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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. 13469
    Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
    Schwab 82%
    $157M
  2. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  3. 13471
    Dale Q. Rice Investment Management121 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M
  4. 13473
    Maimon Wealth Management LTD.Ra'anana, Israel · 114 clientsWealth manager
    Interactive Brokers 82%
    $157M
  5. 13474
    Settian Capital LPSaint Augustine, FL · 1 clientsAsset manager
    Morgan Stanley 100%
    $157M
  6. 13475
    Star Wealth Management CorporationBingham Farms, MI · 117 clientsWealth manager
    Schwab 100%
    $156M
  7. 13476
    Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
    Schwab 87%
    $156M
  8. 13477
    Eltura Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $156M
  9. 13478
    401k GenerationAltamonte Springs,, FL · 158 clientsWealth manager
    Schwab 69%American TCS 31%
    $156M
  10. 13479
    Sportsology Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  11. 13480
    JK Private Wealth, LLCGlastonbury, CT · 115 clientsWealth manager
    Schwab 100%
    $156M
  12. 13481
    Spyglass Investment ManagementTerre Haute, IN · 526 clientsWealth manager
    Schwab 100%
    $156M
  13. 13482
    JTS Fund Advisors, LLCWaco, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $156M
  14. 13484
    Oregon Pacific Wealth ManagementMedford, OR · 272 clientsWealth managerBank-affiliated
    Schwab 100%
    $156M
  15. 13485
    Pearl Wealth LLCPortland, OR · 116 clientsWealth manager
    Schwab 100%
    $156M
  16. 13486
    Trellus Management Company, LLCDelray Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $156M
  17. 13487
    Quantitative Financial Strategies27 clientsWealth manager
    Schwab 100%
    $156M
  18. 13488
    My Wealth Management, IncGermantown, MD · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $156M
  19. 13489
    Peak Wealth Management LLCNashua, NH · 208 clientsWealth manager
    Schwab 100%
    $156M
  20. 13490
    Johnson Dunn Capital Advisors, Inc.72 clientsWealth manager
    Schwab 100%
    $156M
  21. 13491
    Waycross GP, LLCLouisville, KY · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  22. 13492
    Piedmont Wealth ManagementAlexandria, VA · 237 clientsWealth managerBank-affiliated
    Schwab 100%
    $156M
  23. 13493
    Pc3 Partners, LLCMiami Beach, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  24. 13494
    Indelible Wealth Group160 clientsWealth manager
    Schwab 59%Fidelity 41%
    $156M
  25. 13495
    DFS AdvisoryDenton, TX · 137 clientsWealth manager
    Betterment 49%Assetmark Brokerage 33%
    $156M
  26. 13496
    Brandywine Asset ManagementThornton, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $156M
  27. 13497
    Kaizen Retirement Plan Advisors, LLC26 clientsAsset manager
    Broadridge Business Process Outsourcing 100%
    $156M
  28. 13498
    Taurum Retirement Partners, LLCMesa, AZ · 127 clientsWealth manager
    Schwab 100%
    $156M
  29. 13499
    Holcombe & McGrathAsheville, NC · 268 clientsWealth manager
    Schwab 100%
    $156M
  30. 13500
    Gervais Capital Management, LLCWilson, WY · 46 clientsWealth manager
    Schwab 100%
    $156M
  31. 13501
    Lipper Advisory Services Inc20 clientsAsset manager
    J.P. Morgan 70%Schwab 30%
    $156M
  32. 13502
    Unify Financial AdvisorsClearwater, FL · 196 clientsWealth manager
    Schwab 100%
    $156M
  33. 13503
    Natural Bridges Financial AdvisorsSanta Cruz, CA · 80 clientsWealth manager
    Altruist 100%
    $156M
  34. 13504
    Phoenix Capital Realty Advisors, LLCAddison, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $156M
  35. 13505
    Personal Financial Solutions, LLCManasquan, NJ · 131 clientsWealth manager
    Schwab 100%
    $156M
  36. 13506
    Live Oak Wealth Advisory Group, LLCHouston, TX · 98 clientsWealth manager
    Schwab 100%
    $155M
  37. 13509
    CAM Investor SolutionsAustin, TX · 151 clientsWealth manager
    Schwab 100%
    $155M
  38. 13510
    Ethos Capital Management, Inc.Newtown, PA · 181 clientsWealth manager
    Schwab 100%
    $155M
  39. 13511
    Bannerstone CapitalWayzata, MN · 106 clientsWealth manager
    Schwab 100%
    $155M
  40. 13512
    Infinium Investment Advisors, LLCDenver, CO · 115 clientsWealth manager
    Fidelity 100%
    $155M

RIAs by state