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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. 10224
    High Trail CapitalHoboken, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $297M
  2. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  3. 10228
    BirchbrookBangor, ME · 320 clientsWealth manager
    Schwab 100%
    $296M
  4. 10229
    Best InvestSan Antonio, TX · 672 clientsWealth manager
    Schwab 100%
    $296M
  5. 10231
    Letson Investment Management, Inc.105 clientsWealth manager
    Fidelity 100%
    $296M
  6. 10233
    Alpha Capital Family Office, LLCGreenwood Village, CO · 147 clientsWealth managerWrap sponsor
    Fidelity 100%
    $296M
  7. 10234
    Palatine Hill Wealth ManagementBirmingham, MI · 288 clientsWealth managerWrap sponsor
    Schwab 100%
    $296M
  8. 10235
    Infusive Asset Management Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  9. 10236
    Colbert Investment Management CoMiami, FL · 144 clientsAsset manager
    Fidelity 100%
    $296M
  10. 10237
    Commonwealth Asset Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  11. 10238
    Golden Bay Advisors LLC154 clientsWealth manager
    Altruist 56%Schwab 33%
    $296M
  12. 10239
    Orchid AdvisoryDallas, TX · 15 clientsWealth manager
    Schwab 100%
    $296M
  13. 10240
    22nw, LPSeattle, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $296M
  14. 10241
    Square Advisors, LLCLondon, United Kingdom · 5 clientsAsset manager
    Morgan Stanley 51%Edmond De Rothschild (europe) S.A. 49%
    $295M
  15. 10242
    HWA Financial GroupEllicott City, MD · 174 clientsWealth manager
    Schwab 100%
    $295M
  16. 10243
    Union Heritage CapitalDetroit, MIAsset manager
    Northern Trust 100%
    $295M
  17. 10244
    Guild Capital Management16 clientsPrivate fund adviser
    No custodian reported
    $295M
  18. 10245
    Douglas Capital Management IncJacksonville, FL · 112 clientsAsset manager
    Raymond James 100%
    $295M
  19. 10247
    Trace Wealth Advisors66 clientsWealth managerWrap sponsor
    LPL Financial 87%
    $295M
  20. 10248
    Krane Financial SolutionsCalabasas, CA · 180 clientsWealth manager
    Schwab 100%
    $295M
  21. 10249
    Carpenter, Claydon Advisors, Inc.Maitland, FL · 249 clientsWealth manager
    Schwab 100%
    $295M
  22. 10250
    Stewardship Trust AdvisorsGrandville, MI · 285 clientsWealth manager
    No custodian reported
    $295M
  23. 10251
    Illumen Capital Management, LLCOakland, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $295M
  24. 10253
    Lineage Point Capital LP1 clientsPrivate fund adviser
    No custodian reported
    $295M
  25. 10254
    Wall Capital Group, Inc.Phoenix, AZ · 799 clientsAsset manager
    Schwab 100%
    $295M
  26. 10256
    Brizo Capital, LPNew York, NY · 1 clientsPrivate fund adviser
    Deutsche Bank Securities 100%
    $294M
  27. 10257
    Buildgroup ManagementAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $294M
  28. 10258
    Estate Management Counselors,llcAtlanta, GA · 355 clientsWealth manager
    Schwab 100%
    $294M
  29. 10259
    Christensen, King & Associates Investment Services, Inc.Richland, WA · 540 clientsWealth manager
    Schwab 100%
    $294M
  30. 10260
    Baugh & Associates, LLCAtlanta, GA · 161 clientsWealth manager
    Schwab 100%
    $294M
  31. 10261
    A.R.T. Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $294M
  32. 10262
    Eagle Bluffs Wealth Management LLCColumbia, MO · 165 clientsWealth manager
    Schwab 100%
    $294M
  33. 10263
    M.C. Byrd Wealth Management, LLCBellville, TX · 557 clientsWealth manager
    Fidelity 82%
    $294M
  34. 10265
    MDT Financial Advisors, LLCWebster, TX · 331 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $294M
  35. 10266
    Generative Investment Partners LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $294M
  36. 10267
    Sherwood Financial Partners, LLCWestlake Village, CA · 88 clientsWealth manager
    Schwab 100%
    $294M
  37. 10269
    Resolute Wealth Advisor, Inc.Findlay, OH · 816 clientsWealth manager
    Schwab 100%
    $294M
  38. 10270
    Nuclo WealthHouston, TX · 72 clientsAsset manager
    Morgan Stanley 39%J.P. Morgan 29%
    $294M
  39. 10271
    Copperplate Capital LLCMenlo Park, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $294M
  40. 10272
    Nextgen Growth Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $294M

RIAs by state