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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

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  1. 10001
    Omega Wealth Management LLCArlington, VA · 152 clientsWealth manager
    SEI 100%
    $310M
  2. 10002
    Windward Private Wealth Management Inc.Overland Park, KS · 235 clientsWealth manager
    Schwab 100%
    $310M
  3. 10003
    Storr GroupWest Palm Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $310M
  4. 10004
    Savant Partners, LLCSan Mateo, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $310M
  5. 10005
    Trunorth Financial Services, Inc.Chambersburg, PA · 445 clientsWealth manager
    Fidelity Distributors Company 82%
    $309M
  6. 10006
    Beacon Financial Strategies Corp.Raleigh, NC · 141 clientsWealth manager
    Schwab 100%
    $309M
  7. 10007
    Founders Equity PartnersJackson, WY · 6 clientsPrivate fund adviser
    No custodian reported
    $309M
  8. 10008
    Prospect Capital Advisors, LLCSausalito, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $309M
  9. 10009
    AIM CapitalScottsdale, AZ · 246 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $309M
  10. 10010
    Broad Reach Retail Partners LLCMillersville, MD · 29 clientsPrivate fund adviser
    No custodian reported
    $309M
  11. 10011
    Milestone Asset Management Group, LLCAvon, CT · 214 clientsWealth manager
    Fidelity 100%
    $309M
  12. 10012
    Meriwether Wealth & Planning, LLCMinden, LA · 607 clientsWealth manager
    SEI 100%
    $309M
  13. 10013
    Samjo Management, LLCNew York, NY · 187 clientsAsset manager
    No custodian reported
    $309M
  14. 10014
    Synergy Financial Partners, LLCDenver, CO · 526 clientsWealth managerHybrid
    Fidelity 100%
    $309M
  15. 10015
    New Perspectives, Inc.Ridgeland, MS · 423 clientsWealth manager
    Schwab 100%
    $309M
  16. 10016
    Chronometer Partners LPPittsburgh, PA · 1 clientsAsset manager
    Morgan Stanley 100%
    $308M
  17. 10017
    Finivi Inc.Westborough, MA · 683 clientsWealth manager
    Schwab 100%
    $308M
  18. 10018
    Beacon Wealthcare LLCRaleigh, NC · 908 clientsWealth manager
    No custodian reported
    $308M
  19. 10019
    Merit Financial Partners LLCMaspeth, NY · 197 clientsWealth manager
    Schwab 100%
    $308M
  20. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M
  21. 10021
    Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
    Fidelity 86%
    $308M
  22. 10022
    Broadway Wealth SolutionsSan Antonio, TX · 906 clientsWealth managerBank-affiliated
    Schwab 100%
    $308M
  23. 10023
    Kotys Wealth ProfessionalsValparaiso, IN · 321 clientsWealth manager
    Schwab 100%
    $308M
  24. 10024
    S Squared Technology, LLC1 clientsPrivate fund adviser
    No custodian reported
    $308M
  25. 10025
    Battle Investment Group, LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $308M
  26. 10026
    Allsquare Wealth Management, LLCAlbany, NY · 436 clientsWealth managerHybrid
    Pershing 100%
    $308M
  27. 10027
    YIM Investment Management, LLCHonolulu, HI · 523 clientsWealth managerHybrid
    No custodian reported
    $308M
  28. 10028
    Marathon Financial GroupBoston, MA · 118 clientsWealth manager
    Fidelity 100%
    $308M
  29. 10029
    Generations Wealth, LLCCincinnati, OH · 79 clientsWealth manager
    Schwab 89%
    $308M
  30. 10030
    Gentry Private WealthWichita, KS · 257 clientsWealth managerWrap sponsor
    Schwab 86%
    $308M
  31. 10031
    Grove Mountain Partners, LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $308M
  32. 10032
    Compass Wealth Management, LLCAtlanta, GA · 171 clientsWealth manager
    Schwab 100%
    $308M
  33. 10033
    Holland Advisory Services, Inc.Ormond Beach, FL · 527 clientsWealth manager
    Fidelity 100%
    $308M
  34. 10034
    Doma Perpetual Capital Management LLCMiami, FL · 3 clientsPrivate fund adviser
    BNY 100%
    $308M
  35. 10035
    Prepared Retirement Institute LLCMontgomeryville, PA · 259 clientsWealth manager
    Schwab 100%
    $308M
  36. 10036
    Dunbar Associates, LLCMonroe, CT · 308 clientsAsset managerHybrid
    Schwab 78%Empower 22%
    $307M
  37. 10037
    Commons Capital, LLCNeedham, MA · 226 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $307M
  38. 10038
    Eastbay Capital4 clientsPrivate fund adviser
    No custodian reported
    $307M
  39. 10039
    Copley Investment Management, LLC553 clientsWealth manager
    Schwab 100%
    $307M
  40. 10040
    Symphony Technology Group, LLCMenlo Park, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $307M

RIAs by state