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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. 13561
    Worthington Wealth ManagementWorthington, OH · 336 clientsWealth manager
    Schwab 100%
    $154M
  2. 13562
    Platt Investment Counsel, LLC145 clientsWealth manager
    Schwab 100%
    $154M
  3. 13563
    Alpha DOG Advisors, RuffCranston, RI · 324 clientsWealth manager
    Schwab 100%
    $154M
  4. 13566
    R.H. Dinel Investment Counsel,inc.Los Angeles, CA · 25 clientsWealth manager
    U.S. Bank 100%
    $154M
  5. 13567
    Wise Wealth Partners, LLCPhoenix, AZ · 129 clientsWealth managerWrap sponsor
    Fidelity 100%
    $153M
  6. 13568
    Arta FinanceMountain View, CA · 1,043 clientsWealth manager
    Pershing 100%
    $153M
  7. 13569
    Lexington Capital Management LPLakewood, NJ · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $153M
  8. 13570
    Paragon Wealth ManagementProvo, UT · 186 clientsWealth manager
    Schwab 100%
    $153M
  9. 13571
    Clear Retirement Advice LLCSan Mateo, CA · 56 clientsWealth manager
    Schwab 56%Altruist 44%
    $153M
  10. 13573
    Heritage Wealth ManagementWoburn, MA · 218 clientsWealth manager
    Schwab 100%
    $153M
  11. 13574
    Aventine Financial GroupDoylestown, PA · 133 clientsWealth manager
    Schwab 100%
    $153M
  12. 13575
    Applewhite & Buys Financial AdvisorsDallas, TX · 185 clientsWealth manager
    Schwab 100%
    $153M
  13. 13576
    Financial Legacy Management, NC.Little Rock, AR · 452 clientsWealth manager
    Schwab 100%
    $153M
  14. 13578
    The Lind Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $153M
  15. 13580
    Schulmerich & Associates Asset Management, LLC200 clientsWealth manager
    Schwab 100%
    $153M
  16. 13581
    Quantum Capital Investments, Inc.189 clientsWealth manager
    Schwab 100%
    $153M
  17. 13583
    East Coast Wealth Management, Inc.Florham Park, NJ · 201 clientsWealth manager
    Schwab 100%
    $153M
  18. 13584
    Financial Solutions AssociatesDedham, MA · 174 clientsWealth manager
    Schwab 100%
    $153M
  19. 13585
    Maven Capital Partners, LLCAtlanta, GA · 12 clientsWealth manager
    Fidelity 100%
    $153M
  20. 13586
    Livian & Co.New York, NY · 70 clientsWealth manager
    Fidelity 100%
    $153M
  21. 13587
    Vincent Wealth Advisors LLCNorwell, MA · 83 clientsWealth manager
    Schwab 100%
    $153M
  22. 13588
    STW Associates15 clientsWealth manager
    Schwab 100%
    $153M
  23. 13589
    Cypress Asset Management, Inc.72 clientsWealth manager
    Schwab 100%
    $153M
  24. 13590
    Wager Wealth Management and Financial Planning LLC121 clientsWealth manager
    Schwab 100%
    $153M
  25. 13592
    Santiago Capital, LLC36 clientsWealth manager
    Fidelity 100%
    $153M
  26. 13594
    Empirical Capital Management, LLCHendersonville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $153M
  27. 13595
    Garner Financial ManagementLafayette, CA · 117 clientsWealth manager
    Fidelity 57%Schwab 43%
    $153M
  28. 13596
    Shapiro Financial Security Group, Inc.Hazlet, NJ · 137 clientsWealth manager
    No custodian reported
    $153M
  29. 13598
    Cordoba Capital Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $153M
  30. 13599
    Virtus Financial Partners675 clientsWealth manager
    Schwab 100%
    $153M
  31. 13600
    Markin Asset Management, LP413 clientsWealth manager
    Schwab 92%
    $153M
  32. 13601
    Troutman WealthMalvern, PA · 102 clientsWealth manager
    Schwab 100%
    $153M
  33. 13602
    Werner FinancialIndianapolis, IN · 955 clientsWealth manager
    Schwab 100%
    $152M
  34. 13604
    West ELK Capital, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  35. 13605
    Heritage Wealth Management Group, LTDNorfolk, VA · 180 clientsWealth manager
    Altruist 100%
    $152M
  36. 13606
    Northlanding Financial Partners, LLCRochester, NY · 172 clientsWealth manager
    Fidelity 99%
    $152M
  37. 13607
    Wellspring Advisors, Inc.Hillsboro, OR · 271 clientsWealth manager
    SEI 94%
    $152M
  38. 13608
    TriconToronto, Canada · 9 clientsPrivate fund adviser
    No custodian reported
    $152M
  39. 13610
    Roan Capital PartnersJohnson City, TN · 328 clientsWealth manager
    Schwab 100%
    $152M
  40. 13611
    Van DER Noord Financial Advisors, Inc.Greer, SC · 126 clientsWealth manager
    Schwab 100%
    $152M

RIAs by state