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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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

354 firms manage $207 billionInteractive Brokers

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. 661
    ETF ArchitectNewtown Square, PA · 222 clientsAsset manager
    Interactive Brokers 100%
    $30B
  2. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clientsWealth manager
    Interactive Brokers 59%Schwab 41%
    $25B
  3. 1124
    Alpha ArchitectNewtown Square, PA · 135 clientsAsset manager
    Interactive Brokers 100%
    $14B
  4. 1350
    Arin Risk Advisors LLCConshohocken, PA · 21 clientsAsset manager
    Interactive Brokers 88%
    $10B
  5. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  6. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  7. 2544
    Infrastructure Capital Advisors, LLCNew York, NY · 10 clientsAsset manager
    Interactive Brokers 100%
    $3.6B
  8. 2587
    Greenwich Wealth Management, LLCGreenwich, CT · 625 clientsWealth manager
    Interactive Brokers 100%
    $3.5B
  9. 3024
    Advanced Portfolio Management, LLCNew York, NY · 8 clientsAsset manager
    Interactive Brokers 100%
    $2.7B
  10. 3089
    Quinn Opportunity PartnersCharlottesville, VA · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $2.6B
  11. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  12. 3349
    Summit Global Investments, LLCBountiful, UT · 7,475 clientsAsset managerHybrid
    Interactive Brokers 98%
    $2.3B
  13. 3457
    Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
    UMB Financial Services 65%Fidelity 23%
    $2.2B
  14. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsWealth managerBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B
  15. 3567
    Quent Capital, LLCNew York, NY · 384 clientsWealth manager
    Pershing 54%Fidelity 40%
    $2.1B
  16. 3759
    RHO TreasuryNew York, NY · 1,078 clientsAsset managerHybrid
    Apex Fintech 82%
    $1.9B
  17. 3957
    GCW Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.7B
  18. 4040
    Journey Advisory Group, LLCCovington, KY · 888 clientsWealth manager
    Schwab 74%Interactive Brokers 26%
    $1.7B
  19. 4078
    Third Avenue Management LLCNew York, NY · 17 clientsAsset managerHybrid
    Interactive Brokers 100%
    $1.6B
  20. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B
  21. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  22. 4136
    Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
    Cantor Fitzgerald Securities 92%
    $1.6B
  23. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B
  24. 4458
    Fourworld Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    State Street 41%Morgan Stanley 38%
    $1.4B
  25. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  26. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  27. 4970
    Atlas Capital Advisors Inc.SAN Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  28. 5111
    Meson Quantitative Management LLCSAN Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  29. 5165
    Trinity Alps CapitalSAN Francisco, CA · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.1B
  30. 5253
    RPG Investment Advisory, LLCPleasanton, CA · 953 clientsWealth manager
    Schwab 55%Interactive Brokers 45%
    $1.0B
  31. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
    Fidelity 99%
    $1.0B
  32. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  33. 5364
    Great Hill Capital, LLC76 clientsWealth manager
    Interactive Brokers 100%
    $1.0B
  34. 5404
    Syntheticfi LLCSAN Francisco, CA · 624 clientsWealth manager
    Schwab 98%
    $993M
  35. 5451
    Patton Wealth Advisors143 clientsPrivate fund adviser
    Interactive Brokers 88%
    $977M
  36. 5474
    Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
    Interactive Brokers 99%
    $967M
  37. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  38. 5608
    Strategic Financial Concepts, LLCSAN Antonio, TX · 3,824 clientsWealth managerHybrid
    LPL Financial 52%Schwab 47%
    $928M
  39. 5722
    Maytech Global InvestmentsNew York, NY · 126 clientsWealth manager
    Interactive Brokers 68%Schwab 32%
    $895M
  40. 5786
    Lyonross Capital Management, LLCWhite Plains, NYWealth manager
    Royal Bank of Canada 90%
    $881M

RIAs by state