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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. 11641
    Buckeye-PacificNaples, FL · 3 clientsPrivate fund adviser
    U.S. Bancorp Advisors 100%
    $225M
  2. 11642
    Principium Investments LLC236 clientsWealth manager
    Fidelity 100%
    $225M
  3. 11643
    Cais AdvisorsNew York, NY · 4 clientsPrivate fund adviserHybridCais Capital LLC
    Merrill / Bank of America 100%
    $225M
  4. 11644
    Mindful Wealth LLCGlencoe, IL · 57 clientsWealth manager
    Schwab 100%
    $225M
  5. 11645
    Daniel Investment Associates, LLCSanta Barbara, CA · 33 clientsWealth manager
    Schwab 100%
    $225M
  6. 11646
    Apex Capital Management, L.L.C.Lafayette, LA · 357 clientsWealth manager
    SEI 100%
    $225M
  7. 11647
    The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
    LPL Financial 90%
    $225M
  8. 11648
    Inman Jager Wealth Management, LLCHattiesburg, MS · 246 clientsWealth manager
    Raymond James 100%
    $225M
  9. 11649
    Edgewater Pro Sports FinancialAvon, OH · 741 clientsWealth managerHybrid
    Raymond James 100%
    $225M
  10. 11650
    Principia Wealth Advisory, LLCDallas, TX · 156 clientsWealth manager
    Schwab 100%
    $225M
  11. 11651
    442 Capital PTY LTDMelbourne, Australia · 2 clientsPrivate fund adviser
    No custodian reported
    $225M
  12. 11652
    Capital Advisory Group, Inc.Dallas, TX · 77 clientsWealth manager
    Schwab 100%
    $225M
  13. 11653
    Global Delta Capital, LLCSomerville, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $225M
  14. 11654
    Plexo Capital Management, LLC3 clientsPrivate fund adviser
    No custodian reported
    $225M
  15. 11655
    Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
    Transamerica Trust 53%Reliance Trust 26%
    $225M
  16. 11656
    Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
    Northern Trust 64%Schwab 36%
    $225M
  17. 11657
    Drawbridge CapitalTulsa, OK · 979 clientsWealth managerHybrid
    No custodian reported
    $225M
  18. 11658
    WL Ross & Co. LLCDallas, TX · 4 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $225M
  19. 11659
    Prato Capital ManagementWhite Plains, NY · 326 clientsWealth managerWrap sponsor
    Schwab 100%
    $225M
  20. 11660
    Allied Private WealthBoca Raton, FL · 228 clientsWealth manager
    No custodian reported
    $224M
  21. 11661
    REB Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviser
    BNY 100%
    $224M
  22. 11662
    Financial Management, Inc.Little Rock, AR · 184 clientsAsset managerHybridCrews & Associates, Inc.
    Schwab 57%Ascensus Broker Dealer Services 43%
    $224M
  23. 11663
    Iadvise PartnersNew York, NY · 20 clientsWealth manager
    J.P. Morgan 100%
    $224M
  24. 11664
    Sun Group Wealth Partners LLCIrvine, CA · 353 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $224M
  25. 11665
    Arrowmark Asset Management, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $224M
  26. 11666
    Orca Wealth Management, LLCNew Port Richey, FL · 425 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $224M
  27. 11667
    Meritis Wealth Management, Inc.Potomac, MD · 130 clientsWealth manager
    Raymond James 100%
    $224M
  28. 11668
    Aligne Wealth Advisors Investment Management (awaim)Los Angeles, CA · 220 clientsWealth manager
    LPL Financial 87%
    $224M
  29. 11669
    Old Bridge Capital Management Private LimitedMumbai, India · 264 clientsAsset manager
    Axis Bank Limited 100%
    $224M
  30. 11670
    McAlvany Wealth Management, LLCDurango, CO · 664 clientsWealth manager
    Schwab 100%
    $224M
  31. 11671
    Bucket List Wealth Management, LLCThe Villages, FL · 482 clientsWealth manager
    Schwab 65%Fidelity 35%
    $224M
  32. 11672
    McAlister, Sweet & Associates, Inc.Houston, TX · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $224M
  33. 11673
    Thornburg BOW River Advisers, LLC.Denver, CO · 4 clientsPrivate fund adviserHybridThornburg Investment Management (asia), LTD., Thornburg Securities LLC
    No custodian reported
    $224M
  34. 11674
    Alder Financial Group IncAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $224M
  35. 11675
    Bright Angel Advisors LLCSt. Paul, MN · 35 clientsWealth manager
    Schwab 100%
    $224M
  36. 11676
    Mainstream Capital ManagementLos Angeles, CA · 170 clientsWealth managerHybrid
    Raymond James 73%Schwab 27%
    $224M
  37. 11677
    Creighton Capital Management LLC3 clientsAsset manager
    No custodian reported
    $224M
  38. 11678
    Kokua Capital Management96 clientsWealth manager
    Schwab 100%
    $224M
  39. 11679
    Wealth Teams AllianceIrvine, CA · 812 clientsWealth managerHybrid
    Axos 72%Schwab 28%
    $224M
  40. 11680
    JHP Wealth Management, LLCCentennial, CO · 124 clientsWealth manager
    Schwab 100%
    $224M

RIAs by state