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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. 9875
    4:8 FinancialCanby, OR · 834 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $318M
  2. 9876
    Tower View Wealth Management LLC209 clientsWealth manager
    Schwab 100%
    $318M
  3. 9877
    Navigate 401k, LLCBirmingham, AL · 80 clientsAsset manager
    Fidelity 60%Principal 25%
    $318M
  4. 9879
    Meira WealthCoral Gables, FL · 183 clientsWealth manager
    Schwab 77%Fidelity 23%
    $318M
  5. 9880
    Twin Securities, Inc.New York, NY · 5 clientsPrivate fund adviser
    Goldman Sachs 99%
    $318M
  6. 9881
    Deltroit Asset Management (US) LLC3 clientsPrivate fund adviser
    No custodian reported
    $318M
  7. 9882
    Legacy Financial Advisors CorporationBloomington, MN · 245 clientsWealth manager
    Schwab 100%
    $318M
  8. 9885
    Goode Partners LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $317M
  9. 9886
    Family Wealth Planning PartnersLouisville, KY · 1,466 clientsWealth manager
    Schwab 100%
    $317M
  10. 9887
    BCA Private Wealth, Inc.Greenville, SC · 383 clientsWealth manager
    Schwab 82%
    $317M
  11. 9888
    TSP Advisors, LLCMercer Island, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $317M
  12. 9889
    Bison Creek Wealth Management LLC78 clientsAsset manager
    Transamerica 100%
    $317M
  13. 9891
    Mendel Money Management IncNorthbrook, IL · 211 clientsWealth manager
    Schwab 87%
    $317M
  14. 9892
    Blue Barn WealthOrem, UT · 233 clientsWealth manager
    Schwab 100%
    $317M
  15. 9894
    First Financial GroupRaleigh, NC · 378 clientsWealth manager
    Schwab 100%
    $317M
  16. 9895
    Councilor Wealth LLCBethesda, MD · 197 clientsWealth manager
    Schwab 100%
    $317M
  17. 9896
    DKM Wealth Management, Inc.Stockton, CA · 180 clientsWealth manager
    Schwab 100%
    $317M
  18. 9897
    Caro InvestorsChevy Chase, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $317M
  19. 9900
    Salvus Wealth Management, LLCRed Bank, NJ · 195 clientsWealth manager
    Fidelity 100%
    $316M
  20. 9901
    OCA Ventures, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $316M
  21. 9902
    Ferguson-Johnson Wealth Management, Inc.Rockville, MD · 198 clientsWealth manager
    Fidelity Distributors Company 100%
    $316M
  22. 9903
    Harvest Management, L.L.C.New York, NY · 5 clientsAsset manager
    Goldman Sachs 100%
    $316M
  23. 9904
    WealthcollabBellevue, WA · 68 clientsWealth manager
    Schwab 100%
    $316M
  24. 9905
    First Oak Wealth Management, LLCRaleigh, NC · 154 clientsWealth manager
    Schwab 100%
    $316M
  25. 9906
    Tenon FinancialMetuchen, NJ · 100 clientsWealth manager
    Schwab 100%
    $316M
  26. 9907
    Wealth Analytics Partners, LLCSan Diego, CA · 184 clientsWealth manager
    Schwab 53%Altruist 45%
    $316M
  27. 9908
    Gibert Wealth ManagementCharlotte, NC · 116 clientsWealth manager
    No custodian reported
    $316M
  28. 9909
    Pacifica Partners Capital ManagementSurrey, Canada · 580 clientsWealth manager
    National Bank Independent Network (nbin) 100%
    $316M
  29. 9910
    Matthew 25 Management CorpAmbler, PA · 1 clientsAsset manager
    No custodian reported
    $316M
  30. 9913
    Kenora Financial, LLCDes Plaines, IL · 191 clientsWealth manager
    Schwab 100%
    $316M
  31. 9914
    Advaita Capital LLCBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $316M
  32. 9915
    Marquette Associates, Inc.West Chester, PA · 5 clientsAsset manager
    Wilmington Trust Investment Management 87%
    $316M
  33. 9916
    4d Advisors, LLCRedondo Beach, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $316M
  34. 9917
    Garrison Point Capital, LLCSan Francisco, CA · 16 clientsAsset manager
    RBC 49%
    $316M
  35. 9918
    Pegasus Capital Advisors, L.P.Stamford, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $315M
  36. 9919
    Thames Financial ManagementNorwich, CT · 302 clientsWealth manager
    Fidelity 100%
    $315M
  37. 9921
    Camarda Wealth Advisory GroupFleming Island, FL · 286 clientsWealth manager
    Schwab 100%
    $315M
  38. 9922
    Walker Asset Management, LLC195 clientsWealth managerWrap sponsor
    Schwab 100%
    $315M
  39. 9923
    Cornerstone Select Advisors, LLCSt. Louis, MO · 344 clientsAsset manager
    Schwab 64%Wells Fargo 36%
    $315M
  40. 9924
    Lincoln Energy Holdings LLCEnglewood, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $315M

RIAs by state