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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. 8321
    Credit Capital InvestmentsLivingston, NJ · 23 clientsPrivate fund adviser
    BNY 50%Raymond James 50%
    $444M
  2. 8322
    Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
    LPL Financial 88%
    $444M
  3. 8323
    Sumitomo Mitsui DS Asset Management (singapore) PTE. LTD.Singapore, Singapore · 1 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Securities Inc.
    No custodian reported
    $444M
  4. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  5. 8325
    Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
    Ascensus Broker Dealer Services 75%
    $444M
  6. 8326
    Social Leverage Advisors, LLCScottsdale, AZ · 11 clientsPrivate fund adviser
    No custodian reported
    $444M
  7. 8327
    Pavion Blue Capital, LLCNewport Beach, CA · 172 clientsWealth manager
    Fidelity 100%
    $444M
  8. 8328
    Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
    U.S. Bank 75%Schwab 25%
    $444M
  9. 8329
    Stone Summit Wealth LLC231 clientsWealth manager
    Schwab 100%
    $444M
  10. 8330
    Invista AdvisorsMontgomery, AL · 721 clientsWealth managerHybrid
    LPL Financial 100%
    $444M
  11. 8331
    Candace Shira Associates, LLCPittsford, NY · 434 clientsWealth manager
    Schwab 100%
    $443M
  12. 8332
    Hedgeye Asset Management, LLCStamford, CT · 6 clientsAsset manager
    No custodian reported
    $443M
  13. 8333
    Bright Road Wealth Management, LLCAnchorage, AK · 622 clientsWealth manager
    Schwab 100%
    $443M
  14. 8334
    Financial FreedomCincinnati, OH · 114 clientsWealth manager
    Fidelity 100%
    $443M
  15. 8335
    Members Advisory Group, LLCWilliamsville, NY · 906 clientsWealth manager
    Schwab 100%
    $443M
  16. 8336
    Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
    Fidelity 79%
    $443M
  17. 8337
    Inland Advisory Services, LLCOak Brook, IL · 1 clientsAsset managerAffiliated broker-dealerInland Securities Corporation
    No custodian reported
    $443M
  18. 8338
    Selkirk Management, LLCChatham, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $443M
  19. 8339
    Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWealth managerWrap sponsor
    Fidelity 100%
    $443M
  20. 8340
    Ulland Investment Advisors, LLCMinneapolis, MN · 211 clientsWealth manager
    Schwab 100%
    $443M
  21. 8341
    Luminus Management, LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $443M
  22. 8342
    James R. Martin Consulting, IncVancouver, WA · 226 clientsWealth manager
    Schwab 100%
    $443M
  23. 8343
    Lifesteps FinancialClaremont, CA · 680 clientsWealth manager
    Schwab 100%
    $443M
  24. 8344
    Money Management Services IncBirmingham, AL · 522 clientsWealth managerBank-affiliated
    Pershing 100%
    $443M
  25. 8345
    SWS Partners, LLCColumbus, OH · 157 clientsWealth manager
    Schwab 100%
    $443M
  26. 8346
    East Bridge Capital Management LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $442M
  27. 8347
    Figure Investment Advisors, LLCSan Francisco, CA · 5 clientsAsset managerHybridFigure Securities, Inc.
    No custodian reported
    $442M
  28. 8348
    Oak Harbor Capital, LLCLas Vegas, NV · 18 clientsPrivate fund adviser
    No custodian reported
    $442M
  29. 8349
    Ikalon Advisors LLCMiami, FLAsset manager
    Goldman Sachs 56%J.P. Morgan 22%
    $442M
  30. 8350
    Landmark Wealth Management, LLCMelville, NY · 296 clientsWealth manager
    Schwab 100%
    $442M
  31. 8351
    Durational Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $442M
  32. 8352
    Ovata Capital Management LLCHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $442M
  33. 8353
    MeridianaCoral Gables, FL · 10 clientsWealth manager
    Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
    $442M
  34. 8354
    Templeton Financial Services Inc.Chandler, AZ · 315 clientsWealth manager
    No custodian reported
    $442M
  35. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  36. 8356
    Artemis Capital PartnersBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $442M
  37. 8357
    Destiny Advisors LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $441M
  38. 8358
    North Island VenturesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $441M
  39. 8359
    Ardan Equity Partners, LLCWest Palm Beach, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $441M
  40. 8360
    Rise Advisors, LLCRochester, NY · 472 clientsWealth manager
    Fidelity 100%
    $441M

RIAs by state