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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. 11201
    Stirlingshire InvestmentsNew York, NY · 1,071 clientsWealth managerHybridStirlingshire BD LLC
    Apex Fintech 100%
    $245M
  2. 11205
    Gulfstream CM, LLCSummit, NJ · 25 clientsPrivate fund adviserHybridMountainside Securities LLC, clears through Pershing
    Pershing 100%
    $244M
  3. 11213
    Legacy Solutions, LLCKennett Square, PA · 249 clientsWealth managerHybrid
    Schwab 100%
    $244M
  4. 11214
    Abundant Wealth Management LLCStamford, CT · 187 clientsWealth managerHybrid
    SEI 100%
    $244M
  5. 11215
    Foundation Capital Management, LLCEast Norriton, PA · 595 clientsWealth managerHybrid
    Schwab 100%
    $244M
  6. 11217
    Pinnacle Wealth Management Group, Inc.Plymouth, MI · 209 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $244M
  7. 11221
    Pursue Wealth Partners, LLC31 clientsWealth managerHybrid
    Raymond James 100%
    $243M
  8. 11228
    Zephyr Wealth ManagementWestlake Village, CA · 242 clientsBroker-dealer firmHybrid
    Schwab 100%
    $243M
  9. 11233
    Little Harbor Advisors, LLCMarblehead, MA · 4 clientsAsset managerHybrid
    No custodian reported
    $243M
  10. 11251
    Caymus Equity Partners, LLCAtlanta, GA · 12 clientsPrivate fund adviserHybridCaymus Securities LLC
    No custodian reported
    $242M
  11. 11255
    Wealth Management CorporationTallahassee, FL · 1,641 clientsWealth managerHybrid
    Schwab 100%
    $242M
  12. 11275
    PSC Capital Partners LLCMinneapolis, MN · 6 clientsPrivate fund adviserHybridPiper Sandler & Co.
    No custodian reported
    $241M
  13. 11286
    Interactive Financial AdvisorsNew Lenox, IL · 1,307 clientsWealth managerHybrid
    Axos 100%
    $240M
  14. 11288
    Keystone Financial Services, LLCOmaha, NE · 1,043 clientsWealth managerHybrid
    Schwab 100%
    $240M
  15. 11293
    Buttonwood Group Advisors LLCUniondale, NY · 24 clientsPrivate fund adviserHybridJoseph Gunnar & Co., LLC
    No custodian reported
    $240M
  16. 11295
    Jennings & Associates Financial Advisors, LLCPaducah, KY · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $240M
  17. 11296
    True Wealth Advisory GroupMiami, FL · 102 clientsAsset managerHybrid
    Schwab 100%
    $240M
  18. 11298
    IFS GroupMechanicsburg, PA · 267 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $240M
  19. 11300
    ForefrontAustin, TX · 572 clientsWealth managerHybrid
    Schwab 100%
    $240M
  20. 11309
    Salient Wealth PlanningEncinitas, CA · 193 clientsWealth managerHybrid
    Fidelity 100%
    $239M
  21. 11310
    E6 PortfoliosMidvale, UT · 781 clientsWealth managerWrap sponsorHybridM. H. Leblang, Inc.
    Fidelity 80%
    $239M
  22. 11314
    Heights LLCLos Angeles, CA · 14 clientsWealth managerHybrid
    No custodian reported
    $239M
  23. 11325
    Investment Management & Planning LLCGreenville, DE · 511 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $239M
  24. 11329
    CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
    Axos 87%
    $239M
  25. 11331
    Ganim Private WealthShelton, CT · 50 clientsAsset managerHybrid
    Fidelity 100%
    $239M
  26. 11332
    Ninth Eternity Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridNinth Eternity Capital HK Limited, Ninth Eternity Securities LLC
    No custodian reported
    $239M
  27. 11341
    Perella Weinberg Partners Capital Management LPNew York, NY · 9 clientsPrivate fund adviserHybridPerella Weinberg Gmbh, Perella Weinberg Partners France SAS
    No custodian reported
    $238M
  28. 11348
    Sector Analysts LLCAllentown, PA · 677 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $238M
  29. 11350
    Alexander Capital Wealth Management LLCRed Bank, NJ · 614 clientsWealth managerWrap sponsorHybridAlexander Capital, L.P., clears through RBC Capital Markets, Velocity Clearing
    RBC 100%
    $238M
  30. 11353
    3j CapitalSao Paulo, Brazil · 141 clientsWealth managerHybridBlue Castle Capital Management LLP
    Julius BAR 61%CBH 39%
    $238M
  31. 11361
    Cohen & Company Financial Management, LLCNew York, NY · 5 clientsPrivate fund adviserHybridCohen & Company Securities, LLC, clears through Pershing
    No custodian reported
    $237M
  32. 11363
    Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $237M
  33. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  34. 11377
    Clarity Wealth Management, L.L.C.Gilbert, AZ · 944 clientsWealth managerHybrid
    LPL Financial 100%
    $237M
  35. 11378
    Axiom Investment Management LLCNew York, NY · 214 clientsWealth managerHybridAxiom Capital Management, Inc., clears through Hilltop Securities
    Hilltop Securities 100%
    $237M
  36. 11383
    Spectrum Financial IncVirginia Beach, VA · 234 clientsAsset managerHybrid
    Fidelity 100%
    $236M
  37. 11384
    Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse, WI · 628 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $236M
  38. 11389
    Ipsen Advisor GroupLittle Rock, AR · 337 clientsWealth managerHybrid
    Fidelity 100%
    $236M
  39. 11401
    Crew Capital Management, LTD.Cincinnati, OH · 203 clientsWealth managerHybrid
    Schwab 100%
    $235M
  40. 11404
    Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $235M

RIAs by state