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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. 11815
    Manuka Financial56 clientsWealth manager
    Schwab 100%
    $218M
  2. 11816
    Sahara Investment GroupLas Vegas, NV · 3 clientsAsset manager
    No custodian reported
    $218M
  3. 11817
    Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
    Fidelity 89%
    $218M
  4. 11818
    Allstreet Capital LLCLos Angeles, CA · 120 clientsWealth managerWrap sponsor
    Fidelity 100%
    $218M
  5. 11819
    Jackson Hill Advisors, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $218M
  6. 11820
    Ironclad Investments LLCMaitland, FL · 1 clientsAsset manager
    No custodian reported
    $218M
  7. 11821
    Madden Funds ManagementOak Park, IL · 167 clientsWealth manager
    Fidelity Distributors Company 100%
    $218M
  8. 11822
    Arrow Wealth Advisory LLC31 clientsAsset manager
    Schwab 52%J.P. Morgan 48%
    $218M
  9. 11823
    Oppvest, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  10. 11824
    Dobson Asset ManagementPetaluma, CA · 158 clientsWealth manager
    Schwab 100%
    $218M
  11. 11825
    Cedrus Wealth GroupAndover, MN · 550 clientsWealth manager
    Raymond James 100%
    $218M
  12. 11826
    Prescott Advisors, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $218M
  13. 11827
    Enspyre Wealth Advisors, Inc.Woodbury, MN · 133 clientsWealth manager
    No custodian reported
    $218M
  14. 11828
    Mara River Capital Management, LPCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $218M
  15. 11830
    Parker Financial Advisors LLCHouston, TX · 81 clientsWealth manager
    Schwab 100%
    $218M
  16. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  17. 11832
    Callahan Capital ManagementSteamboat Springs, CO · 389 clientsWealth manager
    Schwab 100%
    $217M
  18. 11833
    Presidio Wealth ManagementMidvale, UT · 380 clientsWealth manager
    Schwab 100%
    $217M
  19. 11834
    Advanced Portfolio StrategiesTorrance, CA · 471 clientsWealth manager
    Schwab 100%
    $217M
  20. 11835
    White Rock CapitalDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $217M
  21. 11836
    Wealthtrust Asset Management, LLCDestin, FL · 256 clientsWealth managerWrap sponsor
    Schwab 100%
    $217M
  22. 11837
    Ciovacco Capital Management222 clientsWealth manager
    Schwab 100%
    $217M
  23. 11838
    Sheridan Capital Management, LLC116 clientsWealth manager
    Schwab 100%
    $217M
  24. 11839
    Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
    Schwab 68%Fidelity 32%
    $217M
  25. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  26. 11841
    Costello Financial Planning, Inc.117 clientsWealth manager
    Schwab 100%
    $217M
  27. 11842
    Polaris Investment Advisors, LLCFramingham, MA · 138 clientsWealth manager
    Fidelity 100%
    $217M
  28. 11843
    Thor Financial TechnologiesGreensburg, PA · 2 clientsAsset manager
    No custodian reported
    $217M
  29. 11844
    Tucker's Farm5 clientsPrivate fund adviser
    No custodian reported
    $217M
  30. 11845
    Cutter Financial Group LLCFalmouth, MA · 521 clientsWealth manager
    Fidelity 100%
    $217M
  31. 11847
    Strategic Retirement Advisors, LLCElk Grove, CA · 945 clientsWealth manager
    No custodian reported
    $217M
  32. 11848
    Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
    Schwab 98%
    $217M
  33. 11849
    Ledgewood Wealth Advisors, LLCExeter, NH · 98 clientsWealth manager
    Pershing 100%
    $217M
  34. 11850
    Etre LLCCambridge, MA · 60 clientsWealth manager
    Fidelity 100%
    $217M
  35. 11852
    The Simmons Partnership, IncTowson, MD · 308 clientsWealth manager
    Schwab 100%
    $217M
  36. 11853
    FFG Retirement CounselingCentennial, CO · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $216M
  37. 11854
    Aegis Wealth Management, Inc.Guthrie Center, IA · 2,350 clientsWealth manager
    Schwab 100%
    $216M
  38. 11855
    Hofer & Associates Wealth ManagementThousand Oaks, CA · 300 clientsWealth manager
    Schwab 100%
    $216M
  39. 11856
    Fmsa1,291 clientsWealth manager
    No custodian reported
    $216M
  40. 11857
    Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
    Schwab 96%
    $216M

RIAs by state