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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. 8801
    Waterford Advisors, LLCOrchard Park, NY · 351 clientsWealth manager
    Schwab 100%
    $399M
  2. 8802
    Stonecrest Advisors, Inc.Austin, TX · 477 clientsAsset managerHybridStonecrest Capital Markets, Inc., Winlo Management Group, LLC, clears through Pershing
    Pershing 100%
    $399M
  3. 8803
    Midwest Heritage Financial AdvisorsWest Des Moines, IA · 334 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $399M
  4. 8804
    Revitate Fund Advisor LLCNewport Beach, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $399M
  5. 8805
    Lester Financial Group, LLCChampaign, IL · 784 clientsWealth manager
    Fidelity 100%
    $399M
  6. 8806
    Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clientsWealth manager
    Fidelity Distributors Company 100%
    $398M
  7. 8807
    Tactical Infrastructure PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $398M
  8. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  9. 8809
    Diadema Partners LPMorristown, NJ · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $398M
  10. 8810
    Concord Investment CounselIrvine, CA · 207 clientsWealth manager
    Schwab 100%
    $398M
  11. 8811
    Prometheus Capital Management Corp.Yardley, PA · 270 clientsWealth manager
    Schwab 100%
    $398M
  12. 8812
    Raleigh Capital Management Inc.Cary, NC · 470 clientsWealth managerHybrid
    Fidelity 100%
    $398M
  13. 8813
    Oars CapitalDillsburg, PA · 158 clientsWealth manager
    No custodian reported
    $398M
  14. 8814
    Longshore Capital PartnersChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $398M
  15. 8815
    Perennial Advisors Group, LLCWestford, MA · 191 clientsWealth manager
    Schwab 100%
    $397M
  16. 8816
    Financial CoachWest Chester, PA · 253 clientsWealth manager
    Schwab 100%
    $397M
  17. 8817
    Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
    J.P. Morgan 47%State Street 33%
    $397M
  18. 8818
    Iams Wealth Management, LLCOmaha, NE · 1,633 clientsWealth managerHybridAmerican Elm Distribution Partners, LLC
    Schwab 100%
    $397M
  19. 8819
    Webb Financial GroupBloomington, MN · 673 clientsWealth manager
    Schwab 66%Fidelity Distributors Company 34%
    $397M
  20. 8820
    Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
    Schwab 58%Altruist 42%
    $397M
  21. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  22. 8822
    Beacon Financial Planning, IncHyannis, MA · 316 clientsWealth manager
    Schwab 100%
    $397M
  23. 8823
    Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
    Fidelity 100%
    $397M
  24. 8824
    Settanni Financial LLCArmonk, NY · 160 clientsWealth manager
    Schwab 100%
    $397M
  25. 8825
    Goodwin Investment AdvisoryWoodstock, GA · 402 clientsWealth manager
    Fidelity 100%
    $397M
  26. 8826
    Howard Wealth Management, LLC248 clientsWealth manager
    Schwab 100%
    $397M
  27. 8827
    Anabranch Capital Management, LPStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $397M
  28. 8828
    Miramontes Capital, LLCNewport Beach, CA · 744 clientsWealth managerWrap sponsorHybridBalanced Security Planning, Inc.
    Schwab 100%
    $397M
  29. 8829
    New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsWealth managerHybrid
    Schwab 100%
    $397M
  30. 8830
    Sara-Bay Financial Corp.Sarasota, FL · 324 clientsWealth manager
    Schwab 100%
    $397M
  31. 8831
    Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
    Schwab 89%
    $397M
  32. 8832
    Smedley Financial Services IncSalt Lake City, UT · 855 clientsWealth managerHybrid
    Fidelity 100%
    $397M
  33. 8833
    Matterhorn Capital Advisors, LLCWest Conshohocken, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $396M
  34. 8834
    Fortune Wealth Management, LLCDallas, TX · 201 clientsWealth manager
    No custodian reported
    $396M
  35. 8835
    Family Wealth Advisory Group, LLCCincinnati, OH · 219 clientsWealth manager
    Fidelity 100%
    $396M
  36. 8836
    Kirtland Financial Management, Inc.Coral Gables, FL · 201 clientsWealth managerHybrid
    Raymond James 100%
    $396M
  37. 8837
    The Visualize Group LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 55%Morgan Stanley 45%
    $396M
  38. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M
  39. 8839
    Diastole Wealth ManagementGuilford, CT · 275 clientsWealth manager
    Schwab 100%
    $396M
  40. 8840
    Lesjak Planning, LLCWestlake, OH · 376 clientsWealth manager
    Schwab 100%
    $396M

RIAs by state