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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. 12961
    Jaykay Wealth Advisors, Inc.Houston, TX · 139 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $174M
  2. 12963
    Blakely Walters Wealth ManagementScottsdale, AZ · 314 clientsWealth managerHybrid
    SEI 100%
    $174M
  3. 12977
    Tilden Loucks & Woodnorth LLCElmhurst, IL · 47 clientsBroker-dealer firmHybridLasalle St Securities, L.L.C.
    Fidelity 100%
    $173M
  4. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M
  5. 12980
    Leibman Financial Servces, Inc.Louisville, NE · 270 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $173M
  6. 13012
    Davidson Wealth Management LLCForked River, NJ · 228 clientsWealth managerHybrid
    SEI 65%
    $172M
  7. 13028
    Koob Wealth Management, LLCWhite Bear Township, MN · 133 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $172M
  8. 13048
    Entruity Wealth, LLCBakersfield, CA · 305 clientsWealth managerHybrid
    Schwab 100%
    $171M
  9. 13074
    Allison Investment Management, LLCColumbia, SC · 100 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $170M
  10. 13079
    Hoplon Asset Management, L.P.Greenwich, CT · 3 clientsPrivate fund adviserHybridVistina Advisory LLC, Vistina Structured Credit Advisory LLC
    No custodian reported
    $170M
  11. 13083
    Larimer Capital CorporationDenver, CO · 101 clientsBroker-dealer firmHybrid
    Schwab 100%
    $170M
  12. 13092
    Embarcadero Financial GroupSan Francisco, CA · 166 clientsWealth managerHybrid
    Pershing 100%
    $170M
  13. 13133
    TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
    Fidelity 77%Hand Benefits & Trust 23%
    $168M
  14. 13137
    Vision Capital PartnersAnn Arbor, MI · 145 clientsWealth managerHybrid
    Schwab 100%
    $168M
  15. 13142
    Frontline Healthcare PartnersCharleston, SC · 3 clientsPrivate fund adviserHybridAllen, Mooney & Barnes Brokerage Services, LLC
    No custodian reported
    $168M
  16. 13152
    Cyber Hornet Etfs LLCSt. Petersburg, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $168M
  17. 13186
    Bishop Street Capital ManagementHonolulu, HI · 1 clientsAsset managerHybrid
    No custodian reported
    $166M
  18. 13192
    Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
    Raymond James 88%
    $166M
  19. 13193
    AFG Fiduciary ServicesHingham, MA · 159 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $166M
  20. 13201
    Lyons Capital GroupShreveport, LA · 287 clientsWealth managerHybrid
    Schwab 100%
    $166M
  21. 13205
    Structure Wealth Management, LLCTampa, FL · 146 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  22. 13206
    Vision Financial Management, LLCCuyahoga Falls, OH · 449 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $166M
  23. 13207
    Feltl AdvisorsPlymouth, MN · 397 clientsWealth managerHybridFeltl & Company
    No custodian reported
    $166M
  24. 13210
    M.K. Brown Wealth AdvisoryOakwood, OH · 152 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  25. 13215
    Kagan Cocozza Asset Management139 clientsWealth managerHybrid
    Schwab 100%
    $165M
  26. 13218
    Red Swan Private ClientHouston, TX · 7 clientsAsset managerHybridRedswan Markets, LLC
    No custodian reported
    $165M
  27. 13220
    New England Schooner, Inc.Peabody, MA · 320 clientsWealth managerHybrid
    Pershing 100%
    $165M
  28. 13228
    PR Wealth Management GroupEast Moline, IL · 460 clientsWealth managerHybrid
    Schwab 100%
    $165M
  29. 13238
    Demand Wealth61 clientsWealth managerHybrid
    Schwab 100%
    $165M
  30. 13241
    TCMGermantown, TN · 496 clientsWealth managerHybrid
    Raymond James 100%
    $165M
  31. 13252
    TLS Advisors LLCMiami, FL · 2 clientsPrivate fund adviserHybridTradelink Securities, LLC
    No custodian reported
    $164M
  32. 13258
    Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsWealth managerHybrid
    LPL Financial 100%
    $163M
  33. 13266
    Archambo Financial Advisors, Inc.Bartlesville, OK · 197 clientsWealth managerHybrid
    No custodian reported
    $163M
  34. 13270
    Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
    Hilltop Securities 100%
    $163M
  35. 13278
    Four Financial ManagementAnn Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
    LPL Financial 100%
    $163M
  36. 13281
    Savant Investment Advisers, Inc.Homewood, IL · 295 clientsWealth managerHybrid
    Pershing 100%
    $163M
  37. 13283
    Taurus FinancialJersey City, NJ · 127 clientsWealth managerHybrid
    Schwab 85%
    $162M
  38. 13290
    Magellan Investment Partners North America, Inc.Westmont, IL · 2 clientsAsset managerHybrid
    No custodian reported
    $162M
  39. 13297
    Kingsbury Capital Investment Advisors LLC250 clientsWealth managerHybrid
    Schwab 100%
    $162M
  40. 13298
    Steffens Financial CorpByram Township, NJ · 229 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $162M

RIAs by state