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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. 10201
    Sarissa Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $298M
  2. 10202
    Trend Trade Pro, LLCPasadena, CA · 161 clientsAsset manager
    No custodian reported
    $298M
  3. 10203
    Kailasa Capital Management LLCPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $298M
  4. 10204
    Unison Asset Management LLCAventura, FL · 28 clientsPrivate fund adviser
    J.P. Morgan 62%
    $298M
  5. 10205
    Interwealth Management, LLCScottsdale, AZ · 278 clientsWealth manager
    Fidelity 100%
    $298M
  6. 10206
    Marshall Investment Management, LLCGreenwood Village, CO · 587 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $298M
  7. 10207
    Innovative Asset Advisors GroupShelton, CT · 373 clientsWealth manager
    Schwab 68%SEI 32%
    $298M
  8. 10208
    Wrenne Financial Planning LLC428 clientsWealth manager
    Schwab 100%
    $298M
  9. 10209
    ITS Asset Management, L.P.North Haven, CT · 598 clientsWealth managerHybrid
    Axos 57%Fidelity 43%
    $298M
  10. 10210
    Avos Capital Management, LLCDarien, CT · 51 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $298M
  11. 10211
    Stern Capital Management, Inc.Old Bridge, NJ · 656 clientsWealth manager
    Schwab 100%
    $298M
  12. 10212
    Sterling Bay Capital Advisers, LLCChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $298M
  13. 10213
    Mercator PartnersPrinceton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $298M
  14. 10214
    Ananym Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $298M
  15. 10215
    TAP Root Capital Management LPSummit, NJ · 3 clientsPrivate fund adviserHybridSevenpoint Partners LLC
    No custodian reported
    $297M
  16. 10216
    Graystone Partners Wealth Management, LLCTempe, AZ · 586 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $297M
  17. 10217
    OpinicusTampa, FL · 257 clientsWealth manager
    LPL Financial 100%
    $297M
  18. 10218
    Tandemgrowth Financial Advisors, LLCAlpharetta, GA · 202 clientsWealth manager
    Fidelity 100%
    $297M
  19. 10219
    Calder Financial GroupAda, MI · 544 clientsWealth manager
    Fidelity 100%
    $297M
  20. 10220
    Caissa Wealth StrategiesBloomington, MN · 153 clientsWealth manager
    Schwab 100%
    $297M
  21. 10221
    Sterling Capital Management IncBrookfield, WI · 388 clientsWealth managerHybrid
    RBC 100%
    $297M
  22. 10222
    Pring TurnerAlamo, CA · 190 clientsWealth manager
    Schwab 100%
    $297M
  23. 10223
    Beacon Financial Advisors LTDHouston, TX · 86 clientsWealth manager
    Schwab 100%
    $297M
  24. 10224
    High Trail CapitalHoboken, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $297M
  25. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  26. 10226
    ADW Capital Management LLC2 clientsPrivate fund adviserHybrid
    No custodian reported
    $297M
  27. 10227
    USA Financial Securities LLCAda, MI · 1,246 clientsBroker-dealer firmHybrid
    Pershing 100%
    $297M
  28. 10228
    BirchbrookBangor, ME · 320 clientsWealth manager
    Schwab 100%
    $296M
  29. 10229
    Best InvestSan Antonio, TX · 672 clientsWealth manager
    Schwab 100%
    $296M
  30. 10230
    The Yanker GroupManchester, MO · 479 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $296M
  31. 10231
    Letson Investment Management, Inc.105 clientsWealth manager
    Fidelity 100%
    $296M
  32. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M
  33. 10233
    Alpha Capital Family Office, LLCGreenwood Village, CO · 147 clientsWealth managerWrap sponsor
    Fidelity 100%
    $296M
  34. 10234
    Palatine Hill Wealth ManagementBirmingham, MI · 288 clientsWealth managerWrap sponsor
    Schwab 100%
    $296M
  35. 10235
    Infusive Asset Management Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  36. 10236
    Colbert Investment Management CoMiami, FL · 144 clientsAsset manager
    Fidelity 100%
    $296M
  37. 10237
    Commonwealth Asset Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  38. 10238
    Golden Bay Advisors LLC154 clientsWealth manager
    Altruist 56%Schwab 33%
    $296M
  39. 10239
    Orchid AdvisoryDallas, TX · 15 clientsWealth manager
    Schwab 100%
    $296M
  40. 10240
    22nw, LPSeattle, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $296M

RIAs by state