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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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. 5887
    ApeironDallas, TX · 1,184 clientsWealth managerWrap sponsor
    Schwab 79%
    $852M
  2. 6166
    Helmstar Wealth ManagementBoise, ID · 538 clientsWealth manager
    SEI 100%
    $786M
  3. 6310
    Tilson Financial Group IncNew Providence, NJ · 439 clientsWealth manager
    Schwab 85%
    $751M
  4. 6469
    Main Street Retirement Planning, LLCCoppell, TX · 1,688 clientsWealth manager
    SEI 100%
    $717M
  5. 6637
    Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
    LPL Financial 85%
    $681M
  6. 6725
    Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
    Schwab 61%SEI 27%
    $666M
  7. 6788
    Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
    LPL Financial 59%
    $653M
  8. 6852
    The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
    Voya Financial Advisors 55%SEI 45%
    $642M
  9. 6856
    Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
    Schwab 99%
    $642M
  10. 6994
    Steadtrust654 clientsWealth managerHybrid
    Fidelity 71%SEI 29%
    $618M
  11. 7059
    Gradient Wealth ManagementArden Hills, MN · 4,553 clientsBroker-dealer firmHybrid
    SEI 46%
    $608M
  12. 7063
    The Enterprise Investment CompanyFarmington Hills, MI · 841 clientsWealth managerHybridThe Enterprise Securities Company
    Schwab 70%Fidelity 29%
    $607M
  13. 7151
    AIS PlanningSt. Cloud, MN · 561 clientsWealth manager
    SEI 100%
    $591M
  14. 7216
    Boden WealthLemoyne, PA · 1,212 clientsWealth manager
    SEI 100%
    $582M
  15. 7283
    Capital Markets IQ, LLC884 clientsWealth managerHybrid
    SEI 58%Schwab 42%
    $571M
  16. 7450
    Pinnacle Wealth AdvisorsClackamas, OR · 832 clientsWealth manager
    SEI 56%Schwab 44%
    $550M
  17. 7476
    Stewardship Advisors, LLCMount JOY, PA · 687 clientsWealth manager
    TradePMR / Robinhood 79%
    $545M
  18. 7743
    Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsWealth managerHybrid
    SEI 100%
    $510M
  19. 8076
    Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
    RBC 52%Schwab 48%
    $470M
  20. 8111
    Wealthvalues, LLCRedwood City, CA · 25 clientsWealth manager
    SEI 83%
    $467M
  21. 8181
    Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
    SEI 68%Schwab 32%
    $459M
  22. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M
  23. 8291
    Stephenson and Company, Inc.SAN Clemente, CA · 265 clientsWealth manager
    Schwab 57%SEI 43%
    $447M
  24. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  25. 9021
    Blue Rock Financial GroupRehoboth Beach, DE · 314 clientsWealth manager
    SEI 100%
    $382M
  26. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  27. 9112
    Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
    SEI 69%Schwab 31%
    $374M
  28. 9114
    Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
    Schwab 67%
    $374M
  29. 9186
    Highland Investment Advisors LLCPonte Vedra, FL · 605 clientsWealth manager
    Schwab 89%
    $368M
  30. 9278
    Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
    Schwab 69%SEI 31%
    $361M
  31. 9289
    BCO Wealth Management, LLCCarlsbad, NM · 552 clientsWealth managerHybrid
    SEI 100%
    $360M
  32. 9436
    Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsWealth managerHybrid
    Schwab 69%SEI 31%
    $348M
  33. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  34. 9551
    Turning Point FinancialFrederick, MD · 794 clientsWealth manager
    SEI 77%Schwab 23%
    $339M
  35. 9573
    Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
    LPL Financial 68%SEI 32%
    $338M
  36. 9594
    Washington Avenue AdvisorsLansing, MI · 689 clientsWealth manager
    Schwab 79%
    $337M
  37. 9787
    Whipplewood Advisors, LLCLittleton, CO · 377 clientsWealth managerHybrid
    SEI 100%
    $325M
  38. 9858
    Promontory Financial Planning, LLCFarmington, UT · 570 clientsWealth manager
    SEI 100%
    $319M
  39. 9861
    Antoine Williams & Associates Wealth Management, LLCShelburne, VT · 324 clientsWealth manager
    SEI 100%
    $319M
  40. 9863
    Phillip B. White Co., IncSAN Luis Obispo, CA · 246 clientsWealth manager
    Pershing 64%Assetmark Brokerage 27%
    $319M

RIAs by state