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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. 15850
    REA FinancialOrlando, FL · 146 clientsWealth manager
    Schwab 100%
    $55M
  2. 15851
    Kdhb V Capital Management, LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $55M
  3. 15852
    Groesbeck Investment Management CorpGlen Rock, NJ · 30 clientsWealth manager
    No custodian reported
    $55M
  4. 15853
    JC Miano Investment Advisory ServiceUtica, NY · 51 clientsWealth manager
    Morgan Stanley 63%Stifel, Nicolaus & Company, Incorporated 37%
    $55M
  5. 15854
    Westmore Asset ManagementPearl River, NY · 7 clientsWealth manager
    J.P. Morgan 72%
    $54M
  6. 15855
    Ranger Alternative Management, L.P.Dallas, TX · 1 clientsAsset manager
    No custodian reported
    $54M
  7. 15856
    Valorem LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $54M
  8. 15857
    AlphaNew York, NY · 19 clientsWealth manager
    Morgan Stanley 81%
    $54M
  9. 15858
    Magnifina, LLCBedford Hills, NY · 13 clientsWealth manager
    Schwab 60%Interactive Brokers 40%
    $54M
  10. 15859
    Crescent Park Management, L.P.14 clientsWealth manager
    Schwab 100%
    $54M
  11. 15860
    Infinity Credit Advisory, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $54M
  12. 15861
    LT Advisors LLCNew City, NY · 18 clientsWealth manager
    Schwab 100%
    $54M
  13. 15862
    Harwood Private Equity LLPLondon, United Kingdom · 26 clientsAsset manager
    No custodian reported
    $53M
  14. 15863
    YFP WealthNew Albany, OH · 232 clientsWealth manager
    Altruist 100%
    $53M
  15. 15864
    Alchemy Investment Management LLPGandhinagar, Gujarat, India · 1 clientsPrivate fund adviser
    No custodian reported
    $53M
  16. 15865
    Visdom Investment Group LLCRye Brook, NY · 10 clientsWealth manager
    Schwab 47%J.P. Morgan 37%
    $53M
  17. 15867
    C1 Advisors LLCPalo Alto, CA · 1 clientsAsset manager
    No custodian reported
    $53M
  18. 15869
    Royale Asset Management LLCWealth manager
    UBS 100%
    $53M
  19. 15870
    Blue Marlin Holdco LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $53M
  20. 15871
    Lowell Road Asset Management, Inc.Manhasset, NY · 124 clientsWealth manager
    Schwab 99%
    $53M
  21. 15873
    Roosevelt Management Company LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $52M
  22. 15874
    Family Dynasty Advisors LLCLubbock, TX · 368 clientsWealth manager
    Schwab 100%
    $52M
  23. 15876
    Capital Management Advisors IncMarietta, GA · 115 clientsWealth manager
    No custodian reported
    $52M
  24. 15877
    Universal Value AdvisorsReno, NV · 1 clientsAsset manager
    No custodian reported
    $52M
  25. 15878
    42 AM, LLCNew York, NY · 3 clientsAsset manager
    Truist Securities 100%
    $52M
  26. 15880
    Acasta Partners UK LLPLondon, United Kingdom · 3 clientsPrivate fund adviser
    No custodian reported
    $52M
  27. 15883
    Stash Wealth, LLCNew York, NY · 174 clientsWealth manager
    Apex Fintech 100%
    $52M
  28. 15884
    PurevestStaten Island, NY · 91 clientsWealth manager
    Schwab 100%
    $52M
  29. 15885
    Sfumato Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
    Wells Fargo 52%Fidelity 48%
    $51M
  30. 15887
    Legado Wealth Management LLCNew York, NY · 75 clientsWealth manager
    No custodian reported
    $51M
  31. 15888
    Bpbi LLCNew York, NY · 8 clientsWealth manager
    UBS 86%
    $51M
  32. 15889
    Seaway AdvisorsFairport, NY · 94 clientsWealth manager
    Schwab 100%
    $51M
  33. 15890
    Endicott GroupNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $51M
  34. 15891
    Summer Creek Wealth Management, LLC51 clientsWealth manager
    Fidelity 100%
    $51M
  35. 15892
    Carosa, Stanton & Depaolo Asset Management, LLCMendon, NY · 27 clientsWealth manager
    Schwab 100%
    $51M
  36. 15893
    Sabbia Faro Wealth Management LLC18 clientsWealth manager
    Schwab 100%
    $51M
  37. 15894
    Piano Wealth ManagementVictor, NY · 49 clientsAsset manager
    Interactive Brokers 100%
    $51M
  38. 15895
    Personal Asset Strategies, Inc.Westbury, NY · 41 clientsBroker-dealer firm
    No custodian reported
    $51M
  39. 15896
    Rise North Capital Investment AdvisorsBraintree, MA · 408 clientsWealth manager
    Schwab 98%
    $51M
  40. 15897
    Golden Eagle Strategies, LLCDelray Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $51M

RIAs by state