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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. 13999
    Steele Street Capital LLCPortsmouth, NH · 101 clientsBroker-dealer firm
    LPL Financial 77%Voya Investments Distributor 23%
    $140M
  2. 14000
    Plan First Wealth LLC96 clientsWealth manager
    Betterment 57%Novia Global LTD 31%
    $140M
  3. 14001
    Microvest Capital ManagementWashington, DC · 6 clientsPrivate fund adviser
    No custodian reported
    $140M
  4. 14002
    Olive Branch Capital, LLC142 clientsWealth managerWrap sponsor
    Schwab 100%
    $140M
  5. 14003
    Savior WealthWellesley, MA · 218 clientsPrivate fund adviser
    Schwab 100%
    $140M
  6. 14004
    Excomp Asset Management LTDMelville, NY · 146 clientsWealth manager
    Schwab 100%
    $140M
  7. 14005
    Monroe Capital Real Estate Credit Advisors, LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $140M
  8. 14006
    Agman CapitalOmaha, NE · 2 clientsAsset manager
    Schwab 100%
    $140M
  9. 14007
    Hoya Capital Real Estate, LLCRowayton, CT · 12 clientsAsset manager
    Schwab 86%
    $140M
  10. 14008
    Heaton Financial, PCCedar City, UT · 336 clientsWealth manager
    Schwab 100%
    $140M
  11. 14009
    QM Advisors LLC161 clientsWealth manager
    Axos 71%Schwab 29%
    $140M
  12. 14010
    Bosman Wealth Management, LLCRedlands, CA · 136 clientsWealth manager
    Schwab 100%
    $140M
  13. 14011
    Flagship Investment Management LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $140M
  14. 14012
    Larson Williams Wealth Advisors, LLCCedar City, UT · 537 clientsWealth manager
    Schwab 100%
    $140M
  15. 14013
    Chipser Wealth Management, LLCDestin, FL · 107 clientsWealth managerWrap sponsor
    Schwab 100%
    $140M
  16. 14016
    Credentialed Wealth Advisors, LLCJohnstown, CO · 302 clientsWealth manager
    Raymond James 100%
    $140M
  17. 14018
    Fairview Constitution Management IV LLCWest Hartford, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $140M
  18. 14019
    Tonka Capital Partners, LLCMinnetonka, MN · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $140M
  19. 14020
    Bluestar Wealth ManagementLake Mary, FL · 74 clientsWealth manager
    Schwab 100%
    $140M
  20. 14021
    Legacy PCG, LLCNewport, CA · 71 clientsWealth manager
    Schwab 84%
    $140M
  21. 14022
    Omega Capital Management, LLCFlanders, NJ · 171 clientsWealth manager
    Schwab 100%
    $140M
  22. 14023
    Kadita Partners PTE. LTD.Singapore, Singapore · 8 clientsPrivate fund adviser
    No custodian reported
    $140M
  23. 14025
    Ross Wealth Advisors, LLCColumbus, OH · 274 clientsWealth managerWrap sponsor
    Schwab 100%
    $140M
  24. 14026
    Monetary Solutions, LTD.Dayton, OH · 125 clientsWealth manager
    Schwab 100%
    $140M
  25. 14027
    Contrary Legacy LLC20 clientsWealth manager
    Schwab 100%
    $140M
  26. 14028
    Coombs Wealth Advisory, LLCBlue Bell, PA · 18 clientsWealth manager
    Schwab 100%
    $140M
  27. 14029
    Haverstock Capital LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $140M
  28. 14030
    Boyd Financial Strategies, Inc.Auburn, MA · 149 clientsWealth manager
    Schwab 100%
    $140M
  29. 14031
    Sikorski Wealth Management, LLCSan Diego, CA · 227 clientsWealth manager
    Schwab 100%
    $140M
  30. 14033
    Alteris Capital Partners, LLCHouston, TX · 88 clientsWealth manager
    Fidelity 100%
    $140M
  31. 14034
    Teza Capital Management LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $140M
  32. 14035
    Telos Partners LLCAvon, CT · 65 clientsWealth manager
    Schwab 87%
    $139M
  33. 14036
    Gross Domestic Product, Inc69 clientsWealth manager
    Schwab 100%
    $139M
  34. 14037
    Braeside Investments, LLCDallas, TX · 3 clientsPrivate fund adviser
    U.S. Bank 100%
    $139M
  35. 14038
    Encircle Financial Strategies242 clientsWealth manager
    Raymond James 100%
    $139M
  36. 14040
    Beyond Wealth Management Group, LLCNew Paltz, NY · 327 clientsWealth manager
    Assetmark Brokerage 100%
    $139M
  37. 14041
    Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
    Schwab 85%
    $139M
  38. 14042
    Clearwater Capital Management18 clientsWealth manager
    Schwab 100%
    $139M
  39. 14043
    Cravens Brothers Private Wealth Management LLCDallas, TX · 44 clientsWealth manager
    Fidelity Distributors Company 100%
    $139M
  40. 14044
    Lane Generational LLC50 clientsWealth manager
    Fidelity 100%
    $139M

RIAs by state