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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. 9662
    Fields Gottscho Capital Management LLCCharlottesville, VA · 84 clientsWealth manager
    Schwab 100%
    $333M
  2. 9664
    Blackston Financial Advisory Group, LLCThe Villages, FL · 947 clientsWealth manager
    Schwab 100%
    $333M
  3. 9665
    Laurus Global Equity Management Inc.Toronto, Canada · 23 clientsAsset manager
    National Bank Independent Network 100%
    $333M
  4. 9667
    Fall Line Capital, LLCSan Mateo, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  5. 9668
    Curry Webb Wealth Management LLCIndianapolis, IN · 397 clientsWealth manager
    Schwab 100%
    $332M
  6. 9670
    Central Pine Capital, LLCCedarhurst, NY · 30 clientsWealth manager
    No custodian reported
    $332M
  7. 9671
    Phoenician ResourcesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $332M
  8. 9672
    GridlineAtlanta, GA · 44 clientsPrivate fund adviser
    No custodian reported
    $332M
  9. 9673
    Delta Accumulation, LLCSausalito, CA · 8 clientsWealth manager
    Interactive Brokers 100%
    $332M
  10. 9674
    Nokota Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $332M
  11. 9676
    Opus Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  12. 9677
    GEN Financial Management Inc.Plymouth, MN · 246 clientsWealth manager
    Schwab 73%Fidelity Distributors Company 27%
    $332M
  13. 9678
    Oceanic Investment Management LimitedDouglas, Isle of Man · 6 clientsPrivate fund adviser
    No custodian reported
    $332M
  14. 9679
    Bbjs Financial Advisors, LLCSeattle, WA · 90 clientsWealth manager
    No custodian reported
    $332M
  15. 9681
    Corazon Group LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $331M
  16. 9682
    Rainier Family Wealth, Inc.Tacoma, WA · 113 clientsWealth manager
    Fidelity 100%
    $331M
  17. 9683
    Sectoral Asset Management Inc.Montreal, Quebec, Canada · 7 clientsPrivate fund adviser
    No custodian reported
    $331M
  18. 9684
    5t Wealth, LLCNapa, CA · 297 clientsWealth manager
    Fidelity 98%
    $331M
  19. 9686
    Charles Fish Investments, Inc.Irvine, CA · 42 clientsWealth manager
    U.S. Bank 73%Schwab 27%
    $331M
  20. 9687
    Cambridge Financial Group, Inc.Columbus, OH · 318 clientsWealth managerWrap sponsor
    Stifel Nicolaus 27%Securities America 23%
    $331M
  21. 9689
    Advisorengine Portfolio Solutions Inc.Raleigh, NC · 4 clientsAsset manager
    Fidelity 58%Schwab 42%
    $331M
  22. 9690
    Yoder Wealth ManagementWalnut Creek, CA · 74 clientsWealth managerWrap sponsor
    Schwab 100%
    $331M
  23. 9692
    The Nestegg Group, Inc.Lincolnwood, IL · 187 clientsWealth manager
    Schwab 100%
    $331M
  24. 9694
    Edgeworth Capital PTY LTDBondi Junction, New South Wales, Australia · 7 clientsAsset manager
    J.P. Morgan 100%
    $331M
  25. 9695
    Vigilare Wealth Management LLCScottsdale, AZ · 157 clientsWealth manager
    Schwab 74%Fidelity 26%
    $331M
  26. 9697
    Hazoor Partners, LLCAustin, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $331M
  27. 9698
    General Innovation Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $331M
  28. 9699
    Lynch Asset Management, Inc.12 clientsWealth manager
    Fidelity 100%
    $331M
  29. 9702
    Uniplan Investment Counsel, Inc.Milwaukee, WI · 437 clientsWealth managerWrap sponsor
    UBS 100%
    $330M
  30. 9703
    Broadview Management, LLCSt. Louis, MO · 4 clientsPrivate fund adviser
    No custodian reported
    $330M
  31. 9704
    Cypress Capital Wealth Management LLCAnn Arbor, MI · 106 clientsAsset manager
    Empower Trust Company 57%Schwab 43%
    $330M
  32. 9705
    Claris Financial, LLCGlen Allen, VA · 599 clientsWealth manager
    Schwab 100%
    $330M
  33. 9706
    Welton Investment Partners LLCCarmel, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $330M
  34. 9708
    Moneywatch Advisors, Inc.Lexington, KY · 384 clientsWealth manager
    No custodian reported
    $330M
  35. 9709
    Boston Family Advisors LLCBoston, MA · 39 clientsWealth managerBank-affiliated
    Fidelity 92%
    $330M
  36. 9710
    Stonebridge Financial Planning Group, LLCOrlando, FL · 340 clientsWealth manager
    Fidelity 100%
    $330M
  37. 9711
    Fluent Financial, LLCDallas, TX · 260 clientsWealth managerWrap sponsor
    Schwab 100%
    $330M
  38. 9712
    DAI AdvisorsMenlo Park, CA · 285 clientsWealth manager
    Schwab 100%
    $330M
  39. 9714
    Paragon Financial PartnersWoodland Hills, CA · 127 clientsWealth manager
    Schwab 100%
    $330M
  40. 9715
    N.V.N.G. Investments, Inc.Kalamazoo, MI · 39 clientsWealth manager
    No custodian reported
    $330M

RIAs by state