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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

187 firms manage $49 billionAltruist

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. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  2. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  3. 3482
    Root Financial PartnersAustin, TX · 858 clientsWealth manager
    Schwab 80%
    $2.1B
  4. 4471
    Range Advisory, LLCMcLean, VA · 1,773 clientsWealth managerAffiliated broker-dealerRange Investing, LLC
    Altruist 80%
    $1.4B
  5. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  6. 4738
    Xypn SapphireBozeman, MT · 796 clientsWealth manager
    Schwab 100%
    $1.3B
  7. 5196
    Talon LLCSAN Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  8. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  9. 5746
    Drucker Wealth614 clientsWealth managerWrap sponsorHybrid
    Fidelity 61%Altruist 30%
    $891M
  10. 6073
    Tempo WealthIndependence, OH · 853 clientsWealth manager
    Schwab 96%
    $804M
  11. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  12. 6726
    Beck Bode LLCDedham, MA · 979 clientsWealth manager
    Schwab 49%Altruist 29%LPL Financial 22%
    $666M
  13. 6746
    Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 99%
    $661M
  14. 6914
    Peak Retirement Planning, Inc.Columbus, OH · 910 clientsWealth manager
    Altruist 100%
    $631M
  15. 7042
    Financial Plans & Strategies, Inc.Greenwood, IN · 1,081 clientsWealth manager
    Altruist 55%Schwab 45%
    $611M
  16. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  17. 7636
    Core PlanningOfallon, MO · 867 clientsWealth manager
    Schwab 57%Altruist 43%
    $525M
  18. 8275
    Nikulski Financial, Inc.Bettendorf, IA · 475 clientsWealth manager
    Altruist 52%Schwab 48%
    $449M
  19. 8383
    Bates Financial Advisors, Inc.Rockford, IL · 399 clientsWealth managerHybridBates Securities, Inc.
    Fidelity 85%
    $439M
  20. 8558
    Odyssey Group Wealth AdvisorsLancaster, PA · 245 clientsWealth manager
    Altruist 100%
    $421M
  21. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  22. 8820
    Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
    Schwab 58%Altruist 42%
    $397M
  23. 8949
    Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
    Altruist 100%
    $387M
  24. 8960
    Balance WealthWorthington, OH · 553 clientsWealth manager
    Schwab 65%Altruist 35%
    $387M
  25. 9272
    MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
    Raymond James 46%Schwab 39%
    $361M
  26. 9344
    Griffin Black, LLCRedwood City, CA · 171 clientsWealth manager
    Altruist 68%Pershing 32%
    $356M
  27. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  28. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  29. 9569
    Mdrn CapitalAnnapolis, MD · 569 clientsWealth manager
    Altruist 100%
    $339M
  30. 9590
    EvoadvisorsRichmond, VA · 168 clientsWealth manager
    Altruist 100%
    $337M
  31. 9907
    Wealth Analytics Partners, LLCSAN Diego, CA · 184 clientsWealth manager
    Schwab 53%Altruist 45%
    $316M
  32. 10056
    Mardin Capital GroupRYE, NH · 238 clientsWealth manager
    Altruist 100%
    $306M
  33. 10103
    GBC Investment Group23 clientsAsset manager
    Truist Bank 68%
    $304M
  34. 10140
    RetirableNew York, NY · 2,210 clientsWealth manager
    Altruist 100%
    $301M
  35. 10238
    Golden Bay Advisors LLC154 clientsWealth manager
    Altruist 56%Schwab 33%
    $296M
  36. 10296
    Efinancial Alliance, LLCFranklin, TN · 212 clientsWealth manager
    Schwab 89%
    $292M
  37. 10324
    Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
    Schwab 93%
    $290M
  38. 10326
    Retirement Portfolios, LLCLawrence, KS · 245 clientsWealth manager
    Altruist 100%
    $290M
  39. 10415
    Gold Medal Waters, Inc.145 clientsWealth manager
    Altruist 100%
    $286M
  40. 10422
    Tencap Wealth CoachingSouth Jordan, UT · 753 clientsWealth manager
    Altruist 100%
    $285M

RIAs by state