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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

24 firms manage $79 billionBetterment

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. 349
    BettermentNew York, NY · 1,022,488 clientsWealth managerWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    $70B
  2. 2560
    Cambria Investment Management, L.P.Manhattan Beach, CA · 203 clientsAsset managerHybrid
    Betterment 100%
    $3.6B
  3. 3741
    Continuum Advisory, LLCEagle, ID · 3,461 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  4. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  5. 10425
    Physician Family Financial Advisors IncBeaverton, OR · 376 clientsWealth manager
    Betterment 100%
    $285M
  6. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M
  7. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  8. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  9. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  10. 11807
    Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
    Schwab 99%
    $218M
  11. 12313
    Bradley Wealth LLCScottsdale, AZ · 204 clientsWealth manager
    Altruist 67%Pershing 30%
    $197M
  12. 13119
    Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
    Schwab 75%
    $169M
  13. 13286
    Tessara WealthBurlingame, CA · 143 clientsWealth manager
    Betterment 72%Schwab 28%
    $162M
  14. 13495
    DFS AdvisoryDenton, TX · 137 clientsWealth manager
    Betterment 49%Assetmark Brokerage 33%
    $156M
  15. 14000
    Plan First Wealth LLC96 clientsWealth manager
    Betterment 57%Novia Global LTD 31%
    $140M
  16. 14658
    New Wave Financial Services69 clientsWealth manager
    Altruist 74%
    $122M
  17. 14786
    Redeem Wealth ManagementGilbert, AZ · 228 clientsWealth manager
    Betterment 63%Schwab 37%
    $119M
  18. 15087
    Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $110M
  19. 15152
    Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
    Schwab 74%
    $109M
  20. 15442
    Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
    Altruist 79%
    $99M
  21. 15479
    Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
    Betterment 50%Fidelity 50%
    $95M
  22. 15935
    Just FuturesSAN Francisco, CA · 172 clientsAsset manager
    Vestwell Trust 59%Schwab 35%
    $47M
  23. 16228
    ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
    Betterment 70%American Trust Custody 30%
    $18M
  24. 16506
    Wealthmeup Advisors LLCNew York, NY · 42 clientsWealth manager
    Betterment 100%
    $76K

RIAs by state