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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

185 firms manage $453 billionSEI

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. 117
    SEI Investments Management CorpOaks, PA · 112,646 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    SEI 100%
    $216B
  2. 709
    Brown Advisory LTD.London, United Kingdom · 986 clientsAsset manager
    SEI 58%BNY 42%
    $27B
  3. 744
    W1m Wealth Management LimitedLondon, United Kingdom · 6,712 clientsPrivate fund adviser
    SEI 100%
    $25B
  4. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  5. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  6. 1152
    Sarofim Trust CoHouston, TX · 96 clientsWealth manager
    SEI 46%J.P. Morgan 44%
    $13B
  7. 1199
    Mairs & PowerSt. Paul, MN · 773 clientsAsset managerHybrid
    Schwab 85%
    $12B
  8. 1370
    Choate Investment AdvisorsBoston, MA · 653 clientsWealth manager
    SEI 100%
    $10B
  9. 1394
    Centaurus Financial, Inc.Anaheim, CA · 45,336 clientsBroker-dealer firmHybridPacific Point Securities, LLC
    Schwab 69%
    $9.7B
  10. 1727
    Lmcg Investments, LLCBoston, MA · 968 clientsAsset manager
    SEI 29%Schwab 24%BNY 24%Fidelity 22%
    $6.8B
  11. 1822
    Shepherd Financial Investment Advisory LLCCarmel, IN · 1,244 clientsAsset managerHybrid
    SEI 100%
    $6.2B
  12. 1823
    BMO Asset Management Corp.Chicago, IL · 16 clientsPrivate fund adviserHybridBMO Capital Markets Corp., BMO Nesbitt Burns Securities LTD.
    SEI 47%Brown Brothers Harriman Investments 27%
    $6.2B
  13. 2244
    Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsWealth managerBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    SEI 56%Fidelity 44%
    $4.5B
  14. 2462
    Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsWealth managerAffiliated broker-dealerRubinbrown Corporate Finance, LLC
    Schwab 94%
    $3.9B
  15. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  16. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
    SEI 82%
    $2.8B
  17. 2972
    ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.8B
  18. 3205
    Everhart AdvisorsDublin, OH · 2,912 clientsWealth manager
    SEI 75%Schwab 25%
    $2.5B
  19. 3239
    Nichols & Pratt Advisers LLPBoston, MA · 106 clientsWealth manager
    SEI 100%
    $2.4B
  20. 3340
    Summit Wealth GroupColorado Springs, CO · 3,117 clientsWealth managerWrap sponsorHybrid
    SEI 100%
    $2.3B
  21. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  22. 4007
    J.M. Forbes & Co. LLPBoston, MA · 1,076 clientsWealth manager
    SEI 100%
    $1.7B
  23. 4132
    Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsWealth managerHybrid
    Schwab 64%SEI 36%
    $1.6B
  24. 4277
    Retirement Investment Advisors IncOklahoma City, OK · 1,431 clientsWealth managerBank-affiliatedAffiliated broker-dealerNFP Property & Casualty Services, Inc.
    SEI 100%
    $1.5B
  25. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  26. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
    SEI 43%Schwab 41%
    $1.4B
  27. 4598
    Chatterton & AssociatesAnaheim, CA · 1,542 clientsWealth managerHybrid
    SEI 100%
    $1.3B
  28. 4713
    Lexaurum AdvisorsOverland Park, KS · 2,230 clientsWealth managerHybrid
    Schwab 92%
    $1.3B
  29. 4716
    Truenorth WealthSalt Lake City, UT · 975 clientsWealth managerWrap sponsor
    SEI 100%
    $1.3B
  30. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  31. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
    Schwab 86%
    $1.2B
  32. 5029
    Vantage Wealth Management, LLCSAN Mateo, CA · 639 clientsWealth manager
    SEI 100%
    $1.1B
  33. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clientsWealth manager
    Fidelity 52%SEI 48%
    $1.1B
  34. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  35. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  36. 5595
    Investmark Advisory Group LLCShelton, CT · 690 clientsWealth managerHybrid
    Fidelity 75%SEI 25%
    $930M
  37. 5665
    Syverson StregeWest DES Moines, IA · 528 clientsWealth manager
    Schwab 59%SEI 41%
    $911M
  38. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  39. 5771
    Robert Harrell, IncorporatedAustin, TX · 67 clientsAsset manager
    SEI 67%
    $885M
  40. 5849
    Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
    SEI 80%
    $862M

RIAs by state