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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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.

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6 firms manage $2.8 billionTIAA

Open in the Atlas screener

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  1. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  2. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  3. 11252
    1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
    Schwab 68%Fidelity 23%
    $242M
  4. 13148
    Hawkins Investment Counsel, LLC98 clientsWealth manager
    Schwab 98%
    $168M
  5. 14276
    Clarity Financial PlannersClayton, MO · 38 clientsWealth manager
    Altruist 68%Schwab 32%
    $132M
  6. 14283
    Wealth Ease Wealth ManagementMarshall, MI · 251 clientsWealth manager
    TIAA 100%
    $132M

RIAs by state