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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. 13241
    TCMGermantown, TN · 496 clientsWealth managerHybrid
    Raymond James 100%
    $165M
  2. 13242
    Pollock Planning Associates Inc66 clientsWealth manager
    Schwab 100%
    $165M
  3. 13243
    Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
    Pershing 34%
    $164M
  4. 13244
    Floyd Financial Group LLCSpringfield, MO · 689 clientsWealth manager
    Schwab 100%
    $164M
  5. 13245
    RDM Capital Associates IncRed Bank, NJ · 127 clientsWealth manager
    Pershing 100%
    $164M
  6. 13246
    Naples Money Management LLCNaples, FL · 184 clientsWealth manager
    Fidelity 79%
    $164M
  7. 13247
    Nobscot Investment Management LLCWellesley, MA · 10 clientsWealth manager
    Fidelity 100%
    $164M
  8. 13248
    Lexington Avenue Capital Management, LLC74 clientsAsset manager
    Schwab 100%
    $164M
  9. 13249
    Perea CapitalHouston, TX · 25 clientsPrivate fund adviser
    No custodian reported
    $164M
  10. 13250
    Eagle Wealth Advisors101 clientsWealth manager
    No custodian reported
    $164M
  11. 13251
    Vericimetry Advisors LLC1 clientsAsset manager
    No custodian reported
    $164M
  12. 13252
    TLS Advisors LLCMiami, FL · 2 clientsPrivate fund adviserHybridTradelink Securities, LLC
    No custodian reported
    $164M
  13. 13253
    EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clientsWealth manager
    Schwab 100%
    $164M
  14. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  15. 13255
    McKinley Money, LLCEau-Claire, WI · 162 clientsWealth managerWrap sponsor
    Schwab 100%
    $164M
  16. 13256
    River Raisin Investment Partners, Inc.Monroe, MI · 574 clientsWealth manager
    Schwab 100%
    $164M
  17. 13257
    Curtis Financial Planning76 clientsWealth manager
    Schwab 100%
    $164M
  18. 13258
    Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsWealth managerHybrid
    LPL Financial 100%
    $163M
  19. 13259
    Capital IP Investment Partners LP18 clientsAsset manager
    Inspira Financial Trust 100%
    $163M
  20. 13260
    The Carroll Group, Inc.8 clientsWealth manager
    No custodian reported
    $163M
  21. 13261
    Risley Capital Management LLCEllisville, MO · 160 clientsWealth manager
    Schwab 100%
    $163M
  22. 13262
    Foundry Wealth Advisors, LLCBaltimore, MD · 66 clientsWealth manager
    Schwab 100%
    $163M
  23. 13263
    Bell City Wealth, Inc.Hillsboro, OH · 347 clientsWealth manager
    Raymond James 100%
    $163M
  24. 13264
    Nihon Global Growth Partners Management, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $163M
  25. 13265
    Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
    Fidelity 71%Schwab 29%
    $163M
  26. 13266
    Archambo Financial Advisors, Inc.Bartlesville, OK · 197 clientsWealth managerHybrid
    No custodian reported
    $163M
  27. 13267
    Libertas Wealth Management Group, Inc.Columbus, OH · 319 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  28. 13268
    Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
    Altruist 65%Schwab 35%
    $163M
  29. 13269
    Decamilla Capital Management LLCSacramento, CA · 155 clientsWealth manager
    Schwab 100%
    $163M
  30. 13270
    Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
    Hilltop Securities 100%
    $163M
  31. 13271
    Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  32. 13272
    Five Eleven PartnersGarden City, NY · 5 clientsWealth manager
    Fidelity 100%
    $163M
  33. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  34. 13274
    1207 Capital Group, LLCJuneau, AK · 4 clientsPrivate fund adviser
    No custodian reported
    $163M
  35. 13275
    Westrock Asset Management, LLCLittle Rock, AR · 4 clientsPrivate fund adviser
    No custodian reported
    $163M
  36. 13276
    Sagace Wealth ManagementSt. Petersburg, FL · 80 clientsWealth manager
    Schwab 100%
    $163M
  37. 13277
    Marquee Capital AdvisorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $163M
  38. 13278
    Four Financial ManagementAnn Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
    LPL Financial 100%
    $163M
  39. 13279
    MCS Family Wealth Advisors65 clientsWealth manager
    Schwab 100%
    $163M
  40. 13280
    Lewinter Wealth Advisors, LLC85 clientsWealth manager
    Schwab 100%
    $163M

RIAs by state