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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

9 firms manage $165 billionEmpower Trust

Open in the Atlas screener

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  1. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  2. 1943
    Pentegra Investors, Inc.Shelton, CT · 250 clientsAsset managerHybridPentegra Distributors Inc.
    BNY 92%
    $5.6B
  3. 5385
    Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
    Schwab 51%Principal Trust 28%
    $1.0B
  4. 5745
    Commerce Street Investment ManagementDallas, TX · 64 clientsAsset managerHybridCommerce Street Capital, LLC
    Fidelity Management Trust 53%Empower Trust 47%
    $891M
  5. 6670
    Pasi Investments, LLCFarmington, CT · 439 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower Trust 48%Schwab 33%
    $676M
  6. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  7. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  8. 11886
    Kinwell LLCCharleston, SC · 129 clientsAsset manager
    Empower Trust 56%Schwab 44%
    $215M
  9. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M

RIAs by state