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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

3,733 firms manage $117.7 trillionhybrid

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. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  2. 9553
    Millennial Advisers, LLC.New York, NY · 363 clientsPrivate fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers
    Schwab 57%Interactive Brokers 31%
    $339M
  3. 9561
    Cresap, Inc.Radnor, PA · 604 clientsBroker-dealer firmHybrid
    No custodian reported
    $339M
  4. 9562
    Smallwood Wealth ManagementRed Bank, NJ · 458 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $339M
  5. 9567
    Lewis Financial Management, LLCRaleigh, NC · 88 clientsWealth managerHybrid
    American Funds Service 100%
    $339M
  6. 9573
    Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
    LPL Financial 68%SEI 32%
    $338M
  7. 9581
    Commerce Advisors, LLCMemphis, TN · 143 clientsWealth managerHybrid
    Fidelity 100%
    $338M
  8. 9582
    Uwharrie Investment Advisors, Inc.Albemarle, NC · 875 clientsWealth managerBank-affiliatedHybridThe Strategic Alliance Corporation
    Pershing 100%
    $338M
  9. 9597
    TRU Independence Asset Management, LLCPortland, OR · 1,059 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $337M
  10. 9608
    Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
    Wells Fargo 53%Schwab 47%
    $336M
  11. 9613
    Intrepid Investment Management, LLCHouston, TX · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $336M
  12. 9619
    First Dallas Securities, Inc.Dallas, TX · 266 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $336M
  13. 9623
    Personal Financial Profiles IncCoral Springs, FL · 229 clientsWealth managerHybrid
    Schwab 100%
    $335M
  14. 9636
    Neuberger Berman Loan Advisers Europe II LPChicago, IL · 1 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $335M
  15. 9641
    Hewell Financial Group, Inc.220 clientsWealth managerHybrid
    Schwab 97%
    $334M
  16. 9643
    Oceaniq Capital, LLCPalo Alto, CA · 452 clientsWealth managerHybrid
    Schwab 100%
    $334M
  17. 9649
    Good Harbor Advisors, Inc.Gloucester, MA · 249 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $334M
  18. 9659
    Dovetail Wealth Management, LLCTaylor, TX · 857 clientsWealth managerHybrid
    LPL Financial 100%
    $333M
  19. 9660
    Charter Advisory CorporationIndianapolis, IN · 593 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $333M
  20. 9663
    Outwing Private Wealth Management21 clientsWealth managerHybrid
    Wells Fargo 50%Schwab 50%
    $333M
  21. 9666
    American FundstarsIrvine, CA · 463 clientsBroker-dealer firmHybrid
    Schwab 100%
    $333M
  22. 9669
    Oliveira WealthModesto, CA · 1,032 clientsWealth managerHybrid
    Schwab 100%
    $332M
  23. 9675
    Solano Wealth AdvisorsFairfield, CA · 456 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $332M
  24. 9680
    Elios Financial Group, Inc.Westlake, OH · 290 clientsWealth managerWrap sponsorHybrid
    Schwab 99%
    $332M
  25. 9685
    The McHugh Group, LLC30 clientsWealth managerHybrid
    Fidelity 100%
    $331M
  26. 9688
    Insight FoliosCharlotte, NC · 1,228 clientsWealth managerHybrid
    Schwab 100%
    $331M
  27. 9691
    Copley Financial Group, Inc.San Diego, CA · 2,690 clientsBroker-dealer firmHybridCopley Alternative Investments, Inc., Emerson Equity LLC
    Schwab 100%
    $331M
  28. 9693
    Bernardi Asset Management, LLCNorthfield, IL · 69 clientsAsset managerHybridBernardi Securities, Inc.
    Pershing 52%Schwab 30%
    $331M
  29. 9696
    Sandstone Asset Management Inc.Calgary, Canada · 129 clientsWealth managerHybrid
    Fidelity Clearing Canada 100%
    $331M
  30. 9700
    Essex Private Wealth Management LLCTopsfield, MA · 216 clientsWealth managerHybridHuntwicke Securities, LLC
    Fidelity 100%
    $331M
  31. 9701
    Insight Capital ManagementConcord, CA · 343 clientsWealth managerHybrid
    Schwab 100%
    $331M
  32. 9707
    DAI Wealth, LLCAtlanta, GA · 1,537 clientsWealth managerHybridDAI Securities, LLC
    Fidelity 77%Schwab 23%
    $330M
  33. 9713
    Colliers Securities LLCMinneapolis, MN · 816 clientsBroker-dealer firmHybridColliers Securities (canada) Inc.
    No custodian reported
    $330M
  34. 9720
    Gutierrez Wealth Advisory, LLCLittle Rock, AR · 141 clientsWealth managerHybrid
    Fidelity 100%
    $329M
  35. 9725
    Power Financial Partners, LLCTampa, FL · 250 clientsAsset managerHybrid
    Schwab 100%
    $329M
  36. 9730
    BR Wealth ManagementBoise, ID · 348 clientsWealth managerHybrid
    Schwab 100%
    $329M
  37. 9743
    Weitzel Financial Services, Inc.Dubuque, IA · 1,134 clientsBroker-dealer firmHybrid
    Schwab 100%
    $328M
  38. 9748
    Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsWealth managerHybrid
    LPL Financial 100%
    $327M
  39. 9751
    Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $327M
  40. 9753
    Pointone Family OfficeManhattan Beach, CA · 25 clientsWealth managerHybrid
    Goldman Sachs 100%
    $327M

RIAs by state