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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

12 firms manage $2.6 billionAmerican Funds

Open in the Atlas screener

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  1. 8087
    Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clientsWealth manager
    Raymond James 99%
    $469M
  2. 8697
    Heritage Financial LLCGainesville, VA · 350 clientsWealth manager
    Schwab 89%
    $408M
  3. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M
  4. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  5. 11455
    Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
    Fidelity 97%
    $233M
  6. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  7. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  8. 13790
    Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
    Fidelity 94%
    $147M
  9. 13981
    Entrust Investment Services, IncCampbell, CA · 170 clientsWealth manager
    American Funds 60%Assetmark Brokerage 40%
    $141M
  10. 14091
    Giving Tree Wealth AdvisorsSAN Ramon, CA · 225 clientsWealth managerHybrid
    Axos 49%SEI 46%
    $138M
  11. 14771
    Redfish CapitalCypress, TX · 170 clientsWealth manager
    Fidelity 90%
    $119M
  12. 14931
    Schulz Financial GroupTucson, AZ · 353 clientsWealth manager
    Fidelity 77%
    $115M

RIAs by state