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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

96 firms manage $116 billionAxos

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. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  2. 1168
    United Planners' Financial Services of America A Limited PartnerScottsdale, AZ · 30,369 clientsBroker-dealer firmHybrid
    Schwab 70%
    $13B
  3. 1515
    Horizon Investments LLCCharlotte, NC · 1,467 clientsAsset managerHybrid
    Axos 68%
    $8.5B
  4. 1566
    Howard Capital Management, LLCAlpharetta, GA · 10,608 clientsWealth managerHybrid
    Axos 54%Fidelity 46%
    $8.0B
  5. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  6. 2183
    Symmetry PartnersGlastonbury, CT · 8,909 clientsWealth managerHybrid
    Axos 64%Schwab 36%
    $4.7B
  7. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  8. 2376
    Founders Financial Securities, LLCTowson, MD · 9,870 clientsBroker-dealer firmHybrid
    Axos 100%
    $4.1B
  9. 2417
    Corecap AdvisorsSouthfield, MI · 9,677 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Schwab 99%
    $4.0B
  10. 3098
    Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clientsWealth manager
    Schwab 83%
    $2.6B
  11. 3918
    HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsWealth managerHybrid
    Schwab 68%Axos 32%
    $1.7B
  12. 4064
    USA Financial ExchangeADA, MI · 10,265 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Axos 98%
    $1.6B
  13. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B
  14. 4293
    Flexible Plan Investments LTDBloomfield Hills, MI · 9,144 clientsAsset managerHybrid
    Axos 100%
    $1.5B
  15. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  16. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clientsWealth manager
    Schwab 59%Axos 41%
    $1.3B
  17. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  18. 5129
    Nfsg CorporationBoca Raton, FL · 3,096 clientsWealth managerWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
    Axos 100%
    $1.1B
  19. 5431
    Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
    Schwab 94%
    $985M
  20. 5573
    SEM Wealth ManagementTucson, AZ · 1,990 clientsWealth manager
    Axos 100%
    $933M
  21. 5814
    Atlas Capital Management CorpFt Wayne, IN · 3,261 clientsWealth manager
    Axos 100%
    $870M
  22. 5910
    Oakworth Asset Management, LLCBirmingham, AL · 565 clientsWealth managerBank-affiliated
    Axos 95%
    $846M
  23. 6116
    Q3 Asset Management CorporationBirmingham, MI · 2,926 clientsAsset manager
    Axos 100%
    $795M
  24. 6196
    Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clientsWealth manager
    Axos 95%
    $779M
  25. 6208
    Global View Capital Management LLCWaukesha, WI · 3,819 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Axos 25%
    $775M
  26. 6685
    Garden State Investment Advisory Services, LLCRed Bank, NJ · 2,531 clientsWealth managerWrap sponsorHybridGarden State Securities, Inc., clears through Axos Clearing
    Schwab 65%Axos 35%
    $674M
  27. 6704
    First Financial Coaching, Inc.Mt. Clemens, MI · 1,512 clientsWealth managerHybrid
    Axos 74%Schwab 26%
    $671M
  28. 7080
    Sapere Wealth Management, LLCMatthews, NC · 240 clientsWealth manager
    Axos 100%
    $605M
  29. 7376
    A & I Wealth ManagementLone Tree, CO · 518 clientsWealth managerHybrid
    Axos 100%
    $560M
  30. 7547
    Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
    Interactive Brokers 65%Axos 35%
    $536M
  31. 8069
    Mason & Associates, LLCNewport News, VA · 414 clientsWealth manager
    Axos 100%
    $471M
  32. 8105
    Coston, McIsaac & Shea Financial AdvisorsBAR Harbor, ME · 1,254 clientsWealth manager
    Schwab 100%
    $467M
  33. 8583
    Transce3nd LLCBuda, TX · 1,620 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $419M
  34. 8949
    Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
    Altruist 100%
    $387M
  35. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  36. 9297
    Seros Wealth PartnersGilbert, AZ · 457 clientsWealth manager
    Axos 53%Schwab 36%
    $359M
  37. 9351
    Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
    Fidelity 100%
    $355M
  38. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  39. 9430
    Elliott Cove Capital ManagementSeattle, WA · 670 clientsAsset manager
    Axos 78%
    $348M
  40. 9814
    Financial Transparency235 clientsWealth manager
    Schwab 51%Axos 49%
    $322M

RIAs by state