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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. 13422
    Gilbert Capital Group144 clientsWealth manager
    Fidelity 100%
    $158M
  2. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  3. 13424
    H Partners Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $158M
  4. 13425
    Provident Living Financial ServicesLehi, UT · 254 clientsWealth manager
    Schwab 100%
    $158M
  5. 13426
    Fonte Financial AdvisorsCarlsbad, CA · 136 clientsWealth manager
    Schwab 100%
    $158M
  6. 13427
    Perspective Wealth AdvisorsLoveland, CO · 177 clientsWealth manager
    Schwab 100%
    $158M
  7. 13428
    Integral Financial Planning LLC70 clientsWealth manager
    Schwab 95%
    $158M
  8. 13430
    M2 Capital AdvisorsValencia, CA · 57 clientsAsset manager
    Axos 69%Matrix Trust 31%
    $158M
  9. 13431
    Garnett Investment StrategiesBeatrice, NE · 331 clientsWealth manager
    Schwab 100%
    $158M
  10. 13432
    Clarus Group LLCNew York, NY · 182 clientsWealth manager
    Schwab 100%
    $158M
  11. 13433
    Hallett AdvisorsPort Angeles, WA · 307 clientsWealth manager
    Schwab 52%SEI 48%
    $158M
  12. 13435
    Valoran Capital ManagementChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $158M
  13. 13436
    Avocet Capital Management LLCNorthbrook, IL · 40 clientsWealth manager
    Fidelity 100%
    $158M
  14. 13438
    Waypoints FinancialSebring, FL · 430 clientsWealth managerWrap sponsor
    Schwab 100%
    $158M
  15. 13439
    Outfitter FinancialBrunswick, ME · 64 clientsWealth manager
    RBC 100%
    $158M
  16. 13441
    Trinity Capital Adviser LLCPhoenix, AZ · 2 clientsAsset manager
    No custodian reported
    $158M
  17. 13442
    Lightview Capital, LLCWest Palm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $158M
  18. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M
  19. 13444
    Copia Wealth ManagementBend, OR · 288 clientsWealth manager
    Schwab 100%
    $158M
  20. 13445
    Georgia Wealth Partners, LLCGriffin, GA · 530 clientsWealth manager
    SEI 100%
    $157M
  21. 13446
    Applied Capital265 clientsWealth manager
    Schwab 100%
    $157M
  22. 13447
    Peck Wealth Management, LLC58 clientsWealth manager
    Schwab 100%
    $157M
  23. 13448
    Fremen CapitalStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $157M
  24. 13449
    Merida Capital Holdings LLCRye, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $157M
  25. 13450
    Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
    Schwab 94%
    $157M
  26. 13451
    Vested Financial Planning, LLC37 clientsWealth manager
    Schwab 100%
    $157M
  27. 13452
    Delphinus Financial Advisors, LLCMansfield, MA · 90 clientsWealth manager
    Schwab 100%
    $157M
  28. 13453
    River's EdgeBeaver, PA · 236 clientsWealth managerWrap sponsor
    Fidelity 100%
    $157M
  29. 13455
    Davenport Watts & Drake Investment Advisors, LLCRidgeland, MS · 214 clientsWealth manager
    No custodian reported
    $157M
  30. 13456
    Finec Asset ManagementSan Diego, CA · 163 clientsWealth manager
    Pershing 100%
    $157M
  31. 13457
    Prism Planning and Solutions GroupWhite Plains, NY · 426 clientsWealth manager
    No custodian reported
    $157M
  32. 13458
    Collective Wealth Advisors LLCCoppell, TX · 224 clientsWealth manager
    Schwab 100%
    $157M
  33. 13459
    Camden Financial Management, Inc.40 clientsWealth manager
    Schwab 100%
    $157M
  34. 13460
    Rooted Planning GroupCorning, NY · 229 clientsWealth manager
    Schwab 100%
    $157M
  35. 13462
    Moore WealthFrederick, MD · 204 clientsWealth manager
    Fidelity 100%
    $157M
  36. 13464
    Belhealth Investment Partners, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $157M
  37. 13465
    Lotusgroup CapitalDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $157M
  38. 13466
    Sima Wealth Partners, LLCRichmond, VA · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M
  39. 13467
    SallyportHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $157M
  40. 13468
    Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
    Fidelity 62%Schwab 25%
    $157M

RIAs by state