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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. 14041
    Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
    Schwab 85%
    $139M
  2. 14042
    Clearwater Capital Management18 clientsWealth manager
    Schwab 100%
    $139M
  3. 14043
    Cravens Brothers Private Wealth Management LLCDallas, TX · 44 clientsWealth manager
    Fidelity Distributors Company 100%
    $139M
  4. 14044
    Lane Generational LLC50 clientsWealth manager
    Fidelity 100%
    $139M
  5. 14045
    Raven Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  6. 14046
    Legacy Financial Advisors216 clientsWealth manager
    Schwab 100%
    $139M
  7. 14047
    Benold Financial Planning60 clientsWealth manager
    Fidelity 100%
    $139M
  8. 14048
    Rand Advisors, LLC3 clientsPrivate fund adviser
    No custodian reported
    $139M
  9. 14049
    Stonebriar Wealth, LLCLehi, UT · 505 clientsWealth manager
    Fidelity 100%
    $139M
  10. 14050
    Integra Financial, Inc.Greenwood Village, CO · 113 clientsWealth managerWrap sponsor
    Schwab 100%
    $139M
  11. 14051
    Twenty Twenty Investment Advisors, LLC341 clientsWealth manager
    Schwab 100%
    $139M
  12. 14052
    Gunder Wealth Management, LLC111 clientsWealth manager
    Schwab 100%
    $139M
  13. 14053
    Southpaw CP Manager LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  14. 14054
    Brooktree Capital Management Inc.Grand Rapids, MI · 74 clientsWealth manager
    Schwab 100%
    $139M
  15. 14055
    Silverhawk Capital Partners, LLCOverland Park, KS · 5 clientsPrivate fund adviser
    No custodian reported
    $139M
  16. 14056
    Advantage Investing, Inc.Coral Gables, FL · 372 clientsAsset manager
    Schwab 100%
    $139M
  17. 14057
    Blair Hall Advisors, LLC48 clientsWealth manager
    Schwab 100%
    $139M
  18. 14058
    Saratoga Capital Management, LLCAvondale, AZ · 1 clientsAsset manager
    No custodian reported
    $139M
  19. 14059
    Wisdom Wealth Investment Advisors LLCPhoenix, AZ · 271 clientsWealth manager
    Schwab 80%
    $139M
  20. 14060
    Broussard Financial Group, LLCKaplan, LA · 191 clientsWealth manager
    Schwab 100%
    $139M
  21. 14061
    Pennantpark Private Income Fund Advisers LLCMiami Beach, FL · 1 clientsAsset manager
    No custodian reported
    $139M
  22. 14062
    Dorato Capital Management94 clientsWealth manager
    No custodian reported
    $139M
  23. 14063
    Metanoia Financial, LLC151 clientsWealth manager
    Schwab 100%
    $139M
  24. 14064
    Howland and Associates, LLCSt Petersburg, FL · 67 clientsWealth manager
    Schwab 100%
    $139M
  25. 14065
    Revere Capital Management LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  26. 14066
    Marchand Faries Financial Management, Inc.90 clientsWealth manager
    Schwab 100%
    $139M
  27. 14067
    Wynwood Capital, LLC1 clientsAsset manager
    No custodian reported
    $139M
  28. 14068
    Strategic Probability Partners, LLC8 clientsWealth manager
    Schwab 100%
    $139M
  29. 14069
    Hull Wealth ManagementMurfreesboro, TN · 202 clientsWealth manager
    Fidelity 100%
    $139M
  30. 14070
    Constantine Barry Asset Management (cbam)New York, NY · 59 clientsWealth manager
    RBC 52%Bergos AG 48%
    $139M
  31. 14071
    Centerstar Asset Management, LLCChicago, IL · 3 clientsPrivate fund adviserAffiliated broker-dealerSpiderrock EXS, LLC
    No custodian reported
    $139M
  32. 14072
    Centerpiece Wealth AdvisorGreenwood Village, CO · 75 clientsWealth managerWrap sponsor
    Fidelity 100%
    $139M
  33. 14073
    TKC Wealth Management LLCDallas, TX · 284 clientsWealth managerHybrid
    Schwab 72%
    $139M
  34. 14074
    Stone Loft Wealth Management LLC28 clientsWealth manager
    Schwab 100%
    $139M
  35. 14075
    The Wealth ConservatoryLebanon, NH · 124 clientsWealth manager
    Schwab 100%
    $138M
  36. 14076
    Blueprint Wealth Management106 clientsWealth manager
    Schwab 100%
    $138M
  37. 14077
    SWP Investment Management LLCIndependence, OH · 1 clientsAsset manager
    No custodian reported
    $138M
  38. 14078
    Fsam LLCAlpharetta, GA · 158 clientsAsset managerHybridFirst Southern, LLC
    Pershing 100%
    $138M
  39. 14079
    CMG Wealth Advisors LLCMadison, WI · 1,058 clientsWealth managerBank-affiliatedHybridCMG Securities LLC, clears through Pershing
    Commonwealth Financial Network 57%LPL Financial 43%
    $138M
  40. 14080
    Garrison Bradford & Associates IncNew York, NY · 92 clientsWealth manager
    Morgan Stanley 64%
    $138M

RIAs by state