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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5681
DME Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
No custodian reported
$907M
5682
Cranbrook Wealth Management, LLCBloomfield Hills, MI · 253 clientsWealth manager
Fidelity 100%
$907M
5683
Round Rock Advisors LLCWilton, CT · 647 clientsWealth manager
Schwab 100%
$907M
5684
Berthel Fisher & Company Financial Services, Inc.Cedar Rapids, IA · 3,352 clientsBroker-dealer firmHybrid
No custodian reported
$906M
5685
Riverpoint Wealth ManagementChicago, IL · 216 clientsWealth managerWrap sponsor
LPL Financial 100%
$906M
5686
South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
Deutsche Bank Trust Company Americas 35%Schwab 32%
$906M
5687
First Affirmative Financial Network LLCColorado Springs, CO · 2,327 clientsWealth managerWrap sponsor
Schwab 52%Goldman Sachs 48%
$905M
5688
Richard P. Slaughter Associates, Inc.Austin, TX · 457 clientsWealth manager
Schwab 100%
$905M
5689
Navimed Capital Advisors, LLCRosslyn, VA · 4 clientsPrivate fund adviser
No custodian reported
$905M
5690
Shannon River Fund Management, LLCNew York, NY · 8 clientsPrivate fund adviser
No custodian reported
$905M
5691
Holowesko Partners LTD.Nassau, Bahamas, The · 7 clientsPrivate fund adviser
State Street 100%
$904M
5692
Convergence FinancialColumbia, MO · 2,714 clientsWealth managerHybrid
LPL Financial 100%
$904M
5693
Mengis Capital Management, Inc.Portland, OR · 300 clientsWealth manager
Schwab 89%
$903M
5694
Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
Raymond James 52%LPL Financial 26%
$903M
5695
Studio Investment ManagementChicago, IL · 355 clientsWealth manager
Schwab 100%
$903M
5696
Distributed Global Manager LPAustin, TX · 17 clientsPrivate fund adviser
No custodian reported
$903M
5697
Dmkc Advisory Services, LLCDes Moines, IA · 500 clientsWealth managerHybridD.M. Kelly & Company, clears through Wells Fargo Clearing Services
First Clearing 100%
$903M
5698
Navis Wealth Advisors LLCRye Brook, NY · 126 clientsWealth managerHybrid
Schwab 100%
$902M
5699
The Fairman Group, LLCChesterbrook, PA · 142 clientsWealth manager
Schwab 100%
$902M
5700
New Vernon CapitalMorristown, NJ · 44 clientsPrivate fund adviser
Pershing 100%
$902M
5701
Flaharty Asset Management, LLCClearwater, FL · 1,130 clientsWealth managerWrap sponsorHybrid
LPL Financial 99%
$902M
5702
Trimer Capital Management LPSan Francisco, CA · 10 clientsPrivate fund adviser
No custodian reported
$901M
5703
Marsjewett Financial GroupBellevue, WA · 717 clientsWealth manager
Fidelity 100%
$901M
5704
Riata Capital Group, LLCDallas, TX · 15 clientsPrivate fund adviser
No custodian reported
$901M
5705
Beacon Financial Advisory LLCCleveland, OH · 1,556 clientsWealth managerHybrid
Schwab 97%
$901M
5706
Greenup Street Wealth Management LLCOverland Park, KS · 973 clientsWealth manager
Fidelity 76%Schwab 24%
$900M
5707
First Turn Management, LLCSolana Beach, CA · 4 clientsAsset manager
Citi 90%
$900M
5708
Yorkville Advisors Global, LPMountainside, NJ · 3 clientsPrivate fund adviserAffiliated broker-dealerYorkville Securities, LLC
No custodian reported
$900M
5709
93 Financial Group, LLCWoburn, MA · 1,175 clientsWealth manager
Schwab 100%
$900M
5710
Malabar Investments, LLCNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$900M
5711
Axiom Asset ManagementWayne, PA · 589 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
No custodian reported
$900M
5712
Goldner HawnMinneapolis, MN · 3 clientsPrivate fund adviser
No custodian reported
$899M
5713
Asset Management Group, Inc.Stamford, CT · 264 clientsWealth managerHybrid
Schwab 100%
$898M
5714
Riskbridge Advisors, LLCNorwalk, CT · 293 clientsAsset manager
Schwab 87%
$898M
5715
Blockchange Management LLC19 clientsPrivate fund adviser
No custodian reported
$898M
5716
KairosIrvine, CA · 15 clientsPrivate fund adviserHybrid
No custodian reported
$897M
5717
Sawyer Falduto Asset Management, LLCElmhurst, IL · 514 clientsAsset manager
Schwab 100%
$897M
5718
Key Client Fiduciary Advisors, LLCFairfield, NJ · 2,272 clientsWealth manager
Schwab 100%
$896M
5719
Christopher Weil & Co IncSan Diego, CA · 519 clientsWealth manager
Fidelity 100%
$896M
5720
Eagleclaw Capital Management LLCBoston, MA · 321 clientsWealth managerWrap sponsorHybridMoors & Cabot, Inc.
No custodian reported
$896M

The RIA database

RIAs by state

The RIA database

RIAs by state