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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. 12193
    Kraematon Investment Advisors, Inc.Braintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $202M
  2. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  3. 12195
    Winforest Partners2 clientsPrivate fund adviser
    No custodian reported
    $201M
  4. 12196
    Harren Equity Partners, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $201M
  5. 12197
    Keystone Wealth Advisors, IncorporatedEagan, MN · 66 clientsWealth manager
    Schwab 100%
    $201M
  6. 12199
    Pacific Financial Strategies, IncThousand Oaks, CA · 713 clientsWealth manager
    Schwab 100%
    $201M
  7. 12200
    Authentic Ventures Investment Manager, LLCOakland, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $201M
  8. 12202
    Regents Partners, LLC327 clientsWealth manager
    Schwab 100%
    $201M
  9. 12203
    Waverley Wealth Management LLCMountain View, CA · 114 clientsWealth manager
    Schwab 100%
    $201M
  10. 12204
    Upper Left Wealth Management, LLC95 clientsWealth manager
    Schwab 86%
    $201M
  11. 12205
    Sterling Manor Financial, LLCSaratoga Springs, NY · 395 clientsWealth managerWrap sponsor
    Schwab 100%
    $201M
  12. 12206
    My Portfolio Guide, LLCSeal Beach, CA · 318 clientsWealth manager
    Schwab 100%
    $201M
  13. 12207
    Custom Wealth ManagementPlymouth, MI · 504 clientsWealth manager
    Schwab 100%
    $201M
  14. 12208
    Stride Investments, LLCChicago, IL · 531 clientsWealth manager
    Schwab 100%
    $201M
  15. 12209
    Legion Partners Asset Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $201M
  16. 12211
    Blue CapitalOmaha, NE · 443 clientsWealth manager
    Schwab 100%
    $201M
  17. 12212
    Calculated WealthMadison, WI · 194 clientsWealth manager
    Schwab 94%
    $201M
  18. 12213
    Argo Management and Research Company, LLC3 clientsPrivate fund adviser
    No custodian reported
    $201M
  19. 12214
    Farrell FinancialOrchard Park, NY · 233 clientsWealth manager
    Schwab 100%
    $201M
  20. 12215
    RMG AdvisorsRockville, MD · 192 clientsWealth manager
    SEI 100%
    $200M
  21. 12216
    Emerald Bay Wealth Management LLCTahoe City, CA · 40 clientsWealth manager
    Schwab 100%
    $200M
  22. 12217
    URS AdvisoryJupiter, FL · 173 clientsWealth manager
    Schwab 100%
    $200M
  23. 12218
    Comprehensive Money Management Services LLC105 clientsWealth manager
    Schwab 100%
    $200M
  24. 12219
    Harvest Investment Advisors, LLC125 clientsWealth manager
    Schwab 100%
    $200M
  25. 12220
    Weingarten Associates, L.L.C.Lawrenceville, NJ · 65 clientsWealth manager
    Schwab 100%
    $200M
  26. 12221
    MH & Associates Securities Management CorporationCarlsbad, CA · 75 clientsWealth manager
    Schwab 100%
    $200M
  27. 12222
    Tandem Investment Partners, LLCBordentown, NJ · 192 clientsWealth manager
    Schwab 100%
    $200M
  28. 12223
    Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
    Schwab 99%
    $200M
  29. 12224
    Post Capital PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $200M
  30. 12225
    Fulham & CoWellesley, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $200M
  31. 12226
    Thompson Capital Management, LLC86 clientsAsset manager
    Schwab 100%
    $200M
  32. 12227
    Chapman Investment Management, LLC62 clientsWealth manager
    Schwab 60%U.S. Bank 40%
    $200M
  33. 12228
    Radix Organization, Inc.New York, NY · 95 clientsWealth manager
    Oppenheimer & Co. 100%
    $200M
  34. 12229
    Genesis Wealth Advisors, LLCBraintree, MA · 231 clientsWealth manager
    Fidelity 100%
    $200M
  35. 12230
    Asset Management GroupCartersville, GA · 372 clientsWealth manager
    Schwab 100%
    $200M
  36. 12231
    Allen Capital Management, LLCVancouver, WA · 109 clientsWealth manager
    No custodian reported
    $200M
  37. 12233
    WH Cornerstone Investments Inc.Duxbury, MA · 148 clientsWealth manager
    Schwab 100%
    $200M
  38. 12235
    AI Alpha LLCGrand Rapids, MI · 6 clientsAsset manager
    Schwab 100%
    $200M
  39. 12236
    Aspen Private Advisors, LLCSioux Falls, SD · 125 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $200M
  40. 12237
    Flagship Capital Management IncMedia, PA · 176 clientsWealth manager
    Schwab 100%
    $200M

RIAs by state