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Est. 2026The front page of wealth managementNew York

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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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

4 firms manage $1.6 billionDunham

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  1. 4992
    Ignite Planners LLCSAN Clemente, CA · 4,610 clientsWealth managerHybrid
    Schwab 97%
    $1.1B
  2. 13309
    Flfs Advisory LLCVictor, NY · 203 clientsWealth managerHybrid
    Dunham 100%
    $161M
  3. 13838
    MFG Private WealthCanonsburg, PA · 795 clientsWealth managerHybrid
    Dunham 51%Assetmark Brokerage 49%
    $146M
  4. 14650
    Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
    Schwab 94%
    $122M

RIAs by state