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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

15 firms manage $47 billionComerica Bank

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. 1052
    Yousif Capital Management, LLCBloomfield Hills, MI · 444 clientsAsset manager
    Comerica Bank 100%
    $15B
  2. 1233
    Bricktown Capital, LLCDetroit, MI · 28 clientsAsset manager
    State Street 46%Comerica Bank 35%
    $12B
  3. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  4. 2513
    Schwartz Investment Counsel IncPlymouth, MI · 32 clientsAsset managerHybrid
    Schwab 84%
    $3.7B
  5. 3099
    Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clientsWealth manager
    Schwab 79%
    $2.6B
  6. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  7. 4198
    Robinson Capital Management, LLCGrosse Pointe Farms, MI · 80 clientsAsset manager
    Huntington Bank 64%
    $1.5B
  8. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  9. 5041
    New Century Partners3 clientsAsset manager
    Comerica Bank 85%
    $1.1B
  10. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  11. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
    Schwab 94%
    $849M
  12. 6571
    Optimum Quantvest CorporationDallas, TX · 13 clientsAsset manager
    PNC 69%Comerica Bank 31%
    $695M
  13. 7570
    Trigran Investments, Inc.Northbrook, IL · 2 clientsPrivate fund adviser
    Comerica Bank 66%
    $533M
  14. 11290
    Lumina Wealth Management, LLCWilmington, NC · 181 clientsWealth manager
    Schwab 90%
    $240M
  15. 12055
    DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
    Schwab 73%Comerica Bank 27%
    $208M

RIAs by state