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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. 9081
    Olde Wealth Management, LLC315 clientsWealth manager
    Schwab 100%
    $377M
  2. 9082
    Genoa Wealth, LLC18 clientsWealth manager
    Schwab 100%
    $377M
  3. 9083
    Strategic Planning, Inc.Columbus, OH · 817 clientsWealth managerWrap sponsor
    Schwab 100%
    $377M
  4. 9084
    Intelligent CapitalworksScottsdale, AZ · 99 clientsWealth manager
    Fidelity 100%
    $377M
  5. 9085
    Kleinfelder Capital, Inc.Cincinnati, OH · 498 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $377M
  6. 9086
    Palm Drive Capital LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $376M
  7. 9087
    Daiwa Capital Management Silicon Valley Inc.Palo Alto, CA · 2 clientsPrivate fund adviserAffiliated broker-dealerDaiwa Securities Co. LTD.
    No custodian reported
    $376M
  8. 9088
    Christy Capital Management, Inc.Macon, GA · 766 clientsWealth manager
    Fidelity 100%
    $376M
  9. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  10. 9090
    Stonecrest Wealth Management, IncChandler, AZ · 385 clientsWealth managerHybrid
    Raymond James 100%
    $376M
  11. 9091
    Findell Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $376M
  12. 9092
    Prosperity Advisers, LLCHorsham, PA · 289 clientsWealth manager
    Schwab 100%
    $376M
  13. 9093
    Dover Advisors, LLC128 clientsWealth manager
    Schwab 100%
    $376M
  14. 9094
    Marin Bay Wealth Advisors, LLCSan Anselmo, CA · 133 clientsWealth managerWrap sponsor
    Schwab 100%
    $376M
  15. 9095
    Melkonian Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $375M
  16. 9096
    Abbey StreetEden Prairie, MN · 139 clientsWealth manager
    Fidelity 100%
    $375M
  17. 9097
    Retirement Planning Group, LLCMalta, NY · 1,043 clientsWealth managerHybrid
    Fidelity 100%
    $375M
  18. 9098
    Hilton Head Financial Advisors, Inc.Hilton Head, SC · 173 clientsWealth manager
    Schwab 100%
    $375M
  19. 9099
    Cultivar Capital, Inc.Denton, TX · 372 clientsWealth manager
    Schwab 100%
    $375M
  20. 9100
    Bear Mountain Capital Inc.Seattle, WA · 234 clientsWealth manager
    Fidelity 100%
    $375M
  21. 9101
    Viking Partners AdvisorsCincinnati, OH · 9 clientsPrivate fund adviser
    No custodian reported
    $375M
  22. 9102
    St. Johns Investment Management Company, LLCJacksonville, FL · 239 clientsWealth manager
    Schwab 100%
    $375M
  23. 9103
    Cibest Capital Advisory Services LLCMiami, FL · 462 clientsAsset managerHybridCibest Capital Panama S.A., Cibest Capital Securities, LLC, clears through Pershing
    Pershing 86%
    $375M
  24. 9104
    Aventura Private Wealth, LLCAventura, FL · 189 clientsWealth manager
    Goldman Sachs 100%
    $375M
  25. 9105
    Strategent Financial, LLCHarrisonburg, VA · 140 clientsWealth manager
    Schwab 100%
    $375M
  26. 9106
    Harrington Investments, Inc.Napa, CA · 115 clientsWealth manager
    Schwab 100%
    $375M
  27. 9107
    Hale Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $375M
  28. 9108
    Carl Marks Management Company, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerCarl Marks Securities LLC
    No custodian reported
    $374M
  29. 9109
    Bouvel Investment Partners, LLCPhoenixville, PA · 206 clientsWealth manager
    Pershing 100%
    $374M
  30. 9110
    KM Capital Management, LTD.Austin, TX · 42 clientsWealth manager
    Schwab 100%
    $374M
  31. 9111
    The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
    Wells Fargo 87%
    $374M
  32. 9112
    Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
    SEI 69%Schwab 31%
    $374M
  33. 9113
    Westward Partners LLCSeattle, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $374M
  34. 9114
    Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
    Schwab 67%
    $374M
  35. 9115
    Demars Financial Group LLCSpokane Valley, WA · 502 clientsWealth managerHybrid
    Fidelity 100%
    $374M
  36. 9116
    B.A. Roberts Financial Services, Inc.Marquette, MI · 1,344 clientsWealth manager
    Fidelity 100%
    $374M
  37. 9117
    Dorval & Chorne Financial AdvisorsMaple Grove, MN · 663 clientsWealth manager
    Schwab 100%
    $374M
  38. 9118
    Tony Walker FinancialBowling Green, KY · 1,828 clientsWealth manager
    Schwab 100%
    $374M
  39. 9119
    Oak Wealth Advisors LLCNorthbrook, IL · 186 clientsWealth manager
    Schwab 100%
    $374M
  40. 9120
    Capital Investment AdvisorsWashington D.C., DC · 437 clientsWealth managerHybrid
    Assetmark Brokerage 66%Pershing 34%
    $374M

RIAs by state