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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 AnthropicWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN 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 Advisors
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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

7 firms manage $1.5 billionEquity Trust

Open in the Atlas screener

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  1. 8415
    Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
    Schwab 99%
    $436M
  2. 10315
    Accretive Wealth Management, LLCSAN Ramon, CA · 220 clientsWealth manager
    Equity Trust 35%Schwab 33%Inspira Financial 33%
    $291M
  3. 12762
    Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
    Pinnacle Financial Partners 52%Equity Trust 37%
    $180M
  4. 12795
    Waystone Advisors LLC306 clientsWealth manager
    Equity Trust 100%
    $179M
  5. 13783
    CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
    Schwab 64%Equity Trust 36%
    $147M
  6. 14194
    Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $135M
  7. 15346
    Networth Asset Management, Inc245 clientsWealth managerHybrid
    Equity Trust 65%Altruist 31%
    $103M

RIAs by state