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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. 8241
    Aspen Investment Management Inc.Grand Rapids, MI · 256 clientsWealth manager
    Schwab 100%
    $452M
  2. 8242
    Certior Financial Group, LLCKing of Prussia, PA · 478 clientsWealth manager
    Schwab 100%
    $452M
  3. 8243
    Audent Global Asset Management, LLCBeverly Hills, CA · 164 clientsPrivate fund adviser
    Pershing 100%
    $452M
  4. 8244
    Pointe Capital Management LLCGrosse Pointe Farms, MI · 188 clientsWealth manager
    Pershing 100%
    $452M
  5. 8245
    Sarver Vrooman Wealth Advisors LLCKansas City, MO · 296 clientsWealth manager
    First Clearing 100%
    $452M
  6. 8246
    RBA Wealth Management, LLCNewport Beach, CA · 426 clientsWealth managerHybrid
    Schwab 100%
    $452M
  7. 8247
    Blackhawk Capital Partners, LLCThiensville, WI · 342 clientsWealth managerHybrid
    Schwab 100%
    $452M
  8. 8248
    Virtera Partners LLCPepper Pike, OH · 22 clientsAsset manager
    Schwab 78%Keybank National Association 22%
    $452M
  9. 8249
    Holcombe Financial, Inc.Atlanta, GA · 187 clientsWealth manager
    Schwab 100%
    $452M
  10. 8250
    Primark Advisors, LLCDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $451M
  11. 8251
    Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
    Fidelity 78%Schwab 22%
    $451M
  12. 8252
    Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
    Merrill / Bank of America 100%
    $451M
  13. 8253
    Private Wealth AdvisorsFresno, CA · 898 clientsWealth manager
    Schwab 100%
    $451M
  14. 8254
    Wealthspan Partners, LLCDavenport, IA · 526 clientsWealth manager
    Fidelity 100%
    $451M
  15. 8255
    Juniper Investment CompanyNew York, NY · 6 clientsPrivate fund adviser
    Interactive Brokers 100%
    $451M
  16. 8256
    Kinetic Investment Management, Inc.Los Angeles, CA · 1,460 clientsWealth manager
    Fidelity 100%
    $451M
  17. 8257
    IFC Personal Money Managers, Inc.New York, NY · 90 clientsWealth manager
    Schwab 100%
    $451M
  18. 8258
    Enzi WealthAustin, TX · 224 clientsWealth manager
    Schwab 100%
    $451M
  19. 8259
    Havencrest Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $451M
  20. 8260
    Stonecourt Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $451M
  21. 8261
    M1 Capital Management LLCTroy, MI · 403 clientsWealth manager
    Schwab 100%
    $450M
  22. 8262
    Nolan Management LLCHermosa Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $450M
  23. 8263
    TimonierWinston Salem, NC · 198 clientsWealth manager
    Fidelity 100%
    $450M
  24. 8264
    Global TrustPalm Beach Gardens, FL · 276 clientsWealth manager
    Fidelity 62%Schwab 38%
    $450M
  25. 8265
    Waterequity LLCKansas City, MO · 6 clientsPrivate fund adviser
    No custodian reported
    $450M
  26. 8266
    Perry Capital Partners LLC50 clientsAsset manager
    No custodian reported
    $450M
  27. 8267
    Mitchell & Pahl Private WealthOklahoma City, OK · 225 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $450M
  28. 8268
    Capital Square, LLCAthens, TN · 715 clientsWealth manager
    No custodian reported
    $450M
  29. 8269
    Hazard & Siegel Advisory Services LLCDewitt, NY · 150 clientsAsset managerHybridHazard & Siegel, Inc.
    Fidelity 35%Principal Securities 32%
    $450M
  30. 8270
    Guidance Capital, Inc.Louisville, KY · 759 clientsWealth managerHybrid
    Schwab 100%
    $450M
  31. 8271
    Mustard Seed Wealth ManagementMagnolia, AR · 734 clientsWealth managerBank-affiliated
    Schwab 100%
    $449M
  32. 8272
    Quaker Wealth Management LLCMoorestown, NJ · 455 clientsWealth manager
    Schwab 100%
    $449M
  33. 8273
    Silverleafe Capital Partners, LLCGermantown, TN · 179 clientsWealth manager
    Fidelity 100%
    $449M
  34. 8274
    Avant Management LLCDenver, CO · 7 clientsPrivate fund adviser
    No custodian reported
    $449M
  35. 8275
    Nikulski Financial, Inc.Bettendorf, IA · 475 clientsWealth manager
    Altruist 52%Schwab 48%
    $449M
  36. 8276
    Square Circle IA LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $449M
  37. 8277
    Westbourne Investment Advisors Inc.Annapolis, MD · 203 clientsWealth manager
    Schwab 100%
    $449M
  38. 8278
    Main Line Retirement Advisors, LLCWhitefish, MT · 181 clientsWealth manager
    Schwab 100%
    $449M
  39. 8279
    Darby International Capital5 clientsPrivate fund adviser
    No custodian reported
    $448M
  40. 8280
    Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
    Raymond James 48%Schwab 41%
    $448M

RIAs by state