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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. 12046
    GO Wealth ManagementEugene, OR · 519 clientsWealth manager
    Schwab 100%
    $208M
  2. 12047
    Financial Life PlannersTempe, AZ · 298 clientsWealth manager
    Fidelity 100%
    $208M
  3. 12048
    SFC Financial LLCSunset Hills, MO · 78 clientsWealth manager
    Fidelity 100%
    $208M
  4. 12050
    Longview Financial Advisors, Inc.Huntsville, AL · 182 clientsWealth manager
    Fidelity 100%
    $208M
  5. 12051
    Wellspring Capital Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $208M
  6. 12052
    Open Field Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    SEI 100%
    $208M
  7. 12054
    Fulcrum Wealth Advisors, LLCBellevue, WA · 143 clientsWealth manager
    Schwab 100%
    $208M
  8. 12055
    DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
    Schwab 73%Comerica Bank 27%
    $208M
  9. 12056
    Guardsman Private Capital Management, Inc.Sarasota, FL · 37 clientsAsset manager
    Schwab 100%
    $208M
  10. 12058
    Lynwood Price Capital Management LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $208M
  11. 12059
    Fairscale Capital, LLCNashua, NH · 179 clientsWealth manager
    Schwab 100%
    $208M
  12. 12060
    Capstar Financial Services LLCAustin, TX · 380 clientsWealth managerWrap sponsor
    Fidelity 100%
    $208M
  13. 12061
    Orographic Financial Advisors111 clientsWealth manager
    Schwab 100%
    $208M
  14. 12062
    Gates Pass Advisors, LLCLos Altos, CA · 69 clientsWealth manager
    SEI 92%
    $208M
  15. 12064
    Terraform Wealth, LLCHouston, TX · 10 clientsWealth manager
    Schwab 56%J.P. Morgan 22%Morgan Stanley 22%
    $208M
  16. 12065
    Smith & WyattCollege Station, TX · 724 clientsWealth manager
    Schwab 62%Capital Client Group 38%
    $207M
  17. 12066
    Prairieview Wealth & Tax AdvisorsFrankfort, IL · 288 clientsWealth manager
    Schwab 100%
    $207M
  18. 12068
    Lesa Sroufe & Company, Inc.Seattle, WA · 238 clientsWealth manager
    No custodian reported
    $207M
  19. 12069
    Bluestone® Financial Advisors, LLCBethesda, MD · 50 clientsWealth manager
    Schwab 100%
    $207M
  20. 12070
    Counterweight Private WealthWilmington, NC · 87 clientsWealth manager
    Fidelity 100%
    $207M
  21. 12071
    1819 PartnersMemphis, TN · 4 clientsPrivate fund adviser
    No custodian reported
    $207M
  22. 12072
    FFO Investments LLCTampa, FL · 160 clientsWealth manager
    No custodian reported
    $207M
  23. 12073
    Purtill Financial LLCHighland Heights, OH · 163 clientsWealth manager
    Schwab 100%
    $207M
  24. 12074
    Lake Hills Wealth Management, LLCAustin, TX · 229 clientsWealth manager
    Schwab 100%
    $207M
  25. 12075
    Zermatt Wealth AdvisorsSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $207M
  26. 12077
    Alliance Investment Management, LLCJenison, MI · 170 clientsWealth manager
    Schwab 100%
    $207M
  27. 12078
    Kate Capital LLCWestport, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $207M
  28. 12080
    Flying Point Financial, Inc.North Andover, MA · 191 clientsWealth manager
    Raymond James 100%
    $207M
  29. 12081
    Strategic Wealth Advisors Group, Inc.Utica, MI · 544 clientsWealth manager
    Schwab 100%
    $207M
  30. 12082
    Stillwater Wealth Management Group LLCJuno Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $207M
  31. 12085
    Kenneth Frenke & CoArden, NC · 245 clientsWealth manager
    Schwab 100%
    $207M
  32. 12086
    Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
    Schwab 55%Fidelity 45%
    $206M
  33. 12087
    Comunidad Realty PartnersAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  34. 12088
    Bauman Wealth AdvisorsLas Vegas, NV · 493 clientsWealth manager
    Schwab 100%
    $206M
  35. 12089
    Alexis Investment Partners, LLC70 clientsAsset manager
    Schwab 100%
    $206M
  36. 12090
    Cooksen Wealth, LLCThe Woodlands, TX · 46 clientsWealth manager
    Schwab 100%
    $206M
  37. 12091
    McKinley Alaska Private Investments, LLCAnchorage, AK · 3 clientsPrivate fund adviser
    No custodian reported
    $206M
  38. 12092
    YieldpointNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  39. 12093
    ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
    Interactive Brokers 53%Axos 47%
    $206M
  40. 12094
    HFH Planning Inc.122 clientsWealth manager
    Schwab 98%
    $206M

RIAs by state