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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

19 firms manage $54 billionFifth Third Bank

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. 1349
    IDR Investment Management, LLCIndependence, OH · 9 clientsPrivate fund adviserHybrid
    Fifth Third Bank 65%BNY 35%
    $10B
  2. 1596
    Fifth Third Wealth Advisors LLCCincinnati, OH · 1,498 clientsAsset managerAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    Fidelity 53%Fifth Third Bank 47%
    $7.8B
  3. 1937
    DunhamSAN Diego, CA · 13,155 clientsBroker-dealer firmHybrid
    Fifth Third Bank 100%
    $5.6B
  4. 2215
    Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
    Fifth Third Bank 60%Fidelity 26%
    $4.6B
  5. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  6. 2337
    Reynders, McVeigh Capital Management, LLCBoston, MA · 749 clientsWealth manager
    Fidelity 75%Fifth Third Bank 25%
    $4.2B
  7. 2551
    Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
    BNY 48%Fifth Third Bank 31%
    $3.6B
  8. 2681
    Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
    Northern Trust 53%Fidelity 36%
    $3.3B
  9. 2849
    Nutter Investment AdvisorsBoston, MA · 26 clientsAsset manager
    Fifth Third Bank 100%
    $3.0B
  10. 3583
    Minot Deblois Advisors LLCBoston, MA · 203 clientsWealth manager
    Fifth Third Bank 93%
    $2.0B
  11. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  12. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  13. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  14. 5788
    Park Place Capital CorporationHomewood, AL · 610 clientsWealth managerBank-affiliatedHybridPark Place Capital Securities Corp.
    Schwab 60%Fifth Third Bank 40%
    $879M
  15. 7272
    North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsWealth managerHybrid
    Schwab 61%Raymond James 36%
    $573M
  16. 7613
    S.A. Mason, LLCHolland, MI · 282 clientsWealth manager
    Schwab 74%Fifth Third Bank 26%
    $529M
  17. 10204
    Unison Asset Management LLCAventura, FL · 28 clientsPrivate fund adviser
    J.P. Morgan 62%
    $298M
  18. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  19. 12013
    Lummis Asset Management, L.P.Fort Worth, TX · 43 clientsWealth manager
    Schwab 61%Fifth Third Bank 39%
    $210M

RIAs by state