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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. 13201
    Lyons Capital GroupShreveport, LA · 287 clientsWealth managerHybrid
    Schwab 100%
    $166M
  2. 13202
    Burgess Chambers & Associates IncOrlando, FL · 22 clientsAsset manager
    Schwab 100%
    $166M
  3. 13203
    Mutual Trust Advisory GroupEstero, FL · 176 clientsWealth manager
    Raymond James 100%
    $166M
  4. 13204
    Vestpointe Wealth Management, LLCScottsdale, AZ · 116 clientsWealth managerBank-affiliated
    Fidelity 100%
    $166M
  5. 13205
    Structure Wealth Management, LLCTampa, FL · 146 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  6. 13206
    Vision Financial Management, LLCCuyahoga Falls, OH · 449 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $166M
  7. 13207
    Feltl AdvisorsPlymouth, MN · 397 clientsWealth managerHybridFeltl & Company
    No custodian reported
    $166M
  8. 13208
    Black Horse Wealth Management19 clientsWealth manager
    Schwab 100%
    $166M
  9. 13209
    Wisdom Financial PlanningTampa, FL · 185 clientsWealth manager
    No custodian reported
    $166M
  10. 13210
    M.K. Brown Wealth AdvisoryOakwood, OH · 152 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  11. 13211
    Captar Private WealthSt. Louis Park, MN · 186 clientsWealth manager
    Fidelity 100%
    $166M
  12. 13212
    Curtis Capital AdvisorsOverland Park, KS · 82 clientsWealth manager
    Schwab 100%
    $166M
  13. 13213
    Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
    Goldman Sachs 63%Schwab 37%
    $165M
  14. 13214
    Kissling Financial Services, LLCNew Castle, PA · 704 clientsWealth manager
    Schwab 100%
    $165M
  15. 13215
    Kagan Cocozza Asset Management139 clientsWealth managerHybrid
    Schwab 100%
    $165M
  16. 13216
    Olive Street Capital Partners LLCLos Angeles, CA · 8 clientsWealth manager
    Merrill / Bank of America 38%Schwab 36%Fidelity 25%
    $165M
  17. 13217
    First and Main Financial122 clientsWealth manager
    Schwab 100%
    $165M
  18. 13218
    Red Swan Private ClientHouston, TX · 7 clientsAsset managerHybridRedswan Markets, LLC
    No custodian reported
    $165M
  19. 13219
    Peak Capital Management, LLCGreenwood Village, CO · 110 clientsWealth managerAffiliated broker-dealerPCF Capital Markets LLC
    Schwab 100%
    $165M
  20. 13220
    New England Schooner, Inc.Peabody, MA · 320 clientsWealth managerHybrid
    Pershing 100%
    $165M
  21. 13221
    Expressive Wealth LLCChicago, IL · 165 clientsWealth manager
    Schwab 100%
    $165M
  22. 13222
    Effective Assets124 clientsWealth manager
    Schwab 100%
    $165M
  23. 13223
    Morrissey Wealth Management LLCNorth Haven, CT · 162 clientsWealth manager
    Schwab 100%
    $165M
  24. 13224
    Runnymede Capital Advisors, Inc.55 clientsWealth manager
    Schwab 100%
    $165M
  25. 13225
    Solas Bioventures Management, LLCChattanooga, TN · 12 clientsPrivate fund adviser
    No custodian reported
    $165M
  26. 13226
    Octo Capital, LLCBingham Farms, MI · 136 clientsWealth manager
    Schwab 100%
    $165M
  27. 13227
    Breachway Investments, LLCCharlestown, RI · 243 clientsWealth manager
    Schwab 100%
    $165M
  28. 13228
    PR Wealth Management GroupEast Moline, IL · 460 clientsWealth managerHybrid
    Schwab 100%
    $165M
  29. 13229
    Conifer Infrastructure PartnersSewickley, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $165M
  30. 13230
    Financially Speaking IncGreenwood Village, CO · 295 clientsWealth manager
    No custodian reported
    $165M
  31. 13231
    Wilkinson Wealth Management, LLCTucson, AZ · 216 clientsWealth manager
    Schwab 100%
    $165M
  32. 13232
    The Keystone Financial Alliance, LLCAtlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $165M
  33. 13233
    SLO Money ManagersAtascadero, CA · 148 clientsWealth manager
    Schwab 88%
    $165M
  34. 13234
    Womack Financial LLCDallas, TX · 141 clientsWealth manager
    Schwab 100%
    $165M
  35. 13235
    Shima Capital Management LLCIrvine, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $165M
  36. 13236
    Woodlock House Family Capital1 clientsPrivate fund adviser
    No custodian reported
    $165M
  37. 13237
    Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWealth managerWrap sponsor
    Raymond James 100%
    $165M
  38. 13238
    Demand Wealth61 clientsWealth managerHybrid
    Schwab 100%
    $165M
  39. 13239
    Sage Investment CounselFranklin, TN · 79 clientsWealth manager
    Schwab 100%
    $165M
  40. 13240
    Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
    Schwab 98%
    $165M

RIAs by state