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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA 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.

Filters1

2,436 firms manage $136.7 trillionaffiliated broker-dealer

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

  1. 16561
    International Assets Advisory, LLCOrlando, FLBroker-dealer firmHybridBHS Financial, LLC, Primus Financial Services, LLC
    No custodian reported
    $0
  2. 16562
    Nationwide Securities, LLCColumbus, OH · 108 clientsBroker-dealer firmHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $0
  3. 16563
    Horace Mann Investors, Inc.Springfield, ILBroker-dealer firmHybridBCG Securities, Inc.
    No custodian reported
    $0
  4. 16566
    USI Securities, Inc.Glastonbury, CT · 163 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  5. 16567
    MMA Securities LLCNew York, NY · 10,839 clientsBroker-dealer firmHybridMMC Securities (ireland) Limited, MMC Securities LLC, clears through Pershing
    No custodian reported
    $0
  6. 16568
    The Winthrop CorporationShelton, CTAsset managerHybridWright Investors' Service Distributors, Inc.
    No custodian reported
    $0
  7. 16575
    Alliancebernstein Holding L.P.Nashville, TNAsset managerAffiliated broker-dealerAlliancebernstein Holding L.P., Alliancebernstein Investments, Inc.
    No custodian reported
    $0
  8. 16577
    Alliancebernstein CorporationNew York, NYAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    No custodian reported
    $0
  9. 16578
    UBS Farmland Investors LLCHartford, CTAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $0
  10. 16580
    IFR, Municipal Market DataBoston, MA · 462 clientsAsset managerAffiliated broker-dealerTradeweb LLC
    No custodian reported
    $0
  11. 16581
    ICE Data Pricing & Reference Data, LLCNew York, NY · 1,992 clientsAsset managerHybridArchipelago Securities L.L.C., Archipelago Trading Services, Inc.
    No custodian reported
    $0
  12. 16582
    Ernst & Young Investment Advisers LLPSecaucus, NJ · 20 clientsAsset managerAffiliated broker-dealerErnst & Young Capital Advisors, LLC
    No custodian reported
    $0
  13. 16592
    Morgan Stanley Real Estate Advisor, Inc.New York, NYAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $0
  14. 16593
    Higginbotham Retirement Advisors, Inc.Houston, TX · 58 clientsAsset managerAffiliated broker-dealerHigginbotham Securities LLC
    No custodian reported
    $0
  15. 16596
    Genesis Investment Management, LLPLondon, United Kingdom · 4 clientsAsset managerAffiliated broker-dealerAMG Distributors, Inc.
    No custodian reported
    $0
  16. 16608
    Lockton Investment Advisors, LLCOverland Park, KSAsset managerHybridLockton Investment Securities, LLC
    No custodian reported
    $0
  17. 16615
    Baird Strategas LLCNew York, NY · 490 clientsBroker-dealer firmHybridRobert W. Baird & Co. Incorporated, Robert W. Baird Limited
    No custodian reported
    $0
  18. 16620
    Kestra Institutional Services, LLCAustin, TXAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $0
  19. 16621
    Vision2020 Wealth Management Corp.Scottsdale, AZAsset managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    No custodian reported
    $0
  20. 16622
    Robo Advisor, Inc.Lake Mary, FLBroker-dealer firmAffiliated broker-dealerSovereign Legacy Securities, Inc.
    No custodian reported
    $0
  21. 16623
    Swbc Investment Advisory Services LLCAustin, TX · 2,111 clientsAsset managerAffiliated broker-dealerSwbc Investment Services, LLC, clears through Pershing
    No custodian reported
    $0
  22. 16625
    WealthionNew York, NYAsset managerHybridSCP Real Assets, LLC
    No custodian reported
    $0
  23. 16626
    Schwab Wealth Advisory, Inc.San Francisco, CAAsset managerHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $0
  24. 16627
    Bfinance US LTD.London, United KingdomBroker-dealer firmHybridRedbridge Global Markets, LLC
    No custodian reported
    $0
  25. 16636
    Integrated Financial Strategies, LLCFort Lauderdale, FLAsset managerHybridFortune Financial Services, Inc.
    No custodian reported
    $0
  26. 16637
    Cetera Investment Management LLCSchamburg, ILAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  27. 16647
    CNL Educational Institute, LLCOrlando, FLAsset managerHybridCNL Securities Corp.
    No custodian reported
    $0
  28. 16650
    Alaia Capital, LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $0
  29. 16655
    Eagle Realty Capital Partners, LLCCincinnati, OHAsset managerAffiliated broker-dealerTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $0
  30. 16658
    Bofa Securities, Inc.New York, NYBroker-dealer firmHybridBank of America Europe Designated Activity Company, Frankfurt, Bank of America Europe Designated Activity Company, Milan Branch
    No custodian reported
    $0
  31. 16661
    Shorebird Capital, LPSan Antonio, TXAsset managerHybridTitleist Capital, LLC
    No custodian reported
    $0
  32. 16662
    Cetera Advisory Services LLCEl Segundo, CAAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  33. 16664
    Planmember Asset Management CorporationCarpinteria, CAAsset managerHybridPlanmember Securities Corporation
    No custodian reported
    $0
  34. 16665
    Mariner WealthOverland Park, KSAsset managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $0
  35. 16670
    Stifel Wealth TrackerSt. Louis, MOAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $0
  36. 16672
    Jefferies Research Services LLCNew York, NYAsset managerHybridJefferies (australia) Securities PTY LTD, Jefferies (japan) Limited
    No custodian reported
    $0
  37. 16681
    Vested FinanceDurham, NCBroker-dealer firmHybridVF Securities, Inc
    No custodian reported
    $0
  38. 16682
    Altruist LLCCulver City, CA · 614 clientsAsset managerHybridAltruist Financial LLC
    No custodian reported
    $0
  39. 16694
    Benchmark Advisory Services, LLCSan Diego, CAAsset managerHybridKingswood Capital Partners, LLC
    No custodian reported
    $0
  40. 16717
    Pionex Investments Inc.Princeton, NJ · 1 clientsAsset managerHybrid
    No custodian reported
    $0

RIAs by state