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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

6,418 firms manage $13.6 trillionCharles Schwab

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. 12501
    T&t Capital Management296 clientsWealth manager
    Schwab 100%
    $190M
  2. 12502
    Harbour Financial Resources, LTDSkokie, IL · 124 clientsWealth manager
    Schwab 100%
    $190M
  3. 12506
    Signet Private Wealth, LLCChicago, IL · 80 clientsWealth manager
    Schwab 100%
    $190M
  4. 12510
    Solutions 4 WealthSouthlake, TX · 209 clientsWealth manager
    Schwab 100%
    $189M
  5. 12513
    Daytona Street CapitalSaint Louis, MO · 51 clientsWealth manager
    Schwab 100%
    $189M
  6. 12514
    Odyssey Capital Advisors Inc.Bala Cynwyd, PA · 259 clientsWealth manager
    Schwab 100%
    $189M
  7. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  8. 12517
    Hara Capital LLC35 clientsWealth manager
    Schwab 100%
    $189M
  9. 12518
    Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
    BNY 84%
    $189M
  10. 12521
    Ridgeline Wealth Advisors, LLC.Raleigh, NC · 199 clientsWealth manager
    Schwab 100%
    $189M
  11. 12523
    Bledsoe Asset Management, LLCPhoenix, AZ · 341 clientsWealth manager
    Schwab 100%
    $189M
  12. 12525
    KRS Capital Management, LLCBloomfield Hills, MI · 42 clientsWealth manager
    Schwab 100%
    $189M
  13. 12527
    Seed Wealth Management, Inc.34 clientsWealth manager
    Schwab 100%
    $189M
  14. 12529
    Pile Wealth ManagementIndianapolis, IN · 86 clientsWealth manager
    Schwab 100%
    $189M
  15. 12530
    Hahn Financial GroupSioux Falls, SD · 1,861 clientsWealth manager
    Schwab 100%
    $189M
  16. 12531
    McCulley Financial Group, LLCWestchester, IL · 169 clientsWealth manager
    Schwab 100%
    $189M
  17. 12532
    Ivy League Financial Advisors LLCRockville, MD · 103 clientsWealth manager
    Schwab 100%
    $189M
  18. 12534
    Nearside Advisors, LLCIndianapolis, IN · 113 clientsWealth manager
    Schwab 100%
    $189M
  19. 12535
    Siler Wealth ManagementLongwood, FL · 664 clientsWealth manager
    Schwab 100%
    $189M
  20. 12538
    Wright Wealth LLCAtlanta, GA · 242 clientsWealth manager
    Schwab 100%
    $188M
  21. 12540
    Trailhead Planners, LLCEdina, MN · 151 clientsWealth manager
    Schwab 100%
    $188M
  22. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  23. 12543
    ColarionMountain Brook, AL · 96 clientsWealth manager
    Schwab 60%
    $188M
  24. 12546
    Cross State Financial Group LLCAlbuquerque, NM · 406 clientsWealth manager
    Schwab 100%
    $188M
  25. 12547
    Frank Financial AdvisorsCarlsbad, CA · 144 clientsWealth manager
    Schwab 100%
    $188M
  26. 12548
    Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clientsWealth manager
    Schwab 100%
    $188M
  27. 12551
    KFG, LLCRapid City, SD · 101 clientsWealth manager
    Schwab 100%
    $188M
  28. 12552
    Heritage Financial Advisors, LLCWaterville, OH · 220 clientsWealth manager
    Schwab 100%
    $188M
  29. 12553
    Finsym Partners, LLC90 clientsWealth manager
    Schwab 100%
    $188M
  30. 12556
    Hoffman, Alan N. Investment Management75 clientsWealth manager
    Schwab 100%
    $188M
  31. 12560
    Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsWealth managerHybrid
    Schwab 100%
    $188M
  32. 12562
    Wall Street Financial Group, Inc.Carlinville, IL · 425 clientsWealth manager
    Schwab 100%
    $188M
  33. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  34. 12565
    Finarc Investments, Inc.Norwood, MA · 93 clientsWealth manager
    Schwab 98%
    $188M
  35. 12566
    Steele Street Private Wealth ManagementDenver, CO · 111 clientsWealth manager
    Schwab 100%
    $188M
  36. 12568
    Quantitative Asset Management, LLCMinnetonka, MN · 155 clientsBroker-dealer firmAffiliated broker-dealer
    Schwab 100%
    $187M
  37. 12569
    Topturn Capital, LLCCarmel, CA · 106 clientsWealth manager
    Schwab 100%
    $187M
  38. 12570
    Journey Retirement Planning and Investment Management, LLCAmmon, ID · 637 clientsWealth manager
    Schwab 100%
    $187M
  39. 12572
    Comprehensive Financial ConsultantsCicero, IN · 392 clientsWealth manager
    Schwab 100%
    $187M
  40. 12575
    Helmsman Financial Group, LLCWoodinville, WA · 98 clientsWealth manager
    Schwab 100%
    $187M

RIAs by state