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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. 8961
    Camac Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $387M
  2. 8962
    1836 Asset Management, LLCGarland, TX · 48 clientsWealth manager
    Fidelity 100%
    $387M
  3. 8963
    Canter WealthLa Jolla, CA · 280 clientsWealth manager
    Schwab 100%
    $386M
  4. 8964
    Skyline Advisors, Inc.Bellingham, WA · 369 clientsWealth managerWrap sponsor
    Schwab 100%
    $386M
  5. 8965
    Ostrofe Financial Consultants IncGrass Valley, CA · 568 clientsWealth managerHybrid
    Pershing 100%
    $386M
  6. 8966
    DS Investment AdvisorsGrand Rapids, MI · 174 clientsAsset manager
    Fidelity 100%
    $386M
  7. 8967
    HD Money, Inc.Sarasota, FL · 484 clientsWealth manager
    Schwab 100%
    $386M
  8. 8968
    Evexia Wealth, LLCStevens Point, WI · 421 clientsWealth manager
    Schwab 100%
    $386M
  9. 8969
    Cannon Capital Management, Inc.Salt Lake City, UT · 243 clientsWealth manager
    Schwab 67%Empower 33%
    $386M
  10. 8970
    Fiscal Wisdom Wealth Management LLCCanton, CT · 2,828 clientsWealth managerHybrid
    Pershing 89%
    $386M
  11. 8971
    Tappalpha4 clientsAsset manager
    No custodian reported
    $386M
  12. 8972
    Upstart Wealth Management, LLC91 clientsWealth manager
    Schwab 100%
    $386M
  13. 8973
    Alternative Investment Advisors, LLCMaitland, FL · 1,424 clientsWealth managerHybridAPW Capital, Inc.
    Schwab 100%
    $386M
  14. 8974
    Lowery Thomas, LLC184 clientsWealth manager
    Schwab 100%
    $386M
  15. 8975
    Brightlight CapitalWestport, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $386M
  16. 8976
    Wills Financial Group, LLCRichmond, VA · 254 clientsWealth manager
    Schwab 100%
    $386M
  17. 8977
    Alden Investment GroupWayne, PA · 1,460 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 99%
    $386M
  18. 8978
    Squadron Capital Management LLCOak Brook, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $386M
  19. 8979
    Ranch Capital Advisors Inc.Sarasota, FL · 425 clientsWealth manager
    Fidelity 100%
    $386M
  20. 8980
    Elevate Wealth Advisory, Inc.Athens, GA · 635 clientsWealth manager
    Schwab 100%
    $386M
  21. 8981
    Realta Investment Advisors, IncWilmington, DE · 1,231 clientsWealth managerWrap sponsorHybridRealta Equities, Inc., clears through Pershing
    Pershing 100%
    $385M
  22. 8982
    Wealth Management Resources, Inc.Smithfield, RI · 622 clientsWealth managerHybrid
    Schwab 100%
    $385M
  23. 8983
    Wittenberg Investment Management Inc49 clientsWealth manager
    Schwab 100%
    $385M
  24. 8984
    Cairn Wealth ManagementVancouver, WA · 315 clientsWealth manager
    Schwab 100%
    $385M
  25. 8985
    PSI Capital ManagementLancaster, PA · 514 clientsWealth managerWrap sponsor
    Schwab 100%
    $385M
  26. 8986
    Pacific Asset Management, LLCGig Harbor, WA · 377 clientsWealth manager
    Schwab 100%
    $385M
  27. 8987
    Agvictus Capital Management LLCAlpharetta, GAAsset manager
    No custodian reported
    $385M
  28. 8988
    Lasalle Debt Investors, LLCDenver, CO · 3 clientsPrivate fund adviserAffiliated broker-dealerJones Lang Lasalle Securities, LLC, Lasalle Investment Management Distributors, LLC
    No custodian reported
    $385M
  29. 8989
    Promus AdvisorsDallas, TX · 50 clientsWealth manager
    Pershing 100%
    $385M
  30. 8990
    Rallyday Partners, LLCDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $384M
  31. 8991
    Weathervane Asset Management LLCFort Lauderdale, FL · 70 clientsPrivate fund adviserHybridPHX Financial, Inc., clears through Axos Clearing
    Schwab 100%
    $384M
  32. 8992
    Chalkstream Capital Group, L.P.2 clientsPrivate fund adviser
    No custodian reported
    $384M
  33. 8993
    Atlantic Investment Management, IncNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $384M
  34. 8994
    Ketron Financial LLCNovato, CA · 262 clientsWealth managerHybrid
    Schwab 100%
    $384M
  35. 8995
    Longview Financial Advisors, LLC125 clientsWealth manager
    Schwab 85%
    $384M
  36. 8996
    Architect EquityEl Segundo, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $384M
  37. 8997
    Paragon Financial ServicesRichmond, VA · 738 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $384M
  38. 8998
    Spartan Planning GroupGreensboro, NC · 213 clientsWealth manager
    Schwab 100%
    $384M
  39. 8999
    Arcadia Wealth ManagementSmithtown, NY · 275 clientsWealth manager
    Schwab 100%
    $384M
  40. 9000
    ATS Wealth ManagementSan Diego, CA · 471 clientsWealth managerHybrid
    Schwab 100%
    $384M

RIAs by state