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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

39 firms manage $17 billionCapital Client Group

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. 2489
    St. Germain Investment ManagementSpringfield, MA · 6,722 clientsWealth manager
    Capital Client Group 100%
    $3.8B
  2. 3370
    JDL AdvisersNewport Beach, CA · 7,943 clientsWealth managerHybridJDL Securities Corporation
    Capital Client Group 61%Schwab 39%
    $2.3B
  3. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  4. 5567
    Crane & Associates Wealth ManagementFullerton, CA · 468 clientsBroker-dealer firmHybrid
    Schwab 79%
    $935M
  5. 5753
    J.P. King Advisors, Inc.Walnut Creek, CA · 452 clientsWealth manager
    Fidelity 66%Schwab 33%
    $890M
  6. 7044
    Weinand Financial, Inc.Lacey, WA · 438 clientsWealth manager
    Capital Client Group 76%Schwab 24%
    $610M
  7. 7161
    Master's Wealth Management Inc.Leola, PA · 434 clientsWealth managerWrap sponsor
    Raymond James 86%
    $590M
  8. 7249
    Alexander Investment Services Co.Louisville, KY · 1,261 clientsBroker-dealer firmHybrid
    Schwab 84%
    $577M
  9. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  10. 8880
    Core Wealth Partners LLCSanta Rosa, CA · 385 clientsWealth manager
    Schwab 90%
    $393M
  11. 9296
    Clearwave CapitalUpland, CA · 314 clientsWealth manager
    Fidelity 91%
    $359M
  12. 9939
    Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
    Fidelity Distributors Company 87%
    $314M
  13. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  14. 10630
    Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
    Schwab 90%
    $274M
  15. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  16. 10743
    Invested AdvisorsState College, PA · 283 clientsWealth manager
    Fidelity 85%
    $268M
  17. 10826
    Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
    SEI 96%
    $262M
  18. 11785
    Skyoak Capital, Inc.LAS Vegas, NV · 268 clientsWealth manager
    Schwab 90%
    $219M
  19. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  20. 11950
    Sackett Wealth Advisors, Inc.Brea, CA · 452 clientsWealth manager
    Schwab 84%
    $212M
  21. 12036
    Reservoir Wealth ManagementLima, OH · 460 clientsWealth manager
    Schwab 77%Capital Client Group 23%
    $209M
  22. 12065
    Smith & WyattCollege Station, TX · 724 clientsWealth manager
    Schwab 62%Capital Client Group 38%
    $207M
  23. 12261
    Barron Financial Group, LLPTorrington, CT · 193 clientsWealth manager
    Fidelity 98%
    $199M
  24. 12292
    Preston InvestmentsKingman, AZ · 2,528 clientsWealth manager
    Schwab 85%
    $198M
  25. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M
  26. 12931
    Stewardship Concepts Financial Services LLCSpokane, WA · 247 clientsWealth manager
    Schwab 95%
    $175M
  27. 12952
    JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clientsWealth manager
    Schwab 75%Empower Financial Services 22%
    $174M
  28. 13607
    Wellspring Advisors, Inc.Hillsboro, OR · 271 clientsWealth manager
    SEI 94%
    $152M
  29. 13788
    Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
    Schwab 86%
    $147M
  30. 13808
    FMB Retirement ServicesWestlake Village, CA · 45 clientsAsset manager
    Fidelity 45%
    $146M
  31. 14073
    TKC Wealth Management LLCDallas, TX · 284 clientsWealth managerHybrid
    Schwab 72%
    $139M
  32. 14441
    GPS InvestmentsScottsdale, AZ · 85 clientsWealth managerHybrid
    Fidelity 85%
    $128M
  33. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  34. 14908
    Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
    Schwab 85%
    $116M
  35. 14975
    CW Securities, LLCKnoxville, TN · 145 clientsBroker-dealer firmHybridCW Securities, LLC
    Schwab 99%
    $113M
  36. 15017
    Engage Wealth Advisors, LLCOverland Park, KS · 281 clientsAsset manager
    Capital Client Group 45%Schwab 40%
    $112M
  37. 15601
    Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
    Schwab 90%
    $84M
  38. 15648
    Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
    Capital Client Group 55%Pershing 27%
    $78M
  39. 15815
    Argus Equity Partners, LLC177 clientsWealth manager
    Schwab 99%
    $59M

RIAs by state