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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. 14120
    Harger and Company, Inc.Baton Rouge, LA · 280 clientsBroker-dealer firmHybrid
    No custodian reported
    $137M
  2. 14121
    Ridgeline Research LLC1 clientsAsset managerHybrid
    No custodian reported
    $137M
  3. 14127
    Coordinated Capital Securities, Inc.Fort Atkinson, WI · 186 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $137M
  4. 14139
    ELE Advisory Services, IncSouthfield, MI · 1,156 clientsWealth managerHybridELE Wealth Solutions, Inc.
    Schwab 100%
    $137M
  5. 14143
    Brooker Wealth ManagementOakland, CA · 57 clientsWealth managerHybrid
    Schwab 100%
    $136M
  6. 14146
    St. Bernard Financial Services, Inc.Russellville, AR · 798 clientsBroker-dealer firmHybridSt. Bernard Financial Services, Inc.
    No custodian reported
    $136M
  7. 14156
    15 EquitySanta Barbara, CA · 112 clientsWealth managerHybrid
    Schwab 100%
    $136M
  8. 14160
    Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsWealth managerHybrid
    Schwab 100%
    $136M
  9. 14174
    Canaccord Genuity Wealth ManagementVancouver, BC, Canada · 80 clientsBroker-dealer firmHybridCanaccord Genuity Corp., Canaccord Genuity LLC, clears through Pershing, BofA Securities
    Pershing 100%
    $135M
  10. 14177
    Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
    Schwab 77%LPL Financial 23%
    $135M
  11. 14180
    Pathway Financial Solutions, Inc.Salina, KS · 309 clientsWealth managerHybrid
    Schwab 100%
    $135M
  12. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  13. 14191
    PSC Financial LLCBloomington, MN · 111 clientsWealth managerHybrid
    LPL Financial 100%
    $135M
  14. 14194
    Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $135M
  15. 14196
    Altum Wealth AdvisorsChico, CA · 241 clientsWealth managerHybrid
    Schwab 100%
    $135M
  16. 14202
    TSG Alpha Partners, LLCOld Bridge, NJ · 82 clientsPrivate fund adviserHybridBrightchoice Financial, LLC
    Schwab 100%
    $135M
  17. 14219
    Epic Advisory Services CorpBoca Raton, FL · 179 clientsWealth managerHybridAsset Managers Agente De Valores S.A., Capital Markets Argentina S.A., clears through Pershing
    Pershing 100%
    $134M
  18. 14220
    CIM Capital SA Management, LLCLos Angeles, CA · 1 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $134M
  19. 14232
    Lewis Financial, LLCSan Luis Obispo, CA · 255 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $134M
  20. 14238
    Panorama Wealth AdvisorsGreenwood Village, CO · 200 clientsWealth managerHybrid
    Fidelity 100%
    $134M
  21. 14241
    Lasalle Investment Advisors, Inc.Pewaukee, WI · 233 clientsWealth managerHybrid
    No custodian reported
    $134M
  22. 14264
    Schonfeld Wealth Management, LLCBrooklyn, NY · 159 clientsWealth managerHybrid
    Schwab 100%
    $133M
  23. 14266
    Lumida Wealth Management LLCWayne, NJ · 44 clientsWealth managerHybrid
    Schwab 100%
    $133M
  24. 14271
    Tricapital Wealth Management, Inc.Charlotte, NC · 125 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $133M
  25. 14281
    Peak Financial Consulting, Inc.Bloomington, MN · 371 clientsWealth managerHybrid
    Schwab 100%
    $132M
  26. 14284
    Usca Asset Management LLCHouston, TX · 24 clientsPrivate fund adviserHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $132M
  27. 14294
    Schmitz Capital Partners, LLCMill Valley, CA · 223 clientsWealth managerHybrid
    No custodian reported
    $132M
  28. 14298
    ACP Investment ManagementKailua-Kona, HI · 173 clientsWealth managerHybrid
    Schwab 100%
    $132M
  29. 14300
    Proper WealthTallahassee, FL · 496 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $132M
  30. 14303
    Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
    Schwab 55%Apex Fintech 45%
    $132M
  31. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M
  32. 14305
    Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
    Schwab 62%SEI 38%
    $132M
  33. 14313
    1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
    Apex Fintech 99%
    $131M
  34. 14318
    Conscious Capital Wealth Management, LLCTampa, FL · 207 clientsWealth managerHybrid
    Schwab 100%
    $131M
  35. 14322
    Nexpoint Advisors, L.P.Dallas, TX · 4 clientsAsset managerHybridNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $131M
  36. 14332
    Family Wealth Partners LLCMedford, NJ · 222 clientsWealth managerHybrid
    Schwab 100%
    $131M
  37. 14335
    DMK Advisor Group, Inc.Lutz, FL · 515 clientsBroker-dealer firmHybrid
    No custodian reported
    $131M
  38. 14340
    Lincoln Douglas Investments, LLCMount Vernon, OH · 246 clientsBroker-dealer firmHybridLincoln Douglas Investments, LLC
    Fidelity 100%
    $131M
  39. 14346
    Altamira Financial Group, LLCSanta Fe, NM · 115 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $130M
  40. 14347
    The Sherry Group, Inc.Mountain Home, AR · 203 clientsWealth managerHybrid
    Goldman Sachs 100%
    $130M

RIAs by state