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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

12 firms manage $2.3 billionNationwide Investment Services

Open in the Atlas screener

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  1. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  2. 9371
    Southbridge Advisors, LLCMarieta, GA · 220 clientsWealth manager
    Schwab 77%
    $353M
  3. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  4. 11874
    Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
    Schwab 90%
    $215M
  5. 12176
    Johnson Lyman Wealth AdvisorsLOS Altos, CA · 57 clientsWealth manager
    Schwab 98%
    $202M
  6. 12839
    Muntz Financial, LLCDoylestown, PA · 99 clientsWealth manager
    Interactive Brokers 65%Nationwide Investment Services 25%
    $178M
  7. 13640
    Unified Wealth Management LLCOldsmar, FL · 327 clientsWealth manager
    Schwab 97%
    $151M
  8. 13871
    Columbus Street Wealth Management, LLCDublin, OH · 82 clientsWealth manager
    Schwab 99%
    $145M
  9. 14410
    Catum Advisory Group, LLC.Wilton, CT · 94 clientsWealth manager
    Schwab 82%
    $129M
  10. 15105
    Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
    Nationwide Investment Services 52%Security Distributors 25%Axos 23%
    $110M
  11. 15648
    Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
    Capital Client Group 55%Pershing 27%
    $78M
  12. 16023
    Amidon & Petersen Financials, LLCAlbany, NY · 139 clientsWealth manager
    Schwab 98%
    $39M

RIAs by state