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Est. 2026The front page of wealth managementNew York

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IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 know
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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

9 firms manage $5.5 billionBroadridge Business Process Outsourcing

Open in the Atlas screener

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  1. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
    Fidelity 88%
    $1.4B
  2. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B
  3. 5302
    Vestwell Advisors LLCNew York, NY · 83,310 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 100%
    $1.0B
  4. 7187
    Diversified Financial Advisors, LLCTown and Country, MO · 641 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 65%LPL Financial 35%
    $586M
  5. 8230
    Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
    Schwab 64%
    $454M
  6. 11799
    Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
    Schwab 43%Empower Financial Services 26%
    $219M
  7. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M
  8. 13497
    Kaizen Retirement Plan Advisors, LLC26 clientsAsset manager
    Broadridge Business Process Outsourcing 100%
    $156M
  9. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M

RIAs by state