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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. 15583
    Intercarolina Financial Services, Inc.Greensboro, NC · 271 clientsBroker-dealer firmHybrid
    No custodian reported
    $85M
  2. 15598
    Baird Principal Group Management Company, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $84M
  3. 15604
    Inter US Management, LLCMiami, FL · 5 clientsPrivate fund adviserHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $83M
  4. 15607
    Lumiere FinancialNew York, NY · 116 clientsWealth managerHybrid
    Schwab 100%
    $83M
  5. 15608
    Hyjc Capital of WNYLakeville, NY · 275 clientsWealth managerHybrid
    Schwab 100%
    $83M
  6. 15615
    Dasta Investments LLCNew York, NY · 27,037 clientsWealth managerHybridDUB Financial, LLC
    Apex Fintech 100%
    $82M
  7. 15616
    Baird Principal Group Management Company II, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $82M
  8. 15623
    Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
    Pershing 84%
    $81M
  9. 15624
    Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
    Assetmark Brokerage 83%
    $80M
  10. 15626
    Abernathy Group II LLCNew York, NY · 34 clientsWealth managerHybrid
    Schwab 100%
    $80M
  11. 15628
    Seaport Global Asset Management LLCNew York, NY · 10 clientsPrivate fund adviserHybridLiquidity Apac PTE LTD, Liquidity Finance (hong Kong) Limited
    No custodian reported
    $80M
  12. 15638
    Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
    Stonex Financial 81%
    $78M
  13. 15641
    Pearl Lane Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserHybridHRC Fund Associates, LLC
    No custodian reported
    $78M
  14. 15647
    Connective Wealth Partners, LLC316 clientsWealth managerHybrid
    Altruist 51%Schwab 49%
    $78M
  15. 15648
    Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
    Capital Client Group 55%Pershing 27%
    $78M
  16. 15651
    Palmer Square Private Credit Management LLCMission Woods, KS · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $77M
  17. 15656
    Investment Research CorpDenver, CO · 166 clientsWealth managerHybridWorld Capital Brokerage, Inc.
    No custodian reported
    $76M
  18. 15666
    Halo Investment Services, LLCManhasset, NYAsset managerHybridHalo Securities, LLC
    No custodian reported
    $75M
  19. 15676
    Lytle InvestmentsGrand Island, NY · 204 clientsWealth managerHybrid
    Schwab 100%
    $74M
  20. 15679
    Wright Private Asset Management LLCShelton, CT · 36 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Schwab 68%
    $74M
  21. 15681
    Transwestern Capital Advisors, LLCNewport, RI · 1 clientsAsset managerHybrid
    No custodian reported
    $74M
  22. 15683
    Acrylic Financial, Inc.Fountain Hills, AZ · 317 clientsWealth managerHybridBrooklight Place Securities, Inc.
    Schwab 100%
    $74M
  23. 15684
    Sage Hill Advisory and Management LLCSaratoga Springs, NY · 20 clientsWealth managerHybrid
    Morgan Stanley 0%Pershing 0%Equitable 0%Jackson National Life Distributors 0%
    $73M
  24. 15700
    NGC Financial, LLCBayside, NY · 112 clientsBroker-dealer firmHybridNGC Financial, LLC
    No custodian reported
    $72M
  25. 15701
    Global Investment AdvisoryMcDonough, GA · 182 clientsWealth managerHybridAmerican Global Wealth Management, Inc., First Asset Financial Inc.
    Schwab 100%
    $72M
  26. 15703
    Monachil Capital Partners LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $72M
  27. 15706
    Pursuit Fund Advisers LLC1 clientsAsset managerHybrid
    No custodian reported
    $72M
  28. 15709
    Madison Global Advisors LLCHauppauge, NY · 233 clientsBroker-dealer firmHybridMadison Global Partners LLC
    No custodian reported
    $71M
  29. 15710
    Oxford Park Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
    No custodian reported
    $71M
  30. 15711
    Azura Partners US LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $71M
  31. 15720
    Percent Advisors LLCNew York, NY · 28 clientsPrivate fund adviserHybridPercent Securities, LLC
    No custodian reported
    $70M
  32. 15722
    IBN Advisory Services, Inc.Liverpool, NY · 197 clientsWealth managerHybridIBN Financial Services, Inc.
    Schwab 100%
    $70M
  33. 15726
    Steben & Company, LLCExcelsior, MN · 1 clientsPrivate fund adviserHybridLocorr Distributors, LLC
    No custodian reported
    $69M
  34. 15733
    Peak Altitude Partners, LPNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $68M
  35. 15748
    Resq Investment Partners, LLCScottsdale, AZ · 2 clientsAsset managerHybridVision 4 Fund Distributors LLC
    No custodian reported
    $66M
  36. 15749
    Shope Advisors GroupCamillus, NY · 86 clientsWealth managerHybrid
    Fidelity 100%
    $66M
  37. 15756
    Vazirani Asset Management LLCNew York, NY · 4 clientsAsset managerHybrid
    No custodian reported
    $65M
  38. 15759
    Empiric Advisors, Inc.Austin, TX · 16 clientsWealth managerHybridEmpiric Distributors, Inc.
    Schwab 71%U.S. Bancorp Investments 29%
    $65M
  39. 15760
    Peconic Asset PlanningRiverhead, NY · 206 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $65M
  40. 15765
    Hudson View Advisors, LLCCroton-On-Hudson, NY · 118 clientsWealth managerHybrid
    Schwab 100%
    $64M

RIAs by state