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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. 16568
    The Winthrop CorporationShelton, CTAsset managerHybridWright Investors' Service Distributors, Inc.
    No custodian reported
    $0
  2. 16572
    Schafer Cullen Capital Management IncNew York, NYAsset managerHybrid
    No custodian reported
    $0
  3. 16581
    ICE Data Pricing & Reference Data, LLCNew York, NY · 1,992 clientsAsset managerHybridArchipelago Securities L.L.C., Archipelago Trading Services, Inc.
    No custodian reported
    $0
  4. 16592
    Morgan Stanley Real Estate Advisor, Inc.New York, NYAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $0
  5. 16601
    Brookstone Wealth Advisors, LLCWheaton, ILAsset managerHybrid
    No custodian reported
    $0
  6. 16602
    NEA Member BenefitsGaithersburg, MD · 103,368 clientsAsset managerHybrid
    No custodian reported
    $0
  7. 16608
    Lockton Investment Advisors, LLCOverland Park, KSAsset managerHybridLockton Investment Securities, LLC
    No custodian reported
    $0
  8. 16615
    Baird Strategas LLCNew York, NY · 490 clientsBroker-dealer firmHybridRobert W. Baird & Co. Incorporated, Robert W. Baird Limited
    No custodian reported
    $0
  9. 16618
    React Investment Solutions, LLCLos Gatos, CAAsset managerHybrid
    No custodian reported
    $0
  10. 16620
    Kestra Institutional Services, LLCAustin, TXAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $0
  11. 16625
    WealthionNew York, NYAsset managerHybridSCP Real Assets, LLC
    No custodian reported
    $0
  12. 16626
    Schwab Wealth Advisory, Inc.San Francisco, CAAsset managerHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $0
  13. 16627
    Bfinance US LTD.London, United KingdomBroker-dealer firmHybridRedbridge Global Markets, LLC
    No custodian reported
    $0
  14. 16634
    Nuts2invest.com, LLC5 clientsAsset managerHybrid
    No custodian reported
    $0
  15. 16636
    Integrated Financial Strategies, LLCFort Lauderdale, FLAsset managerHybridFortune Financial Services, Inc.
    No custodian reported
    $0
  16. 16637
    Cetera Investment Management LLCSchamburg, ILAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  17. 16643
    Eastspring USChicago, ILAsset managerHybrid
    No custodian reported
    $0
  18. 16647
    CNL Educational Institute, LLCOrlando, FLAsset managerHybridCNL Securities Corp.
    No custodian reported
    $0
  19. 16650
    Alaia Capital, LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $0
  20. 16653
    Slated Analytics, LLCLos Angeles, CAAsset managerHybrid
    No custodian reported
    $0
  21. 16658
    Bofa Securities, Inc.New York, NYBroker-dealer firmHybridBank of America Europe Designated Activity Company, Frankfurt, Bank of America Europe Designated Activity Company, Milan Branch
    No custodian reported
    $0
  22. 16660
    AWH Financial, LLCBala Cynwyd, PA · 7 clientsAsset managerHybrid
    No custodian reported
    $0
  23. 16661
    Shorebird Capital, LPSan Antonio, TXAsset managerHybridTitleist Capital, LLC
    No custodian reported
    $0
  24. 16662
    Cetera Advisory Services LLCEl Segundo, CAAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  25. 16664
    Planmember Asset Management CorporationCarpinteria, CAAsset managerHybridPlanmember Securities Corporation
    No custodian reported
    $0
  26. 16670
    Stifel Wealth TrackerSt. Louis, MOAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $0
  27. 16672
    Jefferies Research Services LLCNew York, NYAsset managerHybridJefferies (australia) Securities PTY LTD, Jefferies (japan) Limited
    No custodian reported
    $0
  28. 16681
    Vested FinanceDurham, NCBroker-dealer firmHybridVF Securities, Inc
    No custodian reported
    $0
  29. 16682
    Altruist LLCCulver City, CA · 614 clientsAsset managerHybridAltruist Financial LLC
    No custodian reported
    $0
  30. 16694
    Benchmark Advisory Services, LLCSan Diego, CAAsset managerHybridKingswood Capital Partners, LLC
    No custodian reported
    $0
  31. 16701
    Duncan Financial Planning AdvisorsIrwin, PA · 3 clientsAsset managerHybrid
    No custodian reported
    $0
  32. 16712
    Willis Towers Watson Securities, LLCChicago, ILBroker-dealer firmHybrid
    No custodian reported
    $0
  33. 16714
    Calpa Advisors LLCKirkland, WAAsset managerHybrid
    No custodian reported
    $0
  34. 16716
    Ascentis Asset Management, LLCDallas, TXAsset managerHybrid
    No custodian reported
    $0
  35. 16717
    Pionex Investments Inc.Princeton, NJ · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  36. 16722
    GW Asena PTY LTDMelbourne, Victoria, AustraliaAsset managerHybridGiles Wade Private Wealth PTY LTD
    No custodian reported
    $0
  37. 16723
    Vector Technologies, LLCMiami Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $0
  38. 16725
    Truedge Asset Management LLCIndianapolis, INAsset managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    No custodian reported
    $0
  39. 16726
    Addigence CorporationNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $0
  40. 16729
    Abacus Asset Management, LLCOrlando, FL · 3 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $0

RIAs by state