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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

6,418 firms manage $13.6 trillionCharles Schwab

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. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  2. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  3. 480
    Aristotle Capital Management, LLCLOS Angeles, CA · 5,167 clientsAsset managerHybrid
    Schwab 69%BNY 31%
    $44B
  4. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  5. 491
    Franklin Mutual Advisers, LLCShort Hills, NJ · 62 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Schwab 100%
    $43B
  6. 492
    LidoLOS Angeles, CA · 13,800 clientsWealth managerHybridLido Securities, LLC
    Fidelity 70%Schwab 30%
    $43B
  7. 504
    Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsWealth managerHybrid
    Schwab 70%
    $41B
  8. 537
    Wealthspire Retirement AdvisoryAliso Viejo, CA · 7,532 clientsAsset managerHybrid
    Fidelity 45%Schwab 45%
    $39B
  9. 553
    55ipBoston, MA · 3,522 clientsAsset managerAffiliated broker-dealerJ.P. Morgan Securities LLC
    Fidelity 63%Schwab 37%
    $37B
  10. 562
    BBR Partners, LLCNew York, NY · 245 clientsWealth manager
    Schwab 100%
    $36B
  11. 564
    Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
    BNY 61%Schwab 24%
    $36B
  12. 588
    Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWealth managerWrap sponsorHybridSanctuary Securities, Inc.
    Pershing 50%Schwab 37%
    $35B
  13. 591
    Stancorp Investment Advisers, Inc.Portland, OR · 96,128 clientsAsset managerHybridStancorp Equities, Inc.
    Reliance Trust 66%Schwab 34%
    $35B
  14. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
    Schwab 75%
    $34B
  15. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
    Fidelity 50%Schwab 50%
    $34B
  16. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  17. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $32B
  18. 627
    Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
    Schwab 79%
    $32B
  19. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  20. 651
    HB WealthAtlanta, GA · 5,459 clientsWealth manager
    Schwab 88%
    $30B
  21. 656
    Advanced Capital GroupMinneapolis, MN · 366 clientsAsset managerAffiliated broker-dealerAlera Securities LLC
    Schwab 95%
    $30B
  22. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsWealth managerBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  23. 687
    Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsWealth managerPublic-company owned
    Schwab 52%Pershing 48%
    $28B
  24. 702
    Smartx Advisory SolutionsWest Palm Beach, FL · 61 clientsAsset managerHybridHedgeco Securities, LLC
    Schwab 84%
    $27B
  25. 710
    Arax Advisory PartnersNew York, NY · 15,662 clientsWealth managerHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 58%Schwab 32%
    $27B
  26. 713
    Summit Financial, LLCParsippany, NJ · 18,393 clientsWealth managerWrap sponsorHybridLS Securities, LLC
    Fidelity 60%Schwab 23%
    $26B
  27. 716
    Summit Rock Advisors, LPNew York, NY · 72 clientsPrivate fund adviser
    Sanford C. Bernstein & Co. 51%Schwab 49%
    $26B
  28. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsWealth managerBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  29. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clientsWealth manager
    Interactive Brokers 59%Schwab 41%
    $25B
  30. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsWealth managerPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  31. 757
    Belle Haven Investments, L.P.RYE Brook, NY · 27,602 clientsBroker-dealer firmHybrid
    Fidelity 35%Schwab 28%
    $24B
  32. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  33. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  34. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  35. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  36. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  37. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  38. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B
  39. 810
    SeiaLOS Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  40. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B

RIAs by state