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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. 12455
    Phorcys Capital Partners, LLCAlpharetta, GA · 3 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $191M
  2. 12456
    The Capital Group Fiduciary Advisors, LLC285 clientsWealth managerHybrid
    Schwab 100%
    $191M
  3. 12459
    Spinosa Wealth Management GroupMandeville, LA · 152 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  4. 12463
    Guardian Wealth Partners, LLCNew York, NY · 402 clientsWealth managerWrap sponsorHybridPark Avenue Securities LLC
    No custodian reported
    $191M
  5. 12466
    Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
    Schwab 73%Interactive Brokers 27%
    $191M
  6. 12470
    Enza Financial, LLCIndependence, OH · 198 clientsWealth managerHybrid
    Schwab 100%
    $191M
  7. 12482
    Masus Financial Group, LTD.Batavia, IL · 296 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  8. 12486
    Lord Abbett FIF Advisor LLCJersey City, NJ · 2 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $190M
  9. 12499
    Altruist Advisors LLCCulver City, CA · 244 clientsWealth managerHybridAltruist Financial LLC
    Altruist 100%
    $190M
  10. 12500
    Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWealth managerWrap sponsorHybrid
    LPL Financial 88%
    $190M
  11. 12508
    Calvert Wealth Management, Inc.Dunkirk, MD · 360 clientsWealth managerHybrid
    Fidelity 100%
    $190M
  12. 12511
    Xception Family OfficeAtlanta, GA · 28 clientsWealth managerHybrid
    John A. Levin & Co. 100%
    $189M
  13. 12512
    Procure Etfs1 clientsAsset managerHybrid
    No custodian reported
    $189M
  14. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  15. 12516
    Bluerock Credit Fund Advisor, LLCNew York, NY · 1 clientsAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $189M
  16. 12519
    CFS Wealth ManagementMacon, GA · 465 clientsWealth managerHybrid
    Fidelity 100%
    $189M
  17. 12524
    Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $189M
  18. 12550
    Arca Investment Management, LLCMarina Del Rey, CA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $188M
  19. 12557
    PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
    Fidelity 100%
    $188M
  20. 12560
    Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsWealth managerHybrid
    Schwab 100%
    $188M
  21. 12561
    Rothwell Investment AdvisorsSalem, MA · 709 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $188M
  22. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  23. 12571
    Gagnon AdvisorsNew York, NY · 3 clientsPrivate fund adviserHybridGagnon Securities, LLC
    No custodian reported
    $187M
  24. 12578
    Advice & Planning Services LLCYoungwood, PA · 319 clientsWealth managerHybrid
    Schwab 0%Altruist 0%
    $187M
  25. 12583
    Secure PlanningPortsmouth, NH · 529 clientsBroker-dealer firmHybrid
    SEI 86%
    $187M
  26. 12590
    ASL Financial, LLCLos Gatos, CA · 190 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $187M
  27. 12594
    Advocate Investing ServicesWoodbine, MD · 225 clientsWealth managerHybrid
    LPL Financial 100%
    $187M
  28. 12598
    Accordant Investments LLCScottsdale, AZ · 2 clientsAsset managerHybrid
    No custodian reported
    $186M
  29. 12604
    Granite Financial GroupBrookfield, WI · 252 clientsWealth managerHybrid
    LPL Financial 100%
    $186M
  30. 12605
    First Analysis Capital Management LLCChicago, IL · 8 clientsPrivate fund adviserHybridFirst Analysis Securities Corporation
    No custodian reported
    $186M
  31. 12611
    Ridge Capital Management, LLCJohn Creek, GA · 340 clientsWealth managerHybrid
    Pershing 100%
    $186M
  32. 12620
    Diamond Client Group, LLCThe Woodlands, TX · 436 clientsWealth managerHybrid
    Schwab 100%
    $186M
  33. 12629
    Crown Point Wealth AdvisorsHood River, OR · 675 clientsWealth managerHybrid
    Schwab 100%
    $186M
  34. 12631
    Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  35. 12641
    Schwarz Investment PartnersSilver Lake, KS · 717 clientsWealth managerHybrid
    Schwab 100%
    $185M
  36. 12644
    Torrey-Payne Wealth ManagementPasadena, CA · 237 clientsWealth managerHybrid
    Schwab 100%
    $185M
  37. 12659
    Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsWealth managerHybrid
    LPL Financial 100%
    $184M
  38. 12663
    Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsWealth managerHybridCFS Securities, Inc.
    Fidelity 100%
    $184M
  39. 12668
    Nverses Capital, LLCWellington, FL · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $184M
  40. 12679
    Eagle Point Defensive Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $184M

RIAs by state