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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. 10081
    Old Slip Registered Investment Advisors, LLCNew York, NY · 30 clientsAsset managerHybridOld Slip Capital Management, Inc.
    Schwab 100%
    $305M
  2. 10082
    Integrity Wealth LLCEugene, OR · 245 clientsWealth manager
    Fidelity 100%
    $305M
  3. 10083
    Temerity Strategic PartnersChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $305M
  4. 10084
    YON Drake & Associates IncColumbia, SCAsset manager
    No custodian reported
    $305M
  5. 10085
    EMC Capital Advisors, LLCBannockburn, IL · 1 clientsAsset managerAffiliated broker-dealerDearborn Capital Management, LLC
    No custodian reported
    $305M
  6. 10086
    Broadview Wealth PartnersBoulder, CO · 310 clientsWealth manager
    Raymond James 100%
    $305M
  7. 10087
    Black Cypress Capital68 clientsWealth manager
    Fidelity 100%
    $305M
  8. 10088
    Future Finances IncColumbus, OH · 288 clientsWealth managerHybrid
    No custodian reported
    $305M
  9. 10089
    Logica Capital Advisers, LLCLos Angeles, CA · 5 clientsAsset manager
    UBS 100%
    $305M
  10. 10090
    Sims Investment Management LLCCincinnati, OH · 522 clientsWealth manager
    Schwab 100%
    $305M
  11. 10091
    Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsWealth managerHybrid
    LPL Financial 100%
    $305M
  12. 10092
    West InvestBellingham, WA · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $304M
  13. 10093
    Nautilus Advisors LLCLa Jolla, CA · 188 clientsWealth manager
    Schwab 100%
    $304M
  14. 10094
    MD Financial Advisors / Vestment FinancialChanhassen, MN · 478 clientsWealth manager
    Schwab 100%
    $304M
  15. 10095
    Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
    RBC 55%Schwab 42%
    $304M
  16. 10096
    Codex Capital Asset Management, L.L.C.18 clientsWealth manager
    Goldman Sachs 100%
    $304M
  17. 10097
    Professional Financial Management, Inc.Bozeman, MT · 163 clientsWealth manager
    Schwab 100%
    $304M
  18. 10098
    Thryve Wealth ManagementSanta Barbara, CA · 84 clientsWealth manager
    Schwab 100%
    $304M
  19. 10099
    Coltrane Asset Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $304M
  20. 10100
    Provider Financial, Inc.Indianapolis, IN · 505 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $304M
  21. 10101
    Signature Resources Capital Management, LLCNewport Beach, CA · 378 clientsWealth manager
    Schwab 100%
    $304M
  22. 10102
    Thrive Retirement SpecialistsRoyal Oak, MI · 70 clientsWealth manager
    Schwab 100%
    $304M
  23. 10103
    GBC Investment Group23 clientsAsset manager
    Truist Bank 68%
    $304M
  24. 10104
    Key Group Management, Inc.Fountain Hills, AZ · 337 clientsWealth managerHybrid
    Schwab 100%
    $304M
  25. 10105
    Brightwater Advisory, LLCTampa, FL · 285 clientsWealth manager
    Schwab 100%
    $304M
  26. 10106
    Guilbault CapitalMetairie, LA · 138 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $304M
  27. 10107
    Ceera Investments, LLC187 clientsWealth manager
    Schwab 100%
    $304M
  28. 10108
    Siddhi Capital, LLCMeridian, ID · 11 clientsPrivate fund adviser
    No custodian reported
    $304M
  29. 10109
    Asia Pacific Financial Management Group, Inc.Hagatna, Guam · 1,490 clientsWealth manager
    RBC 100%
    $304M
  30. 10110
    Penney FinancialHouston, TX · 110 clientsWealth manager
    Schwab 100%
    $304M
  31. 10111
    American Trust Investment Advisors, LLCLebanon, NH · 116 clientsAsset manager
    Schwab 100%
    $303M
  32. 10112
    Campbell Capital Management IncMiami, FL · 265 clientsWealth manager
    Fidelity 100%
    $303M
  33. 10113
    Integrated Financial Solutions, Inc.Reston, VA · 237 clientsWealth managerHybrid
    Pershing 100%
    $303M
  34. 10114
    Beckerman WealthOcean Grove, NJ · 217 clientsWealth manager
    Fidelity Distributors Company 100%
    $303M
  35. 10115
    Mission Value Partners, LLCNashville, TN · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $303M
  36. 10116
    The Operators Fund Investment Management, L.P.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $303M
  37. 10117
    Clientfirst Wealth Management, LLCLittle Rock, AR · 54 clientsWealth manager
    Raymond James 100%
    $303M
  38. 10118
    Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
    Fidelity 85%
    $303M
  39. 10119
    Breakwater Investment ManagementSeattle, WA · 152 clientsWealth manager
    Schwab 100%
    $303M
  40. 10120
    Alethea Capital Management, LLC45 clientsWealth manager
    Schwab 100%
    $303M

RIAs by state