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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. 13161
    Wingman Growth PartnersGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $167M
  2. 13162
    Great Path PlanningGoshen, NY · 66 clientsWealth manager
    Schwab 100%
    $167M
  3. 13163
    The Monitor Group, Inc.Martinez, GA · 174 clientsWealth manager
    Schwab 100%
    $167M
  4. 13164
    Safe Harbor Wealth Advisors, LLCDublin, OH · 465 clientsWealth manager
    Schwab 100%
    $167M
  5. 13165
    Expect Equity LLCPikesville, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $167M
  6. 13166
    Catalyst Wealth Advisors LLCNewport Beach, CA · 31 clientsWealth manager
    Schwab 100%
    $167M
  7. 13167
    Armory Capital Management, LLCSyracuse, NY · 95 clientsWealth manager
    Schwab 100%
    $167M
  8. 13168
    TRG Investment Advisors, LLCDenver, CO · 241 clientsWealth managerWrap sponsor
    Raymond James 100%
    $167M
  9. 13169
    Schlindwein Associates LLCDallas, TX · 122 clientsWealth manager
    No custodian reported
    $167M
  10. 13170
    Perissos Private Wealth ManagementBethany, OK · 264 clientsWealth manager
    Schwab 100%
    $167M
  11. 13171
    Old Vine Capital52 clientsWealth manager
    Schwab 100%
    $167M
  12. 13172
    Boyer Financial Services, Inc.Newport Beach, CA · 226 clientsWealth manager
    Schwab 0%
    $167M
  13. 13173
    Greenbelt Investment Advisors, LLCRound Rock, TX · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $167M
  14. 13174
    MAY Capital Management144 clientsWealth manager
    No custodian reported
    $167M
  15. 13175
    SAS Financial Advisors, LLC.San Francisco, CA · 162 clientsWealth manager
    Schwab 100%
    $167M
  16. 13176
    Cornerstone Financial Management LLCBurlington, MA · 108 clientsWealth manager
    Fidelity 100%
    $167M
  17. 13177
    Aldebaran Capital, LLCCarmel, IN · 147 clientsWealth manager
    Schwab 100%
    $167M
  18. 13178
    8th Street Investments, LLCAlexandria, VA · 58 clientsWealth manager
    Schwab 100%
    $167M
  19. 13179
    P.A.W. Capital Partners, LPGreenwich, CT · 57 clientsPrivate fund adviser
    Wells Fargo 100%
    $167M
  20. 13180
    Winthrop Square Capital, L.P.Boston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  21. 13181
    Strategic Financial Management, LLC27 clientsWealth manager
    J.P. Morgan 82%
    $167M
  22. 13182
    McDonnell Capital ManagementFrankfort, IL · 159 clientsWealth manager
    Schwab 100%
    $167M
  23. 13183
    Totem Macro Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  24. 13184
    J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
    Interactive Brokers 62%Schwab 38%
    $167M
  25. 13185
    Capital Gains IncorporatedNiles, IL · 9 clientsAsset manager
    Schwab 100%
    $167M
  26. 13186
    Bishop Street Capital ManagementHonolulu, HI · 1 clientsAsset managerHybrid
    No custodian reported
    $166M
  27. 13187
    Epic FundsHermosa Beach, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $166M
  28. 13188
    Skybound Wealth USAHouston, TX · 339 clientsWealth manager
    No custodian reported
    $166M
  29. 13189
    Hunter Street Investment Advisors LLCApex, NC · 352 clientsWealth manager
    No custodian reported
    $166M
  30. 13190
    Conway Partners81 clientsWealth manager
    Schwab 100%
    $166M
  31. 13191
    TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
    Wilmington Trust 68%
    $166M
  32. 13192
    Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
    Raymond James 88%
    $166M
  33. 13193
    AFG Fiduciary ServicesHingham, MA · 159 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $166M
  34. 13194
    Retirement Resources, LLCAuburn Hills, MI · 391 clientsWealth manager
    Fidelity 100%
    $166M
  35. 13195
    Participant CapitalMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $166M
  36. 13196
    Strong Retirement Solutions402 clientsWealth manager
    Fidelity 100%
    $166M
  37. 13197
    V29 Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $166M
  38. 13198
    Anchor Health Capital, LLCChattanooga, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $166M
  39. 13199
    W & S Management Services, Inc.Rochester, NY · 487 clientsWealth manager
    Schwab 100%
    $166M
  40. 13200
    Stolzer Rothschild Levy LLCBasking Ridge, NJ · 98 clientsWealth manager
    Schwab 100%
    $166M

RIAs by state