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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. 8521
    Broadview Real Estate Partners, LLCStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $425M
  2. 8522
    Paradigm Investment Advisory, LLCBridgewater, NJ · 645 clientsWealth managerWrap sponsorHybrid
    LPL Financial 81%
    $425M
  3. 8523
    Ashdon Investment Management, LLCTullahoma, TN · 63 clientsWealth manager
    Fidelity 100%
    $425M
  4. 8524
    Forward Consumer Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $425M
  5. 8525
    TCW Asset Backed Finance Management Company LLCLos Angeles, CA · 1 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    No custodian reported
    $425M
  6. 8526
    Lifemark Securities Corp.Rochester, NY · 1,053 clientsBroker-dealer firmHybrid
    Fidelity 55%Schwab 45%
    $425M
  7. 8527
    Macdougall Financial CounselingDelmont, PA · 124 clientsWealth manager
    No custodian reported
    $425M
  8. 8528
    Gamma Asset Management LLCSan Juan, PR · 103 clientsAsset managerHybridGamma Securities, LLC
    AV Securities 29%Pershing 28%Interactive Brokers 23%
    $425M
  9. 8529
    Spring Lane CapitalBoston, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $425M
  10. 8530
    Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  11. 8531
    Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  12. 8532
    Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clientsWealth manager
    Schwab 91%
    $424M
  13. 8533
    Smart Money Group, LLCEastland, TX · 571 clientsWealth managerHybrid
    Schwab 100%
    $424M
  14. 8534
    Blackdiamond Wealth Management, LLCNew York, NY · 379 clientsWealth managerHybrid
    Schwab 100%
    $424M
  15. 8535
    Apollo S3 RIC Management, L.P.New York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $424M
  16. 8536
    First City Capital Management IncSavannah, GA · 251 clientsWealth manager
    Schwab 100%
    $424M
  17. 8537
    Castle Coast Wealth, LLCLa Jolla, CA · 306 clientsWealth manager
    Schwab 100%
    $424M
  18. 8538
    Geneva Partners, LLCLake Geneva, WI · 565 clientsWealth manager
    Fidelity 100%
    $424M
  19. 8539
    Sindia Capital Advisers, LLCSomers Point, NJ · 13 clientsAsset manager
    J.P. Morgan 100%
    $423M
  20. 8540
    Heritage Family Offices, LLPScottsdale, AZ · 250 clientsWealth manager
    Schwab 100%
    $423M
  21. 8541
    Sagevest Wealth ManagementMcLean, VA · 150 clientsWealth manager
    Schwab 100%
    $423M
  22. 8542
    Zarvona Energy LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $423M
  23. 8543
    Valiant Wealth, LLCWest Des Moines, IA · 207 clientsWealth manager
    Schwab 100%
    $423M
  24. 8544
    Blakeslee & Blakeslee Financial Advisers Inc.San Luis Obispo, CA · 807 clientsWealth managerWrap sponsorHybridBlakeslee and Blakeslee Inc.
    No custodian reported
    $423M
  25. 8545
    Capital Wealth InvestmentsScranton, PA · 469 clientsWealth managerHybrid
    Schwab 100%
    $423M
  26. 8546
    McCarthy Asset Management, Inc.Redwood Shores, CA · 218 clientsWealth manager
    Schwab 100%
    $422M
  27. 8547
    Marek Capital Management LPNew York, NYAsset manager
    J.P. Morgan 100%
    $422M
  28. 8548
    Forza Wealth ManagementSarasota, FL · 129 clientsWealth manager
    Schwab 100%
    $422M
  29. 8549
    Congress Park Capital LLCSaratoga Springs, NY · 145 clientsWealth manager
    Fidelity 100%
    $422M
  30. 8550
    Adirondack Capital Advisors, LLCSyracuse, NY · 489 clientsWealth manager
    Schwab 100%
    $422M
  31. 8551
    Once Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $422M
  32. 8552
    The Estate Planners GroupYardley, PA · 342 clientsWealth manager
    No custodian reported
    $422M
  33. 8553
    TrufpCumming, GA · 820 clientsWealth managerWrap sponsor
    Schwab 100%
    $422M
  34. 8554
    Primetrust Advisors LLCGreenville, SC · 32 clientsAsset manager
    Principal Trust 65%Transamerica Retirement Solutions 24%
    $422M
  35. 8555
    Adaptive InvestmentsAlpharetta, GA · 7 clientsAsset manager
    No custodian reported
    $421M
  36. 8556
    JGB Capital Management L.P.Westport, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $421M
  37. 8557
    Giverny Capital AdvisorsPrinceton, NJ · 190 clientsWealth manager
    No custodian reported
    $421M
  38. 8558
    Odyssey Group Wealth AdvisorsLancaster, PA · 245 clientsWealth manager
    Altruist 100%
    $421M
  39. 8559
    Graham, Bordelon, Golson & Gilbert, Inc.Monroe, LA · 207 clientsWealth managerHybrid
    Fidelity 100%
    $421M
  40. 8560
    Rubicon AdvisorsRedding, CA · 1,391 clientsWealth managerHybrid
    LPL Financial 100%
    $421M

RIAs by state