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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. 15949
    Capra Ibex Credit Opportunities, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  2. 15950
    Capra Credit Management, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  3. 15951
    Coastal Wealth ManagementNew York, NY · 32 clientsWealth manager
    Altruist 100%
    $45M
  4. 15952
    Lincoln Park Capital LLCOlean, NY · 65 clientsWealth manager
    No custodian reported
    $45M
  5. 15953
    King Ridge Capital Advisors, LLC2 clientsAsset manager
    No custodian reported
    $45M
  6. 15954
    Bryden-Abrams Investment Management LLCNew York, NY · 10 clientsWealth manager
    Morgan Stanley 100%
    $45M
  7. 15956
    JQL Wealth21 clientsWealth manager
    No custodian reported
    $45M
  8. 15957
    Elkwater CapitalNew York, NY · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $45M
  9. 15958
    Nordwand Investments, LLCRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $45M
  10. 15960
    Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clientsWealth manager
    EFG International 41%Morgan Stanley 39%
    $45M
  11. 15961
    Future Perfect Planning, LLC42 clientsWealth manager
    Schwab 63%Altruist 37%
    $44M
  12. 15962
    Inverlochy Capital, Inc.31 clientsWealth manager
    Schwab 100%
    $44M
  13. 15963
    Winthrop Partners - WPA , LLCOrchard, NY · 104 clientsWealth manager
    Raymond James 100%
    $44M
  14. 15964
    The Mass GroupDubai, United Arab Emirates · 81 clientsWealth manager
    Schwab 58%Interactive Brokers 42%
    $44M
  15. 15965
    DJ Wealth Systems, LLC20 clientsWealth manager
    Interactive Brokers 68%Schwab 32%
    $44M
  16. 15966
    Transparent Wealth Consulting LLCNew York, NY · 117 clientsWealth manager
    Schwab 100%
    $44M
  17. 15967
    Acme Credit PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $44M
  18. 15968
    Esoterica Capital LLC2 clientsAsset manager
    Morgan Stanley 86%
    $43M
  19. 15969
    Domain Money Advisors, LLCNew York, NY · 182 clientsWealth manager
    No custodian reported
    $43M
  20. 15970
    Directional Advisors90 clientsWealth manager
    Schwab 100%
    $43M
  21. 15971
    Stuyvesant Capital Management CorporationArmonk, NY · 39 clientsWealth manager
    Schwab 85%
    $43M
  22. 15972
    Secure Investment Management, LLCTucson, AZ · 942 clientsWealth manager
    Fidelity 100%
    $43M
  23. 15973
    MW Investment StrategyEl Dorado Hills, CA · 28 clientsWealth manager
    Schwab 100%
    $43M
  24. 15974
    Eternal Capital, LLCMiami, FL · 6 clientsAsset manager
    No custodian reported
    $43M
  25. 15977
    Lava Wealth Management, LLC34 clientsWealth manager
    Schwab 89%
    $43M
  26. 15979
    Alternative Access Funds, LLCEl Segundo, CA · 1 clientsAsset manager
    No custodian reported
    $43M
  27. 15980
    HKW Management, LLC4 clientsPrivate fund adviser
    No custodian reported
    $42M
  28. 15981
    Mitchell Vaught & Taylor IncChicago, IL · 87 clientsWealth manager
    No custodian reported
    $42M
  29. 15982
    Arrival Capital Management LLCNew York, NY · 36 clientsWealth manager
    Schwab 100%
    $42M
  30. 15983
    Simpleadvisory LLCGarden City, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $42M
  31. 15984
    Guide Wealth Management38 clientsWealth manager
    Schwab 100%
    $42M
  32. 15985
    Focus Planning Group82 clientsWealth manager
    Schwab 100%
    $42M
  33. 15986
    The Pacific Group LimitedSheung Wan, Hong Kong · 1 clientsWealth manager
    No custodian reported
    $42M
  34. 15987
    Pricap Advisors LLCNew York, NY · 19 clientsWealth manager
    Schwab 65%J.P. Morgan 35%
    $42M
  35. 15988
    Mercor Investment GroupPuebla, Mexico · 31 clientsWealth manager
    No custodian reported
    $42M
  36. 15989
    WGS Management Services, IncRochester, NY · 74 clientsWealth manager
    Schwab 100%
    $42M
  37. 15990
    Acacia Grove Wealth ManagementSchenectady, NY · 38 clientsWealth managerWrap sponsor
    Altruist 100%
    $42M
  38. 15991
    Tabernacle Equity Management LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $42M
  39. 15992
    American Northwest Advisory Services L.L.C.Federal Way, WA · 218 clientsWealth manager
    No custodian reported
    $41M
  40. 15993
    Sound & Secure Advisors LLC98 clientsWealth manager
    Schwab 100%
    $41M

RIAs by state