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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. 9939
    Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
    Fidelity Distributors Company 87%
    $314M
  2. 9940
    Ricketts Financial, LLCLouisville, KY · 115 clientsWealth managerHybrid
    Schwab 100%
    $314M
  3. 9947
    Trust Advisory Group LTDBirmingham, AL · 564 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 74%Schwab 26%
    $314M
  4. 9948
    Carolina Wealth AdvisorsMyrtle Beach, SC · 596 clientsWealth managerHybrid
    Schwab 100%
    $313M
  5. 9950
    Hilco Investment Advisors, LLCNorthbrook, ILAsset managerHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    No custodian reported
    $313M
  6. 9951
    Jaguar Growth Asset Management, LLCMiami, FL · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $313M
  7. 9958
    Columbia Advisory Partners, LLCSpokane, WA · 631 clientsWealth managerHybridColumbia Private Markets, LLC
    Schwab 100%
    $313M
  8. 9963
    Monere Wealth Management, Inc.Schaumburg, IL · 500 clientsBroker-dealer firmHybridMonere Investments, Inc.
    No custodian reported
    $312M
  9. 9969
    IwealthWaseca, MN · 714 clientsWealth managerHybrid
    SEI 88%
    $312M
  10. 9974
    Optimist Ventures LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $311M
  11. 9979
    Mission Financial Group, LLCLas Vegas, NV · 376 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $311M
  12. 9987
    Excel Wealth Management, LLCManchester, CT · 326 clientsAsset managerHybrid
    Mid-Atlantic Securities 83%
    $310M
  13. 9993
    Invicta Advisors LLCOakmont, PA · 1,163 clientsBroker-dealer firmHybridInvicta Capital LLC
    No custodian reported
    $310M
  14. 9996
    H. C. Denison Co.Sheboygan, WI · 343 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $310M
  15. 9998
    MFA Wealth ServicesThousand Oaks, CA · 224 clientsWealth managerHybrid
    No custodian reported
    $310M
  16. 10009
    AIM CapitalScottsdale, AZ · 246 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $309M
  17. 10014
    Synergy Financial Partners, LLCDenver, CO · 526 clientsWealth managerHybrid
    Fidelity 100%
    $309M
  18. 10026
    Allsquare Wealth Management, LLCAlbany, NY · 436 clientsWealth managerHybrid
    Pershing 100%
    $308M
  19. 10027
    YIM Investment Management, LLCHonolulu, HI · 523 clientsWealth managerHybrid
    No custodian reported
    $308M
  20. 10036
    Dunbar Associates, LLCMonroe, CT · 308 clientsAsset managerHybrid
    Schwab 78%Empower 22%
    $307M
  21. 10037
    Commons Capital, LLCNeedham, MA · 226 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $307M
  22. 10048
    Oxford Square Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
    No custodian reported
    $307M
  23. 10052
    Bexil Advisers LLCWalpole, NH · 1 clientsAsset managerHybridMidas Securities Group, Inc.
    No custodian reported
    $307M
  24. 10053
    Blue Sky Capital Consultants Group, Inc.Poway, CA · 506 clientsWealth managerHybrid
    Schwab 100%
    $306M
  25. 10059
    Oneamerica Securities, Inc.Indianapolis, IN · 2,300 clientsBroker-dealer firmHybrid
    Pershing 100%
    $306M
  26. 10065
    Sound Capital Solutions LLC2 clientsAsset managerHybrid
    No custodian reported
    $306M
  27. 10067
    Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
    SEI 90%
    $306M
  28. 10077
    Clarus Wealth Advisors, LLCPeoria, AZ · 503 clientsWealth managerHybrid
    No custodian reported
    $305M
  29. 10080
    Paradigm Funds Advisor LLCAlbany, NY · 3 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
    No custodian reported
    $305M
  30. 10081
    Old Slip Registered Investment Advisors, LLCNew York, NY · 30 clientsAsset managerHybridOld Slip Capital Management, Inc.
    Schwab 100%
    $305M
  31. 10088
    Future Finances IncColumbus, OH · 288 clientsWealth managerHybrid
    No custodian reported
    $305M
  32. 10091
    Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsWealth managerHybrid
    LPL Financial 100%
    $305M
  33. 10092
    West InvestBellingham, WA · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $304M
  34. 10095
    Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
    RBC 55%Schwab 42%
    $304M
  35. 10100
    Provider Financial, Inc.Indianapolis, IN · 505 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $304M
  36. 10104
    Key Group Management, Inc.Fountain Hills, AZ · 337 clientsWealth managerHybrid
    Schwab 100%
    $304M
  37. 10113
    Integrated Financial Solutions, Inc.Reston, VA · 237 clientsWealth managerHybrid
    Pershing 100%
    $303M
  38. 10118
    Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
    Fidelity 85%
    $303M
  39. 10121
    Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
    Axos 76%SEI 24%
    $303M
  40. 10124
    Access Financial Group, Inc.Chicago, IL · 314 clientsBroker-dealer firmHybrid
    Raymond James 100%
    $302M

RIAs by state