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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3681
Guidestone AdvisorsDallas, TX · 2,089 clientsWealth managerHybridGuidestone Financial Services
Guidestone 80%
$2.0B
3682
Falcon Wealth Planning, LLCOntario, CA · 1,611 clientsWealth manager
Fidelity 59%Schwab 41%
$2.0B
3683
Ceres Partners, LLCSouth Bend, IN · 5 clientsPrivate fund adviserHybridCeres Securities, LLC, Wisdomtree Securities, Inc.
No custodian reported
$2.0B
3684
Qsemble Capital Management, LPNew York City, NY · 4 clientsPrivate fund adviser
No custodian reported
$2.0B
3685
3edge Asset Management, LPNaples, FL · 1,528 clientsWealth managerHybrid
Fidelity 82%
$2.0B
3686
Quantix Commodities LPGreenwich, CT · 2 clientsAsset manager
No custodian reported
$2.0B
3687
New State Capital PartnersNew Rochelle, NY · 19 clientsPrivate fund adviser
No custodian reported
$2.0B
3688
Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
Fidelity 90%
$1.9B
3689
Behrman Brothers Management Company L.P.New York, NY · 3 clientsPrivate fund adviser
No custodian reported
$1.9B
3690
Ascendant Capital Partners LPLos Angeles, CA · 22 clientsPrivate fund adviser
No custodian reported
$1.9B
3691
Bulltick Wealth Management, LLCMiami, FL · 315 clientsWealth managerHybridBulltick, LLC, clears through Pershing
Pershing 78%J.P. Morgan 22%
$1.9B
3692
Soma Equity Partners, LPSan Francisco, CA · 4 clientsPrivate fund adviser
No custodian reported
$1.9B
3693
Financial Security Advisory IncVirginia Beach, VA · 3,393 clientsWealth managerHybridFinancial Security Management, Incorporated
No custodian reported
$1.9B
3694
Capital Z Partners Management, LLCNaples, FL · 5 clientsPrivate fund adviser
No custodian reported
$1.9B
3695
Lorient Capital Management, LLCMiami, FL · 17 clientsPrivate fund adviser
No custodian reported
$1.9B
3696
Alliance Partners LLCChevy Chase, MD · 104 clientsAsset manager
Merrill / Bank of America 100%
$1.9B
3697
Sisung Investment Management Services LLCMetairie, LA · 13 clientsAsset managerHybridSisung Securities Corporation, clears through Pershing
No custodian reported
$1.9B
3698
Brooke Private Equity Associates Management LLCBoston, MA · 14 clientsPrivate fund adviser
No custodian reported
$1.9B
3699
Clarity Investment Management Inc.Vancouver, Canada · 140 clientsPrivate fund adviserHybridHiive Markets Limited
No custodian reported
$1.9B
3700
SCSBellevue, WA · 2,493 clientsWealth managerWrap sponsorHybrid
LPL Financial 100%
$1.9B
3701
Voss Capital, LPHouston, TX · 10 clientsAsset manager
Goldman Sachs 63%
$1.9B
3702
Radian Capital LLCNew York, NY · 7 clientsPrivate fund adviser
No custodian reported
$1.9B
3703
Elda River Capital Management, LLCHouston, TX · 16 clientsPrivate fund adviser
No custodian reported
$1.9B
3704
Parabellum Capital LLCNew York, NY · 12 clientsPrivate fund adviser
No custodian reported
$1.9B
3705
Penn Capital Management Company, LLCPhiladelphia, PA · 631 clientsAsset managerAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
J.P. Morgan 65%BNY 35%
$1.9B
3706
RVW Wealth LLCLos Angeles, CA · 1,378 clientsWealth managerHybrid
Schwab 95%
$1.9B
3707
Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
Merrill / Bank of America 41%Goldman Sachs 40%
$1.9B
3708
Lument Investment Management, LLCNew York, NY · 1 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
No custodian reported
$1.9B
3709
Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clientsWealth manager
Schwab 100%
$1.9B
3710
Cfo4lifeCoppell, TX · 1,015 clientsWealth managerHybrid
Schwab 77%Fidelity 23%
$1.9B
3711
FS Specialty Lending Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
No custodian reported
$1.9B
3712
E2pChicago, IL · 8 clientsPrivate fund adviser
No custodian reported
$1.9B
3713
Nexpoint Real Estate Advisors VII, L.P.Dallas, TX · 2 clientsPrivate fund adviserAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
No custodian reported
$1.9B
3714
Hein Park Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
No custodian reported
$1.9B
3715
Rebalance LLCPalo Alto, CA · 656 clientsWealth manager
Schwab 59%Fidelity 41%
$1.9B
3716
Fourthought Financial Partners, LLC.Venice, FL · 1,002 clientsWealth managerAffiliated broker-dealer
Fidelity 100%
$1.9B
3717
Meyers Wealth Management, LLCColumbus, OH · 860 clientsWealth managerWrap sponsor
Schwab 100%
$1.9B
3718
Landaas & CompanyMilwaukee, WI · 1,804 clientsBroker-dealer firmHybrid
Pershing 99%
$1.9B
3719
First Pacific Financial, Inc.Vancouver, WA · 1,312 clientsWealth manager
Schwab 100%
$1.9B
3720
AMI Asset Management CorpLos Angeles, CA · 1,221 clientsWealth manager
Schwab 100%
$1.9B

The RIA database

RIAs by state

The RIA database

RIAs by state