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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. 9001
    Cascades Capital Asset Management, LLCGreensboro, NC · 358 clientsWealth manager
    Schwab 100%
    $383M
  2. 9002
    Vista Investment PartnersRichmond, IN · 494 clientsWealth managerHybrid
    Raymond James 93%
    $383M
  3. 9003
    Keating Investment Counselors IncDelray Beach, FL · 157 clientsWealth manager
    Schwab 0%Morgan Stanley 0%
    $383M
  4. 9004
    Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
    Fidelity 51%Schwab 41%
    $383M
  5. 9005
    One + One Wealth Management, LLCJupiter, FL · 251 clientsWealth manager
    Schwab 100%
    $383M
  6. 9006
    Dougherty & Associates Financial Advisors, Inc.Buffalo, MN · 1,069 clientsWealth managerHybrid
    Schwab 100%
    $383M
  7. 9007
    Canopy 360 Wealth, LLCOcala, FL · 341 clientsWealth managerWrap sponsor
    Raymond James 100%
    $383M
  8. 9008
    Accent Capital Management, LLCCenterville, OH · 92 clientsWealth manager
    Schwab 79%
    $383M
  9. 9009
    Claraphi Advisory Network, LLCAliso Viejo, CA · 1,504 clientsWealth manager
    No custodian reported
    $383M
  10. 9010
    Clearshares LLCMarco Island, FL · 3 clientsAsset manager
    No custodian reported
    $382M
  11. 9011
    Financial Planning Hawaii, Inc.Honolulu, HI · 241 clientsWealth manager
    Schwab 100%
    $382M
  12. 9012
    Proctor FinancialSherborn, MA · 211 clientsWealth manager
    Schwab 100%
    $382M
  13. 9013
    Carter Financial Group, Inc.Barrington, IL · 826 clientsWealth managerHybrid
    Schwab 100%
    $382M
  14. 9014
    Destiny Capital CorporationDenver, CO · 260 clientsWealth manager
    Fidelity 100%
    $382M
  15. 9015
    Pictet Asset Management (USA) CorpNew York, NY · 8 clientsPrivate fund adviserHybridBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 79%
    $382M
  16. 9016
    The Strategic Financial AllianceAtlanta, GA · 1,463 clientsBroker-dealer firmHybridTimbrel Capital, LLC
    Pershing 100%
    $382M
  17. 9017
    Sonoma Brands CapitalSonoma, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $382M
  18. 9018
    Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
    Fidelity 66%Matrix Trust 34%
    $382M
  19. 9019
    Kirtland Hills Capital Management, LLCBratenahl, OH · 263 clientsWealth manager
    Schwab 100%
    $382M
  20. 9020
    Snyder Wealth GroupMedford, NY · 606 clientsWealth managerHybrid
    Pershing 100%
    $382M
  21. 9021
    Blue Rock Financial GroupRehoboth Beach, DE · 314 clientsWealth manager
    SEI 100%
    $382M
  22. 9022
    WWM FinancialCarslbad, CA · 570 clientsWealth manager
    Schwab 100%
    $382M
  23. 9023
    Pecaut Wealth ManagementSioux City, IA · 231 clientsWealth manager
    Schwab 100%
    $382M
  24. 9024
    Harbour Investment Management L.L.C.Edmonds, WA · 183 clientsWealth manager
    Schwab 100%
    $382M
  25. 9025
    Unique Wealth StrategiesBurr Ridge, IL · 397 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $382M
  26. 9026
    Sculati Wealth Management, LLCBloomfield Hills, MI · 349 clientsWealth manager
    Schwab 100%
    $381M
  27. 9027
    Landing Point Financial GroupAvon, OH · 743 clientsWealth manager
    Fidelity 100%
    $381M
  28. 9028
    Rf&l Wealth Management, LLCActon, MA · 143 clientsWealth manager
    Fidelity 100%
    $381M
  29. 9029
    Rubey & Rust Capital Management, LLC145 clientsWealth manager
    Schwab 100%
    $381M
  30. 9030
    Myriad Asset Management Advisors LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $381M
  31. 9031
    Resolute Capital Asset Partners LLCDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $381M
  32. 9032
    Wealth Benefit Advisors, LLCHouston, TX · 187 clientsWealth managerHybrid
    Raymond James 100%
    $381M
  33. 9033
    Buttonwood Capital Management (BCM)Scottsdale, AZ · 355 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $381M
  34. 9034
    Philosmith Capital CorporationStamford, CT · 3 clientsBroker-dealer firmHybridPhilosmith Securities LLC
    State Street 82%
    $380M
  35. 9035
    Scala Capital LLCMiami, FL · 403 clientsWealth managerHybrid
    Schwab 75%Stonex Financial 25%
    $380M
  36. 9036
    Goepper Burkhardt LLCGreenville, SC · 245 clientsWealth manager
    No custodian reported
    $380M
  37. 9037
    Suncap ManagementNew Orleans, LA · 105 clientsAsset manager
    Schwab 100%
    $380M
  38. 9038
    Fortiter Wealth Management, LLCHouston, TX · 51 clientsWealth manager
    Fidelity 100%
    $380M
  39. 9039
    Burkholder Wealth ManagementTulsa, OK · 268 clientsWealth manager
    Schwab 89%
    $380M
  40. 9040
    Optima Capital LLCBeaverton, OR · 672 clientsWealth managerHybrid
    Schwab 100%
    $380M

RIAs by state