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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. 4281
    Fplf Management LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    No custodian reported
    $1.5B
  2. 4282
    Wallace Capital Management, Inc.Dallas, TX · 487 clientsWealth manager
    Fidelity 91%
    $1.5B
  3. 4283
    Iso-Mts Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    Barclays Capital 100%
    $1.5B
  4. 4284
    Yucaipa Master Manager, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4285
    Allied Investment Advisors LLCBillings, MT · 1,071 clientsWealth manager
    Schwab 100%
    $1.5B
  6. 4286
    Adelante Capital Management LLCAlameda, CA · 62 clientsAsset manager
    BNY 54%State Street 46%
    $1.5B
  7. 4287
    Verecan Capital Management Inc.Halifax, Canada · 2,824 clientsAsset manager
    Fidelity Clearing Canada ULC 100%
    $1.5B
  8. 4288
    AWM Capital, LLCPhoenix, AZ · 467 clientsWealth manager
    Schwab 100%
    $1.5B
  9. 4289
    Capital Impact AdvisorsBoston, MA · 1 clientsAsset manager
    No custodian reported
    $1.5B
  10. 4290
    Sunesis Advisors, LLCOverland Park, KS · 15 clientsWealth manager
    Schwab 100%
    $1.5B
  11. 4291
    Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  12. 4292
    Quantum Financial Advisors, LLCSanta Monica, CA · 451 clientsWealth manager
    Schwab 100%
    $1.5B
  13. 4293
    Flexible Plan Investments LTDBloomfield Hills, MI · 9,144 clientsAsset managerHybrid
    Axos 100%
    $1.5B
  14. 4294
    Ranger Investment Management,l.p.Dallas, TX · 7 clientsAsset manager
    Northern Trust 63%State Street 37%
    $1.5B
  15. 4295
    Apriem AdvisorsIrvine, CA · 1,071 clientsWealth manager
    Schwab 100%
    $1.5B
  16. 4296
    Origami Capital Partners, LLCChicago, IL · 18 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  17. 4297
    Novaquest Capital Management, L.L.C.14 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  18. 4298
    Compass Financial Group, IncSioux Falls, SD · 2,826 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.5B
  19. 4299
    Gabelli & Company Investment Advisers, Inc.Greenwich, CT · 12 clientsPrivate fund adviserHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $1.5B
  20. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  21. 4301
    H. Barton Asset Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  22. 4302
    Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
    BNY 39%Northern Trust 36%State Street 24%
    $1.5B
  23. 4303
    TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  24. 4304
    M1 AdvisoryChicago, IL · 11,400 clientsWealth managerHybridM1 Finance LLC
    Apex Fintech 100%
    $1.5B
  25. 4305
    Czech Asset Management, L.P.Stamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  26. 4306
    TSA Management IncGlen Head, NY · 2,566 clientsWealth managerHybridHalliday Financial, LLC, clears through Pershing
    No custodian reported
    $1.5B
  27. 4307
    Nebrodi Partners, LLCHartford, CT · 2 clientsAsset manager
    No custodian reported
    $1.5B
  28. 4308
    Kimelman & Baird, LLCNew York, NY · 249 clientsBroker-dealer firmHybrid
    Fidelity 57%BNY 43%
    $1.5B
  29. 4309
    TA Realty LLCBoston, MA · 26 clientsPrivate fund adviserHybridMEC Global Partners LLC
    No custodian reported
    $1.5B
  30. 4310
    Sargent Investment GroupBethesda, MD · 407 clientsWealth manager
    Goldman Sachs 87%
    $1.5B
  31. 4311
    Serengeti Asset Management LPWest Palm Beach, FL · 52 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  32. 4312
    GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
    Northern Trust 58%Merrill / Bank of America 26%
    $1.5B
  33. 4313
    Eclectic Associates, Inc.Fullerton, CA · 1,222 clientsWealth manager
    Schwab 100%
    $1.5B
  34. 4314
    Penwood Real Estate Investment Management, LLCWest Hartford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  35. 4315
    Serenus Wealth Advisors, LLCSanta Monica, CA · 141 clientsWealth manager
    Fidelity 100%
    $1.5B
  36. 4316
    HottingerLondon, United Kingdom · 234 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Edmond De Rothschild (suisse) SA 43%Banque Julius Baer 38%
    $1.5B
  37. 4317
    Spring Lake Asset Management, Inc.4 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  38. 4318
    HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clientsWealth manager
    Schwab 100%
    $1.5B
  39. 4319
    Reliant Investment Management, LLCMemphis, TN · 282 clientsAsset manager
    U.S. Bank 50%Schwab 33%
    $1.5B
  40. 4320
    PAR Capital Management, Inc.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state