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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

12 firms manage $87 billionEmpower Retirement

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. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  2. 1377
    Intellicents Investment Solutions IncAlbert LEA, MN · 8,280 clientsAsset managerHybrid
    Schwab 39%Empower Retirement 34%
    $9.9B
  3. 1632
    Hays Financial Group, LLCMinneapolis, MN · 572 clientsAsset managerHybrid
    Fidelity 82%
    $7.5B
  4. 1964
    MJ RetirementCarmel, IN · 193 clientsAsset manager
    Fidelity 75%Empower Retirement 25%
    $5.5B
  5. 2548
    Provenance Wealth AdvisorsFort Lauderdale, FL · 3,111 clientsBroker-dealer firmHybridPWA Securities, LLC, clears through Raymond James
    Raymond James 87%
    $3.6B
  6. 4086
    ISC Advisors, Inc.Dallas, TX · 1,928 clientsAsset managerHybridInstitutional Securities Corporation
    RBC 27%Oneamerica Securities 25%
    $1.6B
  7. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    $739M
  8. 7377
    QP ConsultingTakoma Park, MD · 74 clientsAsset manager
    Empower Retirement 37%Ascensus Trust 24%
    $560M
  9. 8399
    Schulz Wealth, LTD.Mansfield, TX · 176 clientsWealth manager
    Schwab 77%Empower Retirement 23%
    $438M
  10. 10166
    Monterey WealthAtlanta, GA · 157 clientsAsset manager
    Schwab 62%Empower Retirement 38%
    $300M
  11. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M
  12. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M

RIAs by state