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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. 8601
    Castleview Partners, LLCDallas, TX · 594 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $417M
  2. 8602
    Seven Mile Advisory LLCTallahassee, FL · 36 clientsWealth manager
    Schwab 100%
    $417M
  3. 8603
    Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $417M
  4. 8604
    Lakemore Partners Management US LLCDifc, United Arab Emirates · 3 clientsPrivate fund adviser
    No custodian reported
    $417M
  5. 8605
    Strategic Asset Management Group AdvisorsPompano Beach, FL · 126 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $416M
  6. 8606
    Two Prime Inc.30 clientsAsset manager
    Fidelity 98%
    $416M
  7. 8607
    Market Investment Group, LLCWichita, KS · 1,814 clientsWealth manager
    Schwab 68%Lincoln Financial Investment Services 32%
    $416M
  8. 8608
    Cultivation Capital, LLCSt. Louis, MO · 17 clientsPrivate fund adviser
    No custodian reported
    $416M
  9. 8609
    Highview Capital Management, LLCBuffalo Grove, IL · 97 clientsWealth manager
    Pershing 100%
    $416M
  10. 8610
    Bard Associates IncChicago, IL · 181 clientsWealth manager
    Fidelity 58%Schwab 42%
    $416M
  11. 8611
    Jeffrey N. Mehler, CFP LLCEssex, CT · 177 clientsWealth manager
    Fidelity 100%
    $416M
  12. 8612
    JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clientsWealth manager
    Schwab 100%
    $416M
  13. 8613
    SGL Financial, LLCBuffalo Grove, IL · 884 clientsWealth manager
    No custodian reported
    $416M
  14. 8614
    Allard Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    Lombard Odier 84%
    $416M
  15. 8615
    McCollum Christoferson Group, LLCAmherst, NY · 350 clientsWealth manager
    Schwab 100%
    $416M
  16. 8616
    Slotnik Capital, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $416M
  17. 8617
    Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
    Interactive Brokers 87%
    $416M
  18. 8618
    Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
    Schwab 70%
    $415M
  19. 8619
    Broadcrest Asset Management, LLCWinter Park, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $415M
  20. 8620
    Goodman Advisory Group, LLCNeedham, MA · 380 clientsWealth managerHybrid
    LPL Financial 100%
    $415M
  21. 8621
    First Wilshire Securities Management, Inc.Pasadena, CA · 286 clientsWealth manager
    Schwab 100%
    $415M
  22. 8622
    Ferguson Shapiro LLCDecatur, GA · 332 clientsWealth managerHybrid
    Schwab 100%
    $415M
  23. 8623
    Landseer Advisors LLCPrinceton, NJ · 18 clientsAsset manager
    No custodian reported
    $415M
  24. 8624
    Whetstone Capital AdvisorsMission Woods, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $415M
  25. 8625
    Flywheel Private Wealth LLCLos Altos, CA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $415M
  26. 8626
    Center Capital Partners LLCBeverly Hills, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $415M
  27. 8627
    Ellington Credit Company Management LLCOld Greenwich, CT · 1 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $415M
  28. 8628
    Lock 8 PartnersNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $415M
  29. 8629
    Momentum AdvisorsNew York, NY · 370 clientsWealth manager
    Schwab 100%
    $415M
  30. 8630
    Western Financial CorporationSan Diego, CA · 180 clientsWealth manager
    Schwab 100%
    $414M
  31. 8631
    Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWealth managerWrap sponsorHybrid
    Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
    $414M
  32. 8632
    Garner Asset Management Corporation112 clientsWealth manager
    Schwab 100%
    $414M
  33. 8633
    Mokosak Advisory Group, LLCUrbandale, IA · 490 clientsWealth manager
    Schwab 100%
    $414M
  34. 8634
    Gold Coast Wealth Management, LLCJericho, NY · 157 clientsWealth managerHybrid
    Schwab 63%Merrill / Bank of America 32%
    $414M
  35. 8635
    Oak Asset Management, LLCWestlake Village, CA · 251 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $414M
  36. 8636
    Autilus Partners LLCSanta Monica, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $414M
  37. 8637
    Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
    Fidelity 76%Schwab 24%
    $414M
  38. 8638
    Clearwell GroupTampa, FL · 60 clientsWealth manager
    Fidelity 84%
    $414M
  39. 8639
    TED Buchan & CompanySan Diego, CA · 383 clientsWealth manager
    Pershing 100%
    $413M
  40. 8640
    Caird InvestmentsDallas, TX · 1 clientsAsset manager
    Federal Home Loan Bank 100%
    $413M

RIAs by state