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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

153 firms manage $796 billionFidelity Distributors Company

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. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clientsWealth manager
    Fidelity Distributors Company 31%Schwab 26%
    $326B
  2. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsWealth managerHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  3. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  4. 519
    Cerity Partners Retirement Plan ConsultantsNew York, NY · 850 clientsAsset managerAffiliated broker-dealerCP Client Solutions LLC
    Northern Trust 34%U.S. Bank 26%
    $40B
  5. 583
    Fayez Sarofim & Co.Houston, TX · 2,997 clientsAsset manager
    Fidelity Distributors Company 100%
    $35B
  6. 1032
    IRA Group, Inc.Atlanta, GA · 302 clientsAsset manager
    Fidelity Distributors Company 100%
    $15B
  7. 1520
    Douglas C. Lane & AssociatesNew York, NY · 1,144 clientsWealth managerAffiliated broker-dealer
    Schwab 52%Fidelity Distributors Company 48%
    $8.4B
  8. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  9. 1609
    Hbks Wealth AdvisorsErie, PA · 7,824 clientsWealth managerHybridHBK Sorce Brokerage LLC
    Schwab 87%
    $7.7B
  10. 1771
    Level Four Advisory ServicesDallas, TX · 15,720 clientsWealth managerBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 89%
    $6.5B
  11. 1919
    Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsWealth managerHybridLasalle St Securities, L.L.C.
    Fidelity 80%
    $5.7B
  12. 1940
    Alesco Advisors, LLC, AN ESL CompanyPittsford, NY · 639 clientsAsset managerAffiliated broker-dealerESL Investment Services, LLC, clears through LPL Financial
    Schwab 61%Fidelity Distributors Company 39%
    $5.6B
  13. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  14. 2170
    Avidian Wealth SolutionsHouston, TX · 1,895 clientsWealth managerHybrid
    Fidelity Distributors Company 83%
    $4.8B
  15. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  16. 2369
    Wescott Financial Advisory Group LLCPhiladelphia, PA · 787 clientsWealth manager
    Schwab 61%Fidelity Distributors Company 39%
    $4.2B
  17. 2415
    New Frontier Advisors, LLCBoston, MA · 122 clientsAsset manager
    Schwab 84%
    $4.0B
  18. 2686
    PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $3.3B
  19. 2751
    Advisornet Wealth PartnersMinnetonka, MN · 3,514 clientsWealth managerHybrid
    Schwab 86%
    $3.1B
  20. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  21. 2793
    Crewe AdvisorsSalt Lake City, UT · 759 clientsWealth managerHybrid
    Schwab 84%
    $3.1B
  22. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clientsWealth manager
    Schwab 79%
    $3.0B
  23. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  24. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  25. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B
  26. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  27. 3132
    Cookson Peirce Wealth ManagementPittsburgh, PA · 1,648 clientsWealth managerHybrid
    Schwab 97%
    $2.6B
  28. 3155
    Private Wealth Asset ManagementOmaha, NE · 559 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.5B
  29. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsWealth managerHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  30. 3289
    Anchor Capital Advisors LLCBoston, MA · 524 clientsAsset manager
    Fidelity Distributors Company 100%
    $2.4B
  31. 3339
    McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clientsWealth manager
    Fidelity Distributors Company 50%Schwab 50%
    $2.3B
  32. 3384
    Waterloo CapitalAustin, TX · 2,797 clientsBroker-dealer firmHybrid
    Schwab 58%Fidelity Distributors Company 42%
    $2.3B
  33. 3559
    Cahaba Wealth Management, Inc.Atlanta, GA · 892 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.1B
  34. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clientsWealth manager
    Schwab 87%
    $2.0B
  35. 3631
    Neville, Rodie & Shaw IncNew York, NY · 355 clientsWealth manager
    Fidelity Distributors Company 65%
    $2.0B
  36. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clientsWealth manager
    Schwab 81%
    $1.9B
  37. 3841
    C2 Private WealthNovi, MI · 2,066 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.8B
  38. 3987
    CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clientsWealth manager
    Fidelity Distributors Company 75%Schwab 25%
    $1.7B
  39. 4047
    Martin & Company Investment CounselKnoxville, TN · 119 clientsAsset managerAffiliated broker-dealerFirst Horizon Advisors, Inc., First Horizon Bank, clears through National Financial Services (Fidelity)
    Northern Trust 52%First Horizon Bank 31%
    $1.7B
  40. 4204
    Independent Solutions Wealth Management, LLCWilliamsville, NY · 4,285 clientsWealth managerHybrid
    Fidelity Distributors Company 79%
    $1.5B

RIAs by state