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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

40 firms manage $102 billionMatrix Trust

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. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  2. 1377
    Intellicents Investment Solutions IncAlbert LEA, MN · 8,280 clientsAsset managerHybrid
    Schwab 39%Empower Retirement 34%
    $9.9B
  3. 1555
    Human Interest Advisors LLCSAN Francisco, CA · 831,446 clientsWealth manager
    Matrix Trust 100%
    $8.1B
  4. 1983
    Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
    Matrix Trust 52%Empower Trust Company 26%
    $5.4B
  5. 2177
    GWN Securities Inc.Palm Beach Gardens, FL · 37,793 clientsBroker-dealer firmHybridAbacus Investments, Inc., Money Concepts Capital Corp, clears through Hilltop Securities
    Fidelity 56%Matrix Trust 44%
    $4.8B
  6. 2308
    PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
    Fidelity 51%Schwab 37%
    $4.3B
  7. 2974
    Expand Financial, LLC1,858 clientsAsset manager
    MID Atlantic Trust 44%Matrix Trust 44%
    $2.8B
  8. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
    LPL Financial 68%
    $1.6B
  9. 4352
    Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsWealth managerHybrid
    Schwab 66%
    $1.4B
  10. 4364
    Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
    Schwab 70%Matrix Trust 30%
    $1.4B
  11. 4692
    North Pier Fiduciary Management, LLCMarina Del REY, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  12. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  13. 4958
    Generation Capital Management LLCPittsford, NY · 280 clientsAsset manager
    Matrix Trust 89%
    $1.2B
  14. 5041
    New Century Partners3 clientsAsset manager
    Comerica Bank 85%
    $1.1B
  15. 5269
    Rogers Wealth Group, Inc.Fort Worth, TX · 434 clientsWealth manager
    Schwab 56%Matrix Trust 44%
    $1.0B
  16. 5337
    Jocelyn Investment Management, LLCSAN Rafael, CA · 259 clientsAsset manager
    Schwab 82%
    $1.0B
  17. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  18. 5756
    GO Invest LLCWest Jordan, UT · 4,277 clientsAsset manager
    Matrix Trust 100%
    $889M
  19. 6388
    Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 81%
    $734M
  20. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  21. 7016
    Envoy Advisory Inc.Colorado Springs, CO · 1,999 clientsWealth manager
    Matrix Trust 84%
    $615M
  22. 7039
    Steffes Financial, LTDOverland Park, KS · 265 clientsWealth manager
    Schwab 81%
    $611M
  23. 7762
    WEA Financial Advisors, Inc.Madison, WI · 618 clientsAsset managerHybridWEA Investment Services, Inc.
    Matrix Trust 87%
    $508M
  24. 8072
    Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
    Schwab 80%
    $471M
  25. 8410
    Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
    Schwab 89%
    $437M
  26. 8476
    Qbox Fiduciary Solutions, LLCFort Wayne, IN · 314 clientsAsset manager
    Matrix Trust 58%American Trust Custody 42%
    $429M
  27. 9018
    Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
    Fidelity 66%Matrix Trust 34%
    $382M
  28. 9412
    Superior Planning Wealth Management & Family OfficeSAN Diego, CA · 516 clientsWealth managerHybrid
    Raymond James 42%Schwab 39%
    $350M
  29. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  30. 10125
    Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
    Fidelity 46%LPL Financial 23%
    $302M
  31. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  32. 11776
    Ekon Advisors, LLCSt. Louis, MO · 15 clientsAsset managerHybrid
    Matrix Trust 46%Vanguard 34%
    $220M
  33. 12271
    InvisorSeneca, KS · 265 clientsAsset manager
    Matrix Trust 56%Schwab 33%
    $199M
  34. 12359
    Frugal Financial Retirement Plan Services, LLCMobile, AL · 128 clientsAsset manager
    Matrix Trust 100%
    $195M
  35. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  36. 13430
    M2 Capital AdvisorsValencia, CA · 57 clientsAsset manager
    Axos 69%Matrix Trust 31%
    $158M
  37. 13868
    Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
    Schwab 90%
    $145M
  38. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  39. 15280
    Catalyst Wealth Management LLCHouston, TX · 9,549 clientsWealth managerHybrid
    Matrix Trust 58%Fidelity 31%
    $105M
  40. 16114
    OctavewealthSAN Francisco, CA · 8,400 clientsWealth manager
    Matrix Trust 100%
    $30M

RIAs by state