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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

2,295 firms manage $19.1 trillionFidelity

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. 1097
    Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
    Fidelity 57%Schwab 43%
    $14B
  2. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  3. 1102
    Dynasty Wealth Management, LLCSt. Petersburg, FL · 17 clientsAsset managerHybridDynasty Securities, LLC
    Fidelity 67%Schwab 33%
    $14B
  4. 1107
    Gresham Partners, LLCChicago, IL · 251 clientsPrivate fund adviser
    Fidelity 100%
    $14B
  5. 1112
    Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    Fidelity 67%Schwab 33%
    $14B
  6. 1127
    Kestra Private Wealth Services, LLCAustin, TX · 20,230 clientsWealth managerHybridKestra Investment Services, LLC
    Fidelity 100%
    $13B
  7. 1128
    The Mather Group, LLCChicago, IL · 4,773 clientsWealth manager
    Fidelity 56%Schwab 44%
    $13B
  8. 1153
    Alphacore Capital LLCLa Jolla, CA · 4,065 clientsWealth manager
    Schwab 71%Fidelity 29%
    $13B
  9. 1154
    Valeo Financial Advisors, LLCCarmel, IN · 3,042 clientsWealth manager
    Fidelity 100%
    $13B
  10. 1164
    Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston, MA · 3,290 clientsWealth manager
    Loring, Wolcott & Coolidge Trust 97%
    $13B
  11. 1168
    United Planners' Financial Services of America A Limited PartnerScottsdale, AZ · 30,369 clientsBroker-dealer firmHybrid
    Schwab 70%
    $13B
  12. 1169
    Cbiz Investment Advisory Services, LLCCleveland, OH · 2,850 clientsAsset managerHybridCbiz Financial Solutions, Inc.
    Fidelity 27%
    $13B
  13. 1177
    Appleton Partners, Inc.Boston, MA · 6,112 clientsAsset manager
    Schwab 48%Fidelity 29%J.P. Morgan 24%
    $13B
  14. 1178
    The Caprock Group, LLCBoise, ID · 436 clientsWealth manager
    Fidelity 58%Schwab 42%
    $12B
  15. 1179
    Williams Jones Wealth Management, LLCNew York, NY · 1,754 clientsWealth managerAffiliated broker-dealer
    Schwab 56%Fidelity 28%
    $12B
  16. 1184
    Neuberger Berman Canada ULCToronto, Ontario, Canada · 3,366 clientsAsset managerHybridNeuberger Berman BD LLC
    Fidelity 62%BNY 38%
    $12B
  17. 1193
    Advisors Capital Management, LLCRidgewood, NJ · 18,140 clientsWealth manager
    Fidelity 58%LPL Financial 27%
    $12B
  18. 1196
    Northrock Partners, LLCMinneapolis, MN · 4,811 clientsWealth managerWrap sponsor
    Schwab 79%
    $12B
  19. 1202
    Gilder Gagnon Howe & Co. LLCNew York, NY · 5,749 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $12B
  20. 1203
    Soltis Investment Advisors, LLCSt. George, UT · 5,414 clientsWealth manager
    Fidelity 75%Schwab 25%
    $12B
  21. 1216
    Hub Investment Partners, LLCAustin, TX · 6,127 clientsWealth managerAffiliated broker-dealerHub International Investment Services Inc.
    Schwab 87%
    $12B
  22. 1222
    Akre Capital Management, LLCMiddleburg, VA · 220 clientsAsset managerHybrid
    Schwab 58%Fidelity 42%
    $12B
  23. 1239
    Gateway Investment Advisers, LLCCincinnati, OH · 318 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
    Schwab 41%Northern Trust 40%
    $12B
  24. 1240
    Curi Capital, LLCChicago, IL · 2,960 clientsWealth managerHybrid
    Fidelity 82%
    $12B
  25. 1243
    Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
    Schwab 49%Fidelity 24%
    $12B
  26. 1257
    QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsWealth managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 72%Pershing 28%
    $11B
  27. 1260
    Vanguard Personalized Indexing ManagementOakland, CA · 205 clientsAsset managerHybridVanguard Marketing Corporation
    Schwab 64%Fidelity 36%
    $11B
  28. 1262
    Heck Capital Advisors, LLCRhinelander, WI · 1,133 clientsAsset manager
    Fidelity 69%
    $11B
  29. 1266
    Perigon Wealth Management, LLCSAN Francisco, CA · 5,664 clientsWealth managerHybrid
    Schwab 69%Fidelity 31%
    $11B
  30. 1280
    Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
    Schwab 80%
    $11B
  31. 1281
    Pure Financial Advisors, LLCSAN Diego, CA · 7,509 clientsWealth manager
    Schwab 53%Fidelity 47%
    $11B
  32. 1283
    Adhesion Wealth Advisor SolutionsCharlotte, NC · 113 clientsAsset managerAffiliated broker-dealerAssetmark Brokerage, LLC
    Schwab 75%Fidelity 25%
    $11B
  33. 1293
    Fifth Third Securities, Inc.Cincinnati, OH · 47,014 clientsBroker-dealer firmHybridComerica Securities,inc.
    Fidelity 100%
    $11B
  34. 1294
    Modern Wealth Management, LLCKansas City, MO · 11,934 clientsWealth managerHybrid
    Schwab 81%
    $11B
  35. 1310
    Plancorp, LLCSaint Louis, MO · 2,383 clientsWealth manager
    Schwab 82%
    $11B
  36. 1329
    Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
    Schwab 75%Fidelity 25%
    $10B
  37. 1334
    Parallel Advisors, LLCSAN Francisco, CA · 4,240 clientsWealth manager
    Fidelity 61%Schwab 39%
    $10B
  38. 1357
    EthicNew York, NY · 189 clientsAsset manager
    Schwab 47%Fidelity 31%
    $10B
  39. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  40. 1362
    Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clientsWealth manager
    Schwab 80%
    $10B

RIAs by state