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Est. 2026The front page of wealth managementNew York

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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

4 firms manage $14 billionGreat-West Trust Company

Open in the Atlas screener

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  1. 1611
    Aldrich Wealth LPLake Oswego, OR · 782 clientsWealth managerHybridPacific Coast Capital, LLC
    Schwab 79%
    $7.6B
  2. 2579
    Retirement Plan Advisors, LLCChicago, IL · 10,031 clientsAsset managerHybridRetirement Plan Advisors Services, LLC
    Great-West Trust Company 81%
    $3.5B
  3. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  4. 8374
    Primesolutions Advisors, LLCPittsburgh, PAAsset manager
    Great Grey Trust Compamy 97%
    $440M

RIAs by state