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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

21 firms manage $19 billionAscensus Trust

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. 2088
    Newport Group Consulting, LLCLake Mary, FL · 3,761 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
    Ascensus Trust 100%
    $5.1B
  2. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  3. 3054
    Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clientsWealth manager
    Schwab 89%
    $2.7B
  4. 4261
    Forusall31,237 clientsAsset manager
    MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
    $1.5B
  5. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  6. 4991
    Capital Wealth Management, LLCWest Warwick, RI · 655 clientsWealth managerHybrid
    Schwab 86%
    $1.1B
  7. 7377
    QP ConsultingTakoma Park, MD · 74 clientsAsset manager
    Empower Retirement 37%Ascensus Trust 24%
    $560M
  8. 7899
    Inflection Financial92 clientsAsset manager
    Schwab 49%Fidelity 36%
    $491M
  9. 8742
    NamcoaMooresville, NC · 584 clientsAsset manager
    Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
    $404M
  10. 9004
    Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
    Fidelity 51%Schwab 41%
    $383M
  11. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  12. 9971
    APS Wealth Management, LLCMelville, NY · 180 clientsAsset manager
    Schwab 63%Ascensus Trust 37%
    $312M
  13. 10125
    Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
    Fidelity 46%LPL Financial 23%
    $302M
  14. 10518
    DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
    Fidelity 63%Ascensus Trust 28%
    $280M
  15. 10767
    Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
    Empower Financial Services 61%
    $266M
  16. 10928
    Wilkins Miller Wealth Management, LLCMobile, AL · 195 clientsWealth managerHybrid
    Schwab 85%
    $257M
  17. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M
  18. 13233
    SLO Money ManagersAtascadero, CA · 148 clientsWealth manager
    Schwab 88%
    $165M
  19. 13358
    Pendleton Financial Wealth ManagementRaleigh, NC · 143 clientsWealth manager
    Schwab 76%Ascensus Trust 24%
    $160M
  20. 14707
    Trinity Neches72 clientsWealth manager
    Schwab 87%
    $120M
  21. 15623
    Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
    Pershing 84%
    $81M

RIAs by state