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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

13 firms manage $224 billionEmpower

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. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsWealth managerHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    $195B
  2. 1322
    Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
    Fidelity Management Trust 48%RBC 31%
    $10B
  3. 1723
    Fisher\smbCarrollton, TX · 1,848 clientsAsset manager
    Ascensus 64%Empower 36%
    $6.8B
  4. 2196
    MCF Advisors, LLCLexington, KY · 3,539 clientsWealth manager
    Schwab 87%
    $4.7B
  5. 3501
    Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
    Principal Financial Group 43%Fidelity 34%Empower 23%
    $2.1B
  6. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  7. 5395
    Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower 54%Schwab 39%
    $997M
  8. 7197
    Freedom Fiduciaries LLCBoise, ID · 124 clientsAsset manager
    Empower 62%Voya 38%
    $585M
  9. 8969
    Cannon Capital Management, Inc.Salt Lake City, UT · 243 clientsWealth manager
    Schwab 67%Empower 33%
    $386M
  10. 10036
    Dunbar Associates, LLCMonroe, CT · 308 clientsAsset managerHybrid
    Schwab 78%Empower 22%
    $307M
  11. 10674
    Advanced Retirement Solutions, LLC50 clientsAsset manager
    Voya Institutional Trust 56%Empower 44%
    $272M
  12. 15239
    Fiduciary Advisor Advocates80 clientsAsset manager
    Schwab 77%Empower 23%
    $106M
  13. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M

RIAs by state