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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. 8361
    Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
    BNY 32%Northern Trust 25%Pershing 23%
    $441M
  2. 8362
    Tourmalet Advisors, LPFairfield, CT · 5 clientsPrivate fund adviser
    Computershare 100%
    $441M
  3. 8363
    Bishop & Company Investment Management, LLCErie, PA · 209 clientsWealth manager
    Schwab 100%
    $441M
  4. 8364
    Sage Private Wealth Group, LLCOakbrook Terrace, IL · 482 clientsWealth manager
    Raymond James 100%
    $441M
  5. 8365
    King River Capital Management PTY LTDSurry Hills, New South Wales, Australia · 19 clientsPrivate fund adviser
    No custodian reported
    $441M
  6. 8366
    Black Diamond Financial, LLC92 clientsWealth managerWrap sponsorHybridLadenburg Thalmann & Co. Inc.
    Schwab 86%
    $441M
  7. 8367
    Cohere CapitalBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $441M
  8. 8368
    AG Asset Advisory, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 87%
    $440M
  9. 8369
    Borealis Strategic Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $440M
  10. 8370
    Tower Wealth PartnersLewisburg, PA · 920 clientsWealth manager
    Raymond James 100%
    $440M
  11. 8371
    Investment Management ConsultantsLas Vegas, NV · 185 clientsAsset manager
    Schwab 100%
    $440M
  12. 8372
    SGL Investment Advisors, Inc.Missoula, MT · 883 clientsBroker-dealer firmHybridS.G. Long & Company
    Schwab 100%
    $440M
  13. 8373
    Burford Brothers, Inc.Dallas, TX · 234 clientsWealth managerWrap sponsor
    Schwab 100%
    $440M
  14. 8374
    Primesolutions Advisors, LLCPittsburgh, PAAsset manager
    Great Grey Trust Compamy 97%
    $440M
  15. 8375
    Tind Asset ManagementOslo, Norway · 3 clientsPrivate fund adviser
    No custodian reported
    $440M
  16. 8376
    Bluestone Equity PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  17. 8377
    Vantus WealthLancaster, PA · 1,010 clientsWealth manager
    Schwab 100%
    $440M
  18. 8378
    Collwick Funds GP, LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  19. 8379
    The Moorings Group, LLC124 clientsWealth manager
    Fidelity 62%BNY 38%
    $440M
  20. 8380
    Biltmore Wealth Management, LLCTempe, AZ · 307 clientsWealth manager
    Schwab 100%
    $440M
  21. 8381
    Branson Fowlkes & Co IncHouston, TX · 193 clientsWealth manager
    No custodian reported
    $439M
  22. 8382
    Osterweis Capital ManagementSan Francisco, CA · 34 clientsWealth managerHybrid
    Citi 73%Schwab 27%
    $439M
  23. 8383
    Bates Financial Advisors, Inc.Rockford, IL · 399 clientsWealth managerHybridBates Securities, Inc.
    Fidelity 85%
    $439M
  24. 8384
    Groundforce Capital Management, LLCMill Valley, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $439M
  25. 8385
    Fortress Wealth GroupWinter Park, FL · 384 clientsWealth manager
    Fidelity 100%
    $439M
  26. 8386
    Spivak Asset Management, LLCAvon, CT · 63 clientsWealth manager
    Fidelity 100%
    $439M
  27. 8387
    Barca Capital, LLCWest Newton, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $439M
  28. 8388
    Simplyrich67 clientsWealth manager
    Schwab 100%
    $439M
  29. 8389
    TA Capital Management, LLCSewell, NJ · 101 clientsWealth manager
    Schwab 57%Fidelity Distributors Company 43%
    $439M
  30. 8390
    Gables Capital Management, Inc.Miami, FL · 178 clientsAsset manager
    RBC 52%Argent Trust 34%
    $439M
  31. 8391
    Newport Investment Management, LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $439M
  32. 8392
    Shawspring Partners, LLCBoston, MA · 7 clientsPrivate fund adviser
    Northern Trust 40%BNY 37%Fidelity 23%
    $439M
  33. 8393
    Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $439M
  34. 8394
    Second Alpha PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $438M
  35. 8395
    Storen FinancialZionsville, IN · 876 clientsWealth managerHybrid
    Schwab 100%
    $438M
  36. 8396
    Newvest Management, LP9 clientsPrivate fund adviser
    No custodian reported
    $438M
  37. 8397
    Hendley & Co. Inc.Zanesville, OH · 302 clientsWealth manager
    Pershing 100%
    $438M
  38. 8398
    Arnold Weitz & CoElkhorn, NE · 34 clientsWealth managerHybrid
    Raymond James 100%
    $438M
  39. 8399
    Schulz Wealth, LTD.Mansfield, TX · 176 clientsWealth manager
    Schwab 77%Empower Retirement 23%
    $438M
  40. 8400
    154 Partners Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $438M

RIAs by state