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Est. 2026The front page of wealth managementNew York

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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. 9770
    HFR Asset Management, L.l.cChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  2. 9771
    HFR Investments, LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  3. 9772
    Resilient Capital Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $326M
  4. 9773
    Hurley Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 96%
    $326M
  5. 9774
    Centerline Wealth Advisors, LLCLouisville, KY · 268 clientsWealth manager
    Schwab 100%
    $326M
  6. 9775
    Lifeplan GroupRaleigh, NC · 278 clientsWealth manager
    Schwab 100%
    $326M
  7. 9776
    Healthedge Investment PartnersTampa, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $326M
  8. 9777
    Patron Partners, LLCHouston, TX · 164 clientsWealth manager
    Schwab 100%
    $326M
  9. 9778
    Schuchard Capital Management Inc197 clientsWealth manager
    Schwab 100%
    $326M
  10. 9779
    Resolute Global Partners, LTD.Hamilton, Bermuda · 1 clientsPrivate fund adviser
    No custodian reported
    $325M
  11. 9780
    Silver Lake Advisory Partners, LLC159 clientsWealth manager
    Schwab 100%
    $325M
  12. 9781
    Coeli Frontier Markets ABStockholm, Sweden · 4 clientsPrivate fund adviser
    No custodian reported
    $325M
  13. 9782
    Strategic Wealth Advisors, LLC111 clientsWealth manager
    Schwab 82%
    $325M
  14. 9783
    Catawba River CapitalLake Wylie, SC · 275 clientsWealth manager
    Fidelity 100%
    $325M
  15. 9788
    Crimson ManagementHouston, TX · 53 clientsWealth manager
    Schwab 100%
    $324M
  16. 9790
    Light Arc Capital Management LLCGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $324M
  17. 9791
    Vista Investment Management, LLCPittsburgh, PA · 189 clientsWealth manager
    Schwab 100%
    $324M
  18. 9792
    Kennicott Capital Management LLC55 clientsWealth manager
    Fidelity 100%
    $324M
  19. 9793
    Galaxy Investment Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $324M
  20. 9794
    Torque Asset Management LLC2 clientsPrivate fund adviser
    No custodian reported
    $324M
  21. 9795
    Smith W B & Co Inc8 clientsAsset manager
    No custodian reported
    $324M
  22. 9796
    Cresalta Investment Management, Inc.Greenwood Village, CO · 3 clientsAsset manager
    Bank 100%
    $323M
  23. 9797
    Johnson Wealth Management, LLCGrand Forks, ND · 169 clientsWealth manager
    Schwab 100%
    $323M
  24. 9800
    Brown Financial Advisors, LLCMilford, OH · 613 clientsWealth manager
    Schwab 100%
    $323M
  25. 9801
    Aull & MonroeMobile, AL · 190 clientsWealth manager
    Schwab 100%
    $323M
  26. 9802
    Pacific Sun Financial CorpLos Angeles, CA · 381 clientsWealth managerWrap sponsor
    Schwab 100%
    $323M
  27. 9803
    Lauer Capital Management LTDSioux Falls, SD · 90 clientsWealth manager
    Schwab 100%
    $323M
  28. 9804
    Next Level Wealth Planning, LLCMeridian, ID · 572 clientsWealth manager
    Raymond James 89%
    $323M
  29. 9806
    Fortune Financial Advisors, LLCOverland Park, KS · 206 clientsWealth manager
    Schwab 100%
    $323M
  30. 9807
    Carswell Investments, LLCEast Syracuse, NY · 175 clientsWealth manager
    Fidelity 100%
    $322M
  31. 9808
    Vistamark InvestmentsHinsdale, IL · 45 clientsAsset manager
    No custodian reported
    $322M
  32. 9809
    RBS Wealth ManagementAlto, MI · 472 clientsWealth manager
    Schwab 100%
    $322M
  33. 9810
    Forte Asset Management, LLC64 clientsWealth manager
    Fidelity 100%
    $322M
  34. 9811
    Osceola Capital ManagementTampa, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $322M
  35. 9812
    Kapstone Financial Advisors LLCLebanon, OH · 508 clientsWealth manager
    Raymond James 100%
    $322M
  36. 9813
    Gordonmd Global Investments LPBeverly Hills, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $322M
  37. 9814
    Financial Transparency235 clientsWealth manager
    Schwab 51%Axos 49%
    $322M
  38. 9815
    Reik & Co., LLC60 clientsWealth manager
    Morgan Stanley 86%
    $322M
  39. 9816
    M4a3 LLCBoulder, CO · 65 clientsWealth manager
    Pershing 67%Schwab 33%
    $322M
  40. 9817
    Nicholson Wealth Management GroupCharleston, SC · 205 clientsWealth manager
    Schwab 100%
    $322M

RIAs by state