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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

16 firms manage $1.1 trillionPrincipal Financial Group

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. 051
    Allspring Global Investments, LLCCharlotte, NC · 10,401 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Northern Trust 36%State Street 25%
    $476B
  2. 058
    U.S. Bancorp Asset Management, Inc.Minneapolis, MN · 881 clientsAsset managerHybridBtig, LLC, U.S. Bancorp Advisors, LLC
    U.S. Bank 71%
    $427B
  3. 346
    Meeder Public Funds, Inc.Dublin, OH · 582 clientsAsset managerHybridMeeder Distribution Services, Inc.
    U.S. Bank 61%Principal Financial Group 39%
    $70B
  4. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  5. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  6. 983
    Keystate Advisory, LLCLAS Vegas, NV · 80 clientsAsset manager
    Principal Financial Group 58%Bankers' Bank 42%
    $17B
  7. 1725
    Tilden Park Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
    Computershare Trust Company, National Association 65%Principal Financial Group 25%
    $6.8B
  8. 2283
    Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
    Northern Trust 35%Principal Financial Group 33%
    $4.4B
  9. 2326
    Simplicity WealthSummit, NJ · 8,494 clientsAsset managerHybridCorecap Investments, LLC, Retireone Investment Services, LLC
    Schwab 70%
    $4.3B
  10. 3501
    Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
    Principal Financial Group 43%Fidelity 34%Empower 23%
    $2.1B
  11. 3916
    NXG Investment ManagementDallas, TX · 6 clientsAsset managerHybrid
    Principal Financial Group 100%
    $1.8B
  12. 4119
    Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
    Principal Financial Group 43%Schwab 37%
    $1.6B
  13. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  14. 8193
    Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
    Principal Financial Group 64%
    $457M
  15. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M
  16. 11947
    Urban Wealth Management OR UWM281 clientsWealth manager
    Schwab 93%
    $213M

RIAs by state