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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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

17 firms manage $7.7 billionHilltop Securities

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. 3890
    Mainline West Fund Manager LLCDenver, CO · 116 clientsPrivate fund adviserHybridMainline West Municipal Securities LLC
    Wilmington Trust 91%
    $1.8B
  2. 4147
    Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
    Fidelity 48%Schwab 29%
    $1.6B
  3. 4537
    Packerland Brokerage Services, Inc.Green Bay, WI · 4,868 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $1.4B
  4. 7224
    RTW Financial Advisors IncDallas, TX · 182 clientsWealth managerHybrid
    Hilltop Securities 100%
    $581M
  5. 9996
    H. C. Denison Co.Sheboygan, WI · 343 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $310M
  6. 10377
    Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
    Schwab 100%
    $287M
  7. 10590
    Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 59%Franklin Distributors 41%
    $277M
  8. 11378
    Axiom Investment Management LLCNew York, NY · 214 clientsWealth managerHybridAxiom Capital Management, Inc., clears through Hilltop Securities
    Hilltop Securities 100%
    $237M
  9. 12158
    McDermott Investment Advisors, LLCNaples, FL · 618 clientsWealth managerHybridMcDermott Investment Services, LLC, clears through Hilltop Securities
    Hilltop Securities 100%
    $203M
  10. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M
  11. 13270
    Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
    Hilltop Securities 100%
    $163M
  12. 13762
    Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
    Axos 81%
    $147M
  13. 13767
    Chelsea Advisory Services, IncStaten Island, NY · 552 clientsWealth managerHybridChelsea Morgan Securities, Inc.
    Hilltop Securities 100%
    $147M
  14. 14664
    Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
    RBC 84%
    $121M
  15. 14782
    Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
    Wells Fargo 82%
    $119M
  16. 14862
    Murray Securities, Inc.Tyler, TX · 50 clientsBroker-dealer firmHybridMurray Securities, Inc
    Hilltop Securities 100%
    $117M
  17. 15822
    Mutual Trust Asset Mgmt., Inc.Tampa, FL · 120 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 69%Schwab 31%
    $58M

RIAs by state