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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

323 firms manage $1.4 trillionRaymond James

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. 049
    Raymond James & Associates, Inc.St. Petersburg, FL · 531,617 clientsBroker-dealer firmHybridCarillon Fund Distributors, Inc., Greensledge Capital Markets LLC
    Raymond James 100%
    $501B
  2. 065
    Raymond James Financial Services Advisors, IncSaint Petersburg, FL · 508,439 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    $390B
  3. 230
    Putnam Investment Management, LLCBoston, MA · 16,428 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Merrill / Bank of America 43%Morgan Stanley 37%
    $117B
  4. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  5. 554
    Steward Partners Investment Advisory, LLCStamford, CT · 42,763 clientsBroker-dealer firmHybridSteward Partners Investment Solutions, LLC
    Raymond James 100%
    $37B
  6. 963
    Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWealth managerWrap sponsor
    Raymond James 100%
    $17B
  7. 1053
    Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
    Raymond James 53%US Bancorp 29%
    $15B
  8. 1182
    Royce Investment PartnersNew York, NY · 979 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    Morgan Stanley 60%BNY 26%
    $12B
  9. 1243
    Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
    Schwab 49%Fidelity 24%
    $12B
  10. 1475
    Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsWealth managerHybrid
    Raymond James 73%Schwab 27%
    $9.0B
  11. 1511
    Vise AI AdvisorsNew York City, NY · 16,405 clientsWealth manager
    Schwab 54%Fidelity 35%
    $8.5B
  12. 1531
    Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsWealth managerHybrid
    Fidelity 39%
    $8.3B
  13. 1594
    Confluence Financial PartnersMcMurray, PA · 5,228 clientsWealth manager
    Raymond James 100%
    $7.8B
  14. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  15. 1643
    First National Advisers, LLCOmaha, NE · 1,145 clientsAsset managerAffiliated broker-dealerNorthland Securities, Inc.
    First National Bank of Omaha 72%Raymond James 25%
    $7.4B
  16. 1771
    Level Four Advisory ServicesDallas, TX · 15,720 clientsWealth managerBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 89%
    $6.5B
  17. 1773
    Shelton Capital ManagementDenver, CO · 1,500 clientsAsset managerHybridRFS Partners
    Raymond James 43%Schwab 42%
    $6.5B
  18. 1930
    Klingman and Associates, LLCNew York, NY · 709 clientsWealth manager
    Raymond James 76%Principal Securities 24%
    $5.7B
  19. 1954
    Integrated Advisors Network LLCDallas, TX · 7,612 clientsWealth managerHybrid
    Schwab 66%Fidelity 33%
    $5.5B
  20. 2117
    Maseco Private WealthLondon, United Kingdom · 3,510 clientsWealth managerPublic-company owned
    Pershing 82%
    $5.0B
  21. 2342
    Scharf Investments, LLCLOS Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  22. 2354
    Texas Capital Bank Private Wealth AdvisorsDallas, TX · 735 clientsWealth managerBank-affiliatedHybridTcbi Securities, Inc.
    Pershing 94%
    $4.2B
  23. 2380
    Parkway Advisors, L.P.Abilene, TX · 58 clientsAsset manager
    Raymond James 87%
    $4.1B
  24. 2486
    Kingswood Wealth Advisors, LLCSAN Diego, CA · 11,425 clientsWealth managerHybridKingswood Capital Partners, LLC
    Schwab 51%Raymond James 41%
    $3.8B
  25. 2501
    GFS Advisors LLCHouston, TX · 654 clientsAsset managerHybridGlobal Financial Services, L.L.C., clears through Pershing, Raymond James
    Morgan Stanley 80%
    $3.8B
  26. 2548
    Provenance Wealth AdvisorsFort Lauderdale, FL · 3,111 clientsBroker-dealer firmHybridPWA Securities, LLC, clears through Raymond James
    Raymond James 87%
    $3.6B
  27. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
    Schwab 87%
    $3.5B
  28. 2618
    Tandem Investment Advisors IncCharleston, SC · 10,432 clientsWealth managerWrap sponsor
    Raymond James 65%Truist Investment Services 35%
    $3.5B
  29. 2962
    Titleist Asset Management, LLCSAN Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  30. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  31. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsWealth managerHybrid
    Fidelity 84%
    $2.4B
  32. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  33. 3415
    Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    J.P. Morgan 50%Northern Trust 36%
    $2.2B
  34. 3422
    Riverfront Investment Group, LLCRichmond, VA · 1,534 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 65%
    $2.2B
  35. 3423
    E. S. Barr & CompanyLexington, KY · 432 clientsWealth manager
    Raymond James 65%Schwab 35%
    $2.2B
  36. 3473
    Capitol Securities Management, Inc.Glen Allen, VA · 3,970 clientsBroker-dealer firmHybrid
    Raymond James 100%
    $2.2B
  37. 3495
    NFC Investments, LLCMemphis, TN · 157 clientsAsset manager
    M&t Bank 62%Raymond James 38%
    $2.1B
  38. 3530
    Ascentis Independent Advisors, LLCDallas, TX · 2,815 clientsWealth managerHybrid
    Raymond James 55%Schwab 45%
    $2.1B
  39. 3667
    Center for Financial Planning IncSouthfield, MI · 1,496 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $2.0B
  40. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clientsWealth manager
    Raymond James 82%
    $1.9B

RIAs by state