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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. 12146
    Moler Capital Management87 clientsWealth manager
    Schwab 100%
    $204M
  2. 12147
    UP North Financial, LLCTraverse City, MI · 337 clientsWealth manager
    Fidelity 100%
    $204M
  3. 12148
    Rochester Wealth Strategies, LLCRochester, MI · 141 clientsWealth manager
    Schwab 100%
    $204M
  4. 12149
    Aria Growth Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $204M
  5. 12150
    Lightsquare Wealth Management, LLCBingham Farms, MI · 172 clientsWealth manager
    Raymond James 100%
    $204M
  6. 12151
    Element Squared Private WealthMinneapolis, MN · 478 clientsWealth manager
    Fidelity 100%
    $203M
  7. 12152
    SG Real Estate ISouthfield, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $203M
  8. 12153
    Rayliant Investment ResearchWalnut, CA · 4 clientsAsset manager
    No custodian reported
    $203M
  9. 12155
    Kahala Financial Advisors, LLCHonolulu, HI · 163 clientsWealth manager
    Schwab 100%
    $203M
  10. 12156
    Wazee Street Capital Management LLCGreenwood Village, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $203M
  11. 12157
    WJ Financial Advisors, LLCKillingworth, CT · 274 clientsWealth manager
    Schwab 100%
    $203M
  12. 12160
    Ball & Company154 clientsWealth manager
    Fidelity 100%
    $203M
  13. 12161
    Independent Wealth Management, LLCTraverse City, MI · 176 clientsWealth manager
    Fidelity 100%
    $203M
  14. 12162
    Syntax Research, Inc.Boca Raton, FL · 108 clientsWealth manager
    No custodian reported
    $203M
  15. 12163
    Northsands CapitalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $203M
  16. 12164
    Harmont Fixed Income, LLCAsset manager
    No custodian reported
    $203M
  17. 12165
    Chicago Capital Management, LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $203M
  18. 12166
    Forness Financial LLCNeedham, MA · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $203M
  19. 12167
    Campbell Financial Partners, LLCFort Myers, FL · 132 clientsWealth manager
    Altruist 100%
    $203M
  20. 12168
    CFM Advisors IncHauppauge, NY · 216 clientsWealth manager
    Royal Bank of Canada 100%
    $203M
  21. 12169
    Wernau Asset ManagementGloucester, MA · 103 clientsWealth manager
    Fidelity 100%
    $203M
  22. 12170
    Steelhead Capital Management, LLCFort Worth, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $203M
  23. 12171
    Keenan FinancialBoston, MA · 751 clientsWealth manager
    Fidelity 100%
    $202M
  24. 12172
    Hansen & Associates Financial Group Inc.Roseville, CA · 537 clientsWealth manager
    LPL Financial 100%
    $202M
  25. 12173
    McGuire Capital Advisors, Inc.Bethany, OK · 1,440 clientsWealth manager
    Schwab 100%
    $202M
  26. 12174
    Robinson Value Management, LTD.San Antonio, TX · 56 clientsWealth manager
    Pershing 51%Schwab 49%
    $202M
  27. 12175
    Phil A. Younker & Associates, LTD.113 clientsAsset manager
    Schwab 100%
    $202M
  28. 12176
    Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clientsWealth manager
    Schwab 98%
    $202M
  29. 12177
    Soundhaven Capital Management170 clientsAsset manager
    Schwab 100%
    $202M
  30. 12178
    Abbington Investment Group, LLCSouth Portland, ME · 50 clientsWealth manager
    Fidelity 100%
    $202M
  31. 12181
    McCarthy Wealth & Tax AdvisorsSpringboro, OH · 272 clientsWealth manager
    Fidelity 100%
    $202M
  32. 12182
    Sortis Fund Manager, LLCPortland, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $202M
  33. 12184
    BAM Wealth Management LLCLakewood, CO · 288 clientsWealth manager
    Schwab 100%
    $202M
  34. 12185
    Blong FinancialMemphis, TN · 314 clientsWealth manager
    Fidelity 92%
    $202M
  35. 12186
    Great River FinancialPlymouth, MN · 136 clientsWealth manager
    Schwab 100%
    $202M
  36. 12187
    Brixey & Meyer Capital LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $202M
  37. 12188
    Daner Wealth Management, LLCAlpharetta, GA · 190 clientsWealth managerWrap sponsor
    First Clearing 100%
    $202M
  38. 12190
    Capzone Management LLCNorwalk, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $202M
  39. 12191
    Maxele Advisors, LLCWebster Groves, MO · 234 clientsWealth manager
    Fidelity 100%
    $202M
  40. 12192
    Level One FundMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $202M

RIAs by state