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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. 11675
    Bright Angel Advisors LLCSt. Paul, MN · 35 clientsWealth manager
    Schwab 100%
    $224M
  2. 11677
    Creighton Capital Management LLC3 clientsAsset manager
    No custodian reported
    $224M
  3. 11678
    Kokua Capital Management96 clientsWealth manager
    Schwab 100%
    $224M
  4. 11680
    JHP Wealth Management, LLCCentennial, CO · 124 clientsWealth manager
    Schwab 100%
    $224M
  5. 11681
    Easley Investment Consultants, Inc.Ridgeland, MS · 357 clientsWealth managerWrap sponsor
    Schwab 100%
    $224M
  6. 11683
    Gevers Wealth ManagementIssaquah, WA · 168 clientsWealth manager
    Schwab 100%
    $224M
  7. 11684
    BD Investment Partners, LLCRaleigh, NC · 3 clientsPrivate fund adviser
    No custodian reported
    $224M
  8. 11685
    Sterling Wealth Advisors, Inc.Plantation, FL · 80 clientsWealth manager
    Schwab 100%
    $224M
  9. 11686
    Beacon Capital Advisory GroupCharlotte, NC · 184 clientsWealth manager
    Fidelity 100%
    $224M
  10. 11688
    Valley Brook Capital GroupVenetia, PA · 204 clientsWealth manager
    Schwab 100%
    $223M
  11. 11689
    Branson Frank A IncPalo Alto, CA · 12 clientsWealth manager
    U. S. Bank 100%
    $223M
  12. 11690
    Wincap Financial LLCBoston, MA · 270 clientsWealth managerWrap sponsor
    Schwab 67%Fidelity 33%
    $223M
  13. 11692
    Essential Investment Partners, LLCEnglewood, CO · 79 clientsWealth manager
    No custodian reported
    $223M
  14. 11693
    Whalen FinancialLas Vegas, NV · 400 clientsWealth manager
    Schwab 94%
    $223M
  15. 11695
    Three Peaks Capital Management, LLCCastle Rock, CO · 72 clientsWealth manager
    BOK Financial 73%
    $223M
  16. 11696
    PGP Advisors, LLCKetchum, ID · 1 clientsPrivate fund adviser
    No custodian reported
    $223M
  17. 11698
    Carey Wealth ManagementSan Ramon, CA · 102 clientsWealth managerWrap sponsor
    Schwab 100%
    $223M
  18. 11699
    Aldebaran Financial IncKingsport, TN · 366 clientsWealth manager
    Schwab 100%
    $223M
  19. 11700
    Sharpepoint, LLCPhoenix, AZ · 491 clientsWealth manager
    Schwab 100%
    $223M
  20. 11701
    Crossgen Wealth LLCGreenville, NC · 150 clientsWealth managerWrap sponsor
    Raymond James 100%
    $223M
  21. 11702
    The Newcastle Network LPWellesley, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $223M
  22. 11703
    Milestones Private Investment Advisors LLCFairport, NY · 254 clientsWealth manager
    Schwab 100%
    $223M
  23. 11704
    Innealta Capital117 clientsAsset manager
    U.S. Bank 83%
    $222M
  24. 11705
    RWM Capital, LLCSugar Land, TX · 1,439 clientsWealth manager
    Schwab 100%
    $222M
  25. 11706
    KMT Wealth Management, LLCHermosa Beach, CAWealth manager
    Schwab 100%
    $222M
  26. 11707
    Capital Preservation Partners, Inc.Bronxville, NY · 417 clientsWealth manager
    No custodian reported
    $222M
  27. 11708
    Kerusso Capital Management, LLCWinston-Salem, NC · 22 clientsAsset manager
    State Street 49%First Horizon Advisors 26%J.P. Morgan 25%
    $222M
  28. 11709
    Flax Pond Capital, LLC120 clientsWealth manager
    Fidelity 100%
    $222M
  29. 11710
    Q Capital Solutions233 clientsWealth manager
    Schwab 100%
    $222M
  30. 11711
    Colrain Capital LLCBoston, MA · 87 clientsWealth manager
    Pershing 46%Schwab 37%
    $222M
  31. 11713
    Phillip James Financial Co.Plymouth, MN · 114 clientsWealth manager
    Schwab 100%
    $222M
  32. 11714
    Ring Mountain Capital, LLCTiburon, CA · 429 clientsWealth manager
    Schwab 100%
    $222M
  33. 11715
    Mangan Wealth ManagementSeattle, WA · 173 clientsWealth manager
    No custodian reported
    $222M
  34. 11716
    Bischoff Wealth Management Group, LLCGreenwood, IN · 378 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $222M
  35. 11717
    Sincerus Advisory169 clientsWealth manager
    Schwab 100%
    $222M
  36. 11718
    Cross Border Wealth, LLCNew York, NY · 531 clientsWealth manager
    Novia Global 43%Schwab 37%
    $222M
  37. 11719
    MFG Family Office LLCCdmx, Mexico · 5 clientsAsset manager
    J.P. Morgan 88%
    $222M
  38. 11720
    Via IV Investments, LLCBurr Ridge, IL · 532 clientsWealth manager
    Fidelity 87%
    $222M
  39. 11721
    Addicus Advisory, LLCTupelo, MS · 133 clientsWealth manager
    LPL Financial 100%
    $222M
  40. 11722
    Optimize Financial Inc.Irvine, CA · 100 clientsAsset manager
    Schwab 100%
    $222M

RIAs by state