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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4921
Shoreview Industries V, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
No custodian reported
$1.2B
4922
Trinity Ventures10 clientsPrivate fund adviser
No custodian reported
$1.2B
4923
Baxter Investment ManagementRiverside, CT · 446 clientsWealth manager
Schwab 100%
$1.2B
4924
Agile Investment Management, LLC1 clientsAsset manager
CIBC 100%
$1.2B
4925
AGR Partners LLCChicago, IL · 9 clientsPrivate fund adviser
No custodian reported
$1.2B
4926
W.A. Smith Financial GroupSandusky, OH · 1,669 clientsWealth manager
Fidelity 100%
$1.2B
4927
Manhattan West Asset Management, LLCLos Angeles, CA · 383 clientsWealth managerWrap sponsorHybrid
Schwab 79%
$1.2B
4928
Grafton Street Partners9 clientsPrivate fund adviser
No custodian reported
$1.2B
4929
L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
Schwab 53%Wells Fargo 25%
$1.2B
4930
Ameliora Wealth Management LTD.Zurich, Switzerland · 250 clientsWealth manager
Union Bancaire Privee, UBP SA 48%Bank Vontobel AG 34%
$1.2B
4931
The Capstreet Group, LLCHouston, TX · 5 clientsPrivate fund adviser
No custodian reported
$1.2B
4932
BOW River Advisers, LLCDenver, CO · 1 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
No custodian reported
$1.2B
4933
Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
Fidelity 61%Schwab 27%
$1.2B
4934
Reagan Companies Asset Management, IncSyracuse, NY · 780 clientsWealth manager
Schwab 78%Hand Benefits & Trust 22%
$1.2B
4935
Ibex Investors LLCDenver, CO · 27 clientsPrivate fund adviser
No custodian reported
$1.2B
4936
Eldridge Acre Partners, LPLos Angeles, CA · 7 clientsPrivate fund adviser
No custodian reported
$1.2B
4937
Sarofim Realty Advisors LLCHouston, TX · 4 clientsPrivate fund adviser
No custodian reported
$1.2B
4938
Fulcrum Equity Partners, Inc.Atlanta, GA · 8 clientsPrivate fund adviser
No custodian reported
$1.2B
4939
Boyne CapitalMiami, FL · 8 clientsPrivate fund adviser
No custodian reported
$1.2B
4940
Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
Fidelity 73%Schwab 27%
$1.2B
4941
NTV Asset Management, LLCCharleston, WV · 376 clientsWealth manager
Schwab 100%
$1.2B
4942
Lake StreetChicago, IL · 613 clientsWealth managerHybrid
Raymond James 66%Schwab 34%
$1.2B
4943
Academy Capital ManagementWaco, TX · 996 clientsWealth manager
Schwab 81%
$1.2B
4944
Forest Road Asset Management LLCLos Angeles, CA · 7 clientsAsset managerHybridForest Road Securities BD LLC
No custodian reported
$1.2B
4945
Frazier Financial Advisors, LLCColumbus, OH · 733 clientsWealth managerHybrid
Schwab 59%Fidelity 41%
$1.2B
4946
Library Research LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
No custodian reported
$1.2B
4947
Kennedy Lewis Capital Holdings LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerKennedy Lewis Capital Markets LLC
No custodian reported
$1.2B
4948
Efficient Capital Management LLCWarrenville, IL · 13 clientsPrivate fund adviser
No custodian reported
$1.2B
4949
Northlane Capital PartnersBethesda, MD · 3 clientsPrivate fund adviser
No custodian reported
$1.2B
4950
Alaska Wealth AdvisorsAnchorage, AK · 672 clientsWealth manager
Schwab 100%
$1.2B
4951
Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
Schwab 54%
$1.2B
4952
Jacobs & Company, LLCSan Francisco, CA · 259 clientsWealth manager
Schwab 100%
$1.2B
4953
Third View Private WealthWestport, CT · 324 clientsWealth managerHybrid
Schwab 85%
$1.2B
4954
Arkos Global Advisors, LLCHouston, TX · 444 clientsWealth manager
Schwab 100%
$1.2B
4955
Toth Financial Advisory CorpLeesburg, VA · 655 clientsWealth manager
Schwab 100%
$1.2B
4956
Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
Axos 46%Fidelity 31%TIAA 23%
$1.2B
4957
Corevision Financial GroupShelbyville, IN · 1,310 clientsWealth managerHybrid
LPL Financial 100%
$1.2B
4958
Generation Capital Management LLCPittsford, NY · 280 clientsAsset manager
Matrix Trust 89%
$1.2B
4959
Canopy Wealth ManagementMiddleton, WI · 601 clientsWealth manager
Schwab 100%
$1.2B
4960
Longview Wealth ManagementAtlanta, GA · 1,185 clientsWealth managerWrap sponsorHybrid
Schwab 82%
$1.2B

The RIA database

RIAs by state

The RIA database

RIAs by state