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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

5 firms manage $5.8 billionJohn Hancock Trust Company

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  1. 3443
    John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsWealth managerBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    John Hancock Trust Company 58%Pershing 42%
    $2.2B
  2. 4050
    Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clientsWealth manager
    Schwab 60%Fidelity 28%
    $1.6B
  3. 4477
    Millennium Investment and Retirement Advisors, LLC523 clientsAsset manager
    John Hancock Trust Company 37%John Hancock Life Insurance 33%Fidelity 30%
    $1.4B
  4. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  5. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M

RIAs by state