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.

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

7801
Black Coral Financial Advisors, LLCMount Olive, NJ · 88 clientsWealth manager
No custodian reported
$504M
7802
Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
Schwab 68%Fidelity 32%
$504M
7803
Dentist AdvisorsSalt Lake City, UT · 768 clientsWealth manager
Schwab 100%
$504M
7804
Ducere Wealth ManagementNewport Beach, CA · 128 clientsWealth manager
Schwab 100%
$504M
7805
Weinberger Asset Management, IncLos Angeles, CA · 176 clientsWealth manager
Schwab 100%
$504M
7806
11 Capital Partners LPDarien, CT · 5 clientsAsset manager
Morgan Stanley 68%Goldman Sachs 32%
$504M
7807
Etesian Wealth Advisors, Inc.West Linn, OR · 429 clientsWealth manager
Schwab 100%
$503M
7808
Drum Capital Management LLCStamford, CT · 6 clientsPrivate fund adviser
No custodian reported
$503M
7809
SMH Capital Advisors LLCWeatherford, TX · 171 clientsAsset managerHybridSMH Capital Investments LLC
State Street 100%
$503M
7810
Multiplier Capital, LLCWashington, DC · 4 clientsPrivate fund adviser
No custodian reported
$503M
7811
Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsWealth managerHybrid
Schwab 100%
$503M
7812
Preservation Equity Fund Advisors, LLCIrvine, CA · 4 clientsPrivate fund adviserAffiliated broker-dealerWNC Capital Corporation
No custodian reported
$503M
7813
Saybrook Capital CorpSag Harbor, NY · 155 clientsWealth manager
No custodian reported
$503M
7814
Boltwood Capital ManagementWalnut Creek, CA · 230 clientsWealth manager
Schwab 100%
$503M
7815
Crown Wealth Group LLCCharlotte, NC · 254 clientsWealth manager
Schwab 100%
$502M
7816
Sharp FinancialHorsham, PA · 194 clientsWealth managerWrap sponsorHybrid
Schwab 100%
$502M
7817
Quantitative Process, LLCCharlotte, NC · 205 clientsAsset manager
No custodian reported
$502M
7818
Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
Schwab 64%
$502M
7819
Transition Equity Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
No custodian reported
$502M
7820
Humble GrowthNew York, NY · 2 clientsPrivate fund adviser
No custodian reported
$502M
7821
First Washington CorporationSeattle, WA · 29 clientsWealth manager
U.S. Bank 88%
$501M
7822
LRZ Capital LLCMiami, FL · 4 clientsPrivate fund adviser
Citi 100%
$501M
7823
Family Financial Solutions Group, LLCDurango, CO · 20 clientsWealth manager
No custodian reported
$501M
7824
Saothair Capital PartnersWayne, PA · 4 clientsPrivate fund adviser
No custodian reported
$501M
7825
Pandowealth. LLC770 clientsAsset manager
Newedge Securities 51%Schwab 33%
$500M
7826
HC Advisors LLCSandy Springs, GA · 206 clientsWealth manager
Schwab 100%
$500M
7827
Private Wealth Solutions, LLCCalabasas, CA · 275 clientsBroker-dealer firmHybrid
Schwab 100%
$500M
7828
Maybourne Partners Management LP1 clientsPrivate fund adviser
No custodian reported
$500M
7829
Cypress Creek PartnersAustin, TX · 15 clientsPrivate fund adviserHybrid
No custodian reported
$500M
7830
Sabrepoint Capital ManagementDallas, TX · 1 clientsPrivate fund adviser
No custodian reported
$500M
7831
Stokes Capital Advisors, LLCGreenwood, SC · 289 clientsWealth manager
Schwab 100%
$499M
7832
Greenstone Partners, LLCLarkspur, CA · 1 clientsPrivate fund adviser
No custodian reported
$499M
7833
Elevated Capital Advisors, LLCDraper, UT · 1,007 clientsWealth manager
Fidelity 100%
$499M
7834
EVT Financial AdvisorsZurich, Switzerland · 124 clientsWealth manager
Vontobel 66%NPB 34%
$499M
7835
Presidio Capital Management, LLCSan Diego, CA · 351 clientsWealth manager
Schwab 100%
$499M
7836
ACT AdvisorsAsheville, NC · 428 clientsWealth manager
LPL Financial 81%
$499M
7837
Scientech Research LLCJersey City, NJ · 4 clientsPrivate fund adviser
No custodian reported
$499M
7838
Clark Financial Services Group, Inc.Chesterfield, MO · 431 clientsWealth manager
Schwab 100%
$499M
7839
Kahn Brothers Advisors LLCNew York, NY · 347 clientsWealth managerHybridKahn Brothers LLC, clears through Pershing
Pershing 61%Schwab 39%
$499M
7840
Blue Opal Capital, LLCNew York, NY · 39 clientsPrivate fund adviser
No custodian reported
$499M

The RIA database

RIAs by state

The RIA database

RIAs by state