsFort Worth, TX · 383 clientsWealth manager
    Fidelity 100%
    $335M
  15. 9630
    Pillsbury Lake Capital, LLC4 clientsPrivate fund adviser
    No custodian reported
    $335M
  16. 9631
    Gotham Green Partners, LLCSanta Monica, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $335M
  17. 9632
    Abra Capital Management, LPSan Francisco, CA · 277 clientsAsset manager
    Fireblocks 100%
    $335M
  18. 9633
    Baer Wealth ManagementMarietta, GA · 308 clientsWealth manager
    Schwab 93%
    $335M
  19. 9634
    Weik Capital ManagementWyomissing, PA · 195 clientsWealth manager
    Schwab 100%
    $335M
  20. 9635
    Wealthharbor Capital Group, LLCMetairie, LA · 252 clientsAsset manager
    Pershing 50%MG Trust Company 50%
    $335M
  21. 9637
    GinjerParis, France · 35 clientsAsset manager
    No custodian reported
    $335M
  22. 9638
    North RUN Capital, LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $335M
  23. 9639
    Slayton Lewis IncSalt Lake City, UT · 77 clientsWealth manager
    No custodian reported
    $334M
  24. 9640
    American Capital Advisory, LLCKetchum, ID · 384 clientsWealth manager
    Schwab 100%
    $334M
  25. 9642
    Swan Investment PartnersOld Greenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $334M
  26. 9644
    Envision Capital Management Inc226 clientsWealth manager
    Schwab 100%
    $334M
  27. 9645
    Evermont WealthClaremont, CA · 496 clientsWealth manager
    Schwab 100%
    $334M
  28. 9646
    Eschaton Opportunities Fund Management LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $334M
  29. 9647
    Cottage Street AdvisorsMarion, MA · 135 clientsWealth manager
    Schwab 89%
    $334M
  30. 9648
    Checkpoint Capital L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $334M
  31. 9650
    Strait & Sound243 clientsWealth manager
    Schwab 73%Pershing 27%
    $334M
  32. 9651
    Rare Capital Management, LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $334M
  33. 9652
    Congruence Capital, LLCLos Angeles, CA · 3 clientsAsset manager
    Morgan Stanley 85%
    $334M
  34. 9653
    Impulsora Del Fondo Mexico, SCCdmx, Mexico · 1 clientsAsset manager
    No custodian reported
    $334M
  35. 9654
    Investment Partners Asset ManagementMetuchen, NJ · 257 clientsWealth manager
    Schwab 100%
    $333M
  36. 9655
    Highbury Pacific Capital Corp.Bellevue, WA · 1 clientsAsset manager
    Northern Trust 100%
    $333M
  37. 9656
    Vesta Wealth Management, LLCMiami Beach, FL · 44 clientsWealth manager
    No custodian reported
    $333M
  38. 9657
    Fairfield Financial AdvisorsWellesley, MA · 147 clientsWealth manager
    Schwab 100%
    $333M
  39. 9658
    Highland Peak Capital, LLCOld Greenwich, CT · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $333M
  40. 9661
    Dibenedetto & Associates LTDLoves Park, IL · 321 clientsWealth manager
    No custodian reported
    $333M

RIAs by state