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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

3 firms manage $1.6 billionLincoln Financial Distributors

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  1. 4639
    Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
    Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
    $1.3B
  2. 11647
    The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
    LPL Financial 90%
    $225M
  3. 15355
    Victory Wealth PartnersMullica Hill, NJ · 364 clientsWealth managerHybrid
    Lincoln Financial Distributors 100%
    $102M

RIAs by state