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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. 15797
    Anchor Capital Management, LLCIthaca, NY · 70 clientsWealth manager
    Schwab 93%
    $61M
  2. 15798
    Rail Splitter Capital Advisers, LLCChicago, IL · 3 clientsAsset manager
    BNY 100%
    $61M
  3. 15800
    GST Management, LLC1 clientsAsset manager
    No custodian reported
    $61M
  4. 15801
    J. Mandwelle Capital Management143 clientsWealth manager
    Schwab 100%
    $61M
  5. 15803
    Centralis Capital LLCPrairie Village, KS · 1 clientsPrivate fund adviser
    No custodian reported
    $60M
  6. 15805
    Goldiron GP LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $60M
  7. 15807
    Richmond Quantitative Advisors, LLC46 clientsAsset manager
    Interactive Brokers 100%
    $60M
  8. 15808
    Collective Wealth Partners, LLCAtlanta, GA · 209 clientsWealth manager
    Schwab 100%
    $60M
  9. 15809
    Liberty Wealth ManagersNew York, NY · 114 clientsWealth manager
    Novia Global 51%Rl360 49%
    $60M
  10. 15810
    CWM Partners, LLC4 clientsWealth manager
    Schwab 100%
    $60M
  11. 15811
    Quantel Asset Management LLCNew York, NY · 134 clientsWealth manager
    Interactive Brokers 72%Schwab 28%
    $60M
  12. 15812
    Munakata Associates LLC6 clientsWealth manager
    Merrill / Bank of America 76%UBS 24%
    $59M
  13. 15813
    AWM Global AdvisorsSan Diego, CA · 73 clientsWealth managerBank-affiliated
    Interactive Brokers 100%
    $59M
  14. 15814
    Swiss Finance Management International SAGeneva, Switzerland · 33 clientsWealth manager
    No custodian reported
    $59M
  15. 15815
    Argus Equity Partners, LLC177 clientsWealth manager
    Schwab 99%
    $59M
  16. 15816
    Wyser-Pratte Management Co., Inc.Bedford Hills, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $59M
  17. 15817
    Capital Insights Group of WNY, LLC.Buffalo, NY · 128 clientsWealth manager
    Schwab 100%
    $59M
  18. 15819
    Northern Pacific Growth Investment Advisors, LLCMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $59M
  19. 15820
    Northern Pacific Group, L.P.Minneapolis, MN · 4 clientsPrivate fund adviser
    No custodian reported
    $59M
  20. 15821
    Helianth Investment Management LLCPort Chester, NY · 15 clientsWealth manager
    Schwab 100%
    $58M
  21. 15824
    Truck CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $58M
  22. 15825
    My Prosper TeamLehi, UT · 438 clientsPrivate fund adviser
    Goldman Sachs 77%Schwab 23%
    $58M
  23. 15827
    Kailai Advisers LTD.Los Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $58M
  24. 15828
    Hafele InvestmentsLouisville, KY · 9 clientsPrivate fund adviser
    No custodian reported
    $58M
  25. 15829
    Amplify Endowment Management, LLC2 clientsAsset manager
    Interactive Brokers 100%
    $58M
  26. 15831
    Princeton Value Partners LLCNew York, NY · 31 clientsAsset manager
    Interactive Brokers 100%
    $57M
  27. 15832
    Emeth Value Capital, LLCNew Orleans, LA · 37 clientsWealth manager
    Interactive Brokers 100%
    $57M
  28. 15834
    Embark Wealth Management, LLCTempe, AZ · 369 clientsWealth manager
    Altruist 100%
    $57M
  29. 15836
    Jubarte Asset Management Ltda.Sao Paulo, Sao Paulo, Brazil · 5 clientsPrivate fund adviser
    No custodian reported
    $57M
  30. 15837
    Paulo Financial Advisors, LLC36 clientsWealth manager
    Fidelity 100%
    $57M
  31. 15838
    PT Capital Advisors, LLCAnchorage, AK · 11 clientsPrivate fund adviser
    No custodian reported
    $57M
  32. 15839
    Sims Capital Management LLCMilwaukee, WI · 17 clientsAsset manager
    Schwab 100%
    $56M
  33. 15841
    Silk Invest LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $56M
  34. 15843
    Even Herd LLCOklahoma City, OK · 1 clientsAsset manager
    No custodian reported
    $56M
  35. 15844
    Flying Point Asset Management LLC31 clientsWealth manager
    Schwab 100%
    $56M
  36. 15845
    Bullseye Investment Group89 clientsWealth manager
    Schwab 100%
    $56M
  37. 15846
    Oneascent CapitalBirmingham, AL · 3 clientsAsset manager
    No custodian reported
    $56M
  38. 15847
    The L.T. Funds SAGeneva, Switzerland · 1 clientsPrivate fund adviser
    No custodian reported
    $55M
  39. 15848
    Deerview Asset Management10 clientsAsset manager
    No custodian reported
    $55M
  40. 15849
    Sidus Investment Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $55M

RIAs by state