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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. 11324
    Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
    J.P. Morgan 73%Merrill / Bank of America 27%
    $239M
  2. 11326
    Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
    Schwab 94%
    $239M
  3. 11327
    Mosaic Wealth Management, L.L.C.75 clientsWealth manager
    Schwab 100%
    $239M
  4. 11328
    Total Wealth Planning and Management, Inc.414 clientsWealth managerWrap sponsor
    Raymond James 100%
    $239M
  5. 11330
    Rock Hill CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $239M
  6. 11333
    Westhampton CapitalWinston-Salem, NC · 143 clientsWealth manager
    Fidelity 100%
    $239M
  7. 11334
    Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  8. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  9. 11336
    Waterwheel Capital ManagementAthens, Greece · 8 clientsPrivate fund adviser
    No custodian reported
    $238M
  10. 11337
    Goalfusion Wealth Management302 clientsWealth manager
    Schwab 100%
    $238M
  11. 11338
    R.H. Investment Group, LLCScottsdale, AZ · 35 clientsWealth manager
    Schwab 100%
    $238M
  12. 11339
    Jm2 Capital Inc.Edmond, OK · 70 clientsWealth manager
    Schwab 100%
    $238M
  13. 11340
    Acute Investment AdvisoryMesa, AZ · 787 clientsWealth manager
    Schwab 100%
    $238M
  14. 11342
    Strategic Wealth CapitalSan Francisco, CA · 66 clientsWealth managerWrap sponsor
    No custodian reported
    $238M
  15. 11343
    PF AdvisorsChadds Ford, PA · 1 clientsWealth manager
    No custodian reported
    $238M
  16. 11344
    Sequoia Wealth Management Group90 clientsWealth manager
    Raymond James 100%
    $238M
  17. 11345
    Covalence Investment Partners, L.P.Houston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $238M
  18. 11347
    Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clientsWealth manager
    Schwab 100%
    $238M
  19. 11349
    Graphene Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $238M
  20. 11351
    Rachor Investment Advisory Services, LLCLinden, MI · 490 clientsWealth manager
    Raymond James 100%
    $238M
  21. 11352
    Kelley Investments216 clientsWealth manager
    Fidelity 100%
    $238M
  22. 11354
    Golden Road Advisors LLCTampa, FL · 248 clientsWealth manager
    Raymond James 100%
    $238M
  23. 11355
    Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
    Fidelity 89%
    $238M
  24. 11356
    Fortune 45, LLC.Gonzales, LA · 653 clientsWealth manager
    Schwab 100%
    $238M
  25. 11357
    GSA Capital Partners (new York) LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $238M
  26. 11358
    Lighthouse Wealth Management, Inc.Ashland, OH · 384 clientsWealth manager
    Schwab 100%
    $238M
  27. 11359
    Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clientsWealth manager
    Schwab 100%
    $238M
  28. 11360
    Montcalm TCR LLCSan Francisco, CA · 133 clientsWealth manager
    Fidelity 100%
    $238M
  29. 11362
    Everest Wealth ManagementLeawood, KS · 91 clientsWealth manager
    Fidelity 100%
    $237M
  30. 11364
    Capital Financial Group, Inc.Littleton, CO · 238 clientsWealth manager
    LPL Financial 100%
    $237M
  31. 11365
    Redemption CapitalMidland, TX · 99 clientsWealth manager
    Schwab 100%
    $237M
  32. 11366
    Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
    Fidelity 69%Schwab 31%
    $237M
  33. 11368
    Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
    Fidelity 89%
    $237M
  34. 11369
    Pento Portfolio Strategies, LLCNaples, FL · 874 clientsWealth manager
    Schwab 100%
    $237M
  35. 11370
    Elderado Financial, IncMontrose, CO · 413 clientsWealth manager
    Schwab 100%
    $237M
  36. 11371
    Soundcore Capital Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $237M
  37. 11372
    Fort Vancouver Investment Management, LLCVancouver, WA · 194 clientsWealth manager
    Schwab 100%
    $237M
  38. 11373
    Cambridge Retirement Partners24 clientsAsset manager
    No custodian reported
    $237M
  39. 11374
    Valterra Partners LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $237M
  40. 11375
    Minerva Planning GroupDecatur, GA · 122 clientsWealth manager
    Schwab 100%
    $237M

RIAs by state