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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. 17010
    MFO Healthcare PartnersBoca Raton, FLAsset manager
    No custodian reported
    $0
  2. 17011
    Ascentio Capital, LPNew York, NYAsset manager
    No custodian reported
    $0
  3. 17012
    SR ABF Advisors LPNew York, NYAsset manager
    No custodian reported
    $0
  4. 17013
    Watch Hill Financial IncRichmond, VAAsset manager
    No custodian reported
    $0
  5. 17014
    Bellerive Capital, LLCAsset manager
    No custodian reported
    $0
  6. 17015
    Peak Nine Capital Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  7. 17016
    Ridge Road Wealth Management, LLCNew Orleans, LAAsset manager
    No custodian reported
    $0
  8. 17017
    Savlan Wealth PartnersNew City, NYAsset manager
    No custodian reported
    $0
  9. 17019
    RIA Group, LLCDes Moines, IAAsset manager
    No custodian reported
    $0
  10. 17020
    Fathom Advisors LLCMinneapolis, MNAsset manager
    No custodian reported
    $0
  11. 17022
    Lafayette Square Financial Advisors, Inc.Walnut Creek, CAAsset manager
    No custodian reported
    $0
  12. 17023
    Geiger Group Wealth ManagementAsset manager
    No custodian reported
    $0
  13. 17024
    Authentic Wealth Partners LLCCulpeper, VAAsset manager
    No custodian reported
    $0
  14. 17025
    Boria Wealth Management, LTDWayzata, MNAsset manager
    No custodian reported
    $0
  15. 17027
    Aldebaran CapitalBrooklyn, NYAsset manager
    No custodian reported
    $0
  16. 17028
    Opima Capital Management, LLCOcoee, FLAsset manager
    No custodian reported
    $0
  17. 17031
    Somerset Advisory, LLCBirmingham, ALAsset manager
    No custodian reported
    $0
  18. 17033
    East Franklin CapitalWilmington, NCAsset manager
    No custodian reported
    $0
  19. 17034
    Aquium Legacy PartnersAsset manager
    No custodian reported
    $0
  20. 17035
    NEL Mezzo LLCAsset manager
    No custodian reported
    $0
  21. 17036
    AI PortfoliosAsset manager
    No custodian reported
    $0
  22. 17037
    Dimaio Private Wealth, LLCChester, NJAsset manager
    No custodian reported
    $0
  23. 17039
    DAN Thornsberry Capital Advisors, LLCBelleair Beach, FLAsset manager
    No custodian reported
    $0
  24. 17040
    Created Wealth AdvisoryVenice, CAAsset manager
    No custodian reported
    $0
  25. 17041
    5280 AssociatesDenver, COAsset manager
    No custodian reported
    $0
  26. 17042
    Novera Wealth, Inc.New York, NYAsset manager
    No custodian reported
    $0
  27. 17043
    Istari Capital Management LPSanta Monica, CA · 4 clientsAsset manager
    No custodian reported
    $0
  28. 17044
    Manifold Investment Partners LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  29. 17045
    Heirmont Wealth ManagementUniondale, NYAsset manager
    No custodian reported
    $0
  30. 17046
    Financial CelebrationsVacaville, CAAsset manager
    No custodian reported
    $0
  31. 17047
    Nextreg Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0
  32. 17048
    Lorum Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  33. 17049
    Lr3 PartnersConshohocken, PAAsset manager
    No custodian reported
    $0
  34. 17050
    Clearwater Financial PlanningLewiston, IDAsset manager
    No custodian reported
    $0
  35. 17051
    BCM Fixed IncomeAsset manager
    No custodian reported
    $0
  36. 17052
    Personal Wealth StrategiesHamilton, NJAsset manager
    No custodian reported
    $0
  37. 17053
    Omnimint Advisors LLCAsset manager
    No custodian reported
    $0
  38. 17054
    Leland Wealth ManagementAsset manager
    No custodian reported
    $0
  39. 17055
    Everoak Wealth CoColorado Springs, COAsset manager
    No custodian reported
    $0
  40. 17056
    24a Capital Management LLCHouston, TXAsset manager
    No custodian reported
    $0

RIAs by state