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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. 16016
    Msress III Manager, L.L.C.New York, NY · 1 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $40M
  2. 16017
    Equalize Capital LLCSan Juan, PR · 2 clientsAsset managerHybridJ. Alden Associates, Inc.
    No custodian reported
    $40M
  3. 16019
    Benjamin Securities, Inc.Albany, NY · 65 clientsBroker-dealer firmHybrid
    No custodian reported
    $39M
  4. 16027
    SVN GlobalSao Paulo, Brazil · 87 clientsWealth managerPublic-company ownedHybridSVN Agentes Autonomos De Investimentos S/s Ltda, SVN Capital - Assessores De Investimentos S/s Ltda
    Apex Fintech 72%Pershing 28%
    $38M
  5. 16036
    Hermitage WealthRichmond, VA · 197 clientsWealth managerHybrid
    Fidelity 86%
    $38M
  6. 16053
    Rabenold Advisors, Inc.Williamsville, NY · 82 clientsWealth managerHybrid
    Schwab 100%
    $36M
  7. 16057
    Supreme Alliance LLC109 clientsBroker-dealer firmHybrid
    No custodian reported
    $35M
  8. 16073
    Telsey Consumer Fund Management LPNew York, NY · 2 clientsPrivate fund adviserHybridTelsey Advisory Group LLC
    No custodian reported
    $34M
  9. 16081
    Sarmaya Partners, LLCSan Antonio, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $33M
  10. 16082
    Arca Capital ManagementMarina Del Rey, CA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $33M
  11. 16086
    Mavros Capital Management, LLCNew York, NY · 10 clientsWealth managerHybrid
    No custodian reported
    $32M
  12. 16087
    Mutual of Omaha Investor Services, Inc.Omaha, NE · 7,025 clientsBroker-dealer firmHybrid
    Pershing 100%
    $32M
  13. 16093
    Prospect Enhanced Yield Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $32M
  14. 16094
    American Financial Management, LTD.Owings Mills, MD · 124 clientsWealth managerHybrid
    Schwab 36%Orion 35%Jackson National 29%
    $32M
  15. 16106
    MFT Wealth Management11 clientsWealth managerHybrid
    Schwab 100%
    $31M
  16. 16107
    Unfcu Advisors LLCLong Island City, NYAsset managerHybrid
    BNY 100%
    $30M
  17. 16108
    Firethorn Partners, LLCVancouver, BC, Canada · 59 clientsWealth managerHybrid
    Fidelity 100%
    $30M
  18. 16109
    Dmlo Wealth Planning, LLCLouisville, KY · 45 clientsWealth managerHybrid
    Schwab 100%
    $30M
  19. 16127
    M3sixty Capital, LLCFairway, KS · 4 clientsAsset managerHybrid
    No custodian reported
    $29M
  20. 16130
    Gordian Capital Management, LLCMill Valley, CA · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $28M
  21. 16131
    CleveralphaHawthorne, CA · 55 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $28M
  22. 16134
    Dominari Securities LLCNew York, NY · 63 clientsBroker-dealer firmHybrid
    Schwab 100%
    $28M
  23. 16139
    Big Rock Advisors LLCSag Harbor, NY · 41 clientsWealth managerHybrid
    Schwab 100%
    $28M
  24. 16142
    St Bernard Asset Management, Inc.Russellville, AR · 69 clientsWealth managerHybrid
    No custodian reported
    $27M
  25. 16148
    Global Listing AcceleratorNew York, NY · 5 clientsBroker-dealer firmHybrid
    No custodian reported
    $27M
  26. 16154
    Karagosian Financial Services, IncCroton On Hudson, NY · 52 clientsWealth managerHybrid
    Pershing 89%
    $27M
  27. 16155
    CgamNaperville, IL · 3 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $27M
  28. 16178
    Allies Capital ManagementNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $25M
  29. 16191
    Greenwood Pine PartnersMemphis, TN · 2 clientsAsset managerHybrid
    Northern Trust 100%
    $23M
  30. 16192
    Albert Investments, LLCSanta Barbara, CA · 209,650 clientsWealth managerWrap sponsorHybridAlbert Securities, LLC, clears through Apex Clearing
    Apex Fintech 100%
    $23M
  31. 16196
    Baird Principal Group Management Company I, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $22M
  32. 16199
    Prce Management LLCAlpharetta, GA · 1 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $22M
  33. 16202
    K.J. Harrison & Partners (USA) Inc.Toronto, On, Canada · 5 clientsAsset managerHybridHarbourfront Wealth Management Inc., K.J. Harrison & Partners Inc.
    Morgan Stanley 100%
    $22M
  34. 16203
    Innovation Partners LLCCharlotte, NC · 26 clientsBroker-dealer firmHybrid
    No custodian reported
    $22M
  35. 16209
    BP Capital Fund Advisors, LLCWealth managerHybrid
    Fidelity 100%
    $20M
  36. 16210
    Financial Planning Services, Inc.Fort Lauderdale, FL · 17 clientsWealth managerHybrid
    Schwab 100%
    $20M
  37. 16212
    CNL Fund Advisors II, LLCOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $20M
  38. 16213
    GMS GroupEast Hanover, NJ · 1 clientsBroker-dealer firmHybrid
    Pershing 100%
    $20M
  39. 16223
    Public Advisors LLCNew York, NY · 4,521 clientsWealth managerHybridOpen TO the Public Investing, Inc.
    Apex Fintech 100%
    $19M
  40. 16224
    Kahn Brothers Asset Management CorpNew York, NY · 1 clientsPrivate fund adviserHybridKahn Brothers LLC, clears through Pershing
    No custodian reported
    $18M

RIAs by state