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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. 11241
    Position WealthThe Woodlands, TX · 217 clientsWealth manager
    No custodian reported
    $242M
  2. 11242
    McBroom & Associates, LLCLas Vegas, NV · 114 clientsWealth manager
    Schwab 89%
    $242M
  3. 11243
    Excelsior InvestorsExcelsior, MN · 105 clientsWealth manager
    Fidelity 58%Schwab 42%
    $242M
  4. 11244
    NRG Wealth ManagementOro Valley, AZ · 155 clientsWealth manager
    Altruist 82%
    $242M
  5. 11245
    Sanchez & Zures, LLCMcLean, VA · 142 clientsWealth manager
    Schwab 100%
    $242M
  6. 11246
    Revolution Capital, LLCOmaha, NE · 192 clientsWealth manager
    Schwab 100%
    $242M
  7. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  8. 11248
    Adolos Asset Management52 clientsWealth manager
    Schwab 100%
    $242M
  9. 11249
    Robbins Wealth ManagementErie, PA · 139 clientsWealth manager
    Schwab 100%
    $242M
  10. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  11. 11251
    Caymus Equity Partners, LLCAtlanta, GA · 12 clientsPrivate fund adviserHybridCaymus Securities LLC
    No custodian reported
    $242M
  12. 11252
    1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
    Schwab 68%Fidelity 23%
    $242M
  13. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  14. 11254
    Prism Planning PartnersLibertyville, IL · 151 clientsWealth manager
    Fidelity 100%
    $242M
  15. 11255
    Wealth Management CorporationTallahassee, FL · 1,641 clientsWealth managerHybrid
    Schwab 100%
    $242M
  16. 11256
    Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clientsWealth manager
    Pershing 100%
    $241M
  17. 11257
    DFN Management LLC.Tampa, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $241M
  18. 11258
    Maven Royalty Management, LLCShreveport, LA · 2 clientsPrivate fund adviser
    No custodian reported
    $241M
  19. 11259
    Constitution Investment Advisory and Portfolio ManagementShelton, CT · 180 clientsWealth manager
    Fidelity 100%
    $241M
  20. 11260
    Tabr Capital Management, LLCOrange, CA · 235 clientsWealth manager
    Fidelity Distributors Company 100%
    $241M
  21. 11261
    Turnbridge Capital, LLCLittle Elm, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $241M
  22. 11262
    Bland Garvey Wealth Advisors, LLCRichardson, TX · 122 clientsWealth manager
    Schwab 100%
    $241M
  23. 11263
    Tenere Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $241M
  24. 11264
    Capstone RIABellingham, WA · 262 clientsWealth manager
    Schwab 100%
    $241M
  25. 11265
    English Capital Management LLCBloomfield Hills, MI · 1 clientsPrivate fund adviser
    No custodian reported
    $241M
  26. 11266
    Bayntree Wealth Advisors, LLCScottsdale, AZ · 510 clientsWealth manager
    Fidelity 100%
    $241M
  27. 11267
    Barnstone Advisors LLCPhoenixville, PA · 90 clientsWealth manager
    Schwab 100%
    $241M
  28. 11268
    Heritage Haus Wealth Partners LLCNew Braunfels, TX · 533 clientsWealth manager
    Altruist 100%
    $241M
  29. 11269
    CFG RetirementEdina, MN · 541 clientsWealth manager
    Fidelity Distributors Company 64%
    $241M
  30. 11270
    Greybull Partners LLCAtlanta, GA · 2 clientsAsset manager
    No custodian reported
    $241M
  31. 11271
    Bassam Wealth Management, LLCPalm Beach, FL · 24 clientsWealth manager
    Blackstone Securities Partners L.P. 52%Fidelity 33%
    $241M
  32. 11272
    Armatus Capital Management, LLC3 clientsPrivate fund adviser
    No custodian reported
    $241M
  33. 11273
    Carlin Wealth Management Group, LLCAustin, TX · 189 clientsWealth manager
    Raymond James 100%
    $241M
  34. 11274
    Carolina Financial Advisors, Inc.Greensboro, NC · 474 clientsWealth manager
    Fidelity 51%Schwab 49%
    $241M
  35. 11275
    PSC Capital Partners LLCMinneapolis, MN · 6 clientsPrivate fund adviserHybridPiper Sandler & Co.
    No custodian reported
    $241M
  36. 11276
    The Kieckhefer GroupMequon, WI · 61 clientsWealth manager
    Schwab 100%
    $241M
  37. 11277
    Corporate Consulting Group, Inc.Tulsa, OKAsset manager
    No custodian reported
    $241M
  38. 11278
    BurrusSalt Lake City, UT · 322 clientsWealth manager
    Fidelity 100%
    $241M
  39. 11279
    Richmond Brothers, Inc.Jackson, MI · 667 clientsWealth manager
    Fidelity 100%
    $241M
  40. 11280
    Barker Wealth Management, LLCCamas, WA · 70 clientsWealth manager
    Schwab 100%
    $241M

RIAs by state