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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. 10128
    Core FinancialEl Segundo, CA · 129 clientsWealth managerWrap sponsor
    Fidelity 53%Schwab 38%
    $302M
  2. 10129
    Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  3. 10132
    Seneschal Family OfficeTacoma, WA · 227 clientsWealth manager
    Schwab 100%
    $301M
  4. 10133
    BAC Capital Advisors LLCSeattle, WA · 38 clientsAsset manager
    Schwab 94%
    $301M
  5. 10135
    FFP Wealth Management, LLCCoon Rapids, MN · 317 clientsWealth manager
    Schwab 50%Fidelity Distributors Company 50%
    $301M
  6. 10136
    Kinloch Capital, LLCGlen Allen, VA · 185 clientsWealth manager
    Schwab 100%
    $301M
  7. 10143
    Vital Wealth Management, LLCRosemont, IL · 300 clientsWealth manager
    Schwab 100%
    $301M
  8. 10145
    Trunorth AdvisorsGreenville, SC · 1,107 clientsWealth manager
    Schwab 100%
    $301M
  9. 10147
    Cauble & Harre Wealth Management, Inc.St. Louis, MO · 106 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  10. 10148
    Transition Financial Advisors Group, LLC149 clientsWealth manager
    Schwab 76%National Bank Independent Network 24%
    $301M
  11. 10154
    Summit Place Financial Advisors, LLCSummit, NJ · 59 clientsWealth manager
    Schwab 100%
    $300M
  12. 10160
    Cloud Capital ManagementSeattle, WA · 131 clientsWealth manager
    Schwab 100%
    $300M
  13. 10161
    Spreng Capital Management, Inc.Bucyrus, OH · 944 clientsWealth manager
    Schwab 100%
    $300M
  14. 10163
    Guardian Wealth Advisors, LLCSt Louis Park, MN · 260 clientsWealth manager
    Schwab 100%
    $300M
  15. 10164
    Azzendo Wealth AdvisorsCoral Gables, FL · 245 clientsWealth manager
    Schwab 100%
    $300M
  16. 10166
    Monterey WealthAtlanta, GA · 157 clientsAsset manager
    Schwab 62%Empower Retirement 38%
    $300M
  17. 10167
    Kennon FinancialSarasota, FL · 741 clientsWealth manager
    Schwab 100%
    $300M
  18. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  19. 10171
    Silver Oak Wealth Advisors Services, LLCLos Angeles, CA · 142 clientsWealth manager
    Schwab 100%
    $300M
  20. 10175
    Security First FinancialSwartz Creek, MI · 640 clientsWealth manager
    Schwab 100%
    $300M
  21. 10176
    Maner WealthLansing, MI · 492 clientsWealth manager
    Schwab 70%Fidelity 30%
    $299M
  22. 10184
    Villafranco Wealth Management76 clientsAsset manager
    Schwab 100%
    $299M
  23. 10185
    Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
    Schwab 60%Fidelity 37%
    $299M
  24. 10186
    Genesia Investments LLCAsset manager
    Fidelity 79%
    $299M
  25. 10188
    Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
    Raymond James 71%Schwab 29%
    $299M
  26. 10191
    Physician Wealth Solutions109 clientsWealth manager
    Schwab 100%
    $299M
  27. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  28. 10194
    Veneroso Wealth ManagementWoodbury, NY · 362 clientsWealth manager
    Schwab 100%
    $299M
  29. 10207
    Innovative Asset Advisors GroupShelton, CT · 373 clientsWealth manager
    Schwab 68%SEI 32%
    $298M
  30. 10208
    Wrenne Financial Planning LLC428 clientsWealth manager
    Schwab 100%
    $298M
  31. 10210
    Avos Capital Management, LLCDarien, CT · 51 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $298M
  32. 10211
    Stern Capital Management, Inc.Old Bridge, NJ · 656 clientsWealth manager
    Schwab 100%
    $298M
  33. 10220
    Caissa Wealth StrategiesBloomington, MN · 153 clientsWealth manager
    Schwab 100%
    $297M
  34. 10222
    Pring TurnerAlamo, CA · 190 clientsWealth manager
    Schwab 100%
    $297M
  35. 10223
    Beacon Financial Advisors LTDHouston, TX · 86 clientsWealth manager
    Schwab 100%
    $297M
  36. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  37. 10228
    BirchbrookBangor, ME · 320 clientsWealth manager
    Schwab 100%
    $296M
  38. 10229
    Best InvestSan Antonio, TX · 672 clientsWealth manager
    Schwab 100%
    $296M
  39. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M
  40. 10234
    Palatine Hill Wealth ManagementBirmingham, MI · 288 clientsWealth managerWrap sponsor
    Schwab 100%
    $296M

RIAs by state