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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. 11281
    Christine Messmer, P.C.Collegeville, PA · 206 clientsWealth manager
    Schwab 100%
    $241M
  2. 11282
    Forbes Financial Planning, Inc.East Greenwich, RI · 887 clientsWealth manager
    Fidelity 100%
    $241M
  3. 11283
    Kane Investment Management, Inc.Los Gatos, CA · 191 clientsWealth manager
    Schwab 100%
    $241M
  4. 11284
    Eads & Heald Wealth ManagementAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 63%Morgan Stanley 23%
    $240M
  5. 11285
    Blueline CapitalSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $240M
  6. 11286
    Interactive Financial AdvisorsNew Lenox, IL · 1,307 clientsWealth managerHybrid
    Axos 100%
    $240M
  7. 11287
    Storehouse Financial LLCFort Worth, TX · 1,346 clientsWealth manager
    Axos 82%
    $240M
  8. 11288
    Keystone Financial Services, LLCOmaha, NE · 1,043 clientsWealth managerHybrid
    Schwab 100%
    $240M
  9. 11289
    Delta Capital Management LLCRed Bank, NJ · 41 clientsAsset manager
    Wells Fargo 67%Schwab 33%
    $240M
  10. 11290
    Lumina Wealth Management, LLCWilmington, NC · 181 clientsWealth manager
    Schwab 90%
    $240M
  11. 11291
    Allied Portfolio Management, Inc.Tucson, AZ · 124 clientsWealth manager
    No custodian reported
    $240M
  12. 11292
    Clearfield Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $240M
  13. 11293
    Buttonwood Group Advisors LLCUniondale, NY · 24 clientsPrivate fund adviserHybridJoseph Gunnar & Co., LLC
    No custodian reported
    $240M
  14. 11294
    Kaiyo Wealth LLCSan Diego, CA · 86 clientsWealth manager
    Fidelity 52%Schwab 48%
    $240M
  15. 11295
    Jennings & Associates Financial Advisors, LLCPaducah, KY · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $240M
  16. 11296
    True Wealth Advisory GroupMiami, FL · 102 clientsAsset managerHybrid
    Schwab 100%
    $240M
  17. 11297
    Lane Brothers Investment CounselPrescott, AZ · 342 clientsWealth manager
    Schwab 100%
    $240M
  18. 11298
    IFS GroupMechanicsburg, PA · 267 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $240M
  19. 11299
    Loyola Asset Management LLCCoral Gables, FL · 57 clientsAsset manager
    Pershing 100%
    $240M
  20. 11300
    ForefrontAustin, TX · 572 clientsWealth managerHybrid
    Schwab 100%
    $240M
  21. 11301
    Marest Capital, LLCEncino, CA · 73 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $240M
  22. 11302
    Brewster Financial Planning LLCBrooklyn, NY · 119 clientsWealth manager
    Schwab 100%
    $240M
  23. 11303
    Linda A. Barlow, CFPSanta Ana, CA · 265 clientsWealth manager
    No custodian reported
    $240M
  24. 11304
    Outfitter Energy Management, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $240M
  25. 11305
    The Circumference Group LLCLittle Rock, AR · 5 clientsPrivate fund adviser
    No custodian reported
    $240M
  26. 11306
    GatemoreAspen, CO · 14 clientsPrivate fund adviser
    No custodian reported
    $239M
  27. 11307
    Trivant Custom Portfolio Group LLCSan Diego, CA · 196 clientsWealth manager
    Schwab 100%
    $239M
  28. 11308
    Sea Cliff Partners Management, LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $239M
  29. 11309
    Salient Wealth PlanningEncinitas, CA · 193 clientsWealth managerHybrid
    Fidelity 100%
    $239M
  30. 11310
    E6 PortfoliosMidvale, UT · 781 clientsWealth managerWrap sponsorHybridM. H. Leblang, Inc.
    Fidelity 80%
    $239M
  31. 11311
    Brian LOW Financial Group, LLCBaton Rouge, LA · 874 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  32. 11312
    Jones Kertz & Associates, Inc.Blaine, MN · 44 clientsWealth managerWrap sponsor
    Fidelity 74%Wells Fargo 26%
    $239M
  33. 11313
    Galleria Financial Advisors, LLCAtlanta, GA · 140 clientsWealth manager
    Raymond James 100%
    $239M
  34. 11314
    Heights LLCLos Angeles, CA · 14 clientsWealth managerHybrid
    No custodian reported
    $239M
  35. 11315
    Driven Investments LLC1,192 clientsWealth manager
    Schwab 100%
    $239M
  36. 11316
    Rolek Retirement PlanningBerwyn, PA · 262 clientsWealth managerWrap sponsor
    Fidelity 100%
    $239M
  37. 11317
    Saos Capital, LLCMount Pleasant, SC · 561 clientsWealth managerWrap sponsor
    Fidelity 100%
    $239M
  38. 11318
    Birchview Capital, LPBurlington, VT · 12 clientsWealth manager
    Goldman Sachs 54%Morgan Stanley 46%
    $239M
  39. 11319
    Castanea Partners Inc.Newton, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $239M
  40. 11320
    Footpath Ventures LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $239M

RIAs by state