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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. 8881
    Private Family Wealth AdvisorsAtlanta, GA · 138 clientsWealth manager
    Schwab 100%
    $393M
  2. 8882
    Causey Wealth LLCGreenwood Village, CO · 185 clientsWealth manager
    Schwab 100%
    $393M
  3. 8883
    Key Capital Management, Inc.Hendersonville, TN · 2,018 clientsWealth manager
    Schwab 100%
    $393M
  4. 8884
    Bentley Financial GroupDowners Grove, IL · 470 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $393M
  5. 8885
    Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
    Schwab 81%
    $393M
  6. 8886
    Atlatl AdvisersMadison, WI · 274 clientsWealth manager
    Schwab 100%
    $393M
  7. 8887
    Panoramic Capital Partners LLCLake Oswego, OR · 159 clientsWealth manager
    Schwab 100%
    $393M
  8. 8888
    Apex Investments Management US, LLCCoconut Grove, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $392M
  9. 8889
    Apex Investments Management, S.A.Guatemala City, Guatemala · 1 clientsPrivate fund adviser
    No custodian reported
    $392M
  10. 8890
    Family Wealth Partners, LLCMatthews, NC · 266 clientsWealth manager
    Schwab 100%
    $392M
  11. 8891
    Schorn WealthEnglewood, FL · 721 clientsWealth manager
    Schwab 100%
    $392M
  12. 8892
    Darrow Wealth ManagementNeedham, MA · 122 clientsWealth manager
    Schwab 100%
    $392M
  13. 8893
    Eastover Capital ManagementCharlotte, NC · 250 clientsWealth manager
    Schwab 86%
    $392M
  14. 8894
    S&a Financial Services, Inc.Overland Park, KS · 1,183 clientsWealth manager
    Schwab 100%
    $392M
  15. 8895
    Carmel Capital Management L.L.C.Carmel, CA · 102 clientsWealth manager
    Schwab 100%
    $392M
  16. 8896
    Highpeak Energy Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  17. 8897
    Paul Manners & Associates, Inc.Marietta, GA · 245 clientsWealth manager
    No custodian reported
    $392M
  18. 8898
    Fifth Partners Management, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $392M
  19. 8899
    3b1 Partners, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  20. 8900
    Siebert Advisornxt, LLC.New York, NY · 973 clientsWealth managerPublic-company ownedHybridMuriel Siebert & Co., LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $392M
  21. 8901
    Moon Capital Management, LLCKnoxville, TN · 162 clientsWealth manager
    Schwab 100%
    $392M
  22. 8902
    Wealth Quarterback LLCToms River, NJ · 1,117 clientsWealth managerHybrid
    Fidelity 100%
    $391M
  23. 8903
    Mullaney Keating & Wright IncMiddletown, CT · 198 clientsWealth manager
    Schwab 100%
    $391M
  24. 8904
    Oxinas Partners Wealth ManagementJeffersonville, IN · 754 clientsWealth managerHybrid
    Schwab 100%
    $391M
  25. 8905
    Equita Financial Network, Inc.Fort Washington, PA · 434 clientsWealth manager
    Schwab 100%
    $391M
  26. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  27. 8907
    Paskin & Berler Capital Advisors, LLC66 clientsWealth manager
    Schwab 100%
    $391M
  28. 8908
    1776 Wealth LLCSandy Springs, GA · 100 clientsWealth managerAffiliated broker-dealerKindling MBD LLC
    Raymond James 100%
    $391M
  29. 8909
    Evans Investment Advisors, L.L.C.Baton Rouge, LA · 508 clientsWealth managerHybrid
    Schwab 100%
    $391M
  30. 8910
    Hillcrest Wealth Advisors - NY, LLCHolmdel, NJ · 65 clientsWealth manager
    Schwab 100%
    $391M
  31. 8911
    Platt Wealth ManagementSan Diego, CA · 205 clientsWealth manager
    Schwab 100%
    $391M
  32. 8912
    Shrier Wealth Management, LLCLos Angeles, CA · 158 clientsWealth manager
    Schwab 100%
    $391M
  33. 8913
    Harold Davidson & Associates, IncLos Angeles, CA · 249 clientsWealth manager
    Schwab 100%
    $391M
  34. 8914
    Barramundi Advisors LLCBoca Raton, FL · 46 clientsPrivate fund adviserHybrid
    No custodian reported
    $390M
  35. 8915
    Intrepid Financial Planning Group, LLCCarmel, IN · 1,457 clientsWealth manager
    Schwab 100%
    $390M
  36. 8916
    Clearlight Partners Management, LLCNewport Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $390M
  37. 8917
    16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
    Fidelity 46%Schwab 27%Raymond James 27%
    $390M
  38. 8918
    Ascend Interplay, LLCNew York, NY · 19 clientsWealth manager
    Fidelity 100%
    $390M
  39. 8919
    Prudent MAN Investment ManagementLousiville, CO · 246 clientsWealth manager
    Schwab 100%
    $390M
  40. 8920
    Bluestone Capital Management, LLCWayne, PA · 7 clientsAsset managerHybridMCG Securities LLC
    Schwab 100%
    $390M

RIAs by state