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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. 14611
    Sunstone Advisors, LLCIrvine, CA · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $123M
  2. 14613
    Enduring Wealth AdvisorsTemecula, CA · 228 clientsWealth managerHybrid
    LPL Financial 100%
    $123M
  3. 14622
    Every Securities LLCSacramento, CA · 144 clientsAsset managerHybrid
    Atomic Brokerage 50%Pershing 50%
    $123M
  4. 14623
    Kahn Financial GroupClearwater, FL · 123 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $123M
  5. 14625
    Trillium InvestmentsEmeryville, CA · 58 clientsWealth managerHybrid
    Schwab 100%
    $123M
  6. 14628
    Maynerich FinancialVirden, IL · 478 clientsWealth managerHybrid
    Schwab 100%
    $123M
  7. 14635
    Pegasus Financial Group LLCChantilly, VA · 204 clientsWealth managerHybrid
    Axos 100%
    $122M
  8. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  9. 14641
    Apex Wealth Advisors LLC223 clientsWealth managerHybrid
    Fidelity 99%
    $122M
  10. 14642
    Condon Wealth Management, Inc.Plymouth, MA · 228 clientsWealth managerHybrid
    Schwab 100%
    $122M
  11. 14647
    KW Wealth Management LLC80 clientsWealth managerHybrid
    Interactive Brokers 100%
    $122M
  12. 14649
    Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
    Pershing 83%
    $122M
  13. 14664
    Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
    RBC 84%
    $121M
  14. 14677
    Allen Financial ManagementOxford, MI · 288 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $121M
  15. 14680
    Greensview Wealth ManagementFranklin, TN · 178 clientsWealth managerHybrid
    No custodian reported
    $121M
  16. 14686
    Doucet Asset Management, LLCNew Orleans, LA · 48 clientsAsset managerHybrid
    RBC 100%
    $121M
  17. 14689
    Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsWealth managerHybrid
    Schwab 98%
    $121M
  18. 14701
    Ironhorse Capital LLCNashville, TN · 1 clientsAsset managerHybrid
    No custodian reported
    $121M
  19. 14704
    Trott Brook FinancialAnoka, MN · 155 clientsWealth managerHybrid
    Fidelity 100%
    $120M
  20. 14708
    Dachtler Wealth Advisors, LLCFolsom, CA · 198 clientsWealth managerHybrid
    SEI 100%
    $120M
  21. 14723
    GFN Capital ManagementRichardson, TX · 377 clientsWealth managerWrap sponsorHybrid
    Trust Based Custodian 100%
    $120M
  22. 14745
    COX & Cook Wealth AdvisorsDublin, OH · 223 clientsWealth managerHybrid
    Schwab 100%
    $120M
  23. 14769
    Pelican Advisory LLCCovington, LA · 207 clientsWealth managerHybrid
    LPL Financial 83%
    $119M
  24. 14772
    Compass Capital Management, LLCMcAlester, OK · 231 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $119M
  25. 14776
    Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
    Schwab 82%
    $119M
  26. 14779
    Riley S. Crosbie Advisory, LLCLogan, UT · 101 clientsWealth managerHybrid
    Schwab 100%
    $119M
  27. 14782
    Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
    Wells Fargo 82%
    $119M
  28. 14794
    Sandhill Wealth Management, Inc.Winter Park, FL · 217 clientsWealth managerHybrid
    Schwab 100%
    $118M
  29. 14818
    Hunt Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $118M
  30. 14821
    Kinnamon & Associates LTD IIBarrington, IL · 131 clientsWealth managerHybrid
    Pershing 100%
    $118M
  31. 14824
    Ciro Capital LLCJersey City, NJ · 88 clientsWealth managerHybrid
    Schwab 100%
    $117M
  32. 14831
    Buckram Securities LTDLocust Valley, NY · 173 clientsBroker-dealer firmHybrid
    No custodian reported
    $117M
  33. 14843
    Abraham & Co., Inc.355 clientsWealth managerWrap sponsorHybridAbraham Securities Corporation, clears through Wedbush
    Schwab 0%
    $117M
  34. 14848
    Trident Advisors IncDoylestown, PA · 225 clientsWealth managerHybrid
    Wells Fargo 100%
    $117M
  35. 14849
    Omni Financial LLCMadison, WI · 526 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  36. 14854
    Allpoint Financial GroupPetaluma, CA · 431 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  37. 14855
    Investment Managers Group, LLCTemecula, CA · 244 clientsWealth managerHybrid
    Schwab 100%
    $117M
  38. 14857
    Mgfs Private Wealth, LLC207 clientsWealth managerHybrid
    Assetmark Brokerage 100%
    $117M
  39. 14862
    Murray Securities, Inc.Tyler, TX · 50 clientsBroker-dealer firmHybridMurray Securities, Inc
    Hilltop Securities 100%
    $117M
  40. 14865
    Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
    Interactive Brokers 64%Fidelity 36%
    $117M

RIAs by state