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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. 8441
    Neostellar Advisors LLCNew York, NY · 1 clientsAsset managerHybridThe Klein Group, LLC
    No custodian reported
    $433M
  2. 8442
    Greenbridge Partners LLCLakeland, FL · 648 clientsWealth managerHybrid
    Schwab 100%
    $433M
  3. 8443
    Alphacentric Advisors LLCSan Juan, PR · 6 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $433M
  4. 8444
    BGV VC Management LLCMenlo Park, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $433M
  5. 8445
    Lightspeed FactionPalo Alto, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $433M
  6. 8446
    Cotulla Holdings LLC1 clientsPrivate fund adviser
    No custodian reported
    $433M
  7. 8447
    Lisanti Capital Growth LLCNew York, NY · 18 clientsAsset managerAffiliated broker-dealerDinosaur Financial Group, L.l.c
    Northern Trust 39%State Street 35%BNY 26%
    $432M
  8. 8448
    Engaged CapitalNewport Beach, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $432M
  9. 8449
    Third North Capital LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 100%
    $432M
  10. 8450
    Tred Avon Family Wealth, LLCEaston, MD · 347 clientsWealth manager
    No custodian reported
    $432M
  11. 8451
    Heitman International HK LimitedCentral Hong Kong, Hong Kong · 16 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    No custodian reported
    $432M
  12. 8452
    Argentarii, LLCCincinnati, OH · 125 clientsWealth manager
    Goldman Sachs 100%
    $432M
  13. 8453
    FSB Premier Wealth Management, Inc.Waterloo, IA · 934 clientsBroker-dealer firmHybrid
    Schwab 100%
    $432M
  14. 8454
    Music Row Wealth ManagementNashville, TN · 349 clientsWealth manager
    Raymond James 100%
    $432M
  15. 8455
    Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
    Schwab 95%
    $432M
  16. 8456
    Intermarket CorporationNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $432M
  17. 8457
    Foreword Capital, LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $431M
  18. 8458
    NBZ Investment Advisors, LLCKnoxville, TN · 199 clientsWealth manager
    Schwab 100%
    $431M
  19. 8459
    ETF Portfolio Partners, Inc.Leawood, KS · 443 clientsWealth manager
    Fidelity 100%
    $431M
  20. 8460
    Prospect Financial Services LLCMelville, NY · 613 clientsWealth managerHybrid
    LPL Financial 100%
    $431M
  21. 8461
    MWM Group LLCCedarhurst, NY · 364 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $431M
  22. 8462
    Republic CapitalNew York, NY · 102 clientsPrivate fund adviserAffiliated broker-dealerOpendeal Broker LLC, Opendeal Portal LLC, clears through Apex Clearing
    No custodian reported
    $431M
  23. 8463
    Causey Public Finance17 clientsAsset manager
    No custodian reported
    $431M
  24. 8464
    Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
    Fidelity 88%
    $431M
  25. 8465
    Steadmont Advisors, LLCBirmingham, AL · 339 clientsWealth manager
    Fidelity 100%
    $431M
  26. 8466
    Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsWealth managerAffiliated broker-dealerArrowroot Partners, LLC
    Schwab 100%
    $431M
  27. 8467
    White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
    Fidelity 88%
    $431M
  28. 8468
    Swmg, LLCFort Worth, TX · 429 clientsWealth managerHybrid
    Pershing 99%
    $430M
  29. 8469
    Castle Wealth ManagementBoynton Beach, FL · 251 clientsWealth managerWrap sponsor
    Schwab 100%
    $430M
  30. 8470
    Diker Management LLCNew York, NY · 18 clientsWealth manager
    J.P. Morgan 100%
    $430M
  31. 8471
    Power Wealth ManagementAlpharetta, GA · 253 clientsWealth manager
    Schwab 100%
    $430M
  32. 8472
    Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
    Schwab 90%
    $430M
  33. 8473
    Compass Financial Group, Inc.Deerfield Beach, FL · 120 clientsWealth manager
    Schwab 100%
    $430M
  34. 8474
    Navigate Wealth Management, LLCBirmingham, AL · 274 clientsWealth manager
    Schwab 100%
    $430M
  35. 8475
    Shayne & Jacobs, LLCNashville, TN · 169 clientsWealth manager
    Schwab 100%
    $429M
  36. 8476
    Qbox Fiduciary Solutions, LLCFort Wayne, IN · 314 clientsAsset manager
    Matrix Trust 58%American Trust Custody 42%
    $429M
  37. 8477
    Radian Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $429M
  38. 8478
    Square Wave CapitalBrooklyn, NY · 3 clientsPrivate fund adviser
    Fidelity 100%
    $429M
  39. 8479
    Symphony Financial Services, Inc.Akron, OH · 641 clientsWealth managerHybrid
    LPL Financial 87%
    $429M
  40. 8480
    Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
    U.S. Bank 60%
    $429M

RIAs by state