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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. 10125
    Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
    Fidelity 46%LPL Financial 23%
    $302M
  2. 10141
    Johnson Financial AdvisorsTempe, AZ · 297 clientsWealth managerHybrid
    Fidelity 100%
    $301M
  3. 10149
    Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsWealth managerHybrid
    Pershing 65%
    $301M
  4. 10151
    Pinnacle Capital Management, LLCEast Syracuse, NY · 511 clientsWealth managerHybridPinnacle Investments, LLC
    Wells Fargo 100%
    $300M
  5. 10156
    Capital Wealth Alliance, LLCScottsdale, AZ · 348 clientsWealth managerHybrid
    Raymond James 100%
    $300M
  6. 10157
    Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
    Fidelity 90%
    $300M
  7. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  8. 10169
    Canyon ABF Manager LLCDallas, TX · 2 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $300M
  9. 10187
    Riverpark Capital Management LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $299M
  10. 10206
    Marshall Investment Management, LLCGreenwood Village, CO · 587 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $298M
  11. 10209
    ITS Asset Management, L.P.North Haven, CT · 598 clientsWealth managerHybrid
    Axos 57%Fidelity 43%
    $298M
  12. 10215
    TAP Root Capital Management LPSummit, NJ · 3 clientsPrivate fund adviserHybridSevenpoint Partners LLC
    No custodian reported
    $297M
  13. 10216
    Graystone Partners Wealth Management, LLCTempe, AZ · 586 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $297M
  14. 10221
    Sterling Capital Management IncBrookfield, WI · 388 clientsWealth managerHybrid
    RBC 100%
    $297M
  15. 10226
    ADW Capital Management LLC2 clientsPrivate fund adviserHybrid
    No custodian reported
    $297M
  16. 10227
    USA Financial Securities LLCAda, MI · 1,246 clientsBroker-dealer firmHybrid
    Pershing 100%
    $297M
  17. 10230
    The Yanker GroupManchester, MO · 479 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $296M
  18. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M
  19. 10246
    345 Investment Advisory, LLCScottsdale, AZ · 933 clientsWealth managerHybrid
    Schwab 100%
    $295M
  20. 10252
    Madison Park Capital Advisors, LLCSeattle, WA · 379 clientsWealth managerHybrid
    Fidelity Distributors Company 72%Schwab 28%
    $295M
  21. 10255
    Bright Futures Wealth Management, LLCWebster, NY · 885 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $295M
  22. 10264
    Plus CapitalVenice, CA · 15 clientsPrivate fund adviserHybridPlus Venture Partners, LLC
    No custodian reported
    $294M
  23. 10268
    Project Level Management Company, LLCChicago, IL · 4 clientsPrivate fund adviserHybridAriel Distributors, LLC
    No custodian reported
    $294M
  24. 10276
    Private Portfolios, Inc.San Mateo, CA · 267 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $293M
  25. 10279
    Fiduciary Financial Partners, LLCNaperville, IL · 220 clientsWealth managerHybrid
    Schwab 100%
    $293M
  26. 10292
    Luken Investment Analytics, LLCBrentwood, TN · 267 clientsWealth managerWrap sponsorHybrid
    Schwab 0%
    $292M
  27. 10293
    Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWealth managerWrap sponsorHybrid
    LPL Financial 59%Schwab 41%
    $292M
  28. 10294
    Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsWealth managerHybridGradient Securities, LLC
    SEI 51%Schwab 49%
    $292M
  29. 10309
    Idirect Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $291M
  30. 10316
    Leigh Baldwin & Co., LLCCazenovia, NY · 682 clientsBroker-dealer firmHybrid
    No custodian reported
    $291M
  31. 10341
    Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
    Schwab 77%SEI 23%
    $289M
  32. 10343
    Aiga Capital Partners LLCJersey City, NJ · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $289M
  33. 10347
    Guardian Wealth Management Inc.Peoria, IL · 190 clientsWealth managerHybrid
    Schwab 91%
    $289M
  34. 10360
    Traction Financial PartnersEncampment, WY · 338 clientsWealth managerHybrid
    LPL Financial 100%
    $288M
  35. 10362
    Worth Asset ManagementDallas, TX · 333 clientsWealth managerHybrid
    Schwab 100%
    $288M
  36. 10368
    Capital Cities InvestmentsIndianapolis, IN · 476 clientsWealth managerHybrid
    Schwab 100%
    $288M
  37. 10369
    Optivise Advisory Services LLCFranklin, TN · 1,233 clientsWealth managerHybrid
    Schwab 100%
    $288M
  38. 10373
    Liquid Capital Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridRainmaker Securities, LLC
    No custodian reported
    $288M
  39. 10374
    Broadlight Capital Management, LLCGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $288M
  40. 10376
    Burkholder & Associates, LLCWashington, DC · 93 clientsWealth managerHybrid
    Fidelity 100%
    $287M

RIAs by state