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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

8 firms manage $6.2 billionThe Standard

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. 3418
    Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
    Fidelity 43%Schwab 40%
    $2.2B
  2. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  3. 6538
    Preisz FinancialPortland, OR · 346 clientsAsset managerHybrid
    LPL Financial 31%Empower Financial Services 31%John Hancock Investment Management Distributors 24%
    $702M
  4. 6766
    Purus Wealth Management, LLCNewport Beach, CA · 642 clientsWealth managerWrap sponsor
    Schwab 69%The Standard 31%
    $658M
  5. 6993
    Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
    The Standard 36%Ascensus 24%Fidelity 22%
    $618M
  6. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  7. 9579
    Navigate Financial LLCSalt Lake City, UT · 161 clientsAsset manager
    The Standard 77%Schwab 23%
    $338M
  8. 13674
    Optima Capital ManagementTempe, AZ · 215 clientsWealth manager
    Schwab 87%
    $150M

RIAs by state