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Est. 2026The front page of wealth managementNew York

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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 firms manage $9.0 billionT. Rowe Price Investment Services

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  1. 1980
    Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 94%
    $5.4B
  2. 4119
    Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
    Principal Financial Group 43%Schwab 37%
    $1.6B
  3. 6473
    Morin Private Client Group, LLC80 clientsAsset managerHybrid
    T. Rowe Price Investment Services 100%
    $716M
  4. 6993
    Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
    The Standard 36%Ascensus 24%Fidelity 22%
    $618M
  5. 7606
    Benefit Fiduciary Group LLCRichmond, VA · 47 clientsAsset manager
    Vanguard 42%Fidelity 37%
    $529M
  6. 14348
    Peakvalley Wealth, LLCRoanoke, VA · 169 clientsWealth manager
    Schwab 84%
    $130M

RIAs by state