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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. 11723
    Adrian DAY Asset ManagementDorado, PR · 147 clientsWealth manager
    RBC 100%
    $222M
  2. 11724
    Pacific Park Financial, Inc.Laguna Hills, CA · 211 clientsWealth manager
    Schwab 94%
    $222M
  3. 11725
    Bond Tech IncBellbrook, OH · 139 clientsAsset manager
    Raymond James 100%
    $222M
  4. 11726
    Hager Investment Management Services, LLCNew London, NH · 178 clientsWealth manager
    Schwab 100%
    $222M
  5. 11727
    Diazo, LLCHenderson, NV · 339 clientsWealth manager
    Schwab 100%
    $222M
  6. 11729
    Carroll Investors, Inc.Mt Pleasant, SC · 88 clientsWealth manager
    Raymond James 100%
    $221M
  7. 11730
    Riverglades Family Offices, LLCNaples, FL · 70 clientsWealth manager
    Schwab 100%
    $221M
  8. 11731
    Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
    Morgan Stanley 60%Pershing 23%
    $221M
  9. 11732
    Halcyon Global AdvisorsDallas, TX · 154 clientsWealth managerWrap sponsor
    Schwab 100%
    $221M
  10. 11733
    Wisdom Index AdvisorsProsper, TX · 197 clientsWealth manager
    Schwab 100%
    $221M
  11. 11734
    Asset Management Advisors, LLCOklahoma City, OK · 101 clientsWealth manager
    Schwab 100%
    $221M
  12. 11735
    Erie Street Growth PartnersChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $221M
  13. 11736
    Octagon Asset Management, LLCCharlotte, NC · 5 clientsAsset manager
    No custodian reported
    $221M
  14. 11737
    Lyle & Forsyth Investment ManagersSan Rafael, CA · 79 clientsWealth manager
    Schwab 100%
    $221M
  15. 11738
    DWR Wealth Management, LLCSan Jose, CA · 189 clientsWealth manager
    Fidelity 100%
    $221M
  16. 11739
    Coronado Resources Management LPDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $221M
  17. 11740
    Para Wealth Advisors, Inc.Camas, WA · 257 clientsWealth manager
    SEI 100%
    $221M
  18. 11741
    Pullen Investment ManagementBradenton, FL · 90 clientsWealth manager
    Schwab 100%
    $221M
  19. 11742
    KVP Capital Advisors, LP2 clientsPrivate fund adviser
    No custodian reported
    $221M
  20. 11743
    Kroon & Mitchell Asset Management LLCGrand Rapids, MI · 203 clientsWealth manager
    Schwab 100%
    $221M
  21. 11746
    McCartney Wealth Management LLCSaint Louis, MO · 154 clientsWealth manager
    Schwab 100%
    $221M
  22. 11747
    Acacia Partners, LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $221M
  23. 11748
    Cedar Springs Advisors, LLC6 clientsPrivate fund adviser
    No custodian reported
    $221M
  24. 11749
    Ballast Asset ManagementDallas, TX · 1 clientsAsset manager
    BNY 100%
    $221M
  25. 11750
    Strategic Financial Planning, Inc.Plano, TX · 62 clientsWealth manager
    Schwab 88%
    $221M
  26. 11751
    Triavera Capital LLCLarkspur, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $221M
  27. 11752
    Intrinsic Value Partners, LLCPhoenix, AZ · 71 clientsWealth manager
    Schwab 100%
    $221M
  28. 11753
    Hughes Warren, Inc.Edmond, OK · 808 clientsWealth manager
    Fidelity 100%
    $221M
  29. 11754
    Great Gable Wealth Management, LLCBeverly Hills, CA · 301 clientsWealth manager
    Schwab 56%Fidelity 44%
    $221M
  30. 11755
    Rangeley Capital, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
    Interactive Brokers 100%
    $220M
  31. 11756
    Haverdink Financial Management, LLCPortage, MI · 181 clientsWealth manager
    Schwab 100%
    $220M
  32. 11757
    Blvd Private Wealth, LLCProspect, KY · 137 clientsWealth manager
    Schwab 100%
    $220M
  33. 11758
    Lovett Investment Consulting LLC32 clientsWealth manager
    Schwab 100%
    $220M
  34. 11759
    Incision Capital Management LPSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $220M
  35. 11760
    Asset Management Strategies, Inc.Indianapolis, IN · 2,110 clientsWealth manager
    No custodian reported
    $220M
  36. 11761
    Agis Management LLCClearwater, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $220M
  37. 11762
    Sunstone Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $220M
  38. 11763
    Terra Nova Asset Management LLCNew York, NY · 69 clientsWealth manager
    Fidelity 100%
    $220M
  39. 11765
    Cornerstone Financial GroupAppleton, WI · 579 clientsWealth manager
    Schwab 100%
    $220M
  40. 11766
    Stabilis Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $220M

RIAs by state