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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. 5601
    Vaquero Private Wealth, LTD.Dallas, TX · 285 clientsWealth manager
    Pershing 62%Fidelity 38%
    $929M
  2. 5602
    Opto Investment Management, LLCNew York, NY · 34 clientsPrivate fund adviserHybrid
    No custodian reported
    $929M
  3. 5603
    Union Park Capital Management, L.P.Boston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $928M
  4. 5604
    Riversedge AdvisorsWilmington, DE · 454 clientsWealth manager
    Schwab 100%
    $928M
  5. 5605
    Glass Jacobson Wealth AdvisorsOwings Mills, MD · 504 clientsWealth manager
    Schwab 87%
    $928M
  6. 5606
    Piton Investment Management, LPGarden City, NY · 22 clientsAsset managerHybrid
    Schwab 100%
    $928M
  7. 5607
    Blue Water Advisors LPBoca Raton, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $928M
  8. 5608
    Strategic Financial Concepts, LLCSan Antonio, TX · 3,824 clientsWealth managerHybrid
    LPL Financial 52%Schwab 47%
    $928M
  9. 5609
    Trifecta Capital Advisors, LLCNorthbrook, IL · 159 clientsWealth manager
    Schwab 100%
    $927M
  10. 5610
    Lavaca Capital, LLCHouston, TX · 33 clientsAsset manager
    J.P. Morgan 46%Schwab 34%
    $927M
  11. 5611
    The Advisory Resource Group, LLCTulsa, OK · 709 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $927M
  12. 5612
    Statheros Financial Solutions, Inc.El Dorado Hills, CA · 625 clientsWealth manager
    Schwab 61%MID Atlantic Clearing & Settlement 39%
    $926M
  13. 5613
    Sprinkle Financial Consultants LLCLittleton, CO · 242 clientsWealth manager
    Schwab 100%
    $926M
  14. 5614
    Coyle Capital, LLCLakeway, TX · 313 clientsWealth manager
    Schwab 100%
    $925M
  15. 5615
    GLS Capital, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $925M
  16. 5616
    PCJ Investment Counsel LTD.Toronto, Ontario, Canada · 2 clientsAsset managerHybrid
    RBC 77%State Street 23%
    $924M
  17. 5617
    Rs2 Healthcare PartnersBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $924M
  18. 5618
    Monticelloam, LLCNew York, NY · 42 clientsPrivate fund adviser
    No custodian reported
    $923M
  19. 5619
    Keller Wealth AdvisorsVictoria, TX · 556 clientsWealth manager
    Schwab 100%
    $923M
  20. 5620
    Legacy Wealth Advisors, LLCNorth Miami Beach, FL · 20 clientsWealth manager
    J.P. Morgan 30%Pershing 24%
    $923M
  21. 5621
    Gatsby Management, LLC16 clientsPrivate fund adviser
    No custodian reported
    $922M
  22. 5622
    Keudell Morrison Wealth Management, LLCSalem, OR · 816 clientsWealth managerWrap sponsor
    Schwab 100%
    $922M
  23. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  24. 5624
    Princeton Global Asset Management LLCPrinceton, NJ · 365 clientsWealth manager
    Schwab 82%
    $921M
  25. 5625
    Castlekeep Investment AdvisorsWestport, CT · 148 clientsAsset manager
    Citi 56%J.P. Morgan 25%
    $921M
  26. 5626
    Founders Capital Management, LLCHartford, CT · 224 clientsWealth manager
    Schwab 100%
    $920M
  27. 5627
    Bridger Investment Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $920M
  28. 5628
    Horst & Graben Wealth Management, LLCPortland, OR · 1,311 clientsWealth manager
    Schwab 100%
    $920M
  29. 5629
    Oak Root LLC18 clientsWealth manager
    Pershing 100%
    $920M
  30. 5630
    Long Wharf Capital LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $919M
  31. 5631
    White Lighthouse Investment Management, Inc.406 clientsWealth manager
    Schwab 81%
    $919M
  32. 5632
    Northern Capital Management, Inc.Spokane, WA · 739 clientsWealth manager
    Schwab 100%
    $918M
  33. 5633
    Rainey & Randall Wealth Advisors, Inc.Celebration, FL · 332 clientsWealth manager
    Schwab 100%
    $918M
  34. 5634
    Avego Management, LLCAlpharetta, GA · 9 clientsPrivate fund adviser
    No custodian reported
    $918M
  35. 5635
    Mraz and AssociatesModesto, CA · 487 clientsWealth manager
    Schwab 100%
    $917M
  36. 5636
    Rovin CapitalMesa, AZ · 730 clientsWealth manager
    Schwab 100%
    $917M
  37. 5637
    Dillon & Associates IncJackson, MI · 394 clientsWealth manager
    Schwab 85%
    $916M
  38. 5638
    Charles Pratt & Company, L.L.C.New York, NY · 315 clientsWealth manager
    FNZ Trust 97%
    $916M
  39. 5639
    Strenta Investment Management Services, LLCMiami, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $916M
  40. 5640
    Goodman Financial CorporationHouston, TX · 288 clientsWealth manager
    Schwab 100%
    $916M

RIAs by state