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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

22 firms manage $308 billionAscensus Broker Dealer Services

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. 087
    Creative PlanningOverland Park, KS · 100,298 clientsWealth managerPublic-company owned
    Schwab 53%Ascensus Broker Dealer Services 25%Fidelity 22%
    $296B
  2. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  3. 2734
    Lutz FinancialOmaha, NE · 1,031 clientsWealth manager
    Schwab 81%
    $3.2B
  4. 7466
    Adaptive Financial Consulting, LLCBeachwood, OH · 261 clientsWealth manager
    Fidelity 79%
    $547M
  5. 8325
    Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
    Ascensus Broker Dealer Services 75%
    $444M
  6. 9196
    PKS Investment Advisors LLCSalisbury, MD · 500 clientsWealth manager
    Schwab 87%
    $367M
  7. 9494
    M Group448 clientsAsset managerHybrid
    Schwab 48%Ascensus Broker Dealer Services 48%
    $344M
  8. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  9. 10157
    Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
    Fidelity 90%
    $300M
  10. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  11. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  12. 11662
    Financial Management, Inc.Little Rock, AR · 184 clientsAsset managerHybridCrews & Associates, Inc.
    Schwab 57%Ascensus Broker Dealer Services 43%
    $224M
  13. 11961
    Itrust Asset Management, LLCLexington, KY · 463 clientsWealth managerWrap sponsorHybrid
    LPL Financial 86%
    $212M
  14. 12223
    Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
    Schwab 99%
    $200M
  15. 12920
    Income & Asset Advisory, Inc.Armonk, NY · 287 clientsWealth managerHybrid
    Fidelity 81%
    $175M
  16. 13808
    FMB Retirement ServicesWestlake Village, CA · 45 clientsAsset manager
    Fidelity 45%
    $146M
  17. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M
  18. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  19. 14449
    Hatcher Capital Investments, Inc.Little Rock, AR · 319 clientsAsset manager
    Schwab 42%Ascensus Broker Dealer Services 36%Empower Financial Services 22%
    $127M
  20. 14462
    Wright Wealth Strategies, LLCSAN Luis Obispo, CA · 202 clientsWealth managerHybrid
    LPL Financial 81%
    $127M
  21. 14466
    Double Bay Management & PlanningSAN Francisco, CA · 32 clientsWealth manager
    Schwab 84%
    $127M
  22. 14908
    Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
    Schwab 85%
    $116M

RIAs by state