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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. 5681
    DME Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $907M
  2. 5682
    Cranbrook Wealth Management, LLCBloomfield Hills, MI · 253 clientsWealth manager
    Fidelity 100%
    $907M
  3. 5683
    Round Rock Advisors LLCWilton, CT · 647 clientsWealth manager
    Schwab 100%
    $907M
  4. 5684
    Berthel Fisher & Company Financial Services, Inc.Cedar Rapids, IA · 3,352 clientsBroker-dealer firmHybrid
    No custodian reported
    $906M
  5. 5685
    Riverpoint Wealth ManagementChicago, IL · 216 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $906M
  6. 5686
    South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
    Deutsche Bank Trust Company Americas 35%Schwab 32%
    $906M
  7. 5687
    First Affirmative Financial Network LLCColorado Springs, CO · 2,327 clientsWealth managerWrap sponsor
    Schwab 52%Goldman Sachs 48%
    $905M
  8. 5688
    Richard P. Slaughter Associates, Inc.Austin, TX · 457 clientsWealth manager
    Schwab 100%
    $905M
  9. 5689
    Navimed Capital Advisors, LLCRosslyn, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $905M
  10. 5690
    Shannon River Fund Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $905M
  11. 5691
    Holowesko Partners LTD.Nassau, Bahamas, The · 7 clientsPrivate fund adviser
    State Street 100%
    $904M
  12. 5692
    Convergence FinancialColumbia, MO · 2,714 clientsWealth managerHybrid
    LPL Financial 100%
    $904M
  13. 5693
    Mengis Capital Management, Inc.Portland, OR · 300 clientsWealth manager
    Schwab 89%
    $903M
  14. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  15. 5695
    Studio Investment ManagementChicago, IL · 355 clientsWealth manager
    Schwab 100%
    $903M
  16. 5696
    Distributed Global Manager LPAustin, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $903M
  17. 5697
    Dmkc Advisory Services, LLCDes Moines, IA · 500 clientsWealth managerHybridD.M. Kelly & Company, clears through Wells Fargo Clearing Services
    First Clearing 100%
    $903M
  18. 5698
    Navis Wealth Advisors LLCRye Brook, NY · 126 clientsWealth managerHybrid
    Schwab 100%
    $902M
  19. 5699
    The Fairman Group, LLCChesterbrook, PA · 142 clientsWealth manager
    Schwab 100%
    $902M
  20. 5700
    New Vernon CapitalMorristown, NJ · 44 clientsPrivate fund adviser
    Pershing 100%
    $902M
  21. 5701
    Flaharty Asset Management, LLCClearwater, FL · 1,130 clientsWealth managerWrap sponsorHybrid
    LPL Financial 99%
    $902M
  22. 5702
    Trimer Capital Management LPSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $901M
  23. 5703
    Marsjewett Financial GroupBellevue, WA · 717 clientsWealth manager
    Fidelity 100%
    $901M
  24. 5704
    Riata Capital Group, LLCDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $901M
  25. 5705
    Beacon Financial Advisory LLCCleveland, OH · 1,556 clientsWealth managerHybrid
    Schwab 97%
    $901M
  26. 5706
    Greenup Street Wealth Management LLCOverland Park, KS · 973 clientsWealth manager
    Fidelity 76%Schwab 24%
    $900M
  27. 5707
    First Turn Management, LLCSolana Beach, CA · 4 clientsAsset manager
    Citi 90%
    $900M
  28. 5708
    Yorkville Advisors Global, LPMountainside, NJ · 3 clientsPrivate fund adviserAffiliated broker-dealerYorkville Securities, LLC
    No custodian reported
    $900M
  29. 5709
    93 Financial Group, LLCWoburn, MA · 1,175 clientsWealth manager
    Schwab 100%
    $900M
  30. 5710
    Malabar Investments, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $900M
  31. 5711
    Axiom Asset ManagementWayne, PA · 589 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $900M
  32. 5712
    Goldner HawnMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $899M
  33. 5713
    Asset Management Group, Inc.Stamford, CT · 264 clientsWealth managerHybrid
    Schwab 100%
    $898M
  34. 5714
    Riskbridge Advisors, LLCNorwalk, CT · 293 clientsAsset manager
    Schwab 87%
    $898M
  35. 5715
    Blockchange Management LLC19 clientsPrivate fund adviser
    No custodian reported
    $898M
  36. 5716
    KairosIrvine, CA · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $897M
  37. 5717
    Sawyer Falduto Asset Management, LLCElmhurst, IL · 514 clientsAsset manager
    Schwab 100%
    $897M
  38. 5718
    Key Client Fiduciary Advisors, LLCFairfield, NJ · 2,272 clientsWealth manager
    Schwab 100%
    $896M
  39. 5719
    Christopher Weil & Co IncSan Diego, CA · 519 clientsWealth manager
    Fidelity 100%
    $896M
  40. 5720
    Eagleclaw Capital Management LLCBoston, MA · 321 clientsWealth managerWrap sponsorHybridMoors & Cabot, Inc.
    No custodian reported
    $896M

RIAs by state