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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. 11939
    Mathis Wealth ManagementPhoenix, AZ · 310 clientsWealth managerHybrid
    Axos 78%
    $213M
  2. 11943
    Financial Planning ServicesFort Wayne, IN · 489 clientsWealth managerHybrid
    Pershing 78%
    $213M
  3. 11948
    Brixton Capital Wealth Advisors, LLCGarden City, NY · 819 clientsWealth managerHybrid
    No custodian reported
    $212M
  4. 11958
    Buchanan Wealth ManagementReston, VA · 185 clientsWealth managerHybrid
    LPL Financial 91%
    $212M
  5. 11961
    Itrust Asset Management, LLCLexington, KY · 463 clientsWealth managerWrap sponsorHybrid
    LPL Financial 86%
    $212M
  6. 11962
    Orca Investment Management, LLCLake Oswego, OR · 364 clientsWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets
    Schwab 53%Pershing 47%
    $212M
  7. 11972
    Thompson Davis Asset ManagementRichmond, VA · 300 clientsBroker-dealer firmHybrid
    RBC 100%
    $211M
  8. 11980
    Phase III Advisory Services, LTDBuffalo Grove, IL · 483 clientsWealth managerHybrid
    Pershing 100%
    $211M
  9. 11994
    Fidelis Wealth AdvisorsCastle Rock, CO · 210 clientsWealth managerHybrid
    Fidelity 96%
    $210M
  10. 12004
    Atlantic Family Wealth, LLCCoral Gables, FL · 251 clientsWealth managerHybrid
    LPL Financial 100%
    $210M
  11. 12017
    Advisory Investor Services LLCMiami, FL · 189 clientsAsset managerHybridMiura Capital, LLC, clears through Pershing
    Pershing 85%
    $210M
  12. 12020
    Sunstate Wealth Management LLCCoral Gables, FL · 6 clientsAsset managerHybrid
    Sunstate Bank 100%
    $210M
  13. 12022
    IMG Wealth Management, Inc.Jacksonville, FL · 710 clientsWealth managerHybrid
    Schwab 92%
    $210M
  14. 12024
    Shellman Investment Management, LLCCoral Gables, FL · 134 clientsWealth managerHybridSeminario Securities LLC, clears through Pershing
    Morgan Stanley 85%
    $210M
  15. 12029
    Wharton Wealth Management, LLCMalvern, PA · 333 clientsWealth managerHybrid
    Pershing 100%
    $209M
  16. 12030
    Financial Investment Team ("fit")Portland, OR · 303 clientsWealth managerHybrid
    Schwab 100%
    $209M
  17. 12035
    Capital Asset Management, LLCDenver, CO · 162 clientsWealth managerHybrid
    Fidelity 88%
    $209M
  18. 12037
    Cavu Wealth ManagementLakeside, CA · 378 clientsWealth managerHybrid
    Schwab 100%
    $209M
  19. 12049
    Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
    Stonex Financial 83%
    $208M
  20. 12053
    Alere Planning LLC201 clientsWealth managerHybrid
    Schwab 99%
    $208M
  21. 12057
    Seagull Lane Asset Management LLCHuntington Beach, CA · 350 clientsWealth managerHybrid
    Axos 100%
    $208M
  22. 12063
    Garlikov Advisors IncColumbus, OH · 182 clientsWealth managerHybrid
    No custodian reported
    $208M
  23. 12067
    White Knight Strategic Wealth Advisors, LLCLawrenceville, NJ · 196 clientsWealth managerHybrid
    Schwab 100%
    $207M
  24. 12076
    Burnham Sterling Asset Management LLCCos Cob, CT · 1 clientsPrivate fund adviserHybridBabcock & Brown Securities LLC
    No custodian reported
    $207M
  25. 12079
    Investx Asset Management LLCNew York, NY · 17 clientsPrivate fund adviserHybridInvestx Financial (canada) LTD., Investx Markets LLC
    No custodian reported
    $207M
  26. 12083
    Foliobeyond, LLC26 clientsAsset managerHybrid
    Schwab 100%
    $207M
  27. 12084
    360 Financial Partners, LLCMount Pleasant, SC · 292 clientsWealth managerHybrid
    Stonex Financial 100%
    $207M
  28. 12096
    Hardworking Capital Advisors, LLCPalm Desert, CA · 284 clientsWealth managerHybrid
    Schwab 100%
    $206M
  29. 12100
    Wardroom Partners25 clientsBroker-dealer firmHybridKelson Capital LLC
    No custodian reported
    $206M
  30. 12105
    The Putney Financial Group LLCSan Rafael, CA · 215 clientsWealth managerHybrid
    Pershing 87%
    $205M
  31. 12110
    Blue Marble InvestmentsSanta Barbara, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $205M
  32. 12112
    Enduring Wealth Management, LLCMeridian, ID · 173 clientsWealth managerHybrid
    Raymond James 100%
    $205M
  33. 12113
    Chesapeake Investment Management LLCMcLean, VA · 395 clientsWealth managerHybrid
    No custodian reported
    $205M
  34. 12121
    Kohlhepp Investment Advisors, LTD.Doylestown, PA · 201 clientsWealth managerHybrid
    Schwab 100%
    $205M
  35. 12140
    Merkkuri Wealth Advisors LLCJericho, NY · 286 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $204M
  36. 12141
    Commercial Trust Financial ServicesFayette, MO · 927 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 100%
    $204M
  37. 12154
    DV Capital Advisors, LLCChicago, IL · 7 clientsPrivate fund adviserHybridDV Brokerage Services, LLC, DV Equities, LLC
    No custodian reported
    $203M
  38. 12158
    McDermott Investment Advisors, LLCNaples, FL · 618 clientsWealth managerHybridMcDermott Investment Services, LLC, clears through Hilltop Securities
    Hilltop Securities 100%
    $203M
  39. 12159
    New Horizons Wealth ManagementCedar Knolls, NJ · 228 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $203M
  40. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M

RIAs by state