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Est. 2026The front page of wealth managementNew York

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IN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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, advisors
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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

9 firms manage $15 billionUMB Financial Services

Open in the Atlas screener

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  1. 1879
    CE Investment Management, LLCOklahoma City, OKAsset managerAffiliated broker-dealerAmerican Fidelity Securities, Inc.
    U.S. Bank 87%
    $5.9B
  2. 3453
    Clear Haven Capital Management, LLCNew York, NY · 35 clientsAsset manager
    UMB Financial Services 100%
    $2.2B
  3. 3457
    Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
    UMB Financial Services 65%Fidelity 23%
    $2.2B
  4. 4428
    Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWealth managerWrap sponsorHybridCantor Fitzgerald & Co.
    UMB Financial Services 53%UBS 47%
    $1.4B
  5. 4535
    Green Century Capital Management IncBoston, MA · 4 clientsAsset managerHybrid
    UMB Financial Services 100%
    $1.4B
  6. 5379
    Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
    Schwab 51%UMB Financial Services 49%
    $1.0B
  7. 6106
    Quantum Capital Advisors, LLC1 clientsAsset manager
    UMB Financial Services 59%Schwab 41%
    $798M
  8. 10722
    LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
    Schwab 58%UMB Financial Services 42%
    $269M
  9. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M

RIAs by state