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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. 16226
    Fidelis Capital, LLCBirmingham, AL · 3 clientsPrivate fund adviserHybrid
    Schwab 100%
    $18M
  2. 16235
    Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
    RBC 55%Interactive Brokers 45%
    $17M
  3. 16237
    Hunter Private Capital Advisors, LLCPittsburgh, PA · 2 clientsPrivate fund adviserHybridHunter Associates Investment Management LLC
    No custodian reported
    $16M
  4. 16239
    C4m Global Advisors LLCArlington, VA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $16M
  5. 16247
    SPP Credit Advisors LLCAsset managerHybridSPP Capital Partners, LLC
    No custodian reported
    $15M
  6. 16249
    Principled Advisors, Inc.150 clientsWealth managerHybrid
    No custodian reported
    $15M
  7. 16251
    Class VI Ventures, LLCDenver, CO · 1 clientsPrivate fund adviserHybridClass VI Securities, LLC
    No custodian reported
    $15M
  8. 16257
    Omega Advisers, LLC.30 clientsBroker-dealer firmHybridFirst Omega, LLC
    No custodian reported
    $14M
  9. 16267
    G-Legion, LLCChicago, IL · 1 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $13M
  10. 16272
    MoneylionNew York, NY · 732,776 clientsWealth managerPublic-company ownedHybridMoneylion Securities LLC
    Drivewealth 100%
    $12M
  11. 16274
    Fundamental Investment Services, LLC1 clientsWealth managerHybrid
    No custodian reported
    $12M
  12. 16285
    Advanced Advisor Group, LLCCambridge, MN · 58 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $11M
  13. 16294
    Webs Investments Inc.13 clientsAsset managerHybrid
    No custodian reported
    $10M
  14. 16298
    Paladin CapitalArden Hills, MN · 19 clientsWealth managerHybrid
    Schwab 100%
    $10M
  15. 16299
    Empiric InstitutionalAustin, TX · 6 clientsAsset managerHybridEmpiric Distributors, Inc.
    Raymond James 57%Schwab 30%
    $10M
  16. 16306
    FBL Wealth Management, LLCWest Des Moines, IAWealth managerPublic-company ownedHybridFBL Marketing Services, LLC
    No custodian reported
    $9M
  17. 16311
    J.p.morgan Wealth Management Solutions Inc.New York, NY · 33 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC
    J.P. Morgan 100%
    $9M
  18. 16313
    Cbiz Retirement Plan Advisory ServicesCleveland, OH · 11 clientsBroker-dealer firmHybrid
    Voya Financial 100%
    $9M
  19. 16317
    Lancaster25 clientsWealth managerHybrid
    No custodian reported
    $9M
  20. 16320
    M.D. Sass-Macquarie Financial Strategies Management Company, LLCNew York, NY · 2 clientsPrivate fund adviserHybridM.D. Sass Securities, L.L.C., Macquarie Capital (USA) Inc.
    No custodian reported
    $8M
  21. 16330
    Stonecastle Asset Management, LLCNew York, NY · 1 clientsAsset managerHybridStonecastle Securities, LLC
    U.S. Bank 100%
    $8M
  22. 16342
    Axxes Advisors I LLCCoral Gables, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $7M
  23. 16345
    CT Investment Management Co., LLCNew York, NY · 3 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $7M
  24. 16355
    Revolut Wealth Inc.New York, NY · 8,441 clientsWealth managerBank-affiliatedHybridRevolut Payments Australia PTY LTD, Revolut Securities Inc.
    Drivewealth 100%
    $6M
  25. 16360
    W&s Advisory Services, LLCCincinnati, OH · 6,689 clientsWealth managerWrap sponsorHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $5M
  26. 16364
    UMB Financial Services, Inc.Kansas City, MOBroker-dealer firmHybridUMB Bank, N.A.
    No custodian reported
    $5M
  27. 16376
    21shares US LLCNew York, NY · 5 clientsAsset managerHybrid
    No custodian reported
    $4M
  28. 16377
    Insight Securities, Inc.Highland Park, IL · 12 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  29. 16381
    UP Financial USA Inc.Calgary, Alberta, CanadaWealth managerHybrid
    Schwab 100%
    $4M
  30. 16384
    IfpsHeidelberg, Germany · 27 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  31. 16389
    Clairalpha Advisors LLCFrisco, TX · 14 clientsWealth managerHybrid
    No custodian reported
    $4M
  32. 16395
    Invex Next, LLCCoral Gables, FL · 76 clientsWealth managerHybridInvex, LLC.
    Interactive Brokers 100%
    $3M
  33. 16397
    Finite Management, LLCSanta Monica, CA · 1 clientsAsset managerHybrid
    No custodian reported
    $3M
  34. 16403
    American Expats in Europe LTD.19 clientsWealth managerHybrid
    RBC 100%
    $3M
  35. 16406
    Onward Advisors LLCPasadena, CAWealth managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $3M
  36. 16407
    Penserra Wealth ManagementOrinda, CA · 8 clientsWealth managerHybridPenserra Securities, LLC
    Schwab 100%
    $3M
  37. 16417
    Advisifi LLCSt Petersburg, FL · 134 clientsAsset managerHybridInvestifi Securities LLC
    Rqd* Clearing 100%
    $2M
  38. 16432
    ElphinstoneNew York, NY · 579 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $1M
  39. 16435
    Baird Venture Partners Management Company III, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $1M
  40. 16441
    Bbae Advisors LLCPlano, TX · 148 clientsBroker-dealer firmHybridRedbridge Securities LLC, clears through Apex Clearing
    No custodian reported
    $1M

RIAs by state