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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

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  1. 16739
    Money PickleRoyal Oak, MIAsset managerHybrid
    No custodian reported
    $0
  2. 16742
    Keybanc Capital Markets Research, LLCCleveland, OHAsset managerHybridKeybanc Capital Markets Inc.
    No custodian reported
    $0
  3. 16743
    Wolfe Research Advisors, LLCNew York, NY · 8 clientsPrivate fund adviserHybridWR Securities, LLC
    No custodian reported
    $0
  4. 16745
    Calamos Private Equity LLCNaperville, IL · 1 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $0
  5. 16746
    NectarineSan Diego, CA · 3,210 clientsAsset managerHybrid
    No custodian reported
    $0
  6. 16764
    Innovayte CapitalDallas, TXAsset managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    No custodian reported
    $0
  7. 16772
    TIAA Wealth Investment Management LLCNew York, NYAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $0
  8. 16777
    Tradeup Wealth Management, Inc.New York, NYAsset managerHybridTiger Brokers (AU) PTY LTD, Tiger Brokers (HK) Global Limited
    No custodian reported
    $0
  9. 16779
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  10. 16780
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  11. 16785
    Inter Advisors LLCMiami, FLAsset managerHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $0
  12. 16787
    Discipline Strategies Management, LPAtlanta, GAAsset managerHybridDAI Securities, LLC
    No custodian reported
    $0
  13. 16789
    Blue Owl Real Assets Advisors LLCChicago, ILAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $0
  14. 16790
    GEG AdvisorsBogota, ColombiaAsset managerHybrid
    No custodian reported
    $0
  15. 16798
    Savile Capital Management LLCSan Juan, PRAsset managerHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  16. 16804
    CSI Group Advisors, LLCWall Township, NJAsset managerHybrid
    No custodian reported
    $0
  17. 16810
    Apollo MPS Management, LLCNew York, NYAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $0
  18. 16811
    Cantor Fitzgerald Energy Advisors, LLCNew York, NYAsset managerHybridCantor Fitzgerald & Co.
    No custodian reported
    $0
  19. 16815
    Strategiq Funds, Inc.San Antonio, TXAsset managerHybrid
    No custodian reported
    $0
  20. 16819
    Interchange Advisers LLCVancouver, WAAsset managerHybridInterchange Clearing LLC
    No custodian reported
    $0
  21. 16820
    Seminario Asset Management LLCCoral Gables, FLAsset managerHybridSeminario Securities LLC, clears through Pershing
    No custodian reported
    $0
  22. 16825
    Tamarisk Capital ManagementHolland, MI · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  23. 16826
    Dreams Investment SolutionsFolsom, CAAsset managerHybrid
    No custodian reported
    $0
  24. 16828
    PLH Family Office, LLCGarden City, NYAsset managerHybrid
    No custodian reported
    $0
  25. 16833
    Cameron Signature Wealth Advisors LLCCharlotte, NCAsset managerHybridMadison Capital Markets LLC, Realta Equities, Inc., clears through Pershing
    No custodian reported
    $0
  26. 16834
    Aristotle Pacific CLO Adviser III, LLCNewport Beach, CAAsset managerHybrid
    No custodian reported
    $0
  27. 16838
    Regiment Capital Advisors, LLCChicago, ILAsset managerHybridRegiment Securities, LLC.
    No custodian reported
    $0
  28. 16849
    GCM Grosvenor Wealth L.P.Chicago, ILAsset managerHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $0
  29. 16855
    TomoroColts Neck, NJAsset managerHybrid
    No custodian reported
    $0
  30. 16857
    Oxford Harriman Private Wealth ManagementIndianapolis, INAsset managerHybrid
    No custodian reported
    $0
  31. 16864
    DOW Family Office Advisory, LLCLakewood Ranch, FLAsset managerHybrid
    No custodian reported
    $0
  32. 16868
    Auranser Inc.Fort Mill, SCAsset managerHybrid
    No custodian reported
    $0
  33. 16870
    ROI Financial PlanningClarksville, TNAsset managerHybrid
    No custodian reported
    $0
  34. 16874
    Harbourvest Registered Advisers IIBoston, MAAsset managerHybrid
    No custodian reported
    $0
  35. 16880
    Overwatch Capital Advisors LLCNew York, NYAsset managerHybridDrexel Hamilton, LLC, Empire Asset Management Company
    No custodian reported
    $0
  36. 16884
    Goalpost Wealth Management, LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0
  37. 16904
    Hofman Wealth ManagementChesterfield, MOAsset managerHybrid
    No custodian reported
    $0
  38. 16910
    Callodine BDC Advisor, LLCBoston, MA · 1 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $0
  39. 16916
    AQR Flex Management, LLCGreenwich, CTAsset managerHybridAQR Investments, LLC
    No custodian reported
    $0
  40. 16917
    Ellis Wealth Advisors, LLCMadison, ALAsset managerHybrid
    No custodian reported
    $0

RIAs by state