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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. 16963
    Vector3 Wealth ManagementSan Diego, CAAsset manager
    No custodian reported
    $0
  2. 16964
    W.B. Edwards & Co.Knoxville, TNAsset manager
    No custodian reported
    $0
  3. 16965
    Ditto & Powers, LLCAsset manager
    No custodian reported
    $0
  4. 16966
    My Advisors US LLCTustin, CAAsset manager
    No custodian reported
    $0
  5. 16967
    Ariam Global Inc.San Diego, CA · 1 clientsAsset manager
    No custodian reported
    $0
  6. 16969
    Intentional Wealth PlanningBrentwood, TNAsset manager
    No custodian reported
    $0
  7. 16970
    3a Capital, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  8. 16971
    Aligned Wealth Advisors, LLCMiami, FLAsset manager
    No custodian reported
    $0
  9. 16972
    Apeiron Wealth ServiceAstoria, NYAsset manager
    No custodian reported
    $0
  10. 16974
    Vessel Wealth PartnersMendota Heights, MNAsset manager
    No custodian reported
    $0
  11. 16975
    Naples Wealth Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  12. 16976
    Midfield Private Wealth, LLCWhite Plains, NYAsset manager
    No custodian reported
    $0
  13. 16978
    Techbridge Investment LPAsset manager
    No custodian reported
    $0
  14. 16979
    Coinage APP79 clientsAsset manager
    No custodian reported
    $0
  15. 16980
    Zoop Alpha AdvisorsMesa, AZAsset manager
    No custodian reported
    $0
  16. 16981
    Thoreau Management Partners, LPAsset manager
    No custodian reported
    $0
  17. 16984
    Stribling-Whalen Financial GroupGainesville, GAAsset manager
    No custodian reported
    $0
  18. 16985
    1977 Wealth, LLCMiami, FLAsset manager
    No custodian reported
    $0
  19. 16986
    Alder CapitalSan Diego, CAAsset manager
    No custodian reported
    $0
  20. 16987
    Wright FinancialRockland, MAAsset manager
    No custodian reported
    $0
  21. 16988
    Stax LabsAsset manager
    No custodian reported
    $0
  22. 16989
    Twin Bridges AdvisoryNew York, NYAsset manager
    No custodian reported
    $0
  23. 16990
    Momentum Wealth ManagementOrem, UTAsset manager
    No custodian reported
    $0
  24. 16991
    SUM Zero WealthSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  25. 16992
    Solid State Wealth Advisory GroupAsset manager
    No custodian reported
    $0
  26. 16993
    Trivera Wealth Management, LLCTucson, AZAsset manager
    No custodian reported
    $0
  27. 16994
    Maple Grove WealthFranklin, TNAsset manager
    No custodian reported
    $0
  28. 16995
    CXL Capital Management LLCAsset manager
    No custodian reported
    $0
  29. 16996
    Strategence Capital LLCVan Wert, OHAsset manager
    No custodian reported
    $0
  30. 16998
    Milemarker Investment Solutions, LLCLincoln, NEAsset manager
    No custodian reported
    $0
  31. 16999
    Generational Financial Partners, LLCAtlanta, GAAsset manager
    No custodian reported
    $0
  32. 17000
    Alisio Capital Partners LLCAsset manager
    No custodian reported
    $0
  33. 17001
    Iron Horse Asset Management LLCNeenah, WIAsset manager
    No custodian reported
    $0
  34. 17002
    Welthy Advisers, LLCAsset manager
    No custodian reported
    $0
  35. 17003
    Scsc Advisors, LLCRancho Santa Fe, CAAsset manager
    No custodian reported
    $0
  36. 17004
    Crosslight Global Investment Partners, LLCAsset manager
    No custodian reported
    $0
  37. 17005
    Ample Wealth Partners LLCOrlando, FLAsset manager
    No custodian reported
    $0
  38. 17007
    InviscidAsset manager
    No custodian reported
    $0
  39. 17008
    WealthriseAsset manager
    No custodian reported
    $0
  40. 17009
    Ethos Investment Advisory Group LLCMiami, FLAsset manager
    No custodian reported
    $0

RIAs by state