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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

51 firms manage $50 billionApex Fintech

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. 938
    Mercury Advisory, LLCSAN Francisco, CA · 10,487 clientsAsset managerHybridMercury Investment Services LLC
    Apex Fintech 100%
    $18B
  2. 1613
    FacetWest Palm Beach, FL · 14,741 clientsWealth manager
    Apex Fintech 77%Fidelity 23%
    $7.6B
  3. 2130
    StashNew York, NY · 1,138,270 clientsWealth managerPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
    Apex Fintech 100%
    $4.9B
  4. 3577
    Sofi Wealth LLCSAN Francisco, CA · 254,020 clientsWealth managerBank-affiliatedHybridSofi Securities (hong Kong) Limited, Sofi Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $2.0B
  5. 3759
    RHO TreasuryNew York, NY · 1,078 clientsAsset managerHybrid
    Apex Fintech 82%
    $1.9B
  6. 3944
    Ally Invest AdvisorsCharlotte, NC · 83,199 clientsWealth managerBank-affiliatedHybridAlly Invest Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.7B
  7. 4304
    M1 AdvisoryChicago, IL · 11,400 clientsWealth managerHybridM1 Finance LLC
    Apex Fintech 100%
    $1.5B
  8. 4403
    Principal Advised ServicesDES Moines, IA · 23,164 clientsWealth managerBank-affiliatedHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc.
    Apex Fintech 100%
    $1.4B
  9. 4471
    Range Advisory, LLCMcLean, VA · 1,773 clientsWealth managerAffiliated broker-dealerRange Investing, LLC
    Altruist 80%
    $1.4B
  10. 4666
    WahedNew York, NY · 30,683 clientsAsset managerAffiliated broker-dealer
    Apex Fintech 100%
    $1.3B
  11. 5133
    TitanNew York, NY · 41,733 clientsWealth managerWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.1B
  12. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  13. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  14. 5756
    GO Invest LLCWest Jordan, UT · 4,277 clientsAsset manager
    Matrix Trust 100%
    $889M
  15. 5824
    Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
    Schwab 100%
    $868M
  16. 8667
    Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
    Apex Fintech 100%
    $411M
  17. 8937
    Monorail Securities LLCSarasota, FL · 2,402 clientsAsset manager
    Schwab 99%
    $389M
  18. 9254
    MarketridersChesterfield, MO · 477 clientsWealth managerHybridSogotrade, Inc.
    Apex Fintech 100%
    $363M
  19. 10462
    ZOE Financial, Inc.New York, NY · 1,689 clientsWealth managerWrap sponsorHybridZOE Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $283M
  20. 11035
    Treasure Investment Management, LLCScottsdale, AZ · 336 clientsAsset manager
    Apex Fintech 100%
    $253M
  21. 11201
    Stirlingshire InvestmentsNew York, NY · 1,071 clientsWealth managerHybridStirlingshire BD LLC
    Apex Fintech 100%
    $245M
  22. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  23. 12978
    Innis Investments237 clientsWealth manager
    Apex Fintech 100%
    $173M
  24. 13119
    Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
    Schwab 75%
    $169M
  25. 14303
    Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
    Schwab 55%Apex Fintech 45%
    $132M
  26. 14313
    1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
    Apex Fintech 99%
    $131M
  27. 14897
    Finhabits Advisors, LLCNew York, NY · 29,460 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $116M
  28. 14997
    Infinite Giving Advisory Services, Inc.Atlanta, GA · 211 clientsAsset manager
    Apex Fintech 100%
    $113M
  29. 15007
    Evergreen Wealth AdvisorsRaleigh, NC · 156 clientsWealth managerWrap sponsor
    Schwab 77%Apex Fintech 23%
    $112M
  30. 15615
    Dasta Investments LLCNew York, NY · 27,037 clientsWealth managerHybridDUB Financial, LLC
    Apex Fintech 100%
    $82M
  31. 15840
    Moment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridArchitect Securities LLC, Moment Markets, LLC
    Apex Fintech 100%
    $56M
  32. 15875
    Qapital Invest, LLCNew York, NY · 38,446 clientsWealth managerHybridLightspeed Financial Services Group LLC, Wedbush & Co., LLC, clears through Interactive Brokers, Wedbush
    Apex Fintech 89%
    $52M
  33. 15883
    Stash Wealth, LLCNew York, NY · 174 clientsWealth manager
    Apex Fintech 100%
    $52M
  34. 15946
    Unest Advisers, LLCLaramie, WY · 20,394 clientsWealth managerWrap sponsorHybridUnest Securities, LLC
    Apex Fintech 100%
    $46M
  35. 16027
    SVN GlobalSAO Paulo, Brazil · 87 clientsWealth managerPublic-company ownedHybridSVN Agentes Autonomos De Investimentos S/s Ltda, SVN Capital - Assessores De Investimentos S/s Ltda
    Apex Fintech 72%Pershing 28%
    $38M
  36. 16124
    BunkerSAN Francisco, CA · 138 clientsWealth manager
    Interactive Brokers 84%
    $29M
  37. 16161
    Beagle Invest2,512 clientsWealth manager
    Apex Fintech 100%
    $26M
  38. 16177
    FruitfulNew York, NY · 351 clientsWealth manager
    Apex Fintech 100%
    $25M
  39. 16192
    Albert Investments, LLCSanta Barbara, CA · 209,650 clientsWealth managerWrap sponsorHybridAlbert Securities, LLC, clears through Apex Clearing
    Apex Fintech 100%
    $23M
  40. 16214
    Icon Financial Services LLCPortland, OR · 4,178 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $20M

RIAs by state