The RIA database

Name: The RIA database
Creator: Financial ADVSR

Firms we cover Atlas screener Wealth Manager database This month’s movers Custodian profiles RIA 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.

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17,210 firms manage $177.9 trillion

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4441
MSA FinancialBraintree, MA · 1,338 clientsWealth manager
Fidelity 100%
$1.4B
4442
Polymer Capital Management (US), LLCNew York, NY · 1 clientsPrivate fund adviser
No custodian reported
$1.4B
4443
Thorofare, LLCEl Segundo, CA · 2 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
No custodian reported
$1.4B
4444
Hudson Way Capital Management, LLCDallas, TX · 7 clientsPrivate fund adviser
No custodian reported
$1.4B
4445
49 FinancialAustin, TX · 3,839 clientsWealth managerHybrid
Schwab 100%
$1.4B
4446
Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsWealth managerBank-affiliated
Royal Bank of Canada (channel Islands) Limited 87%
$1.4B
4447
DC Capital Partners Management, L.P.Alexandria, VA · 4 clientsPrivate fund adviser
No custodian reported
$1.4B
4448
Howard Financial Services, LTD.Dallas, TX · 446 clientsWealth manager
Schwab 100%
$1.4B
4449
Silicon Valley Retirement Services, LLCSan Jose, CA · 50 clientsWealth manager
No custodian reported
$1.4B
4450
Alterna Wealth Management, Inc.Houston, TX · 1,316 clientsWealth managerHybridAlterna Securities, Inc.
Pershing 100%
$1.4B
4451
Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clientsWealth manager
Schwab 87%
$1.4B
4452
Pivot Capital Partners LLCChicago, ILAsset manager
ETC Brokerage Services 100%
$1.4B
4453
Verity Investment PartnersBeaufort, SC · 472 clientsWealth manager
Schwab 100%
$1.4B
4454
Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWealth managerWrap sponsorHybrid
Goldman Sachs 100%
$1.4B
4455
Asset AdvisorsAugusta, GA · 476 clientsWealth managerAffiliated broker-dealer
Schwab 100%
$1.4B
4456
Double Eagle Family Offices, LLCFort Worth, TX · 21 clientsAsset manager
Fidelity 100%
$1.4B
4457
Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsWealth managerHybrid
Schwab 100%
$1.4B
4458
Fourworld Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
State Street 41%Morgan Stanley 38%
$1.4B
4459
St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clientsWealth manager
Schwab 100%
$1.4B
4460
Matrix Asset Advisors IncWhite Plains, NY · 650 clientsWealth manager
Schwab 100%
$1.4B
4461
Equity InternationalChicago, IL · 13 clientsPrivate fund adviser
No custodian reported
$1.4B
4462
Trustmont Advisory Group, Inc.Greensburg, PA · 4,322 clientsBroker-dealer firmHybridTrustmont Financial Group, Inc., clears through RBC Capital Markets
No custodian reported
$1.4B
4463
Kudu Investment Holdings, LLCNew York, NY · 1 clientsPrivate fund adviser
No custodian reported
$1.4B
4464
Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
Schwab 81%
$1.4B
4465
Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWealth managerWrap sponsorHybrid
Schwab 100%
$1.4B
4466
Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
Schwab 77%Fidelity 23%
$1.4B
4467
ESM Management LLC5 clientsAsset manager
BNY 76%U.S. Bank 24%
$1.4B
4468
Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsWealth managerHybrid
Schwab 100%
$1.4B
4469
Corrum Capital Management LLCCharlotte, NC · 26 clientsPrivate fund adviserHybridM&n Investor Services
No custodian reported
$1.4B
4470
Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
Northern Trust 40%Fidelity 39%
$1.4B
4471
Range Advisory, LLCMcLean, VA · 1,773 clientsWealth managerAffiliated broker-dealerRange Investing, LLC
Altruist 80%
$1.4B
4472
Security Capital ManagementWheeling, WV · 2,399 clientsBroker-dealer firmHybrid
Fidelity 100%
$1.4B
4473
Golden Bell Partners, LLC7 clientsPrivate fund adviser
No custodian reported
$1.4B
4474
Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
BNY 38%
$1.4B
4475
Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
Fidelity 51%Schwab 49%
$1.4B
4476
Town Lane Management LPNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$1.4B
4477
Millennium Investment and Retirement Advisors, LLC523 clientsAsset manager
John Hancock Trust Company 37%John Hancock Life Insurance 33%Fidelity 30%
$1.4B
4478
Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clientsWealth manager
Schwab 100%
$1.4B
4479
The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsWealth managerHybrid
LPL Financial 97%
$1.4B
4480
Private Client Services, LLCLouisville, KY · 8,765 clientsBroker-dealer firmHybridPrivate Client Services
No custodian reported
$1.4B

The RIA database

RIAs by state

The RIA database

RIAs by state