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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. 8561
    Metavasi Capital LPLarchmont, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $421M
  2. 8562
    Gencap Portfolio ManagementTiburon, CA · 184 clientsWealth manager
    Schwab 100%
    $420M
  3. 8563
    Acima Private Wealth LLCRichmond, VA · 63 clientsWealth managerWrap sponsor
    No custodian reported
    $420M
  4. 8564
    Genesee Capital Advisors, LLCAuburn, NY · 557 clientsWealth manager
    Schwab 100%
    $420M
  5. 8565
    Exeter Financial, LLCScottsdale, AZ · 88 clientsWealth manager
    Schwab 100%
    $420M
  6. 8566
    Cascade Investment Group, Inc.Colorado Springs, CO · 623 clientsBroker-dealer firmHybrid
    RBC 100%
    $420M
  7. 8567
    Point Bridge Capital, LLCFort Worth, TX · 37 clientsWealth manager
    Merrill / Bank of America 71%Pershing 29%
    $420M
  8. 8568
    Hollander Asset Management LLCMiami, FL · 8 clientsWealth managerPublic-company owned
    Citi 100%
    $420M
  9. 8569
    Potrero Capital Research, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $420M
  10. 8570
    Directed Capital AdvisorsSt. Petersburg, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $420M
  11. 8571
    Oriental Financial Services LLCSan Juan, PR · 468 clientsBroker-dealer firmHybrid
    Pershing 82%
    $420M
  12. 8572
    R.W. Roge & Company, IncBohemia, NY · 332 clientsWealth manager
    Schwab 100%
    $419M
  13. 8573
    Emblem Group, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $419M
  14. 8574
    Harlow Wealth Management, Inc.Vancouver, WA · 656 clientsWealth manager
    Schwab 54%Fidelity 46%
    $419M
  15. 8575
    Rhodes Investment Advisors, Inc.Fort Worth, TX · 805 clientsWealth managerHybridRhodes Securities, Inc.
    Wells Fargo 100%
    $419M
  16. 8576
    Moontower Asset Management LPAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $419M
  17. 8577
    Ridgewood InvestmentsSpringfield, NJ · 295 clientsWealth manager
    Schwab 52%Fidelity 47%
    $419M
  18. 8578
    Seabird Investment PartnersSan Diego, CA · 57 clientsAsset manager
    Fidelity 55%Schwab 45%
    $419M
  19. 8579
    WT Wealth Management, LLCScottsdale, AZ · 1,141 clientsWealth manager
    Schwab 100%
    $419M
  20. 8580
    Summit Partners Credit Advisors, L.P.Boston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $419M
  21. 8581
    P4g Capital Management, LLCStateline, NV · 9 clientsPrivate fund adviser
    No custodian reported
    $419M
  22. 8582
    Silver Oak Advisory GroupPortland, OR · 193 clientsWealth manager
    Schwab 100%
    $419M
  23. 8583
    Transce3nd LLCBuda, TX · 1,620 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $419M
  24. 8584
    One Oak Capital Management, LLCPurchase, NY · 384 clientsWealth manager
    No custodian reported
    $419M
  25. 8585
    Alpha Leonis Partners, LLCWayne, PA · 3 clientsAsset manager
    J.P. Morgan 100%
    $418M
  26. 8586
    Lincoln Capital CorporationEast Greenwich, RI · 270 clientsWealth manager
    Schwab 100%
    $418M
  27. 8587
    Aspect Partners, LLCFairfax, VA · 287 clientsWealth managerHybrid
    Fidelity 100%
    $418M
  28. 8588
    Miller Value Partners, LLCSarasota, FL · 21 clientsAsset manager
    Northern Trust 81%
    $418M
  29. 8589
    Seaport Capital, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $418M
  30. 8590
    Mauney-Pitt Financial Management, Inc.Shelby, NC · 705 clientsWealth manager
    Raymond James 100%
    $418M
  31. 8591
    Quantum Private Wealth, LLCTampa, FL · 92 clientsWealth manager
    Fidelity 100%
    $418M
  32. 8592
    Onex Credit Advisor, LLCEnglewood Cliffs, NJ · 1 clientsAsset manager
    No custodian reported
    $418M
  33. 8593
    Fruth Investment ManagementHouston, TX · 173 clientsWealth manager
    Schwab 0%
    $418M
  34. 8594
    Honte Advisors LLCBerkeley, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $418M
  35. 8595
    Artist Capital Management LLCNew York, NY · 12 clientsPrivate fund adviserHybridArtist Capital LLC
    No custodian reported
    $418M
  36. 8596
    Flatrock Wealth Partners LLCNewport Beach, CA · 73 clientsWealth manager
    Schwab 54%Fidelity 46%
    $418M
  37. 8597
    Coquina Private Wealth AdvisorsPort Charlotte, FL · 1,519 clientsWealth managerWrap sponsor
    Raymond James 100%
    $418M
  38. 8598
    Eagle Wealth Management Group Inc.Valencia, CA · 480 clientsWealth managerHybrid
    Schwab 100%
    $418M
  39. 8599
    Cedar Wealth Management72 clientsWealth manager
    Schwab 79%
    $417M
  40. 8600
    Island Green Capital Management LLC10 clientsPrivate fund adviser
    No custodian reported
    $417M

RIAs by state