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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

29 firms manage $169 billionU.S. Bancorp Investments

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. 689
    Pretium Residential Credit Management, LLCNew York, NY · 36 clientsPrivate fund adviserHybridPretium Securities, LLC
    U.S. Bancorp Investments 79%
    $28B
  2. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsWealth managerBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  3. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  4. 946
    F/m Investments LLCWashington, DC · 5,780 clientsAsset managerHybrid
    U.S. Bancorp Investments 100%
    $18B
  5. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  6. 1400
    Redtree Investment GroupCincinnati, OH · 373 clientsAsset manager
    U.S. Bancorp Investments 87%
    $9.7B
  7. 1722
    Smartleaf Asset Management LLCBoston, MA · 26 clientsAsset manager
    U.S. Bancorp Investments 85%
    $6.9B
  8. 1826
    Rivernorth Capital Management, LLCWest Palm Beach, FL · 32 clientsAsset managerHybrid
    Fidelity 45%BNY 22%
    $6.2B
  9. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  10. 2203
    Clearwater Advisors, LLCBoise, ID · 32 clientsAsset manager
    U.S. Bancorp Investments 75%BNY 25%
    $4.7B
  11. 2554
    EhlersMinneapolis, MN · 300 clientsAsset manager
    Pershing 73%U.S. Bancorp Investments 27%
    $3.6B
  12. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
    Morgan Stanley 27%
    $3.2B
  13. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  14. 3421
    Aristotle Atlantic Partners, LLCSarasota, FL · 359 clientsAsset manager
    Schwab 84%
    $2.2B
  15. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  16. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  17. 3554
    Phoenix Merchant Partners, LPRYE, NY · 7 clientsAsset manager
    U.S. Bancorp Investments 50%Pinnacle Bank 50%
    $2.1B
  18. 3881
    Blueprint Investment Partners LLCGreensboro, NC · 13 clientsAsset managerHybridMaplewood Investments, Inc.
    Schwab 66%U.S. Bancorp Investments 34%
    $1.8B
  19. 3973
    Seelaus Asset Management, LLCChatham, NJ · 273 clientsAsset managerHybridR. Seelaus & Co., LLC
    U.S. Bancorp Investments 39%BNY 37%
    $1.7B
  20. 4216
    Kings Path Partners LLCSugar Land, TX · 180 clientsAsset manager
    U.S. Bancorp Investments 60%Fidelity 22%
    $1.5B
  21. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    $622M
  22. 8018
    Midatlantic Capital Management, Inc.Richmond, VA · 172 clientsAsset manager
    Fidelity 82%
    $477M
  23. 8862
    Hunter Lewis LLCCrozet, VA · 14 clientsAsset manager
    U.S. Bancorp Investments 100%
    $395M
  24. 9359
    Stance Capital LLCBoston, MA · 45 clientsAsset manager
    U.S. Bancorp Investments 82%
    $354M
  25. 10502
    Brookline Investments, Inc.Birmingham, AL · 33 clientsPrivate fund adviserHybrid
    Schwab 77%U.S. Bancorp Investments 23%
    $281M
  26. 13954
    Kennondale Capital ManagementRichmond, VAAsset manager
    Schwab 59%U.S. Bancorp Investments 41%
    $142M
  27. 14041
    Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
    Schwab 85%
    $139M
  28. 14916
    1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
    J.P. Morgan 58%Deutsche Bank Securities 30%
    $115M
  29. 15759
    Empiric Advisors, Inc.Austin, TX · 16 clientsWealth managerHybridEmpiric Distributors, Inc.
    Schwab 71%U.S. Bancorp Investments 29%
    $65M

RIAs by state