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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. 11858
    Core Capital Management, LLCChicago, IL · 3 clientsAsset manager
    J.P. Morgan 100%
    $216M
  2. 11860
    Brown Capital Management, LLCLittle Rock, AR · 327 clientsWealth manager
    Schwab 100%
    $216M
  3. 11861
    Prosperity Advisory Group LLCVictor, NY · 244 clientsWealth managerWrap sponsor
    Fidelity 100%
    $216M
  4. 11862
    Ark Wealth ManagementAustin, TX · 175 clientsWealth manager
    Schwab 100%
    $216M
  5. 11863
    Sky Alpha Asset AdvisorsBoca Raton, FL · 318 clientsWealth manager
    Schwab 100%
    $216M
  6. 11864
    ICP Group Investment Manager, LLCDallas, TX · 8 clientsPrivate fund adviser
    Origin Bank 100%
    $216M
  7. 11865
    Twin Lions ManagementStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $216M
  8. 11866
    Wedgewood Investors IncErie, PA · 296 clientsWealth manager
    No custodian reported
    $216M
  9. 11867
    Medici Capital LLCNewport Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $216M
  10. 11868
    Cleveland Capital Management, L.L.C.Rocky River, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $216M
  11. 11869
    Vennlight Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $216M
  12. 11870
    Marrick WealthIrvine, CA · 89 clientsWealth manager
    Schwab 100%
    $216M
  13. 11871
    Kennedy Wealth & Tax Management, LLCSouthbury, CT · 136 clientsWealth manager
    Schwab 100%
    $215M
  14. 11872
    Levin Funding Group LLCTucson, AZ · 58 clientsWealth manager
    Schwab 100%
    $215M
  15. 11873
    Values First Advisors, Inc.Johnson City, TN · 967 clientsWealth manager
    Goldman Sachs 100%
    $215M
  16. 11874
    Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
    Schwab 90%
    $215M
  17. 11875
    Gragg FinancialShelby, NC · 327 clientsWealth manager
    No custodian reported
    $215M
  18. 11876
    Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
    Fidelity 91%
    $215M
  19. 11877
    Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
    Fidelity 95%
    $215M
  20. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M
  21. 11879
    Providence Financial and Insurances, Inc.Woodland Hills, CA · 624 clientsWealth manager
    Schwab 100%
    $215M
  22. 11880
    Financial Service Group IncMount Pleasant, WI · 192 clientsWealth manager
    Schwab 100%
    $215M
  23. 11881
    Florian Financial Group LLCWilliamsville, NY · 245 clientsWealth manager
    Schwab 100%
    $215M
  24. 11882
    Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
    Interactive Brokers 55%Fidelity 45%
    $215M
  25. 11883
    Simplyria Advisor NetworkBrighton, MI · 602 clientsWealth manager
    Schwab 100%
    $215M
  26. 11884
    Schultz Financial Group IncorporatedReno, NV · 116 clientsWealth manager
    Schwab 100%
    $215M
  27. 11885
    Powerhouse Assets LLC61 clientsWealth manager
    Fidelity 100%
    $215M
  28. 11886
    Kinwell LLCCharleston, SC · 129 clientsAsset manager
    Empower Trust 56%Schwab 44%
    $215M
  29. 11887
    Downshift Financial81 clientsWealth manager
    Schwab 100%
    $215M
  30. 11888
    Archon Capital Management LLCSeattle, WA · 4 clientsPrivate fund adviser
    No custodian reported
    $215M
  31. 11889
    Hallstatt Advisors L.P.4 clientsPrivate fund adviser
    No custodian reported
    $215M
  32. 11890
    Eastsound Capital Advisors, LLC247 clientsWealth manager
    Schwab 74%
    $215M
  33. 11891
    UTA LLCVancouver, WA · 103 clientsWealth manager
    Schwab 100%
    $215M
  34. 11892
    Jcsd Capital, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    Wells Fargo 100%
    $215M
  35. 11893
    Quest Wealth Solutions, Inc.Mansfield, OH · 361 clientsWealth manager
    Raymond James 100%
    $215M
  36. 11896
    Mission Trail Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $215M
  37. 11897
    Ajax Health Management Company, LLCMenlo Park, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $215M
  38. 11898
    Wealth With NO Regrets®Alpharetta, GA · 232 clientsWealth manager
    Schwab 100%
    $214M
  39. 11899
    4thought Financial Group Inc.Syosset, NY · 344 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $214M
  40. 11900
    Continuity Wealth Management, Corp.Portland, OR · 270 clientsWealth manager
    Schwab 100%
    $214M

RIAs by state