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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. 15778
    Corinthian Partners Asset Management LLCNew York, NY · 299 clientsWealth managerHybridCorinthian Partners, L.L.C.
    RBC 100%
    $63M
  2. 15789
    Salient Advisors, L.P.Dallas, TX · 1 clientsAsset managerHybridSalient Capital L.P.
    No custodian reported
    $62M
  3. 15790
    RCM Robinson Capital Management LLCSacramento, CA · 9 clientsAsset managerHybrid
    U.S. Bank 100%
    $62M
  4. 15796
    Philadelphia Partners Capital Management, LLCBala Cynwyd, PA · 89 clientsWealth managerHybridChapin Davis, Inc
    No custodian reported
    $61M
  5. 15799
    Iqcio LLCNew York, NY · 4 clientsAsset managerHybrid
    No custodian reported
    $61M
  6. 15802
    Grayscale AdvisorsStamford, CT · 8 clientsAsset managerHybridGrayscale Securities, LLC
    No custodian reported
    $61M
  7. 15804
    Blackstone Real Estate Advisors V L.P.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $60M
  8. 15806
    R & R Financial Planners, Inc.East Meadow, NY · 232 clientsWealth managerHybridRNR Securities, L.L.C.
    No custodian reported
    $60M
  9. 15818
    Firsthand Capital Management, Inc.San Jose, CA · 3 clientsAsset managerHybrid
    No custodian reported
    $59M
  10. 15822
    Mutual Trust Asset Mgmt., Inc.Tampa, FL · 120 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 69%Schwab 31%
    $58M
  11. 15823
    Transglobal Advisory, LLCMonrovia, CA · 193 clientsWealth managerHybridGlobalink Securities, Inc., clears through Interactive Brokers, Wedbush
    Schwab 100%
    $58M
  12. 15826
    Catalyst International Advisors LLCSan Juan, PR · 1 clientsPrivate fund adviserHybridALT Fund Distributors LLC
    No custodian reported
    $58M
  13. 15830
    One Hopper Asset ManagementUtica, NY · 66 clientsWealth managerHybrid
    Fidelity 100%
    $58M
  14. 15833
    Network Investment Advisors IncorporatedCommack, NY · 118 clientsWealth managerHybrid
    No custodian reported
    $57M
  15. 15835
    Newoak Asset Management LLCNew York, NY · 3 clientsAsset managerHybridNewoak Capital Markets LLC
    No custodian reported
    $57M
  16. 15840
    Moment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridArchitect Securities LLC, Moment Markets, LLC
    Apex Fintech 100%
    $56M
  17. 15866
    Westpark Capital, Inc.Los Angeles, CA · 265 clientsBroker-dealer firmHybridWestpark Capital, Inc.
    No custodian reported
    $53M
  18. 15868
    KB & Partners Management Co LLCNew York, NY · 1 clientsPrivate fund adviserHybridKahn Brothers LLC, clears through Pershing
    No custodian reported
    $53M
  19. 15872
    Wealthpro, LLC95 clientsWealth managerHybrid
    Pershing 67%Exeter Trust 33%
    $52M
  20. 15875
    Qapital Invest, LLCNew York, NY · 38,446 clientsWealth managerHybridLightspeed Financial Services Group LLC, Wedbush & Co., LLC, clears through Interactive Brokers, Wedbush
    Apex Fintech 89%
    $52M
  21. 15879
    Main Street Management CompanyAquebogue, NY · 112 clientsWealth managerHybrid
    No custodian reported
    $52M
  22. 15882
    Anchor Bay Private Wealth LLCCarlsbad, CA · 59 clientsWealth managerHybridAnchor Bay Securities, LLC
    Schwab 100%
    $52M
  23. 15886
    AlooolaKingston, NJ · 457 clientsAsset managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $51M
  24. 15901
    SPP Credit Advisors II LLC2 clientsPrivate fund adviserHybridSPP Capital Partners, LLC
    No custodian reported
    $50M
  25. 15914
    Webull Advisors LLCSt Petersburg, FL · 28,867 clientsWealth managerWrap sponsorHybridWebull Financial LLC, Webull Securities Limited
    Webull Financial 100%
    $49M
  26. 15919
    Krane Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $48M
  27. 15920
    Aventura Capital Management, LLCBoca Raton, FL · 126 clientsWealth managerHybridAventura Securities, LLC
    No custodian reported
    $48M
  28. 15927
    CNL Residential Credit ManagerOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $48M
  29. 15928
    Dubeau Capital USA Inc.Quebec City, Quebec, Canada · 11 clientsWealth managerHybridDubeau Capital & Co LTD
    Interactive Brokers 100%
    $48M
  30. 15929
    B. Riley Wealth Private SharesMemphis, TN · 8 clientsPrivate fund adviserHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    No custodian reported
    $48M
  31. 15933
    Davis Capital Advisors, LLCNew York, NY · 60 clientsWealth managerWrap sponsorHybridDavis Securities LLC
    Interactive Brokers 100%
    $47M
  32. 15946
    Unest Advisers, LLCLaramie, WY · 20,394 clientsWealth managerWrap sponsorHybridUnest Securities, LLC
    Apex Fintech 100%
    $46M
  33. 15955
    Puissance Capital Management LP1 clientsWealth managerHybridAngel Pond Capital LLC
    No custodian reported
    $45M
  34. 15959
    Savvi Financial LLCWaltham, MA · 136 clientsWealth managerPublic-company ownedHybrid
    Schwab 100%
    $45M
  35. 15975
    Generation Pmca Corp.Toronto, Ontario, Canada · 319 clientsWealth managerHybridGeneration Iacp Inc.
    Fidelity Clearing Canada ULC 100%
    $43M
  36. 15976
    Yorkville America Equities, LLCMountainside, NJ · 5 clientsAsset managerHybridYorkville Securities, LLC
    No custodian reported
    $43M
  37. 15978
    Prospect Credit Reit Advisor, LLCWest Palm Beach, FL · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $43M
  38. 15997
    Neiman Funds Management LLCWilliamsvillie, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $41M
  39. 16009
    P3 Asset ManagementGig Harbor, WA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $40M
  40. 16011
    Four Points Advisors, LLCNew York, NY · 98 clientsWealth managerHybridFour Points Capital Partners LLC
    Wells Fargo 84%
    $40M

RIAs by state