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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. 11121
    Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
    Schwab 93%
    $249M
  2. 11122
    SAF Advisors LLC14 clientsPrivate fund adviserHybridSAF Financial Securities LLC
    No custodian reported
    $249M
  3. 11123
    Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
    Pershing 41%Wells Fargo 28%
    $249M
  4. 11124
    Buckhorn Resources, LPHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $249M
  5. 11125
    Forest Hill Capital, LLCLittle Rock, AR · 5 clientsWealth manager
    Jefferies 100%
    $249M
  6. 11126
    Evergreen Wealth Management, LLCWilliamston, MI · 706 clientsWealth manager
    Goldman Sachs 100%
    $249M
  7. 11127
    Lakewood Asset Management, LLCNaperville, IL · 156 clientsWealth manager
    Schwab 100%
    $249M
  8. 11128
    Michael Brady & Co., LLCWestlake, OH · 218 clientsWealth manager
    Fidelity 100%
    $249M
  9. 11129
    Cassedy Financial Group, Inc.Tampa, FL · 186 clientsWealth manager
    Schwab 100%
    $248M
  10. 11130
    Tribeca Financial, LLCMesa, AZ · 248 clientsWealth manager
    Schwab 100%
    $248M
  11. 11131
    DWD Portfolio Solutions, Inc.Pittsburgh, PA · 316 clientsWealth managerHybrid
    Schwab 100%
    $248M
  12. 11132
    The Clifford Group LLCWayland, MA · 261 clientsWealth managerWrap sponsor
    Fidelity 100%
    $248M
  13. 11133
    Atwater Wealth Management, Inc.Boston, MA · 98 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $248M
  14. 11134
    Luedtke & Associates LLC482 clientsWealth manager
    Schwab 100%
    $248M
  15. 11135
    Masters Legacy PlanningLinwood, NJ · 146 clientsWealth manager
    Fidelity 100%
    $248M
  16. 11136
    Rosenwald Capital Management, Inc.Redondo Beach, CA · 3 clientsPrivate fund adviser
    JTC Group 100%
    $248M
  17. 11137
    Aacp Investments, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerAN Zhong (AZ) Investment Management Hong Kong Limited, AZ Andes AGF S.A.
    No custodian reported
    $248M
  18. 11138
    Cedar Point Capital Partners, LLCCedar Rapids, IA · 300 clientsWealth manager
    Schwab 100%
    $248M
  19. 11139
    Gramercy Strategic Capital LLC36 clientsWealth manager
    Schwab 100%
    $248M
  20. 11140
    EverspireMidvale, UT · 803 clientsWealth managerHybridM. H. Leblang, Inc.
    Fidelity 80%
    $248M
  21. 11141
    Focus Wealth Advisors, LLCHouston, TX · 115 clientsWealth manager
    Fidelity 100%
    $248M
  22. 11142
    Cove Capital Management Inc.Brentwood, TN · 1 clientsPrivate fund adviser
    No custodian reported
    $248M
  23. 11143
    Nova Wealth Management, Inc.Bonita Springs, FL · 268 clientsWealth manager
    Fidelity 51%Schwab 49%
    $248M
  24. 11144
    Propel BIO Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $247M
  25. 11145
    Wealth Intelligence, LLCColumbus, GA · 228 clientsWealth manager
    Schwab 100%
    $247M
  26. 11146
    Large and Gilbert Wealth AdvisoryAtlanta, GA · 289 clientsWealth manager
    Schwab 100%
    $247M
  27. 11147
    Kral Financial Advisors, LLC55 clientsWealth manager
    Schwab 100%
    $247M
  28. 11148
    SR Alternative Credit, LLCDarien, CT · 17 clientsPrivate fund adviserAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
    No custodian reported
    $247M
  29. 11149
    Amplius Asset Management, LLCBlue Bell, PA · 1 clientsAsset manager
    No custodian reported
    $247M
  30. 11150
    BPP Wealth Solutions, LLCBasking Ridge, NJ · 113 clientsWealth managerHybrid
    Schwab 100%
    $247M
  31. 11151
    Blueline AdvisorsExeter, NH · 148 clientsWealth manager
    Schwab 64%LPL Financial 23%
    $247M
  32. 11152
    Washington Growth Strategies LLCWashington, DC · 40 clientsWealth manager
    Schwab 100%
    $247M
  33. 11153
    Anchor Bay Capital, Inc.Carlsbad, CA · 190 clientsWealth managerHybridAnchor Bay Securities, LLC
    Schwab 100%
    $247M
  34. 11154
    Fillmore Capital Partners, LLCPowell, OH · 1 clientsPrivate fund adviser
    No custodian reported
    $247M
  35. 11155
    AGP Franklin, LLCFranklin, TN · 456 clientsWealth managerWrap sponsor
    Raymond James 100%
    $247M
  36. 11156
    Baum Capital Partners Management, LLCKansas City, MO · 2 clientsPrivate fund adviser
    No custodian reported
    $247M
  37. 11157
    Intervest LTDChevy Chase, MD · 175 clientsWealth manager
    SEI 100%
    $247M
  38. 11158
    Northern Edge Wealth ManagementMarquette, MI · 551 clientsWealth managerHybrid
    Schwab 100%
    $247M
  39. 11159
    Eudaimonia Asset Management, LLCWinchester, TN · 684 clientsWealth managerHybrid
    No custodian reported
    $247M
  40. 11160
    Tenet Wealth Partners, LLCChampaign, IL · 442 clientsWealth manager
    Pershing 100%
    $247M

RIAs by state