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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. 11161
    Impact EngineChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $247M
  2. 11162
    Lighthouse Wealth Management, LLCCamp Hill, PA · 93 clientsWealth manager
    Schwab 100%
    $247M
  3. 11163
    Value Investment Professionals, LLCNew York, NY · 158 clientsWealth manager
    Schwab 100%
    $247M
  4. 11164
    Julex Capital ManagementNatick, MA · 1,716 clientsAsset manager
    No custodian reported
    $247M
  5. 11165
    Strive Financial Group, LLCCarmel, IN · 769 clientsWealth manager
    Schwab 100%
    $247M
  6. 11166
    Stronghold Resource PartnersDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $247M
  7. 11167
    17 Capital Partners, LLCPhoenix, AZ · 190 clientsWealth manager
    RBC 100%
    $246M
  8. 11168
    Vantage Consulting Group IncVirginia Beach, VA · 7 clientsPrivate fund adviser
    Northern Trust 100%
    $246M
  9. 11169
    Taconic AdvisorsSaugerties, NY · 133 clientsWealth manager
    Fidelity 100%
    $246M
  10. 11170
    Nexxus Holdings Advisors LLCSanta Barbara, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $246M
  11. 11171
    McKinney Capital ManagementHouston, TX · 689 clientsWealth managerHybrid
    Schwab 100%
    $246M
  12. 11172
    NefpgBurlington, MA · 196 clientsWealth managerHybrid
    Raymond James 100%
    $246M
  13. 11173
    The Professional Financial Company LLCOrem, UT · 285 clientsWealth manager
    Schwab 77%Wells Fargo 23%
    $246M
  14. 11174
    Asempa Wealth AdvisorsBaton Rouge, LA · 88 clientsWealth manager
    Fidelity 100%
    $246M
  15. 11175
    Rivonia Road Capital LLCSanta Monica, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $246M
  16. 11176
    DES Moines Investments, LLCDes Moines, IA · 700 clientsWealth manager
    No custodian reported
    $246M
  17. 11177
    Retirement Planning ServicesKnoxville, TN · 248 clientsWealth manager
    Fidelity 100%
    $246M
  18. 11178
    Sierra Pacific Private Wealth, LLCPleasanton, CA · 290 clientsWealth manager
    Schwab 100%
    $246M
  19. 11179
    3b Capital Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $246M
  20. 11180
    Pinnacle West Asset Management IncCasper, WY · 98 clientsWealth manager
    Schwab 100%
    $246M
  21. 11181
    GLC Investment Advisors, LLC3 clientsPrivate fund adviserHybridGLC Securities, LLC
    No custodian reported
    $246M
  22. 11182
    Insight Investment CounselEl Segundo, CA · 92 clientsWealth manager
    Schwab 100%
    $246M
  23. 11183
    Toro West Capital AdvisorsLouisville, CO · 21 clientsWealth manager
    Schwab 100%
    $246M
  24. 11184
    Global Wealth Management, LLCKingston, NJ · 76 clientsWealth manager
    Schwab 94%
    $246M
  25. 11185
    Alternative Fund Advisors, LLCBoston, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $246M
  26. 11186
    Wealthway Financial AdvisorsNorfolk, VA · 166 clientsWealth manager
    Schwab 100%
    $246M
  27. 11187
    Bostwick Capital LLCLocust Valley, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $245M
  28. 11188
    RM Financial Services, LLCFalmouth, ME · 402 clientsWealth managerHybrid
    Schwab 100%
    $245M
  29. 11189
    Optimist Retirement Group, LLCBellevue, WA · 119 clientsWealth manager
    Schwab 100%
    $245M
  30. 11190
    Strobe VenturesBrooklyn, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $245M
  31. 11191
    Cannon Wealth Management ServicesWinston Salem, NC · 411 clientsWealth managerHybrid
    Schwab 100%
    $245M
  32. 11192
    Saas Capital, LLCCincinnati, OH · 9 clientsPrivate fund adviser
    No custodian reported
    $245M
  33. 11193
    W Advisors LLCGermantown, TN · 95 clientsWealth managerHybrid
    Schwab 100%
    $245M
  34. 11194
    Metronome Capital LLPLondon, London, United Kingdom · 1 clientsPrivate fund adviser
    BNY 100%
    $245M
  35. 11195
    Integras Partners, LLCAlpharetta, GA · 188 clientsWealth manager
    Fidelity 100%
    $245M
  36. 11196
    Merrion Investment Management Co, LLCCranford, NJ · 37 clientsWealth manager
    Schwab 100%
    $245M
  37. 11197
    Kultura Capital Management LPPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $245M
  38. 11198
    994 GroupAustin, TX · 214 clientsWealth manager
    Schwab 100%
    $245M
  39. 11199
    Leon Capital Management, LLCDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $245M
  40. 11200
    Clear Ridge Wealth Management, LLCKalamazoo, MI · 132 clientsWealth manager
    Schwab 65%Fidelity 35%
    $245M

RIAs by state