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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

8 firms manage $9.7 billionEmpower Trust Company

Open in the Atlas screener

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  1. 1983
    Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
    Matrix Trust 52%Empower Trust Company 26%
    $5.4B
  2. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  3. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  4. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  5. 6725
    Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
    Schwab 61%SEI 27%
    $666M
  6. 9704
    Cypress Capital Wealth Management LLCANN Arbor, MI · 106 clientsAsset manager
    Empower Trust Company 57%Schwab 43%
    $330M
  7. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  8. 14766
    Sullivan Financial, LLCEssex, CT · 131 clientsWealth manager
    Schwab 86%
    $119M

RIAs by state