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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. 15175
    Newman Ladd Capital Advisors, LLC.Camillus, NY · 206 clientsWealth managerHybrid
    Fidelity 100%
    $108M
  2. 15176
    Cobalt Financial Partners LLC66 clientsWealth managerHybrid
    LPL Financial 100%
    $108M
  3. 15177
    Laidlaw Wealth Management LLCNew York, NY · 123 clientsWealth managerHybridLaidlaw & Company (UK) LTD., Laidlaw & Company International, LTD, clears through StoneX
    Schwab 100%
    $108M
  4. 15179
    SRN Advisors, LLCHuntingdon Valley, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $108M
  5. 15180
    Castle Financial & Retirement Planning Associates IncFair Haven, NJ · 146 clientsWealth managerHybrid
    Schwab 100%
    $108M
  6. 15192
    NCU Investment SolutionsSmithfiled, RI · 153 clientsWealth managerBank-affiliatedHybrid
    Fidelity 100%
    $108M
  7. 15194
    Sherpa Capital Management158 clientsWealth managerHybrid
    Schwab 100%
    $107M
  8. 15198
    Dove Investment Research and Management, Inc.Irvine, CA · 175 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  9. 15201
    The Financial Legacy GroupCharlotte, NC · 144 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $107M
  10. 15203
    Better Way LLCBal Harbour, FL · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $107M
  11. 15207
    RS Asset Management, LLCColorado Springs, CO · 251 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  12. 15209
    Elevate Financial Planning and Wealth ManagementSt. Petersburg, FL · 457 clientsWealth managerHybrid
    Fidelity 100%
    $107M
  13. 15212
    Fairway Investment Group, LLCEast Lansing, MI · 844 clientsWealth managerWrap sponsorHybridParadigm Equities, Inc.
    LPL Financial 100%
    $107M
  14. 15220
    Potomac Investment Company33 clientsBroker-dealer firmHybridPotomac Investment Company
    No custodian reported
    $107M
  15. 15222
    603 Financial Advisors, LLC160 clientsWealth managerHybrid
    Schwab 100%
    $107M
  16. 15227
    Lexington Financial/life Management, LLCNashville, TN · 44 clientsWealth managerHybrid
    SEI 100%
    $107M
  17. 15228
    Stonex International Advisors IncMiami, FL · 77 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Pershing 87%
    $107M
  18. 15233
    Meketa Capital, LLCDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $107M
  19. 15236
    Bergamot Asset Management LPPrinceton, NJ · 114 clientsWealth managerHybrid
    Schwab 100%
    $106M
  20. 15254
    Westpoint Wealth Management, LLCBerea, OH · 582 clientsWealth managerHybrid
    Schwab 63%SEI 37%
    $106M
  21. 15262
    Steward Advisors Group, LLCHalfmoon, NY · 109 clientsWealth managerHybrid
    Schwab 100%
    $105M
  22. 15263
    Relative Sentiment Technologies, LLC1 clientsAsset managerHybrid
    No custodian reported
    $105M
  23. 15269
    Value Financial Advisers, Inc.Orlando, FL · 201 clientsWealth managerHybrid
    No custodian reported
    $105M
  24. 15272
    Institutional Investment Advisors CorpNew York, NY · 143 clientsWealth managerHybrid
    Schwab 100%
    $105M
  25. 15280
    Catalyst Wealth Management LLCHouston, TX · 9,549 clientsWealth managerHybrid
    Matrix Trust 58%Fidelity 31%
    $105M
  26. 15302
    Asset Planning CorporationW. Palm Beach, FL · 136 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $104M
  27. 15308
    Blue Chip Financial Advisors, LLCEast Providence, RI · 178 clientsWealth managerHybrid
    Fidelity 100%
    $104M
  28. 15309
    Pabrai Wagons AdvisorsWest Lake Hills, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $104M
  29. 15310
    Carter, Terry & Company, Inc.Atlanta, GA · 168 clientsBroker-dealer firmHybridCarter, Terry & Company, Inc.
    No custodian reported
    $104M
  30. 15316
    Longboard Asset Management1 clientsAsset managerHybrid
    No custodian reported
    $104M
  31. 15321
    Alamo CapitalWalnut Creek, CABroker-dealer firmHybrid
    No custodian reported
    $104M
  32. 15324
    AG FinancialSalt Lake City, UT · 188 clientsWealth managerHybrid
    Schwab 100%
    $103M
  33. 15327
    Advocacy Financial LLCCovington, LA · 124 clientsWealth managerHybrid
    Fidelity 100%
    $103M
  34. 15336
    First Financial Services, LLCLittle Rock, AR · 91 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $103M
  35. 15340
    Ironhorn Advisors LLCAustin, TXAsset managerHybrid
    No custodian reported
    $103M
  36. 15346
    Networth Asset Management, Inc245 clientsWealth managerHybrid
    Equity Trust 65%Altruist 31%
    $103M
  37. 15349
    UHY Wealth Management RIA LLCFarmington Hills, MI · 89 clientsAsset managerHybridUHY Capital Group, LLC
    Empower Financial Services 56%Schwab 44%
    $103M
  38. 15355
    Victory Wealth PartnersMullica Hill, NJ · 364 clientsWealth managerHybrid
    Lincoln Financial Distributors 100%
    $102M
  39. 15364
    A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsWealth managerHybrid
    Interactive Brokers 74%Mutual Funds 26%
    $102M
  40. 15365
    Hunt Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $102M

RIAs by state