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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 AdvisorsRB 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 next
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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 $2.3 billionInspira Financial

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. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  2. 8252
    Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
    Merrill / Bank of America 100%
    $451M
  3. 10315
    Accretive Wealth Management, LLCSAN Ramon, CA · 220 clientsWealth manager
    Equity Trust 35%Schwab 33%Inspira Financial 33%
    $291M
  4. 12943
    Maqro Advisors LLCAustin, TX · 51 clientsWealth managerWrap sponsor
    Verabank 60%Digital Trust 30%
    $174M
  5. 14645
    Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
    Schwab 81%
    $122M
  6. 14729
    Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
    Inspira Financial 82%
    $120M
  7. 15247
    Birnam Wood Capital, LLCDallas, TX · 51 clientsWealth managerWrap sponsor
    Schwab 100%
    $106M

RIAs by state