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RB 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 AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

9 firms manage $12 billionADP Broker-Dealer

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. 1906
    Mayflower AdvisorsBoston, MA · 1,225 clientsAsset managerHybrid
    Fidelity 55%Pershing 32%
    $5.8B
  2. 2891
    Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
    Fidelity 86%
    $2.9B
  3. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  4. 6127
    Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
    Empower Financial Services 48%Fidelity 35%
    $793M
  5. 7583
    Elevated Financial GroupIndianapolis, IN · 716 clientsWealth managerHybrid
    Schwab 59%Transamerica Capital 25%
    $532M
  6. 11799
    Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
    Schwab 43%Empower Financial Services 26%
    $219M
  7. 12507
    Financial Independence Advisors, LLCJacksonville, FL · 186 clientsWealth manager
    Fidelity 83%
    $190M
  8. 13876
    Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
    Schwab 60%ADP Broker-Dealer 40%
    $144M
  9. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M

RIAs by state