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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

378 firms manage $798 billionLPL 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. 160
    Global Retirement Partners LLCSAN Rafael, CA · 28,693 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    LPL Financial 83%
    $170B
  2. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  3. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  4. 453
    Equitable Advisors, LLCNew York, NY · 76,027 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    LPL Financial 100%
    $47B
  5. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  6. 699
    The Baldwin Group Wealth Advisors, LLCTampa, FL · 2,134 clientsAsset managerHybridThe Baldwin Group Securities, LLC
    LPL Financial 79%
    $27B
  7. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  8. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  9. 964
    Independent Advisor Alliance, LLCCharlotte, NC · 45,002 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $17B
  10. 998
    Great Lakes Advisors, LLCChicago, IL · 1,731 clientsAsset managerHybrid
    State Street 47%LPL Financial 31%
    $16B
  11. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  12. 1058
    Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 38%Fidelity 30%
    $15B
  13. 1193
    Advisors Capital Management, LLCRidgewood, NJ · 18,140 clientsWealth manager
    Fidelity 58%LPL Financial 27%
    $12B
  14. 1312
    Great Valley Advisor Group, LLCBerwyn, PA · 37,014 clientsWealth managerHybrid
    LPL Financial 100%
    $11B
  15. 1390
    IHT Wealth Management LLCChicago, IL · 25,536 clientsBroker-dealer firmHybridIHT Securities, LLC
    LPL Financial 100%
    $9.8B
  16. 1416
    Mariner Advisor NetworkOverland Park, KS · 16,241 clientsWealth managerHybrid
    LPL Financial 77%Schwab 23%
    $9.6B
  17. 1484
    Axxcess Wealth Management, LLCCarlsbad, CA · 10,357 clientsWealth managerHybrid
    LPL Financial 39%Schwab 36%Wells Fargo 25%
    $8.9B
  18. 1527
    Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
    LPL Financial 60%State Street 25%
    $8.4B
  19. 1532
    Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 56%Schwab 44%
    $8.3B
  20. 1810
    The Wealth Consulting GroupLAS Vegas, NV · 12,940 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $6.3B
  21. 1926
    Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWealth managerWrap sponsorHybridIntegrity Alliance, LLC
    LPL Financial 100%
    $5.7B
  22. 2004
    Western Wealth Management LLCGolden, CO · 11,253 clientsWealth managerHybrid
    LPL Financial 87%
    $5.4B
  23. 2125
    Cornerstone Wealth Management, LLCDES Peres, MO · 12,691 clientsWealth managerHybrid
    LPL Financial 100%
    $4.9B
  24. 2165
    Highpoint Planning PartnersDowners Grove, IL · 9,258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 83%
    $4.8B
  25. 2174
    IFG Advisory, LLCAtlanta, GA · 9,202 clientsWealth managerHybrid
    LPL Financial 100%
    $4.8B
  26. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  27. 2300
    Good Life Advisors, LLCCelebration, FL · 22,596 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $4.4B
  28. 2387
    Gerber Kawasaki Wealth & Investment ManagementSanta Monica, CA · 9,624 clientsWealth manager
    LPL Financial 100%
    $4.1B
  29. 2437
    Wealthcare Capital Management LLCRichmond, VA · 5,691 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 50%Schwab 50%
    $3.9B
  30. 2598
    Advisor Resource CouncilDallas, TX · 11,836 clientsWealth managerWrap sponsorHybrid
    LPL Financial 89%
    $3.5B
  31. 2628
    Flagship Harbor Advisors, LLCBoston, MA · 7,373 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $3.4B
  32. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsWealth managerHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  33. 2770
    Winthrop WealthBoston, MA · 2,481 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $3.1B
  34. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  35. 3070
    Jacobi Capital Management, LLCPittston, PA · 3,024 clientsWealth managerHybrid
    LPL Financial 100%
    $2.6B
  36. 3180
    Perennial Financial ServicesLOS Angeles, CA · 3,229 clientsWealth managerWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  37. 3314
    Keystone Financial Group, LLCLexington, KY · 6,628 clientsWealth managerHybrid
    LPL Financial 84%
    $2.3B
  38. 3350
    Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsWealth managerHybrid
    Schwab 78%
    $2.3B
  39. 3364
    Moneco AdvisorsFairfield, CT · 2,812 clientsWealth managerHybrid
    LPL Financial 76%
    $2.3B
  40. 3366
    Gateway Wealth Partners, LLCAppleton, WI · 7,382 clientsWealth managerWrap sponsorHybrid
    LPL Financial 75%Assetmark 25%
    $2.3B

RIAs by state