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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.

Filters

17,210 firms manage $177.9 trillion

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. 4201
    WealthcrossingRichmond, VA · 267 clientsWealth manager
    Schwab 100%
    $1.5B
  2. 4202
    CNL Strategic Capital Management, LLCOrlando, FL · 1 clientsAsset managerHybridCNL Securities Corp.
    Valley National Bank 100%
    $1.5B
  3. 4203
    Roseman Wagner Wealth ManagementRocklin, CA · 622 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.5B
  4. 4204
    Independent Solutions Wealth Management, LLCWilliamsville, NY · 4,285 clientsWealth managerHybrid
    Fidelity Distributors Company 79%
    $1.5B
  5. 4205
    Strategic Wealth GroupEden Prairie, MN · 3,557 clientsWealth managerHybridLPL Financial LLC
    LPL Financial 88%
    $1.5B
  6. 4206
    Graticule Asia Macro Advisors LLCSingapore, Singapore · 9 clientsAsset manager
    Citi 100%
    $1.5B
  7. 4207
    Pence Capital Management, LLCNewport Beach, CA · 9 clientsAsset managerHybrid
    Advisors Asset Management 100%
    $1.5B
  8. 4208
    Trinity Strategic WealthTulsa, OK · 1,763 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  9. 4209
    Meteora Capital, LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    J.P. Morgan 64%Goldman Sachs 26%
    $1.5B
  10. 4210
    Benefit Financial Services GroupIrvine, CA · 887 clientsWealth managerAffiliated broker-dealer
    Fidelity 61%Schwab 39%
    $1.5B
  11. 4211
    Ancora Retirement Plan Advisors, LLCCleveland, OH · 157 clientsAsset managerHybridInverness Securities, LLC
    No custodian reported
    $1.5B
  12. 4212
    Seacrest Wealth Management, LLCPurchase, NY · 1,498 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  13. 4213
    Titan Advisors, LLCStamford, CT · 36 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.5B
  14. 4214
    Equitable Investment Management, LLCNew York, NY · 1 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $1.5B
  15. 4215
    Infinity Capital Advisors, LLCAtlanta, GA · 50 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  16. 4216
    Kings Path Partners LLCSugar Land, TX · 180 clientsAsset manager
    U.S. Bancorp Investments 60%Fidelity 22%
    $1.5B
  17. 4217
    Northwest Investment Management (hong Kong) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    BNY 100%
    $1.5B
  18. 4218
    Delta Asset Management, LLCMemphis, TN · 556 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.5B
  19. 4219
    Triad Wealth Partners, LLCLawrence, KS · 3,896 clientsWealth manager
    Schwab 81%
    $1.5B
  20. 4220
    Cavu Consumer Partners, LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  21. 4221
    Capital Creek PartnersAustin, TX · 167 clientsAsset manager
    Fidelity 100%
    $1.5B
  22. 4222
    Triune Financial Partners, LLCOverland Park, KS · 902 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.5B
  23. 4223
    Tamar Securities, LLCWoodland Hills, CA · 4,219 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  24. 4224
    Albritton Capital Management CoAlpharetta, GAAsset managerHybridA & M Securities, LLC
    J.P. Morgan 100%
    $1.5B
  25. 4225
    Anderson Financial Partners, Inc.Ponte Vedra, FL · 31 clientsAsset manager
    No custodian reported
    $1.5B
  26. 4226
    TownsendWestminster, CO · 1,514 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  27. 4227
    Next Century Growth Investors LLCPlymouth, MN · 36 clientsAsset manager
    Northern Trust 45%J.P. Morgan 33%
    $1.5B
  28. 4228
    Robinhood Asset ManagementMenlo Park, CA · 252,664 clientsWealth managerPublic-company ownedHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
    No custodian reported
    $1.5B
  29. 4229
    Ascent Wealth Partners, LLCNew Hartford, NY · 1,096 clientsWealth manager
    Schwab 100%
    $1.5B
  30. 4230
    Glynn Capital Management, LLCMenlo Park, CA · 12 clientsPrivate fund adviser
    Schwab 100%
    $1.5B
  31. 4231
    Caprock Partners Management, Inc.Newport Beach, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  32. 4232
    Compak Asset ManagementNewport Beach, CA · 1,751 clientsWealth managerHybridCompak Securities, Inc.
    Fidelity 100%
    $1.5B
  33. 4233
    Catholic Investment Services, Inc.Boston, MA · 7 clientsPrivate fund adviserHybrid
    State Street 100%
    $1.5B
  34. 4234
    Midwest Financial PartnersSt. Cloud, MN · 531 clientsWealth manager
    Pershing 100%
    $1.5B
  35. 4235
    Legacy Capital Wealth Partners, LLCLittle Rock, AR · 680 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $1.5B
  36. 4236
    Anchor Investment ManagementColumbia, SC · 821 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  37. 4237
    Legacy Financial Advisors, Inc.Covington, KY · 1,065 clientsWealth manager
    Fidelity 100%
    $1.5B
  38. 4238
    Edgemoor Investment Advisors, Inc.Bethesda, MD · 321 clientsWealth manager
    Schwab 74%Fidelity 26%
    $1.5B
  39. 4239
    RBC Securities, Inc.Los Angeles, CA · 1,451 clientsBroker-dealer firmHybridCNR Securities LLC, clears through Pershing
    City National Bank 100%
    $1.5B
  40. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B

RIAs by state