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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. 8022
    RFG Wealth AdvisoryArgyle, TX · 446 clientsWealth manager
    Schwab 100%
    $477M
  2. 8026
    Arborstone Financial, LLCAndover, MA · 1,129 clientsWealth manager
    Schwab 100%
    $476M
  3. 8029
    Wimmer Associates LLCPasadena, CA · 143 clientsWealth manager
    Schwab 82%
    $476M
  4. 8030
    G&s Capital LLCDenver, CO · 421 clientsWealth manager
    Schwab 100%
    $476M
  5. 8031
    Oneascent Wealth ManagementBirmingham, AL · 927 clientsWealth manager
    Schwab 100%
    $476M
  6. 8034
    Allgen Financial Advisors, Inc.Orlando, FL · 1,097 clientsWealth manager
    Schwab 100%
    $475M
  7. 8038
    Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsWealth managerHybrid
    Schwab 100%
    $475M
  8. 8044
    Markowski Investments1,275 clientsWealth manager
    Fidelity 65%Schwab 35%
    $474M
  9. 8049
    The Wellington GRP LLCIndianapolis, IN · 1,516 clientsWealth managerHybrid
    Schwab 100%
    $474M
  10. 8050
    Juncture Wealth Strategies, LLCScottsdale, AZ · 462 clientsWealth manager
    Schwab 100%
    $474M
  11. 8053
    Coign Capital Advisors LLCDraper, UT · 466 clientsWealth manager
    Schwab 100%
    $473M
  12. 8055
    Blue Water WealthPortland, OR · 404 clientsWealth manager
    Schwab 100%
    $473M
  13. 8059
    Lighthouse Financial Services IncBrea, CA · 461 clientsWealth manager
    Schwab 100%
    $473M
  14. 8061
    Straight Path Wealth ManagementJenison, MI · 902 clientsWealth manager
    Schwab 100%
    $472M
  15. 8063
    Wealthedge Investment Advisors, LLCNew York, NY · 379 clientsWealth manager
    Schwab 100%
    $472M
  16. 8066
    Mainstreet RIA LLCO'fallon, MO · 141 clientsAsset manager
    Corebridge Retirment Services 83%
    $472M
  17. 8070
    The Sterling GroupPasadena, CA · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $471M
  18. 8072
    Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
    Schwab 80%
    $471M
  19. 8073
    Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
    LPL Financial 47%Fidelity 27%Schwab 26%
    $471M
  20. 8074
    Illumination Wealth ManagementSan Diego, CA · 215 clientsWealth manager
    Schwab 100%
    $471M
  21. 8076
    Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
    RBC 52%Schwab 48%
    $470M
  22. 8078
    Keel Wealth Management, LLC29 clientsAsset managerHybrid
    Schwab 100%
    $470M
  23. 8079
    HS Management Partners, LLCNew York, NY · 58 clientsAsset manager
    Schwab 60%Northern Trust 23%
    $470M
  24. 8080
    Rothschild Capital PartnersNew York, NY · 70 clientsPrivate fund adviser
    Wilmington Trust Company A Subsidiary of M&t Bank 81%
    $470M
  25. 8082
    BCS Private Wealth ManagementRumson, NJ · 224 clientsWealth manager
    Schwab 100%
    $470M
  26. 8083
    Taylor Hoffman Capital ManagementRichmond, VA · 521 clientsWealth manager
    Schwab 100%
    $470M
  27. 8084
    Arcataur Capital Management LLCMilwaukee, WI · 244 clientsWealth manager
    Schwab 100%
    $470M
  28. 8085
    Nova Financial ServicesTucson, AZ · 738 clientsWealth managerBank-affiliated
    Schwab 100%
    $469M
  29. 8086
    Kingsbridge Wealth Management, Inc.Las Vegas, NV · 52 clientsWealth manager
    Schwab 97%
    $469M
  30. 8088
    Adapt Wealth Advisors, LLCAtlanta, GA · 463 clientsWealth managerAffiliated broker-dealerCanton Street Strategies, LLC
    Schwab 100%
    $469M
  31. 8091
    Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
    Schwab 69%Pershing 31%
    $469M
  32. 8092
    Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
    Schwab 91%
    $469M
  33. 8096
    Brown Financial AdvisoryFairhope, AL · 288 clientsWealth manager
    Schwab 100%
    $468M
  34. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
    Schwab 70%Voya Financial Partners 30%
    $468M
  35. 8100
    Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsWealth managerHybrid
    Raymond James 64%
    $468M
  36. 8102
    Yukon Wealth Management, Inc.Overland Park, KS · 91 clientsWealth manager
    Schwab 100%
    $467M
  37. 8103
    Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsWealth managerHybrid
    Schwab 100%
    $467M
  38. 8105
    Coston, McIsaac & Shea Financial AdvisorsBar Harbor, ME · 1,254 clientsWealth manager
    Schwab 100%
    $467M
  39. 8111
    Wealthvalues, LLCRedwood City, CA · 25 clientsWealth manager
    SEI 83%
    $467M
  40. 8117
    Consilium Wealth Advisory, LLC120 clientsWealth manager
    Schwab 100%
    $466M

RIAs by state