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IN 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 nextFP Why AI might recommend your competitor instead of you
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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

9 firms manage $6.1 billionJohn Hancock Distributors

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. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  2. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  3. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  4. 5555
    Ascension Capital Advisors, Inc.Houston, TX · 240 clientsWealth managerHybrid
    Schwab 80%
    $939M
  5. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  6. 8322
    Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
    LPL Financial 88%
    $444M
  7. 9256
    Riverpath Investments LLC232 clientsWealth manager
    Schwab 78%
    $363M
  8. 11857
    Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
    Schwab 96%
    $216M
  9. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M

RIAs by state