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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M
  2. 10021
    Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
    Fidelity 86%
    $308M
  3. 10029
    Generations Wealth, LLCCincinnati, OH · 79 clientsWealth manager
    Schwab 89%
    $308M
  4. 10030
    Gentry Private WealthWichita, KS · 257 clientsWealth managerWrap sponsor
    Schwab 86%
    $308M
  5. 10036
    Dunbar Associates, LLCMonroe, CT · 308 clientsAsset managerHybrid
    Schwab 78%Empower 22%
    $307M
  6. 10042
    Kevin M. Gibney and Company, LLCIselin, NJ · 108 clientsWealth manager
    Fidelity 70%Schwab 30%
    $307M
  7. 10044
    Spectra Investment Management, LLCStuart, FL · 49 clientsWealth manager
    Fidelity 66%Northern Trust 34%
    $307M
  8. 10049
    Ekanta Wealth Advisors LLCCoconut Grove, FL · 52 clientsAsset manager
    EFG Capital International 49%EFG Bank 36%
    $307M
  9. 10062
    Hendershott Wealth Management, LLCFishers, IN · 158 clientsWealth manager
    Schwab 90%
    $306M
  10. 10067
    Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
    SEI 90%
    $306M
  11. 10070
    Adalta Capital Management LLCNew York, NY · 74 clientsWealth manager
    Schwab 72%
    $306M
  12. 10071
    MWA Asset ManagementDanvers, MA · 180 clientsWealth manager
    Fidelity 99%
    $306M
  13. 10073
    Keeler Thomas Management LLCOrem, UT · 132 clientsWealth manager
    Fidelity Distributors Company 99%
    $306M
  14. 10095
    Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
    RBC 55%Schwab 42%
    $304M
  15. 10103
    GBC Investment Group23 clientsAsset manager
    Truist Bank 68%
    $304M
  16. 10118
    Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
    Fidelity 85%
    $303M
  17. 10121
    Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
    Axos 76%SEI 24%
    $303M
  18. 10125
    Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
    Fidelity 46%LPL Financial 23%
    $302M
  19. 10128
    Core FinancialEl Segundo, CA · 129 clientsWealth managerWrap sponsor
    Fidelity 53%Schwab 38%
    $302M
  20. 10129
    Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  21. 10133
    BAC Capital Advisors LLCSeattle, WA · 38 clientsAsset manager
    Schwab 94%
    $301M
  22. 10135
    FFP Wealth Management, LLCCoon Rapids, MN · 317 clientsWealth manager
    Schwab 50%Fidelity Distributors Company 50%
    $301M
  23. 10147
    Cauble & Harre Wealth Management, Inc.St. Louis, MO · 106 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  24. 10148
    Transition Financial Advisors Group, LLC149 clientsWealth manager
    Schwab 76%National Bank Independent Network 24%
    $301M
  25. 10149
    Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsWealth managerHybrid
    Pershing 65%
    $301M
  26. 10157
    Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
    Fidelity 90%
    $300M
  27. 10160
    Cloud Capital ManagementSeattle, WA · 131 clientsWealth manager
    Schwab 100%
    $300M
  28. 10166
    Monterey WealthAtlanta, GA · 157 clientsAsset manager
    Schwab 62%Empower Retirement 38%
    $300M
  29. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  30. 10176
    Maner WealthLansing, MI · 492 clientsWealth manager
    Schwab 70%Fidelity 30%
    $299M
  31. 10185
    Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
    Schwab 60%Fidelity 37%
    $299M
  32. 10186
    Genesia Investments LLCAsset manager
    Fidelity 79%
    $299M
  33. 10188
    Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
    Raymond James 71%Schwab 29%
    $299M
  34. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  35. 10204
    Unison Asset Management LLCAventura, FL · 28 clientsPrivate fund adviser
    J.P. Morgan 62%
    $298M
  36. 10207
    Innovative Asset Advisors GroupShelton, CT · 373 clientsWealth manager
    Schwab 68%SEI 32%
    $298M
  37. 10209
    ITS Asset Management, L.P.North Haven, CT · 598 clientsWealth managerHybrid
    Axos 57%Fidelity 43%
    $298M
  38. 10210
    Avos Capital Management, LLCDarien, CT · 51 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $298M
  39. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  40. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M

RIAs by state