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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. 11951
    Coastwise Capital Group, LLCLa Jolla, CA · 167 clientsWealth manager
    Schwab 100%
    $212M
  2. 11952
    Altius Financial, Inc.Denver, CO · 153 clientsWealth manager
    Schwab 100%
    $212M
  3. 11953
    Excolere Equity Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $212M
  4. 11954
    Patrick Mauro Investment Advisor, Inc.141 clientsWealth manager
    Schwab 95%
    $212M
  5. 11955
    Madrid Wealth ManagementAlbuquerque, NM · 128 clientsWealth manager
    Schwab 100%
    $212M
  6. 11956
    JH AdvisorsSalem, OR · 145 clientsWealth manager
    Schwab 100%
    $212M
  7. 11957
    Bravias FinancialIselin, NJ · 439 clientsWealth manager
    Schwab 100%
    $212M
  8. 11959
    OAC Capital Advisors LLC31 clientsAsset manager
    Pershing 66%Morgan Stanley 34%
    $212M
  9. 11960
    JMC Management, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $212M
  10. 11963
    Rossjohnson & Associates, LLCPlymouth, MN · 274 clientsWealth manager
    SEI 100%
    $212M
  11. 11964
    Diamant Asset Management, Inc.Ridgefield, CT · 59 clientsWealth manager
    Fidelity 100%
    $212M
  12. 11965
    Silver Lake Capital PartnersDallas, TX · 115 clientsWealth manager
    Raymond James 100%
    $212M
  13. 11966
    KRM Financial Planning & Wealth Management, LLCSt. Charles, IL · 177 clientsWealth manager
    Schwab 100%
    $211M
  14. 11967
    Regatta Research & Money Management L.L.C.Metairie, LA · 554 clientsWealth manager
    Fidelity 100%
    $211M
  15. 11968
    Virtue Asset Management LLCBarrington, IL · 97 clientsWealth manager
    Schwab 100%
    $211M
  16. 11969
    Skylark Private Equity Partners, LPDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $211M
  17. 11970
    Blue Summit Wealth ManagementSan Diego, CA · 230 clientsWealth manager
    Pershing 100%
    $211M
  18. 11971
    Centric Advisors, LLCCypress, TX · 943 clientsWealth manager
    Fidelity 75%Schwab 25%
    $211M
  19. 11973
    Financial RoundsCincinnati, OH · 188 clientsWealth manager
    Schwab 100%
    $211M
  20. 11974
    Callaway Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $211M
  21. 11975
    Peltoma Capital Partners79 clientsWealth manager
    Schwab 100%
    $211M
  22. 11976
    Halbert Wealth Management, IncAustin, TX · 284 clientsWealth manager
    Schwab 50%Guggenheim Investments 50%
    $211M
  23. 11977
    Apex Investment GroupHudson, MA · 526 clientsWealth manager
    Schwab 52%Fidelity 48%
    $211M
  24. 11978
    Shaffer CapitalWesterville, OH · 201 clientsWealth manager
    No custodian reported
    $211M
  25. 11979
    WMK Investment Partners21 clientsWealth manager
    BNY 42%Schwab 32%
    $211M
  26. 11981
    Refined Wealth ManagementSalt Lake City, UT · 408 clientsWealth manager
    Schwab 100%
    $211M
  27. 11982
    Sound Financial, LLC248 clientsWealth manager
    Schwab 100%
    $211M
  28. 11983
    Traub Capital ManagementNeedham, MA · 131 clientsWealth manager
    Fidelity 99%
    $211M
  29. 11984
    Wealthcare Asset Management, LLCSpringfield, MO · 603 clientsWealth manager
    Schwab 95%
    $211M
  30. 11985
    Renaud & Company, LLCO'fallon, MO · 953 clientsWealth manager
    TradePMR / Robinhood 100%
    $211M
  31. 11986
    Parkstone Wealth Management, LLCArlington, TX · 22 clientsWealth manager
    RBC 100%
    $211M
  32. 11987
    Mason Capital PartnersBoston, MA · 179 clientsWealth manager
    Schwab 100%
    $211M
  33. 11988
    Fairbanks Capital Management, Inc.Rancho Santa Fe, CA · 234 clientsWealth manager
    Raymond James 72%
    $211M
  34. 11989
    Sky-Mountain Capital ManagementKetchum, ID · 141 clientsWealth manager
    Fidelity 100%
    $211M
  35. 11990
    Pearlstone Alternative (UK) LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    Goldman Sachs 100%
    $210M
  36. 11991
    Lone Peak Partners Management LPNew York, NY · 3 clientsAsset manager
    J.P. Morgan 53%Vanguard 47%
    $210M
  37. 11992
    Guerra PAN Advisors, LLC85 clientsWealth manager
    Schwab 100%
    $210M
  38. 11993
    Impact SharesDallas, TX · 3 clientsAsset manager
    No custodian reported
    $210M
  39. 11995
    KDT Advisors, LLCPrinceton, NJ · 52 clientsAsset manager
    Schwab 100%
    $210M
  40. 11996
    Baring Financial LLCBellingham, WA · 483 clientsWealth manager
    Schwab 100%
    $210M

RIAs by state