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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

36 firms manage $30 billionTiaa-Cref Individual & Institutional Services

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. 1415
    Cornerstone Advisors Asset Management, LLCBethlehem, PA · 764 clientsAsset managerHybrid
    Tiaa-Cref Individual & Institutional Services 44%Schwab 31%M&t Bank 25%
    $9.6B
  2. 2847
    Retirement Income Solutions, Inc.ANN Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  3. 3051
    Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
    Schwab 45%Fidelity 26%
    $2.7B
  4. 4018
    Cannon Financial Strategists, Inc.Athens, GA · 1,015 clientsWealth managerHybridCannon Securities, Inc.
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $1.7B
  5. 4639
    Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
    Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
    $1.3B
  6. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  7. 5180
    Fiduciary Benefits Group309 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 68%
    $1.1B
  8. 5654
    Briaud Financial AdvisorsCollege Station, TX · 279 clientsWealth manager
    Schwab 87%
    $913M
  9. 5792
    Milestone Investment Advisors, LLCMiddleton, WI · 414 clientsWealth manager
    Schwab 99%
    $878M
  10. 6790
    Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWealth managerWrap sponsor
    Schwab 82%
    $653M
  11. 7191
    Kreitler Financial LLCNew Haven, CT · 173 clientsWealth manager
    Raymond James 84%
    $585M
  12. 7482
    Penobscot Financial AdvisorsPortland, ME · 562 clientsWealth managerWrap sponsor
    Schwab 90%
    $545M
  13. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  14. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    $453M
  15. 8404
    Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
    Schwab 99%
    $438M
  16. 8631
    Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWealth managerWrap sponsorHybrid
    Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
    $414M
  17. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  18. 9966
    NfwmPlano, TX · 79 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 25%
    $312M
  19. 10419
    Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsWealth managerHybrid
    Schwab 87%
    $285M
  20. 10559
    Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
    $278M
  21. 10589
    Planguide FinancialSouthlake, TX · 10 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 100%
    $277M
  22. 11083
    Wealthmd CorporationLouisville, KY · 1,061 clientsWealth manager
    Fidelity 80%
    $251M
  23. 12001
    Smart Portfolios, LLCLake Forest Park, WA · 150 clientsWealth manager
    Schwab 89%
    $210M
  24. 12094
    HFH Planning Inc.122 clientsWealth manager
    Schwab 98%
    $206M
  25. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  26. 12992
    Midwestern Financial GroupIowa City, IA · 135 clientsWealth manager
    Schwab 88%
    $173M
  27. 13018
    Investor Advisory GroupCharlotte, NC · 184 clientsWealth manager
    Schwab 98%
    $172M
  28. 13068
    Proactive Capital Management, Inc.Topeka, KS · 272 clientsWealth manager
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $171M
  29. 13920
    Gerstemeier Financial Group,llc75 clientsWealth manager
    Schwab 99%
    $143M
  30. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  31. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M
  32. 14981
    56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
    Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
    $113M
  33. 15042
    DW Investment Solutions, Inc.159 clientsWealth manager
    Altruist 81%
    $111M
  34. 15122
    Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
    Schwab 92%
    $110M
  35. 15354
    Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
    Altruist 95%
    $102M
  36. 15639
    SMP Financial Planning, LLC45 clientsWealth manager
    Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
    $78M

RIAs by state