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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

10 firms manage $416 billionRobert W. Baird & Co. Incorporated

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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. 063
    Robert W. Baird & Co. IncorporatedMilwaukee, WI · 241,359 clientsBroker-dealer firmHybridBaird Strategas LLC, Robert W. Baird Gmbh
    Robert W. Baird & Co. Incorporated 100%
    $394B
  2. 1745
    Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWealth managerWrap sponsor
    Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
    $6.7B
  3. 1848
    Nicholas Co IncMilwaukee, WI · 12 clientsAsset managerHybrid
    J.P. Morgan 31%Johnson Bank 25%
    $6.1B
  4. 3360
    Gamma Investing LLC1,975 clientsAsset managerAffiliated broker-dealerRobert W Baird Gmbh, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 100%
    $2.3B
  5. 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
  6. 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
  7. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  8. 7281
    Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
    Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
    $572M
  9. 7334
    Friedlander & Co IncMilwaukee, WI · 31 clientsWealth manager
    Robert W. Baird & Co. Incorporated 93%
    $565M
  10. 8183
    Strategas Asset Management, LLCNew York, NY · 15 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 75%Schwab 25%
    $458M

RIAs by state