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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. 16919
    755 FinancialWoodstock, GAAsset managerHybrid
    No custodian reported
    $0
  2. 16920
    Golden Ratio Wealth Management LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0
  3. 16921
    Polson Wealth ManagementAsset managerHybrid
    No custodian reported
    $0
  4. 16925
    Solstice Guard CapitalSt. Charles, MOAsset managerHybrid
    No custodian reported
    $0
  5. 16928
    Bartholomew & Company Wealth Management, LLCWorcester, MAAsset managerHybrid
    No custodian reported
    $0
  6. 16930
    Rothschild Financial Partners, LLCOak Brook, ILAsset managerHybridRothschild Investment LLC
    No custodian reported
    $0
  7. 16937
    East West Wealth Advisors LLCPasadena, CAAsset managerHybridEast West Markets, LLC
    No custodian reported
    $0
  8. 16944
    Olde Raleigh Financial GroupRaleigh, NCAsset managerHybrid
    No custodian reported
    $0
  9. 16951
    Langan Financial GroupCamp Hill, PAAsset managerHybrid
    No custodian reported
    $0
  10. 16952
    Stewardwell LLCFranklin, TNAsset managerHybrid
    No custodian reported
    $0
  11. 16973
    Hudson & Associates Wealth Management LLCTulsa, OKAsset managerHybrid
    No custodian reported
    $0
  12. 16977
    Cova Private Wealth LLCAsset managerHybrid
    No custodian reported
    $0
  13. 16982
    Emxetf7 clientsAsset managerHybrid
    No custodian reported
    $0
  14. 16983
    RBG Capital LLCScottsdale, AZAsset managerHybrid
    No custodian reported
    $0
  15. 16997
    Foster Financial Services, LLCFort Wayne, INAsset managerHybrid
    No custodian reported
    $0
  16. 17006
    Twenty Four WealthDarien, CTAsset managerHybrid
    No custodian reported
    $0
  17. 17018
    Fortuna Private Wealth Management Corp.Miami, FLAsset managerHybrid
    No custodian reported
    $0
  18. 17021
    Ark Capital Investments LLCSt Petersburg, FLAsset managerHybrid
    No custodian reported
    $0
  19. 17026
    Navian Investment ManagementCincinnati, OHAsset managerHybridLFT Securities, LLC, Navian Capital Securities LLC
    No custodian reported
    $0
  20. 17029
    Holm & Baucom Wealth Advisors, LLCVictoria, TXAsset managerHybrid
    No custodian reported
    $0
  21. 17030
    Rise Private Wealth ManagementBedford, NHAsset managerHybrid
    No custodian reported
    $0
  22. 17032
    Round Table Advisors, LLCChattanooga, TNAsset managerHybrid
    No custodian reported
    $0
  23. 17038
    Stelvio Private WealthGreenwich, CTAsset managerHybrid
    No custodian reported
    $0
  24. 17057
    Brookstone Wealth Management, Inc.Oxford, MAAsset managerHybrid
    No custodian reported
    $0
  25. 17065
    Itau BBA USA Securities, Inc.New York, NYBroker-dealer firmHybridItau International Securities Inc.
    No custodian reported
    $0
  26. 17074
    Proshare Investment Management LLCBethesda, MD · 1 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $0
  27. 17078
    Ccaventus Global Credit Management LLCNew York, NYAsset managerHybridArena Financial Services, LLC
    No custodian reported
    $0
  28. 17082
    Constitution Capital Horizon Advisor, LPAndover, MAAsset managerHybrid
    No custodian reported
    $0
  29. 17088
    Federated Advisory Services CompanyPittsburgh, PA · 5 clientsAsset managerHybridFederated Securities Corp.
    No custodian reported
    $0
  30. 17091
    MHI Funds, LLCKingston, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  31. 17098
    BlackcrownAsset managerHybrid
    No custodian reported
    $0
  32. 17099
    Vanguard Alternative Assets Adviser, LLCMalvern, PAAsset managerHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $0
  33. 17106
    Heitman International Real Estate Securities PTY LimitedMelbourne, AustraliaBroker-dealer firmHybridHeitman Securities LLC, Heitman UK Limited
    No custodian reported
    $0
  34. 17108
    FTI Capital ManagementCamana Bay, Grand Cayman, Cayman IslandsAsset managerHybridFTI Capital Advisors, LLC
    No custodian reported
    $0
  35. 17113
    Comgest US LLCDublin 2, IrelandAsset managerHybrid
    No custodian reported
    $0
  36. 17116
    William O'neil + CompanyLos Angeles, CAAsset managerHybridO'neil Securities Incorporated
    No custodian reported
    $0
  37. 17121
    ATB Capital Markets USA Inc.Calgary, Alberta, CanadaBroker-dealer firmHybridATB Capital Markets Corp., ATB Securities Inc.
    No custodian reported
    $0
  38. 17123
    UTI Asset Management Company LimitedMumbai, Maharashtra, IndiaAsset managerHybrid
    No custodian reported
    $0
  39. 17131
    Instinet, LLCNew York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet Australia PTY Limited
    No custodian reported
    $0
  40. 17140
    Fmac Management LLCNew York, NYAsset managerHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    No custodian reported
    $0

RIAs by state