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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. 9201
    Strategy Financial GroupPhoenix, AZ · 1,051 clientsWealth manager
    Fidelity 100%
    $367M
  2. 9202
    Oder Investment Management, LLCWoodland Hills, CA · 201 clientsWealth manager
    Schwab 100%
    $367M
  3. 9203
    T. Anton Investment House, Inc.Madison, WI · 328 clientsWealth manager
    No custodian reported
    $367M
  4. 9204
    Saraza Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $366M
  5. 9205
    FIO Advisors LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $366M
  6. 9206
    Jacobs Asset Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $366M
  7. 9207
    Shira Ridge Wealth ManagementSan Rafael, CA · 281 clientsWealth manager
    Schwab 100%
    $366M
  8. 9208
    M. E. Allison & Co., Inc.San Antonio, TX · 499 clientsBroker-dealer firmHybrid
    Fidelity 0%
    $366M
  9. 9209
    Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
    PNC Wealth Management 50%Morgan Stanley 31%
    $366M
  10. 9210
    Sharper & Granite LLCEl Segundo, CA · 135 clientsWealth manager
    Schwab 100%
    $366M
  11. 9211
    Old Hickory Partners Management, LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $366M
  12. 9212
    Financial Life AdvisorsSan Antonio, TX · 209 clientsWealth manager
    Schwab 100%
    $366M
  13. 9213
    Camden Wealth Advisors LLCHouston, TX · 160 clientsWealth manager
    Fidelity 100%
    $366M
  14. 9214
    Homage Wealth Group LLCHouston, TX · 4 clientsWealth manager
    Schwab 100%
    $366M
  15. 9215
    Sage Advisors, LLCNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerCP Client Solutions LLC
    No custodian reported
    $366M
  16. 9216
    Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clientsWealth manager
    Schwab 100%
    $366M
  17. 9217
    Innovius Capital Management, LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $366M
  18. 9218
    Asilia Credit InvestmentsSalt Lake City, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $366M
  19. 9219
    North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
    Schwab 97%
    $366M
  20. 9220
    Chicago Wealth Management, Inc.Chicago, IL · 304 clientsWealth manager
    Schwab 100%
    $366M
  21. 9221
    Inflection Capital Management, LLCSan Francisco, CA · 17 clientsWealth manager
    Fidelity 60%Schwab 40%
    $366M
  22. 9222
    Asset Planning Services IncCovington, LA · 148 clientsWealth manager
    Schwab 100%
    $366M
  23. 9223
    Prairiewood Wealth ManagementFargo, ND · 244 clientsWealth manager
    Schwab 100%
    $365M
  24. 9224
    Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
    Schwab 67%Fidelity 33%
    $365M
  25. 9225
    India Capital LLCMinneapolis, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $365M
  26. 9226
    Beaumont Asset Management, LLCBeaumont, TX · 219 clientsWealth manager
    Fidelity 100%
    $365M
  27. 9227
    Regimen Wealth, LLCAtlanta, GA · 216 clientsWealth manager
    Fidelity 100%
    $365M
  28. 9228
    Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
    Northern Trust 51%BNY 31%
    $365M
  29. 9229
    My Personal CFO, LLCVancouver, WA · 85 clientsWealth manager
    Schwab 100%
    $365M
  30. 9230
    Kondo Wealth Advisors, IncPasadena, CA · 362 clientsBroker-dealer firmHybrid
    Schwab 100%
    $365M
  31. 9231
    EVR Research LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $365M
  32. 9232
    Kynance Cove Capital LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $365M
  33. 9233
    Reservoir Operations, L.P.New York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $365M
  34. 9234
    Lucerne Capital Management, LPGreenwich, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $365M
  35. 9235
    FPC Investment Advisory, Inc.Petaluma, CA · 162 clientsWealth manager
    Schwab 100%
    $365M
  36. 9236
    Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
    Schwab 100%
    $365M
  37. 9237
    TL Private WealthSouthlake, TX · 269 clientsWealth manager
    Fidelity 100%
    $364M
  38. 9238
    Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $364M
  39. 9239
    Sebold Capital Management, IncLisle, IL · 204 clientsWealth manager
    Schwab 100%
    $364M
  40. 9240
    Synergy FG126 clientsWealth manager
    Schwab 100%
    $364M

RIAs by state