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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 $150 billionAssetmark 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. 283
    Assetmark, Inc.Concord, CA · 456,452 clientsWealth managerWrap sponsorHybridAssetmark Brokerage, LLC
    Assetmark Trust 100%
    $92B
  2. 573
    Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Assetmark Trust 100%
    $36B
  3. 1467
    Hornor, Townsend & Kent, LLCConshohocken, PA · 28,369 clientsBroker-dealer firmHybrid
    Pershing 66%
    $9.0B
  4. 2172
    The Ascent Group, LLCVirginia Beach, VA · 4,292 clientsWealth managerHybridAlera Securities LLC
    Fidelity 39%Schwab 34%Assetmark Trust 27%
    $4.8B
  5. 3853
    Select Money Management, Inc.LOS Angeles, CA · 1,031 clientsWealth managerWrap sponsorHybridSignature Estate Securities, LLC
    Assetmark Trust 88%
    $1.8B
  6. 5053
    Smith Brothers Financial, LLCGlastonbury, CT · 494 clientsAsset managerHybrid
    LPL Financial 91%
    $1.1B
  7. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  8. 6098
    Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
    Schwab 59%Assetmark Trust 41%
    $800M
  9. 6576
    William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
    Assetmark Trust 97%
    $694M
  10. 6827
    Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
    Schwab 87%
    $646M
  11. 6865
    MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
    Assetmark Trust 91%
    $640M
  12. 9323
    Lifespan Financial Strategies, Inc.Weston, FL · 515 clientsWealth manager
    Assetmark Trust 100%
    $357M
  13. 9641
    Hewell Financial Group, Inc.220 clientsWealth managerHybrid
    Schwab 97%
    $334M
  14. 10427
    Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
    Assetmark Trust 73%Schwab 27%
    $285M
  15. 11379
    Your Private Client Group, Inc.230 clientsWealth manager
    Assetmark Trust 100%
    $237M
  16. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  17. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  18. 12685
    Econologics Financial AdvisorsLargo, FL · 344 clientsWealth manager
    Assetmark Trust 100%
    $183M
  19. 12867
    Emvision Capital Advisors, LLCAurora, OH · 429 clientsWealth managerHybrid
    Assetmark Trust 100%
    $176M
  20. 14179
    Keller Financial GroupCamp Hill, PA · 89 clientsWealth manager
    Assetmark Trust 100%
    $135M
  21. 14239
    DBD Retirement and Financial Services21 clientsWealth manager
    Assetmark Trust 100%
    $134M
  22. 14459
    Fairchild Financial Advisors, Inc.Folsom, CA · 247 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $127M

RIAs by state