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WM 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 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 risk
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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.

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5 firms manage $5.5 billionNational Advisors Trust

Open in the Atlas screener

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  1. 2511
    Howland Capital Management LLCBoston, MA · 1,310 clientsWealth manager
    National Advisors Trust 66%Schwab 34%
    $3.7B
  2. 6992
    White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clientsWealth manager
    Schwab 99%
    $618M
  3. 7057
    Inlet Private Wealth, LLCJupiter, FL · 121 clientsWealth manager
    Fidelity 90%
    $608M
  4. 9400
    Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clientsWealth manager
    Fidelity 78%
    $351M
  5. 13091
    Turnstone FinancialTroy, OH · 113 clientsWealth manager
    National Advisors Trust 100%
    $170M

RIAs by state