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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. 14349
    Applied Financial WisdomRapid City, SD · 152 clientsWealth managerHybrid
    LPL Financial 100%
    $130M
  2. 14353
    Solist FinancialTampa, FL · 87 clientsWealth managerBank-affiliatedHybrid
    Schwab 96%
    $130M
  3. 14363
    Hondius Capital Management, LPNorwalk, CT · 3 clientsBroker-dealer firmHybrid
    No custodian reported
    $130M
  4. 14368
    R. F. Lafferty & Co., Inc.New York, NY · 125 clientsBroker-dealer firmHybrid
    No custodian reported
    $130M
  5. 14372
    Vida Wealth Partners, Inc.Santa Barbara, CA · 28 clientsWealth managerHybrid
    Fidelity 100%
    $130M
  6. 14373
    Maclendon Wealth Management, LLCDelray Beach, FL · 33 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $130M
  7. 14390
    Alpha Asset ManagementAkron, OH · 149 clientsWealth managerHybridAmerican Heritage Securities, Inc.
    Schwab 100%
    $129M
  8. 14395
    Mariva Global Asset Management, LLCMiami, FL · 153 clientsWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
    Pershing 94%
    $129M
  9. 14400
    Quality Financial ConceptsMaryville, TN · 211 clientsWealth managerHybrid
    Schwab 100%
    $129M
  10. 14403
    Diccianni Financial Group, Inc.East Norriton, PA · 321 clientsWealth managerHybridLeigh Baldwin & Co., LLC
    Schwab 100%
    $129M
  11. 14408
    Hudson Heritage Capital Management, Inc.Croton-On-Hudson, NY · 300 clientsBroker-dealer firmHybridHudson Heritage Capital Management, Inc.
    No custodian reported
    $129M
  12. 14413
    Pelican Investment Advisors, LLCBaton Rouge, LA · 270 clientsWealth managerHybrid
    Schwab 100%
    $129M
  13. 14416
    BHK Securities, LLCBirmingham, AL · 103 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $128M
  14. 14426
    IDX AdvisorsScottsdale, AZ · 3 clientsAsset managerHybrid
    No custodian reported
    $128M
  15. 14431
    Next Generation Investing, LLCTopeka, KS · 245 clientsWealth managerHybrid
    No custodian reported
    $128M
  16. 14438
    Wiser Advisor Group154 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $128M
  17. 14441
    GPS InvestmentsScottsdale, AZ · 85 clientsWealth managerHybrid
    Fidelity 85%
    $128M
  18. 14444
    Align Advisor Group, LLCVineland, NJ · 210 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $128M
  19. 14453
    Citigroup Alternative Investments LLCNew York, NY · 13 clientsPrivate fund adviserHybridCitigroup Global Markets Inc.
    Goldman Sachs 100%
    $127M
  20. 14459
    Fairchild Financial Advisors, Inc.Folsom, CA · 247 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $127M
  21. 14462
    Wright Wealth Strategies, LLCSan Luis Obispo, CA · 202 clientsWealth managerHybrid
    LPL Financial 81%
    $127M
  22. 14469
    Gainspoletti Wealth PlannersCleveland, MS · 250 clientsWealth managerHybrid
    Schwab 100%
    $127M
  23. 14472
    Ashwood AdvisorsMedfield, MA · 110 clientsWealth managerHybrid
    Fidelity 100%
    $127M
  24. 14473
    Duke Funding Management, L.L.C.Old Greenwich, CT · 4 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $127M
  25. 14481
    Copperline Wealth Management & PlanningCody, WY · 440 clientsWealth managerWrap sponsorHybrid
    LPL Financial 70%Schwab 30%
    $127M
  26. 14515
    ODA and Company, Inc.Medina, OH · 197 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $126M
  27. 14517
    Liontree Partners LLCNew York, NY · 9 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
    No custodian reported
    $125M
  28. 14519
    Lone Peak AdvisersDraper, UT · 905 clientsWealth managerHybridTransitional Broker LLC
    Schwab 69%Assetmark 28%
    $125M
  29. 14536
    IICBloomfield Hills, MI · 45 clientsAsset managerHybrid
    Empower Financial Services 100%
    $125M
  30. 14547
    Benson Wealth Management, Inc.308 clientsWealth managerHybrid
    Schwab 100%
    $125M
  31. 14548
    Dakota Investments, LLCBryn Mawr, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $125M
  32. 14558
    Vorpahl Wing Advisors, Inc.Spokane, WA · 557 clientsWealth managerHybrid
    No custodian reported
    $124M
  33. 14560
    Sila Financial, LLC100 clientsWealth managerHybrid
    Schwab 100%
    $124M
  34. 14569
    Emergent Capital Advisors, LLCHouston, TX · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $124M
  35. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  36. 14572
    Eagle Point Enhanced Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $124M
  37. 14583
    IM Wealth PartnersBlue Bell, PA · 17 clientsWealth managerHybrid
    Fidelity 100%
    $124M
  38. 14586
    Greenleaf Financial Network, LLC189 clientsWealth managerHybrid
    Schwab 100%
    $124M
  39. 14600
    O'donnell Wealth ManagementCody, WY · 211 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $123M
  40. 14604
    Lang & Becker, Inc.Washington, MO · 138 clientsWealth managerHybrid
    Fidelity 100%
    $123M

RIAs by state