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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. 13121
    Zinnia Wealth Advisory, LLCOcala, FL · 512 clientsWealth manager
    Fidelity Distributors Company 100%
    $169M
  2. 13122
    Town CapitalBel Air, MD · 156 clientsWealth manager
    Schwab 100%
    $169M
  3. 13123
    Baleen Capital Management LLCLas Vegas, NV · 3 clientsPrivate fund adviser
    No custodian reported
    $169M
  4. 13124
    Staines Financial, LLCRoseville, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $169M
  5. 13125
    Michael J. Porro & Co. Financial Advisors, Inc.Old Tappan, NJ · 214 clientsWealth manager
    Schwab 100%
    $169M
  6. 13126
    Meyer Gates Financial Advisors, IncWest Chester, OH · 177 clientsWealth manager
    Fidelity 78%
    $169M
  7. 13127
    F5 Financial Planning, L.L.C.128 clientsWealth manager
    Altruist 77%Byallaccounts 23%
    $169M
  8. 13128
    Overlay Management, LLCAlpharetta, GA · 41 clientsPrivate fund adviser
    No custodian reported
    $169M
  9. 13129
    Hyco River Investments, Incorporated1 clientsAsset manager
    Schwab 100%
    $169M
  10. 13130
    Lifepoint PlanningSchaumburg, IL · 110 clientsWealth manager
    Schwab 100%
    $168M
  11. 13131
    South Cove Financial, LLC208 clientsWealth manager
    Schwab 100%
    $168M
  12. 13132
    Stewardship CapitalIndependence, MO · 392 clientsWealth manager
    Schwab 71%Fidelity 29%
    $168M
  13. 13133
    TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
    Fidelity 77%Hand Benefits & Trust 23%
    $168M
  14. 13134
    Boyd CapitalRochester, NY · 281 clientsWealth managerWrap sponsor
    No custodian reported
    $168M
  15. 13135
    Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
    Goldman Sachs 74%Schwab 26%
    $168M
  16. 13136
    Somnio Financial Group, LLCGlastonbury, CT · 103 clientsWealth manager
    Schwab 100%
    $168M
  17. 13137
    Vision Capital PartnersAnn Arbor, MI · 145 clientsWealth managerHybrid
    Schwab 100%
    $168M
  18. 13138
    Dragon Capital Management (HK) LimitedCentral, Hong Kong · 2 clientsPrivate fund adviserAffiliated broker-dealerHO CHI Minh City Securities Corporation
    No custodian reported
    $168M
  19. 13139
    Arnold and Mote Wealth ManagementHiawatha, IA · 133 clientsWealth manager
    Schwab 100%
    $168M
  20. 13140
    Stonehaven Wealth & Tax SolutionsAppleton, WI · 310 clientsWealth managerWrap sponsor
    SEI 100%
    $168M
  21. 13141
    Novadius Wealth ManagementOverland Park, KS · 270 clientsWealth manager
    Schwab 100%
    $168M
  22. 13142
    Frontline Healthcare PartnersCharleston, SC · 3 clientsPrivate fund adviserHybridAllen, Mooney & Barnes Brokerage Services, LLC
    No custodian reported
    $168M
  23. 13143
    Soryn IP Capital ManagementMillburn, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $168M
  24. 13144
    Dipaolo Financial Group, Inc.Lutz, FL · 408 clientsWealth manager
    Schwab 100%
    $168M
  25. 13145
    North Forty Two & Co.Lake Oswego, OR · 74 clientsWealth manager
    Schwab 100%
    $168M
  26. 13146
    Lloyd Park, LLC97 clientsWealth manager
    Schwab 89%
    $168M
  27. 13147
    Lilliano Capital Management LLCPhoenix, AZ · 409 clientsWealth manager
    Schwab 99%
    $168M
  28. 13148
    Hawkins Investment Counsel, LLC98 clientsWealth manager
    Schwab 98%
    $168M
  29. 13149
    ECP Investment Advisors LLCDallas, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $168M
  30. 13150
    Financial ZenSan Francisco, CA · 107 clientsWealth manager
    Schwab 100%
    $168M
  31. 13151
    Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
    Schwab 59%Fidelity 41%
    $168M
  32. 13152
    Cyber Hornet Etfs LLCSt. Petersburg, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $168M
  33. 13153
    Dartmouth Capital Advisors, Inc.15 clientsWealth manager
    No custodian reported
    $168M
  34. 13154
    Norland Capital LP6 clientsPrivate fund adviser
    No custodian reported
    $168M
  35. 13155
    917 Advisory Services LLCSpokane, WA · 195 clientsWealth manager
    LPL Financial 100%
    $168M
  36. 13156
    Gambit Capital Management, LLC107 clientsWealth manager
    Schwab 100%
    $167M
  37. 13157
    Hanke & Apolonio Wealth Advisors LLCSan Francisco, CA · 99 clientsWealth manager
    Schwab 100%
    $167M
  38. 13158
    Blanche Park CapitalMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  39. 13159
    Randall & Associates Wealth ManagementButler, PA · 166 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $167M
  40. 13160
    South Texas Capital Advisors, LLCNew Braunfels, TX · 27 clientsWealth managerWrap sponsor
    Schwab 100%
    $167M

RIAs by state