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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. 14081
    Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
    Schwab 97%
    $138M
  2. 14082
    Wildes Financial Strategies, IncGeorgetown, SC · 422 clientsWealth managerWrap sponsor
    Schwab 100%
    $138M
  3. 14083
    Maya Advisors, Inc.Palo Alto, CA · 39 clientsWealth manager
    Schwab 100%
    $138M
  4. 14084
    Paragon Investing, LLC184 clientsWealth manager
    Schwab 100%
    $138M
  5. 14085
    Mark Bell Advisory Services, Inc.Chicago, IL · 27 clientsWealth manager
    Schwab 100%
    $138M
  6. 14086
    Calamita Wealth ManagementCharlotte, NC · 110 clientsWealth manager
    Schwab 100%
    $138M
  7. 14087
    Burr Financial Services, LLC159 clientsWealth manager
    Schwab 100%
    $138M
  8. 14088
    Arbor Wealth Management, LLCTempe, AZ · 111 clientsWealth manager
    Schwab 100%
    $138M
  9. 14089
    Tano Capital, LLCSan Mateo, CA · 2 clientsAsset manager
    Morgan Stanley 100%
    $138M
  10. 14090
    Diversified Wealth Advisors, LLCKansas City, MO · 408 clientsWealth manager
    Fidelity 100%
    $138M
  11. 14091
    Giving Tree Wealth AdvisorsSan Ramon, CA · 225 clientsWealth managerHybrid
    Axos 49%SEI 46%
    $138M
  12. 14092
    Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    Jefferies 86%
    $138M
  13. 14093
    Worth Financial Group Inc.Dallas, TX · 58 clientsBroker-dealer firmHybrid
    Schwab 96%
    $138M
  14. 14094
    American Investment Advisors IncMadison, WI · 176 clientsWealth manager
    Schwab 100%
    $138M
  15. 14095
    Landolt Securities, Inc.Lake Bluff, IL · 198 clientsBroker-dealer firmHybrid
    RBC 100%
    $138M
  16. 14096
    Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
    Schwab 61%Fidelity 39%
    $138M
  17. 14097
    Tarheel Advisors, LLCChapel Hill, NC · 141 clientsWealth manager
    No custodian reported
    $138M
  18. 14098
    Stock Farm Partners LLCPalo Alto, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $138M
  19. 14099
    Ashbay Capital, LLCNew York,, NY · 33 clientsWealth manager
    Schwab 100%
    $138M
  20. 14100
    Fien Capital Management, LLCRochester, NY · 107 clientsWealth manager
    Schwab 100%
    $138M
  21. 14101
    Apple & AssociatesGrass Valley, CA · 247 clientsWealth manager
    Schwab 100%
    $138M
  22. 14102
    Prince Asset Management, Inc.Sarasota, FL · 138 clientsWealth manager
    Schwab 100%
    $138M
  23. 14103
    Eubank, Hutson & Associates, LLCPlano, TX · 241 clientsWealth manager
    Schwab 100%
    $138M
  24. 14104
    Ruggiero InvestmentsWest Palm Beach, FL · 399 clientsWealth managerHybrid
    Schwab 100%
    $138M
  25. 14105
    Korving & Company LLCSuffolk, VA · 283 clientsWealth manager
    Schwab 100%
    $138M
  26. 14106
    Fredric E. Russell Investment Management Co.Tulsa, OK · 84 clientsWealth manager
    Schwab 100%
    $137M
  27. 14107
    Box Hill Private Wealth45 clientsWealth manager
    Schwab 100%
    $137M
  28. 14108
    Michael D. Taxman Investment ManagementHanover, NH · 27 clientsWealth manager
    Schwab 100%
    $137M
  29. 14109
    Sustainvest Asset Management, LLCLinwood, NJ · 162 clientsWealth manager
    Schwab 100%
    $137M
  30. 14110
    Vision Investment Advisors, LLCStamford, CT · 129 clientsBroker-dealer firmHybridVision Brokerage Services, LLC, Vision Financial Markets LLC, clears through Vision Financial Markets
    Vision Financial Markets 56%Schwab 44%
    $137M
  31. 14111
    Keystone Wealth ManagementWaterloo, IA · 212 clientsWealth manager
    Schwab 87%
    $137M
  32. 14112
    Antipodean Advisors LLC1 clientsPrivate fund adviser
    No custodian reported
    $137M
  33. 14113
    Wallender, Timothy JosephManhattan Beach, CA · 289 clientsWealth manager
    Schwab 100%
    $137M
  34. 14114
    Johnson & Shute Investment Advisors, Inc.Bellevue, WA · 74 clientsWealth manager
    Schwab 100%
    $137M
  35. 14115
    SQN Venture Partners, LLCCharleston, SC · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $137M
  36. 14116
    Argus Investors' Counsel, Inc.New York, NY · 303 clientsWealth manager
    Fidelity 66%Schwab 34%
    $137M
  37. 14117
    Jaras Financial Services, Inc.190 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $137M
  38. 14118
    Milagre Wealth Management, Inc.White Plains, NY · 414 clientsWealth manager
    No custodian reported
    $137M
  39. 14119
    21 West Wealth Management LLCTustin, CA · 35 clientsWealth manager
    Schwab 100%
    $137M
  40. 14120
    Harger and Company, Inc.Baton Rouge, LA · 280 clientsBroker-dealer firmHybrid
    No custodian reported
    $137M

RIAs by state