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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. 12681
    Sledge and Company Wealth AdvisorsHigh Point, NC · 200 clientsWealth managerHybrid
    SEI 100%
    $183M
  2. 12700
    Genter Advisors LLCLos Angeles, CA · 569 clientsWealth managerHybrid
    Schwab 100%
    $183M
  3. 12719
    Allegiance Financial Advisors, Inc.Jacksonville, FL · 338 clientsWealth managerHybrid
    Fidelity 100%
    $182M
  4. 12722
    Dark Horse Advisors LLC179 clientsWealth managerHybrid
    Schwab 100%
    $182M
  5. 12723
    Trilinc Global Advisors, LLCManhattan Beach, CA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $182M
  6. 12729
    Bradesco Global AdvisorsCoral Gables, FL · 1,196 clientsPrivate fund adviserHybridBradesco Investments Inc., clears through Pershing, Apex Clearing
    Interactive Brokers 100%
    $182M
  7. 12739
    Private Client Asset Management, Inc.Massapequa, NY · 244 clientsWealth managerHybrid
    Schwab 100%
    $181M
  8. 12743
    Crews & Associates, Inc.Little Rock, AR · 336 clientsBroker-dealer firmHybridCrews & Associates, Inc.
    Pershing 100%
    $181M
  9. 12747
    Carry Advisors LLCBrooklyn, NY · 3,375 clientsWealth managerHybridGlobal Carry LLC
    Drivewealth 100%
    $181M
  10. 12751
    Richard Bernstein Advisors LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $181M
  11. 12755
    Richard Brothers, Financial AdvisorsSouth Portland, ME · 173 clientsWealth managerHybridAllegiance Capital, L.L.C.
    Pershing 100%
    $181M
  12. 12776
    T2 Asset Management, LLCNaperville, IL · 560 clientsWealth managerHybrid
    Schwab 100%
    $180M
  13. 12780
    C2c Wealth Management, LLCScottsdale, AZ · 324 clientsWealth managerHybrid
    Schwab 100%
    $180M
  14. 12785
    Stirling Financial GroupSan Diego, CA · 304 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $180M
  15. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M
  16. 12810
    Collaborative Portfolio ManagementOverland Park, KS · 182 clientsWealth managerHybrid
    Fidelity 100%
    $179M
  17. 12815
    AJF Capital Management, Inc.New York, NY · 313 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $179M
  18. 12817
    Core Financial AdvisorsSan Bernardino, CA · 249 clientsWealth managerHybrid
    Schwab 100%
    $179M
  19. 12830
    Hedges Asset Management LLC28 clientsWealth managerHybrid
    Schwab 100%
    $178M
  20. 12833
    Wisconsin Wealth Advisors, LLCSun Prairie, WI · 293 clientsWealth managerHybrid
    Axos 100%
    $178M
  21. 12834
    Oppenheimer Alternative Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $178M
  22. 12835
    Silicon Private Wealth, LLC89 clientsWealth managerHybrid
    Schwab 100%
    $178M
  23. 12854
    Hull TacticalChicago, IL · 2 clientsAsset managerHybrid
    ABN Amro Clearing USA 100%
    $177M
  24. 12862
    Beyond Financial ServicesFremont, CA · 115 clientsWealth managerHybrid
    Raymond James 100%
    $177M
  25. 12867
    Emvision Capital Advisors, LLCAurora, OH · 429 clientsWealth managerHybrid
    Assetmark Trust 100%
    $176M
  26. 12874
    Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Schwab 50%Fidelity 50%
    $176M
  27. 12881
    SFI Advisors, LLCMontclair, NJ · 304 clientsWealth managerHybrid
    Schwab 100%
    $176M
  28. 12888
    IntentionalFort Mill, SC · 400 clientsWealth managerHybrid
    Raymond James 100%
    $176M
  29. 12898
    Hill Country GroupBoerne, TX · 413 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $176M
  30. 12902
    Penbrook Management LLCNew York, NY · 81 clientsWealth managerHybrid
    Pershing 100%
    $175M
  31. 12903
    Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsWealth managerHybrid
    Schwab 81%
    $175M
  32. 12905
    CTA Wealth Advisors, Inc.Burbank, CA · 104 clientsWealth managerHybrid
    Schwab 100%
    $175M
  33. 12909
    The Pillar StrategiesFlemington, NJAsset managerHybrid
    Schwab 100%
    $175M
  34. 12914
    J. Freeman & AssociatesGreenville, SC · 365 clientsBroker-dealer firmHybrid
    Schwab 100%
    $175M
  35. 12920
    Income & Asset Advisory, Inc.Armonk, NY · 287 clientsWealth managerHybrid
    Fidelity 81%
    $175M
  36. 12938
    UnlimitedNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $174M
  37. 12947
    Corrales & Co.Miami, FL · 304 clientsWealth managerHybrid
    Schwab 100%
    $174M
  38. 12950
    Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsWealth managerHybrid
    Schwab 80%
    $174M
  39. 12955
    Athena Wealth Management, LLCReno, NV · 144 clientsWealth managerHybrid
    Fidelity 100%
    $174M
  40. 12958
    Infinity Financial Services AdvisoryOakland, CA · 657 clientsWealth managerHybridInfinity Securities, Inc.
    Schwab 67%RBC 33%
    $174M

RIAs by state