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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. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  2. 8762
    Palo Duro Investment Partners, LPChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $403M
  3. 8763
    Capital Trust AdvisorsSan Rafael, CA · 231 clientsWealth manager
    Schwab 100%
    $403M
  4. 8764
    Rational Investment Management, LLC93 clientsWealth manager
    Schwab 100%
    $403M
  5. 8765
    Erben Associates, LLCAustin, TX · 128 clientsAsset managerHybrid
    Schwab 100%
    $402M
  6. 8766
    Henry James International Management, Inc.New York, NY · 59 clientsAsset manager
    State Street 100%
    $402M
  7. 8767
    Sturgeon Ventures LLPLondon, United Kingdom · 43 clientsPrivate fund adviser
    No custodian reported
    $402M
  8. 8768
    BCI Securities, Inc.Miami, FL · 448 clientsBroker-dealer firmHybridBCI Corredor De Bolsa S.A.
    Pershing 100%
    $402M
  9. 8769
    Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsWealth managerHybrid
    Schwab 100%
    $402M
  10. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  11. 8771
    Balch Hill Capital1 clientsPrivate fund adviser
    No custodian reported
    $402M
  12. 8772
    O'neil Global Advisors, Inc.Los Angeles, CA · 11 clientsAsset managerHybridO'neil Securities Incorporated
    Interactive Brokers 82%
    $402M
  13. 8773
    Ratan Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $402M
  14. 8774
    AS Avaron Asset ManagementTallinn, Estonia · 4 clientsAsset manager
    Swedbank AS 55%Caceis 33%
    $402M
  15. 8775
    Generation Partners Management, LLC6 clientsPrivate fund adviser
    No custodian reported
    $402M
  16. 8776
    Practicecfo InvestmentsSan Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  17. 8777
    Leeward Financial Partners, LLC241 clientsWealth manager
    Schwab 100%
    $401M
  18. 8778
    H. L. Ormond & Company, LLCGreenville, NC · 282 clientsWealth manager
    Raymond James 100%
    $401M
  19. 8779
    TAR River Wealth Planning, LLCLouisburg, NC · 483 clientsWealth managerWrap sponsor
    Raymond James 100%
    $401M
  20. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  21. 8781
    ROG IX, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $401M
  22. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  23. 8783
    The Capital Chart Room, LTDFort Worth, TX · 65 clientsAsset manager
    Fidelity 82%
    $401M
  24. 8784
    Palm Peak Capital, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $401M
  25. 8785
    Valuequest Advisers, LLCNew York, NY · 1 clientsPrivate fund adviserHybridPzena Financial Services, LLC
    No custodian reported
    $401M
  26. 8786
    Helm Capital ManagementSeattle, WA · 52 clientsWealth manager
    Schwab 100%
    $401M
  27. 8787
    Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clientsWealth manager
    Fidelity 100%
    $401M
  28. 8788
    Soundcore Capital Partners, LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $400M
  29. 8789
    Burns Matteson Capital Management, LLCCorning, NY · 199 clientsWealth manager
    Schwab 100%
    $400M
  30. 8790
    Ticino WealthMission Viejo, CA · 296 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $400M
  31. 8791
    Keyes, Stange & Wooten Wealth Management, LLCDaytona Beach, FL · 407 clientsWealth managerHybrid
    Raymond James 100%
    $400M
  32. 8792
    Numerixs Investment Technologies IncChandler, AZ · 2 clientsPrivate fund adviser
    No custodian reported
    $400M
  33. 8793
    MCP Advisers, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $400M
  34. 8794
    Golden Spark InsightsFairfax, VA · 2 clientsAsset manager
    No custodian reported
    $400M
  35. 8795
    Sjbenen Advisory, LLC149 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $400M
  36. 8796
    Secure Financial ManagementSan Antonio, TX · 584 clientsWealth manager
    Schwab 100%
    $400M
  37. 8797
    Silver Birch Financial LLC247 clientsWealth manager
    Schwab 100%
    $399M
  38. 8798
    Threadgill Financial, LLCThe Woodlands, TX · 381 clientsWealth manager
    Schwab 100%
    $399M
  39. 8799
    Pioneer Wealth Management GroupAustin, TX · 499 clientsWealth manager
    Schwab 100%
    $399M
  40. 8800
    Trinity Wealth Management, LLCBerwyn, PA · 240 clientsWealth manager
    Schwab 100%
    $399M

RIAs by state