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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. 9975
    BG America LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $311M
  2. 9976
    Cravens & Company Wealth ManagementCookeville, TN · 227 clientsWealth manager
    Schwab 100%
    $311M
  3. 9977
    401k Investment ProfessionalsWaunakee, WI · 137 clientsAsset manager
    Vanguard 100%
    $311M
  4. 9978
    Malaga Cove Capital, LLCPalos Verdes Estates, CA · 228 clientsWealth manager
    Schwab 100%
    $311M
  5. 9980
    Spring Mountain Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    Interactive Brokers 100%
    $311M
  6. 9981
    Level Ventures Management LLCSunny Isles Beach, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $311M
  7. 9982
    TRP Capital Advisors VI, LLCBirmingham, MI · 6 clientsPrivate fund adviser
    No custodian reported
    $311M
  8. 9983
    Waypoint Capital Partners, LLCStamford, CT · 10 clientsAsset manager
    No custodian reported
    $311M
  9. 9984
    Constellation Capital Management LLC3 clientsPrivate fund adviser
    No custodian reported
    $311M
  10. 9985
    Prospect Hill Growth Partners, L.P.Waltham, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $311M
  11. 9986
    Two Point Capital Management, Inc.Pittsford, NY · 106 clientsWealth manager
    Fidelity 100%
    $311M
  12. 9988
    General Equity Holdings LPBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $310M
  13. 9989
    Guardian Investment ManagementTiburon, CA · 53 clientsWealth manager
    Schwab 57%Merrill / Bank of America 28%
    $310M
  14. 9990
    O15 Capital Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $310M
  15. 9991
    Kensington Investment CounselLong Beach, CA · 115 clientsWealth manager
    No custodian reported
    $310M
  16. 9992
    PTM Wealth Management, LLCNorth Wales, PA · 164 clientsWealth manager
    Schwab 100%
    $310M
  17. 9994
    Hudson Advisor Services, Inc.Buffalo, NY · 286 clientsWealth manager
    Fidelity Distributors Company 84%
    $310M
  18. 9995
    Chesapeake Financial AdvisorsTowson, MD · 287 clientsWealth manager
    Schwab 100%
    $310M
  19. 9997
    American Wealth Management, Inc.Alpharetta, GA · 565 clientsWealth manager
    Raymond James 83%
    $310M
  20. 9999
    NRI Wealth Management, LLCSanta Clara, CA · 290 clientsWealth manager
    Schwab 100%
    $310M
  21. 10000
    Bill OPP Fixed Income Advisory Service, LLC2 clientsAsset manager
    No custodian reported
    $310M
  22. 10001
    Omega Wealth Management LLCArlington, VA · 152 clientsWealth manager
    SEI 100%
    $310M
  23. 10002
    Windward Private Wealth Management Inc.Overland Park, KS · 235 clientsWealth manager
    Schwab 100%
    $310M
  24. 10003
    Storr GroupWest Palm Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $310M
  25. 10004
    Savant Partners, LLCSan Mateo, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $310M
  26. 10005
    Trunorth Financial Services, Inc.Chambersburg, PA · 445 clientsWealth manager
    Fidelity Distributors Company 82%
    $309M
  27. 10006
    Beacon Financial Strategies Corp.Raleigh, NC · 141 clientsWealth manager
    Schwab 100%
    $309M
  28. 10007
    Founders Equity PartnersJackson, WY · 6 clientsPrivate fund adviser
    No custodian reported
    $309M
  29. 10008
    Prospect Capital Advisors, LLCSausalito, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $309M
  30. 10010
    Broad Reach Retail Partners LLCMillersville, MD · 29 clientsPrivate fund adviser
    No custodian reported
    $309M
  31. 10011
    Milestone Asset Management Group, LLCAvon, CT · 214 clientsWealth manager
    Fidelity 100%
    $309M
  32. 10012
    Meriwether Wealth & Planning, LLCMinden, LA · 607 clientsWealth manager
    SEI 100%
    $309M
  33. 10013
    Samjo Management, LLCNew York, NY · 187 clientsAsset manager
    No custodian reported
    $309M
  34. 10015
    New Perspectives, Inc.Ridgeland, MS · 423 clientsWealth manager
    Schwab 100%
    $309M
  35. 10016
    Chronometer Partners LPPittsburgh, PA · 1 clientsAsset manager
    Morgan Stanley 100%
    $308M
  36. 10017
    Finivi Inc.Westborough, MA · 683 clientsWealth manager
    Schwab 100%
    $308M
  37. 10018
    Beacon Wealthcare LLCRaleigh, NC · 908 clientsWealth manager
    No custodian reported
    $308M
  38. 10019
    Merit Financial Partners LLCMaspeth, NY · 197 clientsWealth manager
    Schwab 100%
    $308M
  39. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M
  40. 10021
    Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
    Fidelity 86%
    $308M

RIAs by state