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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. 9041
    Exchange Place Advisors, LLCSudbury, MA · 248 clientsWealth manager
    Fidelity Distributors Company 100%
    $380M
  2. 9042
    Ironbridge Private Wealth, LLCAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $380M
  3. 9043
    Triton Pacific Healthcare Partners, LLCSan Juan Capistrano, CA · 5 clientsPrivate fund adviserAffiliated broker-dealerTriton Pacific Securities, LLC
    No custodian reported
    $380M
  4. 9044
    626 Financial, LLCPortage, MI · 451 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $380M
  5. 9045
    Darden Wealth GroupAnn Arbor, MI · 273 clientsWealth manager
    Fidelity 100%
    $380M
  6. 9046
    Bruce & Co IncChicago, IL · 3 clientsAsset manager
    No custodian reported
    $380M
  7. 9047
    Rainier Capital Partners LPSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $379M
  8. 9048
    CMG Wealth ManagementPlano, TX · 332 clientsWealth managerHybrid
    Schwab 100%
    $379M
  9. 9049
    Siena Capital Partners GP, LLCEvanston, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $379M
  10. 9050
    Keystone Financial ServicesLoveland, CO · 298 clientsWealth manager
    Fidelity 75%Schwab 25%
    $379M
  11. 9051
    All Terrain Financial AdvisorsCoon Rapids, MN · 190 clientsWealth manager
    Schwab 100%
    $379M
  12. 9052
    Rubenstein PartnersPhiladelphia, PA · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $379M
  13. 9053
    Outlander VC17 clientsPrivate fund adviser
    No custodian reported
    $379M
  14. 9054
    Camber Partners Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $379M
  15. 9055
    Sun Mountain Capital Advisors, LLCSanta Fe, NM · 9 clientsPrivate fund adviser
    No custodian reported
    $379M
  16. 9056
    MKT and Associates LLCTacoma, WA · 146 clientsWealth manager
    Schwab 100%
    $379M
  17. 9057
    Legacy Consulting GroupPlano, TX · 209 clientsWealth managerHybridPerryman Securities, Inc.
    Schwab 100%
    $379M
  18. 9058
    Agnello Financial Group, Inc.West Palm Beach, FL · 173 clientsWealth managerHybrid
    Pershing 100%
    $379M
  19. 9059
    Boca Wealth AdvisorsBoca Raton, FL · 157 clientsWealth manager
    Schwab 100%
    $379M
  20. 9060
    Prospect Partners Advisors LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $378M
  21. 9061
    Hidden Lake Asset Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $378M
  22. 9062
    Century Equity Partners LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $378M
  23. 9063
    Pritzker Alternative StrategiesChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $378M
  24. 9064
    Auour Investments LLCWoburn, MA · 375 clientsWealth manager
    Fidelity 53%Schwab 47%
    $378M
  25. 9065
    Freedom Financial Partners LLCOakdale, MN · 308 clientsWealth manager
    Schwab 100%
    $378M
  26. 9066
    Manulife Investment Management (north America) LimitedToronto, On, Canada · 2 clientsAsset managerAffiliated broker-dealer
    State Street 80%
    $378M
  27. 9067
    Financial Advisory Partners, LLCWinter Park, FL · 147 clientsWealth managerBank-affiliatedHybridLanark Financial, Inc.
    RBC 100%
    $378M
  28. 9068
    Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsWealth managerHybrid
    Schwab 80%
    $378M
  29. 9069
    Fairhaven Financial Advisory CorporationEast Lansing, MI · 805 clientsWealth managerHybrid
    Schwab 100%
    $378M
  30. 9070
    Breyta Capital PartnersBrooklyn, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $378M
  31. 9071
    PinvestCoral Gables, FL · 6 clientsAsset manager
    Wells Fargo 26%Julius BAR 25%
    $377M
  32. 9072
    Axis Wealth Partners, LLCEast Providence, RI · 781 clientsWealth managerHybrid
    Fidelity 74%Schwab 26%
    $377M
  33. 9073
    Family Legacy, Inc.Greenville, SC · 257 clientsWealth manager
    Schwab 60%Fidelity 40%
    $377M
  34. 9074
    Arrow Investment Advisors, LLCLaurel, MD · 2 clientsBroker-dealer firmHybridArcher Distributors, LLC
    No custodian reported
    $377M
  35. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  36. 9076
    JPS Financial, LLCWestlake, OH · 279 clientsWealth manager
    Schwab 100%
    $377M
  37. 9077
    Northstar Advisory Group, LLCNorthfield, NJ · 372 clientsWealth manager
    Schwab 100%
    $377M
  38. 9078
    Commonwealth Retirement Investments LLCRichmond, VA · 337 clientsWealth managerHybrid
    Schwab 100%
    $377M
  39. 9079
    Advisor Share Wealth Management, LLCVancouver, WA · 2,521 clientsWealth manager
    Schwab 100%
    $377M
  40. 9080
    Volterra Technologies LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $377M

RIAs by state