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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. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  2. 12183
    Portage Wealth IncOakville, Canada · 185 clientsWealth managerHybrid
    No custodian reported
    $202M
  3. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  4. 12198
    Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $201M
  5. 12201
    Strategic Advisory ServicesMemphis, TN · 254 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $201M
  6. 12232
    Newbore Wealth Management, Inc.Gladstone, OR · 528 clientsWealth managerHybrid
    LPL Financial 100%
    $200M
  7. 12234
    Credit Bridge Advisors LLC1 clientsPrivate fund adviserHybrid
    No custodian reported
    $200M
  8. 12239
    Smbc Asset Management, Inc.New York, NY · 4 clientsPrivate fund adviserHybridSmbc Nikko Securities America, Inc., Smbc Nikko Securities Canada, LTD.
    No custodian reported
    $200M
  9. 12243
    IA Network, LLCCharlotte, NC · 259 clientsWealth managerHybrid
    Schwab 72%SEI 28%
    $200M
  10. 12245
    KG Capital Management, LLCSaint Francisville, LA · 438 clientsWealth managerHybrid
    Schwab 100%
    $200M
  11. 12263
    Nestlerode & LOY, Inc.State College, PA · 270 clientsBroker-dealer firmHybrid
    No custodian reported
    $199M
  12. 12264
    Catoctin Ridge Wealth PartnerThurmont, MD · 933 clientsWealth managerHybrid
    No custodian reported
    $199M
  13. 12268
    Uncommon Equity LLCChicago, IL · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $199M
  14. 12279
    PMG Wealth ManagementHawthorn Woods, IL · 443 clientsWealth managerHybrid
    LPL Financial 100%
    $198M
  15. 12285
    Lieblong & Associates, Inc.Little Rock, AR · 126 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $198M
  16. 12287
    Gladowsky Capital Management CorpSmithtown, NY · 298 clientsBroker-dealer firmHybrid
    Pershing 100%
    $198M
  17. 12297
    Vanheel Management LimitedHong Kong S.A.R., China · 49 clientsBroker-dealer firmHybrid
    No custodian reported
    $197M
  18. 12298
    Copper Beech Financial Group, LLCMoorestown, NJ · 201 clientsWealth managerHybrid
    SEI 100%
    $197M
  19. 12302
    APS Investment Management GroupJackson, CA · 557 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $197M
  20. 12303
    Osprey Capital Management Corp.Miami Beach, FLWealth managerHybridVasiliou & Company Inc.
    UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
    $197M
  21. 12315
    The Bendix Financial Group, Inc.Garden City, NY · 211 clientsWealth managerHybrid
    No custodian reported
    $197M
  22. 12332
    Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
    Schwab 63%Morgan Stanley 24%
    $196M
  23. 12342
    Vfpe Advisors LLCAudubon, PA · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $196M
  24. 12347
    Atcap Partners, LLCRockville, MD · 349 clientsWealth managerHybridCeros Financial Services, Inc., Ceros Vermoegensverwaltung AG, clears through National Financial Services (Fidelity), Axos Clearing
    Fidelity 100%
    $196M
  25. 12349
    American Community Wealth Management, LLCCrystal Lake, IL · 469 clientsWealth managerBank-affiliatedHybrid
    Fidelity 100%
    $195M
  26. 12351
    RMR Wealth ManagementNew York, NY · 189 clientsWealth managerHybrid
    Schwab 100%
    $195M
  27. 12353
    Independent Wealth Advisors, LLCCary, NC · 258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $195M
  28. 12358
    Baird Venture Partners Management Company V, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $195M
  29. 12368
    Amuni Financial, Inc.St Petersburg, FL · 283 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $195M
  30. 12372
    Accord Equity Advisors LLCSan Francisco, CA · 5 clientsPrivate fund adviserHybridAccord Capital Partners LLC, Accord Europe Gmbh
    No custodian reported
    $194M
  31. 12380
    Capital and Planning, LLCJonesboro, GA · 517 clientsWealth managerHybrid
    LPL Financial 100%
    $194M
  32. 12386
    D. M. Brenner, Inc.Solana Beach, CA · 137 clientsWealth managerHybrid
    Schwab 100%
    $194M
  33. 12391
    Future Financial Wealth Management Group, LLCCincinnati, OH · 218 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $193M
  34. 12429
    CIG Asset Management, Inc.Southfield, MI · 158 clientsWealth managerWrap sponsorHybridCIG Securities, Inc.
    No custodian reported
    $192M
  35. 12432
    Hampton Rock Wealth ManagementAustin, TX · 56 clientsWealth managerHybridHamptonrock Partners, LLC
    Schwab 86%
    $192M
  36. 12444
    Southport Station Financial Management, LLCSouthport, CT · 182 clientsWealth managerHybrid
    Raymond James 100%
    $192M
  37. 12445
    Incompass Financial Partners, LLCAlpharetta, GA · 340 clientsWealth managerHybrid
    Schwab 100%
    $192M
  38. 12449
    First American Asset Advisory, LLCGarden City, NY · 266 clientsBroker-dealer firmHybridMorgan Wilshire Securities, Inc., clears through RBC Capital Markets
    RBC 100%
    $192M
  39. 12451
    K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
    SEI 88%
    $192M
  40. 12454
    Sanctuary AdvisorsDenver, CO · 45 clientsWealth managerHybrid
    Pershing 100%
    $192M

RIAs by state