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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

17 firms manage $224 billionPNC Bank

Open in the Atlas screener

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  1. 240
    PathstoneEnglewood, NJ · 2,244 clientsWealth manager
    Schwab 57%Fidelity 25%
    $110B
  2. 423
    PNC Capital Advisors LLCBaltimore, MD · 238 clientsAsset managerHybridPNC Capital Markets LLC, PNC Wealth Management
    PNC Bank 100%
    $51B
  3. 908
    Boyd Watterson Asset Management, LLCCleveland, OH · 1,102 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    PNC Bank 100%
    $19B
  4. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  5. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  6. 1961
    Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
    PNC Bank 50%Amalgamated Bank 29%
    $5.5B
  7. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  8. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  9. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B
  10. 4332
    Raven Credit Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    PNC Bank 54%BNY 46%
    $1.5B
  11. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B
  12. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  13. 6634
    Broad RUN Investment Management, LLCArlington, VA · 140 clientsAsset manager
    Schwab 38%SCM DMA (mauritius) Limited 23%
    $682M
  14. 6759
    Northstar Asset Management Company, LLCBlue Bell, PA · 161 clientsWealth manager
    Schwab 85%
    $660M
  15. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  16. 9453
    Long Road Investment Counsel, LLCKalamazoo, MI · 34 clientsWealth manager
    PNC Bank 79%
    $346M
  17. 10412
    Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
    PNC Bank 49%BNY 36%
    $286M

RIAs by state