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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. 11767
    Reicon Wealth Advisors, LLCAtlanta, GA · 59 clientsWealth manager
    Fidelity 100%
    $220M
  2. 11768
    Jericho FinancialWesterville, OH · 396 clientsWealth manager
    Schwab 100%
    $220M
  3. 11769
    Family Office Investment Advisory LLCScottsdale, AZAsset manager
    Schwab 100%
    $220M
  4. 11770
    Sargasso Partners LLPLondon, United Kingdom · 5 clientsAsset manager
    No custodian reported
    $220M
  5. 11771
    Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsWealth managerBank-affiliated
    Bank Julius Baer & Co. LTD. 77%UBS 23%
    $220M
  6. 11772
    Robert Priske, LLCHonolulu, HI · 161 clientsWealth manager
    No custodian reported
    $220M
  7. 11773
    Solyco Capital LLCRochester, MI · 49 clientsPrivate fund adviser
    No custodian reported
    $220M
  8. 11774
    Alpha Wealth Strategies, LLC36 clientsWealth manager
    SEI 88%
    $220M
  9. 11775
    Veritas Wealth ManagementNorth Kingstown, RI · 222 clientsWealth manager
    Schwab 100%
    $220M
  10. 11777
    RHS Financial, LLCSan Francisco, CA · 136 clientsWealth manager
    Schwab 74%Interactive Brokers 25%
    $220M
  11. 11778
    Rising Point CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $220M
  12. 11780
    The Personal Wealth CoachSalado, TX · 233 clientsWealth manager
    Pershing 84%
    $220M
  13. 11781
    Tolis Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $220M
  14. 11782
    Copper Leaf Financial, LLCWilliston, VT · 155 clientsWealth manager
    Fidelity 68%Schwab 32%
    $220M
  15. 11783
    Newbridge Wealth ManagementBryn Mawr, PA · 154 clientsWealth manager
    No custodian reported
    $220M
  16. 11784
    Viburnum Funds PTY LTDNedlands, Australia · 13 clientsAsset manager
    No custodian reported
    $219M
  17. 11785
    Skyoak Capital, Inc.Las Vegas, NV · 268 clientsWealth manager
    Schwab 90%
    $219M
  18. 11786
    Slocum, Gordon & Co. LLPNewport, RI · 131 clientsWealth manager
    Fidelity 100%
    $219M
  19. 11787
    Robert Stephen Capital Management LLCTulsa, OK · 188 clientsWealth manager
    Raymond James 57%Fidelity Distributors Company 43%
    $219M
  20. 11788
    Motiv8 Investments LLCPort St Lucie, FL · 726 clientsWealth manager
    Schwab 100%
    $219M
  21. 11789
    Four Quadrant Wealth Advisors, Inc.Carmel, IN · 100 clientsWealth manager
    Fidelity 100%
    $219M
  22. 11790
    Forteris Wealth Management, Inc.Armonk, NY · 185 clientsWealth manager
    TradePMR / Robinhood 100%
    $219M
  23. 11792
    Ally Bridge Group (NY) LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $219M
  24. 11793
    Romain Walsh Clerou Professional Investment Mgmt42 clientsWealth manager
    Schwab 100%
    $219M
  25. 11794
    EMC Capital Management, LLCHouston, TX · 18 clientsWealth manager
    Schwab 100%
    $219M
  26. 11796
    Vaughan and Company Securities, Inc.Ridgewood, NJ · 193 clientsWealth manager
    Fidelity 100%
    $219M
  27. 11797
    E-Wealth PartnersMinnetonka, MN · 231 clientsWealth manager
    Schwab 100%
    $219M
  28. 11798
    Christian Financial AdvisorsNew Braunfels, TX · 479 clientsWealth manager
    Schwab 100%
    $219M
  29. 11799
    Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
    Schwab 43%Empower Financial Services 26%
    $219M
  30. 11801
    Griffith & Werner, Inc.Canton, GA · 336 clientsWealth manager
    Schwab 100%
    $219M
  31. 11802
    Strategic Planning Group, Inc.Wellesley, MA · 265 clientsWealth manager
    RBC 100%
    $219M
  32. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  33. 11805
    CSC Upshot Ventures Management, LLCPalo Alto, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $219M
  34. 11806
    Ripple Effect Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  35. 11807
    Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
    Schwab 99%
    $218M
  36. 11808
    Alpha Financial Advisors, LLCMcLean, VA · 156 clientsWealth manager
    Schwab 100%
    $218M
  37. 11809
    Butler Hall Capital LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $218M
  38. 11811
    Irth Capital Management, LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 53%J.P. Morgan 25%
    $218M
  39. 11813
    Highpass Asset Management LLCDenver, CO · 95 clientsWealth manager
    Fidelity 100%
    $218M
  40. 11814
    Integrated Wealthcare, LLCDurham, NC · 143 clientsWealth manager
    Schwab 100%
    $218M

RIAs by state