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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. 11997
    Mark Gillam EnterprisesFair Oaks, CA · 111 clientsWealth manager
    Schwab 100%
    $210M
  2. 11998
    Independence Wealth Advisors, LLCIndependence, OH · 379 clientsWealth manager
    Schwab 100%
    $210M
  3. 11999
    Succession Financial, IncMcKinney, TX · 173 clientsWealth managerWrap sponsor
    Fidelity 100%
    $210M
  4. 12000
    Sentinel GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $210M
  5. 12001
    Smart Portfolios, LLCLake Forest Park, WA · 150 clientsWealth manager
    Schwab 89%
    $210M
  6. 12002
    Crescent Sterling LTD.Metairie, LA · 195 clientsWealth manager
    Schwab 100%
    $210M
  7. 12003
    Alcosta Capital Management, Inc.San Ramon, CA · 60 clientsWealth manager
    Fidelity 100%
    $210M
  8. 12005
    Macroclimate LLC43 clientsWealth manager
    Schwab 100%
    $210M
  9. 12006
    Daniel Investment Group Inc.Royal Oak, MI · 214 clientsWealth manager
    Fidelity 100%
    $210M
  10. 12007
    Pare Partners II LLCMiami, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $210M
  11. 12008
    Sander Capital Advisors, Inc.Seattle, WA · 15 clientsWealth manager
    Morgan Stanley 100%
    $210M
  12. 12009
    Treetop Wealth Management, LLCNorthfield, IL · 100 clientsWealth manager
    No custodian reported
    $210M
  13. 12010
    Cornerstone Securities LLCOverland Park, KS · 900 clientsWealth manager
    Schwab 100%
    $210M
  14. 12011
    Magellan Planning GroupAtlanta, GA · 251 clientsWealth manager
    Schwab 100%
    $210M
  15. 12012
    Huffman & Ross Wealth Management LLCMorgantown, WV · 412 clientsWealth manager
    SEI 100%
    $210M
  16. 12013
    Lummis Asset Management, L.P.Fort Worth, TX · 43 clientsWealth manager
    Schwab 61%Fifth Third Bank 39%
    $210M
  17. 12014
    Gouws Capital LLCCharlotte, NC · 52 clientsWealth manager
    Schwab 100%
    $210M
  18. 12015
    Williams Financial, LLCNorth Bennington, VT · 267 clientsWealth manager
    Schwab 100%
    $210M
  19. 12016
    Hover4pi Capital Management LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
    No custodian reported
    $210M
  20. 12018
    T.M. Wealth ManagementReston, VA · 99 clientsWealth manager
    Schwab 100%
    $210M
  21. 12019
    Cultivating Wealth175 clientsWealth manager
    Schwab 100%
    $210M
  22. 12021
    Highland RIM Capital, L.P.Nashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $210M
  23. 12023
    Telligent Investment Management, LLCAdmiralty, Hong Kong, China · 4 clientsPrivate fund adviser
    No custodian reported
    $210M
  24. 12025
    Runde & Co. LLCSeattle, WA · 44 clientsWealth manager
    Schwab 100%
    $209M
  25. 12026
    Babb Wealth Advisors LLCFlagstaff, AZ · 347 clientsWealth managerWrap sponsor
    Schwab 100%
    $209M
  26. 12027
    Zimmermann Alan L21 clientsWealth manager
    No custodian reported
    $209M
  27. 12028
    Cannon Beach Financial AdvisorsSan Ramon, CA · 122 clientsWealth manager
    Fidelity 100%
    $209M
  28. 12031
    Filigree Wealth Advisors, LLCIrvine, CA · 45 clientsWealth manager
    Schwab 100%
    $209M
  29. 12032
    Creative Investment GroupNashville, TN · 144 clientsWealth manager
    LPL Financial 87%
    $209M
  30. 12033
    ELI Circle Capital, LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $209M
  31. 12034
    Werlinich Asset Management, L.L.C.51 clientsWealth manager
    Schwab 100%
    $209M
  32. 12036
    Reservoir Wealth ManagementLima, OH · 460 clientsWealth manager
    Schwab 77%Capital Client Group 23%
    $209M
  33. 12038
    Madson Wealth Advisors Inc.Santa Rosa, CA · 171 clientsWealth manager
    Schwab 100%
    $209M
  34. 12039
    Sephira Investment Advisors (UK) LimitedLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $209M
  35. 12040
    Southcol AdvisorsNaples, FL · 8 clientsAsset manager
    Schwab 100%
    $209M
  36. 12041
    Clarity Wealth Development, LLCCorvallis, OR · 226 clientsWealth manager
    Schwab 100%
    $209M
  37. 12042
    Strategic Wealth PlanningRichardson, TX · 196 clientsWealth managerWrap sponsor
    Fidelity 86%
    $209M
  38. 12043
    Golden Bell Financial Planning, LLC92 clientsWealth manager
    Schwab 100%
    $209M
  39. 12044
    Voyager Management, LLCLos Angeles, CA · 7 clientsAsset manager
    No custodian reported
    $209M
  40. 12045
    Phoenix Realty Group, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $208M

RIAs by state