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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.

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20 firms manage $1.3 trillionFidelity Management Trust

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. 026
    Invesco Capital Management LLCDowners Grove, IL · 444 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Amalgamated Bank 77%
    $941B
  2. 129
    T.rowe Price Investment Management, Inc.Baltimore, MD · 64 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    Northern Trust 48%
    $204B
  3. 508
    Parnassus Investments, LLCSAN Francisco, CA · 30 clientsAsset managerHybridAMG Distributors, Inc.
    Northern Trust 40%
    $41B
  4. 529
    Prime Capital FinancialOverland Park, KS · 23,965 clientsAsset managerHybrid
    Fidelity Management Trust 100%
    $39B
  5. 608
    The Putnam Advisory Company, LLCBoston, MA · 91 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 81%
    $33B
  6. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  7. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  8. 1322
    Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
    Fidelity Management Trust 48%RBC 31%
    $10B
  9. 1383
    River Road Asset Management, LLCLouisville, KY · 112 clientsAsset managerHybridAMG Distributors, Inc.
    BNY 59%Fidelity Management Trust 28%
    $9.9B
  10. 1679
    Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
    CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
    $7.1B
  11. 1842
    Snyder Capital Management LPSAN Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  12. 2352
    Clear Investment Research, LLCAlpharetta, GA · 132 clientsAsset manager
    Fidelity Management Trust 75%State Street 25%
    $4.2B
  13. 2422
    Advus Financial Partners, LLCWinter Park, FL · 528 clientsAsset manager
    Fidelity Management Trust 37%Fidelity 32%Empower Trust Co 30%
    $4.0B
  14. 2968
    Stone Hill Fiduciary Management, LLCGreat Neck, NY · 94 clientsAsset manager
    Fidelity Management Trust 100%
    $2.8B
  15. 4261
    Forusall31,237 clientsAsset manager
    MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
    $1.5B
  16. 5265
    Newfront Retirement Services, Inc.SAN Mateo, CA · 106 clientsAsset manager
    Fidelity Management Trust 74%Empower Financial Services 26%
    $1.0B
  17. 5745
    Commerce Street Investment ManagementDallas, TX · 64 clientsAsset managerHybridCommerce Street Capital, LLC
    Fidelity Management Trust 53%Empower Trust 47%
    $891M
  18. 8740
    Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
    Fidelity 94%
    $404M
  19. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M
  20. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M

RIAs by state