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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. 12095
    Parkview Asset Management, Inc.Oakbrook Terrace, IL · 179 clientsWealth managerWrap sponsor
    Fidelity 100%
    $206M
  2. 12097
    Bauer Wealth Management Inc.Colorado Springs, CO · 162 clientsWealth manager
    Fidelity 100%
    $206M
  3. 12098
    Brightpath Wealth Planning, LLCCamarillo, CA · 132 clientsWealth manager
    Schwab 100%
    $206M
  4. 12099
    LC Vero ManagerNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  5. 12102
    SRT Group LLCWest Palm Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  6. 12103
    Western Pacific Wealth Management, LPLake Forest, IL · 33 clientsWealth manager
    Schwab 100%
    $206M
  7. 12104
    Manhattan Global Asset Management LLCLas Vegas, NV · 42 clientsWealth manager
    Schwab 100%
    $206M
  8. 12106
    Rookwood Wealth Management, LLC67 clientsWealth manager
    Schwab 98%
    $205M
  9. 12107
    Osbon Capital Management, LLCBoston, MA · 57 clientsWealth manager
    Fidelity 100%
    $205M
  10. 12108
    Safebridge LLC88 clientsWealth manager
    No custodian reported
    $205M
  11. 12109
    White Rock OIL & GAS Holdings, LLCPlano, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  12. 12111
    Trident Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $205M
  13. 12114
    021 Investments LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  14. 12115
    Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
    Fidelity 62%Schwab 38%
    $205M
  15. 12116
    3rd Creek Investments108 clientsWealth manager
    Schwab 100%
    $205M
  16. 12117
    Kirk Capital Advisors LLCVienna, VA · 136 clientsWealth manager
    Schwab 100%
    $205M
  17. 12118
    Northavenue LLCColumbus, OH · 138 clientsWealth manager
    Schwab 100%
    $205M
  18. 12119
    The Herbst Group, LLC190 clientsWealth managerWrap sponsor
    Fidelity 100%
    $205M
  19. 12120
    F3 Partners LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $205M
  20. 12122
    Mittelman Wealth Management33 clientsWealth manager
    Schwab 100%
    $205M
  21. 12123
    Donalies Financial Planning, LLC135 clientsWealth manager
    Schwab 100%
    $205M
  22. 12124
    Momentum Wealth Planning127 clientsWealth manager
    Schwab 100%
    $205M
  23. 12125
    Broyhill Asset Management, LLCCharlotte, NC · 91 clientsAsset manager
    Fidelity 56%Schwab 44%
    $205M
  24. 12126
    McGinn Penninger Investment Management Inc.Alexandria, VA · 332 clientsWealth manager
    No custodian reported
    $204M
  25. 12127
    The William Allan CorporationFort Collins, CO · 239 clientsWealth manager
    Schwab 100%
    $204M
  26. 12128
    Guardant Wealth AdvisorsMiami, FL · 58 clientsWealth manager
    Schwab 100%
    $204M
  27. 12129
    Prospect Financial Group LLC48 clientsWealth manager
    Schwab 100%
    $204M
  28. 12130
    John A. Bysko AssociatesOld Lyme, CT · 124 clientsWealth manager
    No custodian reported
    $204M
  29. 12131
    Extant Capital LLCAlbany, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $204M
  30. 12132
    Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clientsWealth manager
    Schwab 52%Merrill / Bank of America 48%
    $204M
  31. 12133
    Monimus Capital Management, LPWoodbridge, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $204M
  32. 12134
    Royal Capital Wealth Management LLC68 clientsWealth manager
    Schwab 100%
    $204M
  33. 12135
    Frankly Finances29 clientsWealth manager
    Schwab 100%
    $204M
  34. 12136
    Portus Wealth Advisors, LLCCharlotte, NC · 137 clientsWealth manager
    Schwab 100%
    $204M
  35. 12138
    MB Family AdvisorsNew York, NY · 8 clientsWealth manager
    No custodian reported
    $204M
  36. 12139
    Viden Arbor Capital21 clientsWealth manager
    Schwab 100%
    $204M
  37. 12142
    Teton Wealth Group LLCMurray, UT · 849 clientsWealth manager
    Fidelity 100%
    $204M
  38. 12143
    Gehrig Capital Management, Inc.Merrillville, IN · 652 clientsWealth manager
    Fidelity 100%
    $204M
  39. 12144
    Crystal Rock Capital Management, LLC.Bannockburn, IL · 1 clientsPrivate fund adviser
    Merrill / Bank of America 59%J.P. Morgan 41%
    $204M
  40. 12145
    Harkness Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $204M

RIAs by state