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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. 14882
    Solyco Wealth LLCBirmingham, MI · 158 clientsWealth managerHybrid
    Schwab 100%
    $116M
  2. 14894
    Knecht Capital Management, LLC103 clientsWealth managerHybrid
    LPL Financial 65%Schwab 35%
    $116M
  3. 14903
    First Georgetown Securities, IncAlexandria, VA · 123 clientsBroker-dealer firmHybridFirst Georgetown Securities, Inc.
    Fidelity 100%
    $116M
  4. 14904
    McCormack Financial Planning Inc.Atlanta, GA · 132 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $116M
  5. 14911
    New Vernon Investment Management LLCHighland Park, IL · 13 clientsPrivate fund adviserHybridSF Investments, Inc.
    Pershing 100%
    $116M
  6. 14926
    Natwealth ManagementMontreal, Canada · 140 clientsWealth managerBank-affiliatedHybridNational Bank Financial Inc.
    Pershing 100%
    $115M
  7. 14935
    Green Ocean Global Advisors LLCSan Francisco, CA · 147 clientsWealth managerHybrid
    Schwab 100%
    $115M
  8. 14939
    Hatteras Investment Partners, LPRaleigh, NC · 7 clientsAsset managerHybridHatteras Capital Distributors, LLC
    Beneficient 100%
    $115M
  9. 14947
    Engleson & AssociatesRochester, NY · 362 clientsWealth managerHybrid
    Schwab 100%
    $114M
  10. 14951
    Potomac Asset Management Co IncFrederick, MDAsset managerHybrid
    No custodian reported
    $114M
  11. 14955
    Ryan Poage & Co.Kansas City, MO · 192 clientsWealth managerHybrid
    Schwab 100%
    $114M
  12. 14965
    Finamex Asset Management, LLCHouston, TX · 190 clientsWealth managerHybridCasa De Bolsa Finamex S.A.B. De C.V., Finamex International, LLC
    No custodian reported
    $114M
  13. 14972
    Scofield & Company, LLCFairlawn, OH · 104 clientsWealth managerHybrid
    Schwab 100%
    $114M
  14. 14975
    CW Securities, LLCKnoxville, TN · 145 clientsBroker-dealer firmHybridCW Securities, LLC
    Schwab 99%
    $113M
  15. 15027
    Capitol Wealth Management, Inc.McLean, VA · 30 clientsWealth managerHybrid
    Schwab 100%
    $112M
  16. 15037
    PMD AdvisoryHoover, AL · 147 clientsAsset managerHybrid
    Schwab 100%
    $112M
  17. 15038
    Powers Investment Advisory Corporation101 clientsWealth managerHybrid
    Schwab 100%
    $112M
  18. 15039
    Wealthfront Strategies LLCPalo Alto, CA · 1 clientsAsset managerHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    No custodian reported
    $112M
  19. 15040
    Valley Wealth ManagementOshkosh, WI · 347 clientsWealth managerHybrid
    LPL Financial 100%
    $112M
  20. 15046
    The Quick Group LLCNew York, NY · 37 clientsWealth managerHybrid
    No custodian reported
    $111M
  21. 15058
    Summit Planning Group, Inc.E. Syracuse, NY · 212 clientsWealth managerHybrid
    Schwab 100%
    $111M
  22. 15061
    Seacrest Investment Management, LLCPurchase, NY · 15 clientsAsset managerHybrid
    Schwab 65%Comerica Securities 35%
    $111M
  23. 15087
    Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $110M
  24. 15092
    Cornerstone Professional Advisor Services, LLCGarden City, NY · 366 clientsWealth managerHybrid
    SEI 100%
    $110M
  25. 15093
    CS Tomasi Wealth ManagementCosta Mesa, CA · 84 clientsWealth managerHybrid
    LPL Financial 100%
    $110M
  26. 15098
    BW Asset Management LTDGeorge Town, Cayman Islands · 2 clientsPrivate fund adviserHybridKroll Securities LLC
    No custodian reported
    $110M
  27. 15105
    Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
    Nationwide Investment Services 52%Security Distributors 25%Axos 23%
    $110M
  28. 15112
    Peakshares LLCTampa, FL · 2 clientsAsset managerHybridCalton & Associates, Inc.
    No custodian reported
    $110M
  29. 15115
    Mainline Investment Advisers, LLCWynnewood, PA · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $110M
  30. 15120
    Park Shore Partners LLCErie, PA · 5 clientsPrivate fund adviserHybridHBK Sorce Brokerage LLC
    No custodian reported
    $110M
  31. 15130
    Sizemore Capital Management, LLCSan Isidro, Peru · 81 clientsAsset managerHybrid
    Schwab 82%
    $109M
  32. 15135
    Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsWealth managerHybrid
    Pershing 100%
    $109M
  33. 15136
    Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsWealth managerHybrid
    Pershing 100%
    $109M
  34. 15137
    Aspire Advisors, LLCNorth White Plains, NY · 117 clientsWealth managerHybridHamilton Cavanaugh Investment Brokers, Inc.
    Fidelity 100%
    $109M
  35. 15141
    Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
    Schwab 61%Interactive Brokers 39%
    $109M
  36. 15142
    Partners Capital Services, Inc.Hauppauge, NY · 238 clientsWealth managerWrap sponsorHybridAmerican Capital Partners, LLC
    RBC 100%
    $109M
  37. 15143
    Skypoint Capital Advisors, LLCAtlanta, GA · 1 clientsAsset managerHybridSkypoint Capital Partners, LLC
    No custodian reported
    $109M
  38. 15157
    Grace Capital Management, LLCAustin, TX · 77 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $109M
  39. 15160
    Finances for Real LifeLompoc, CA · 130 clientsWealth managerHybrid
    LPL Financial 100%
    $109M
  40. 15162
    PrivacoreNew York, NY · 3 clientsAsset managerHybridJanus Henderson Distributors US LLC
    No custodian reported
    $109M

RIAs by state