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Est. 2026The front page of wealth managementNew York

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IN 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 nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know
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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 $98 billionReliance Trust

Open in the Atlas screener

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  1. 471
    Chevy Chase Trust CompanyBethesda, MD · 1,245 clientsPrivate fund adviser
    Reliance Trust 100%
    $45B
  2. 591
    Stancorp Investment Advisers, Inc.Portland, OR · 96,128 clientsAsset managerHybridStancorp Equities, Inc.
    Reliance Trust 66%Schwab 34%
    $35B
  3. 1378
    Welch & Forbes LLCBoston, MA · 699 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Reliance Trust 100%
    $9.9B
  4. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  5. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  6. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  7. 6792
    Palisade Investments, LLCZephyr Cove, NV · 668 clientsWealth manager
    Schwab 61%
    $653M
  8. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  9. 7377
    QP ConsultingTakoma Park, MD · 74 clientsAsset manager
    Empower Retirement 37%Ascensus Trust 24%
    $560M
  10. 8120
    BcasBedford, NH · 294 clientsWealth managerHybrid
    Schwab 82%
    $466M
  11. 11655
    Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
    Transamerica Trust 53%Reliance Trust 26%
    $225M
  12. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M

RIAs by state