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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. 13375
    Retirement Solutions GroupFranklin, TN · 301 clientsWealth manager
    Schwab 100%
    $160M
  2. 13376
    Fairway Financial, LLCCasselberry, FL · 121 clientsWealth manager
    Schwab 100%
    $160M
  3. 13377
    Green Horizon Partners Capital LLC1 clientsPrivate fund adviser
    No custodian reported
    $160M
  4. 13378
    Retirement Advisors, Inc.Mobile, AL · 185 clientsWealth manager
    Schwab 100%
    $160M
  5. 13380
    Altura CapitalCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $160M
  6. 13381
    Blue Moon Capital Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $160M
  7. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  8. 13383
    Cornerstone Alternatives410 clientsWealth manager
    Schwab 100%
    $159M
  9. 13384
    Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
    Fidelity 60%Security National Trust 40%
    $159M
  10. 13386
    U.S.A. Financial & Tax Services, LLCFarmington, CT · 660 clientsWealth manager
    Schwab 100%
    $159M
  11. 13387
    Strada Financial Group LLCBoring, OR · 213 clientsWealth manager
    SEI 100%
    $159M
  12. 13388
    Murray Investment Management, LLCHouston, TX · 43 clientsWealth manager
    Fidelity 100%
    $159M
  13. 13389
    Modern Dollar Planning, LLCSt. Louis, MO · 153 clientsWealth manager
    Fidelity 100%
    $159M
  14. 13390
    Hackett Financial Group, LLCWimberley, TX · 254 clientsWealth manager
    Schwab 100%
    $159M
  15. 13392
    Sankala Group LLC107 clientsWealth manager
    Schwab 100%
    $159M
  16. 13394
    Strivus Wealth Partners LLCJacksonville Beach, FL · 173 clientsWealth manager
    Schwab 100%
    $159M
  17. 13396
    Retirement Income Strategies, LLCEvansville, WI · 339 clientsWealth managerWrap sponsor
    Schwab 100%
    $159M
  18. 13397
    Graystreet PartnersSan Antonio, TX · 59 clientsPrivate fund adviser
    No custodian reported
    $159M
  19. 13398
    Todd Wealth Management LLCVenice, FL · 362 clientsWealth manager
    Schwab 100%
    $159M
  20. 13399
    Plus Group Wealth Advisors, LLCBelgium, WI · 516 clientsWealth manager
    Schwab 100%
    $159M
  21. 13400
    Phoenician Capital LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $159M
  22. 13401
    Invest Inc.Lexington, KY · 208 clientsWealth manager
    Schwab 100%
    $159M
  23. 13402
    Radius Wealth Management, Inc.Boston, MA · 132 clientsWealth manager
    Schwab 100%
    $159M
  24. 13403
    SCG Asset Management LLCNaperville, IL · 8 clientsWealth manager
    J.P. Morgan 100%
    $159M
  25. 13405
    Private Financial Management LLC31 clientsWealth manager
    Schwab 100%
    $159M
  26. 13406
    Verus Financial GroupSugar Land, TX · 388 clientsWealth manager
    Schwab 100%
    $159M
  27. 13407
    Ventana Private Wealth LLCDenver, CO · 33 clientsWealth manager
    Schwab 100%
    $159M
  28. 13408
    Nitor Capital ManagementEnglewood Cliffs, NJ · 15 clientsPrivate fund adviser
    Interactive Brokers 100%
    $159M
  29. 13409
    Advisory Advocates LLCGrand Rapids, MI · 249 clientsWealth manager
    Schwab 100%
    $159M
  30. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  31. 13411
    Summitas Investment Management LLC41 clientsWealth manager
    Fidelity 100%
    $159M
  32. 13412
    Soundpath Retirement Strategies, LLCBellevue, WA · 181 clientsWealth manager
    Schwab 100%
    $159M
  33. 13413
    Sonoma Private Wealth LLCNovato, CA · 85 clientsWealth manager
    Schwab 63%Fidelity Distributors Company 37%
    $158M
  34. 13414
    Beantown Financial Advisors LLC63 clientsWealth manager
    Schwab 100%
    $158M
  35. 13415
    Zermatt Wealth PartnersSan Diego, CA · 211 clientsWealth manager
    Schwab 100%
    $158M
  36. 13416
    Scherer Financial Advisory Services, LLCDallas, TX · 178 clientsWealth manager
    Raymond James 100%
    $158M
  37. 13417
    BPC Advisors LLCEast Syracuse, NY · 126 clientsWealth manager
    Schwab 100%
    $158M
  38. 13419
    Graetz WealthJenison, MI · 321 clientsWealth manager
    Altruist 100%
    $158M
  39. 13420
    Fc360 Wealth Management, Inc.Roseville, CA · 379 clientsWealth manager
    No custodian reported
    $158M
  40. 13421
    MKT Capital LLC1 clientsPrivate fund adviser
    No custodian reported
    $158M

RIAs by state