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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. 8120
    BcasBedford, NH · 294 clientsWealth managerHybrid
    Schwab 82%
    $466M
  2. 8122
    Clelland & Company IncSan Diego, CA · 109 clientsAsset manager
    Schwab 100%
    $466M
  3. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  4. 8131
    Logan Park Wealth ManagementMinneapolis, MN · 408 clientsWealth manager
    Schwab 100%
    $465M
  5. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  6. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  7. 8139
    Sard Wealth Managment Group, LLCAtlanta, GA · 325 clientsWealth manager
    Schwab 100%
    $464M
  8. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  9. 8144
    MKT Advisors LLCCarlsbad, CA · 383 clientsWealth manager
    Schwab 100%
    $464M
  10. 8146
    Monarch Wealth StrategiesSanta Barbara, CA · 396 clientsWealth manager
    Schwab 100%
    $463M
  11. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  12. 8148
    Plum Street Advisors, LLC183 clientsWealth manager
    Schwab 100%
    $463M
  13. 8151
    Envision Financial Planning, LLCMemphis, TN · 276 clientsWealth manager
    Schwab 100%
    $462M
  14. 8152
    Sierra Asset ManagementOakhurst, CA · 890 clientsWealth manager
    Schwab 100%
    $462M
  15. 8160
    Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
    Schwab 89%
    $462M
  16. 8164
    True North Retirement Advisors, LLCClackamas, OR · 382 clientsWealth manager
    Schwab 100%
    $461M
  17. 8165
    Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
    Schwab 80%
    $461M
  18. 8166
    Websterrogers Financial Advisors, LLCFlorence, SC · 328 clientsWealth manager
    Schwab 100%
    $461M
  19. 8168
    Beta Wealth Group, IncSan Diego, CA · 378 clientsWealth manager
    Fidelity 66%Schwab 34%
    $460M
  20. 8170
    Vermillion Wealth Management Inc.Rosemount, MN · 706 clientsWealth managerBank-affiliated
    Schwab 100%
    $460M
  21. 8173
    Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
    Fidelity 41%Schwab 34%Pershing 25%
    $460M
  22. 8174
    Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
    Fidelity 54%Schwab 46%
    $459M
  23. 8177
    Seaside Wealth Management, Inc.Carlsbad, CA · 380 clientsWealth managerHybrid
    Schwab 100%
    $459M
  24. 8179
    NIA Impact Capital171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $459M
  25. 8180
    Owen Larue Financial GroupElizabethtown, KY · 861 clientsWealth manager
    Schwab 100%
    $459M
  26. 8181
    Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
    SEI 68%Schwab 32%
    $459M
  27. 8183
    Strategas Asset Management, LLCNew York, NY · 15 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 75%Schwab 25%
    $458M
  28. 8186
    First Nebraska Financial ServicesNorth Platte, NE · 474 clientsWealth managerHybrid
    Schwab 100%
    $458M
  29. 8188
    Paragon Private Wealth Management LLCLexington, KY · 169 clientsWealth manager
    Schwab 100%
    $458M
  30. 8190
    Cambridge Capital Management, LLCO'fallon, IL · 346 clientsWealth manager
    Schwab 100%
    $458M
  31. 8193
    Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
    Principal Financial Group 64%
    $457M
  32. 8196
    Retirement Consulting Group, Inc.Lake Oswego, OR · 86 clientsAsset manager
    Schwab 48%Vanguard 32%
    $457M
  33. 8197
    Global Wealth Strategies and Associates, LLCDenver, CO · 925 clientsWealth manager
    Schwab 100%
    $457M
  34. 8198
    Smith FinancialKokomo, IN · 159 clientsWealth manager
    Schwab 100%
    $457M
  35. 8199
    Moseley Investment Management, Inc.Bradention, FL · 364 clientsWealth manager
    Schwab 100%
    $457M
  36. 8202
    True Wave Financial PlannersSacramento, CA · 956 clientsWealth manager
    Schwab 100%
    $456M
  37. 8203
    Access Investment Management, LLCAtlanta, GA · 32 clientsWealth manager
    Schwab 100%
    $456M
  38. 8205
    Five Oceans Advisors117 clientsWealth manager
    Schwab 100%
    $456M
  39. 8207
    Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.
    Fidelity 52%Schwab 48%
    $456M
  40. 8209
    LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
    Fidelity 55%Schwab 45%
    $456M

RIAs by state