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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM 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 next
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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

8 firms manage $16 billionRegions Bank

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. 1700
    Trust Advisors, Inc.Houston, TX · 12 clientsPrivate fund adviser
    Truist 84%
    $7.0B
  2. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B
  3. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  4. 5148
    Cornerstone Trust Management Services LLCAltamonte Springs, FL · 1 clientsAsset manager
    Regions Bank 100%
    $1.1B
  5. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  6. 6102
    Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
    Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
    $799M
  7. 9421
    Brooks, Moore & Associates, Inc.Chattanooga, TN · 177 clientsWealth manager
    Schwab 61%
    $349M
  8. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M

RIAs by state