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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. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  2. 13953
    Midwest Financial Network, LLCTinley Park, IL · 218 clientsWealth manager
    Interactive Brokers 100%
    $142M
  3. 13954
    Kennondale Capital ManagementRichmond, VAAsset manager
    Schwab 59%U.S. Bancorp Investments 41%
    $142M
  4. 13955
    Severin Investments LLCSt. Louis, MO · 235 clientsWealth managerWrap sponsor
    Schwab 100%
    $142M
  5. 13956
    Stock Management LLC446 clientsWealth manager
    Fidelity 54%Schwab 46%
    $142M
  6. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M
  7. 13959
    Pivot Point Advisors, LLCBellaire, TX · 90 clientsWealth manager
    Schwab 100%
    $142M
  8. 13960
    October Wealth Advisors, IncFort Smith, AR · 160 clientsWealth manager
    Schwab 100%
    $142M
  9. 13961
    Equity Advisors of Kentucky IncLexington, KY · 114 clientsWealth manager
    SEI 100%
    $142M
  10. 13963
    Think Different Financial Planning45 clientsWealth manager
    Schwab 100%
    $142M
  11. 13965
    Integrated Financial Consulting, LLCAirmont, NY · 89 clientsWealth manager
    Schwab 100%
    $141M
  12. 13966
    Clarity Investments + Planning LLCMount Kisco, NY · 90 clientsWealth manager
    Fidelity 100%
    $141M
  13. 13967
    Bourke Wealth ManagementSanta Barbara, CA · 97 clientsWealth manager
    Schwab 100%
    $141M
  14. 13968
    Olympus Peaks Financial, LLCSandy, UT · 163 clientsWealth manager
    Axos 100%
    $141M
  15. 13969
    MJB Asset Management LLCNew York, NY · 108 clientsWealth manager
    Schwab 100%
    $141M
  16. 13970
    St. Clair FinancialRoseville, CA · 93 clientsWealth manager
    Schwab 100%
    $141M
  17. 13971
    Derive WealthPasadena, CA · 125 clientsWealth manager
    Schwab 100%
    $141M
  18. 13972
    Markle Financial LLCLaramie, WY · 265 clientsWealth manager
    SEI 100%
    $141M
  19. 13973
    Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)Oxford, MS · 71 clientsWealth manager
    Schwab 100%
    $141M
  20. 13974
    Storms & Rowdon Financial Services, Inc.Ormond Beach, FL · 228 clientsWealth manager
    Raymond James 100%
    $141M
  21. 13975
    Gary L. GreenbergEden Prairie, MN · 67 clientsWealth manager
    Fidelity 100%
    $141M
  22. 13976
    Hawthorn Capital Management, LLC12 clientsWealth manager
    Schwab 100%
    $141M
  23. 13977
    Littlefield Asset Management, Inc.54 clientsWealth manager
    Schwab 100%
    $141M
  24. 13978
    Dougherty Investment AdvisorsSpring Hill, FL · 414 clientsWealth manager
    Schwab 100%
    $141M
  25. 13979
    Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWealth managerWrap sponsor
    Fidelity 92%
    $141M
  26. 13980
    Marathon Wealth Partners, Inc35 clientsWealth manager
    Schwab 100%
    $141M
  27. 13981
    Entrust Investment Services, IncCampbell, CA · 170 clientsWealth manager
    American Funds 60%Assetmark Brokerage 40%
    $141M
  28. 13982
    Lifeplan Financial, LLCMankato, MN · 255 clientsWealth manager
    Schwab 100%
    $141M
  29. 13983
    Clement Street Capital LLCDowners Grove, IL · 52 clientsWealth manager
    Schwab 100%
    $141M
  30. 13984
    Fortune Financial Group, Inc.174 clientsWealth manager
    Schwab 100%
    $141M
  31. 13986
    Additive Advisory PBCMemphis, TN · 2 clientsPrivate fund adviser
    Schwab 100%
    $141M
  32. 13987
    Stability Partners Advisory Group, LLCSpring, TX · 195 clientsWealth manager
    Schwab 100%
    $141M
  33. 13988
    Wolverine Wealth Advisory Services Inc.Bloomfield Hills, MI · 65 clientsWealth manager
    Schwab 100%
    $141M
  34. 13991
    Mestmaker & Petrey Wealth AdvisorsBakersfield, CA · 363 clientsWealth manager
    Raymond James 100%
    $141M
  35. 13992
    Sherman Asset Management, Inc.Ventura, CA · 33 clientsWealth manager
    Schwab 75%BOK Financial Securities 25%
    $141M
  36. 13993
    DLK Investment Advisors, LLCMercer Island, WA · 32 clientsWealth manager
    Schwab 100%
    $141M
  37. 13994
    Vertis Wealth, LLCChicago, IL · 835 clientsWealth manager
    Schwab 100%
    $141M
  38. 13995
    Clear Sky Financial, LPProsper, TX · 126 clientsWealth manager
    Schwab 100%
    $141M
  39. 13996
    RSG Investments LLCOverland Park, KS · 564 clientsWealth manager
    Fidelity 98%
    $141M
  40. 13998
    Millington Securities, LLCRed Bank, NJ · 1 clientsAsset manager
    No custodian reported
    $141M

RIAs by state