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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

59 firms manage $779 billionVanguard

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. 074
    Vanguard Advisers, Inc.Malvern, PA · 791,528 clientsWealth managerBank-affiliatedHybridVanguard Marketing Corporation
    Vanguard 100%
    $345B
  2. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clientsWealth manager
    Fidelity Distributors Company 31%Schwab 26%
    $326B
  3. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  4. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  5. 1449
    ProcyonShelton, CT · 3,048 clientsAsset managerHybrid
    Fidelity 41%Schwab 39%
    $9.2B
  6. 2226
    Twin Focus Capital Partners, LLCBoston, MA · 83 clientsWealth manager
    Schwab 53%Fidelity 37%
    $4.6B
  7. 2922
    Investment Consulting Group IncDavenport, IA · 179 clientsAsset manager
    Quad City Bank & Trust 49%
    $2.8B
  8. 3522
    Fiduciary Advisors, Inc.St. Louis, MO · 143 clientsAsset manager
    Vanguard 79%
    $2.1B
  9. 3809
    Tide Cycle Resources LLCPortsmouth, NH · 1 clientsWealth manager
    Vanguard 100%
    $1.9B
  10. 4077
    Matisse CapitalPortland, OR · 358 clientsAsset manager
    Schwab 76%Vanguard 24%
    $1.6B
  11. 4592
    Geometric Wealth Advisors, LLC256 clientsWealth manager
    Schwab 84%
    $1.3B
  12. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  13. 5427
    Fiduciary Experts LLC75 clientsAsset manager
    Fidelity 97%
    $986M
  14. 5521
    Martin, Javan Von33 clientsWealth manager
    Vanguard 100%
    $952M
  15. 5884
    Smith Thornton Advisors, LLCHuntsville, AL · 341 clientsAsset managerHybrid
    Vanguard 55%Schwab 40%
    $852M
  16. 7193
    Riley Friedman Asset ManagementLOS Altos, CA · 221 clientsWealth manager
    Schwab 77%Fidelity 22%
    $585M
  17. 7606
    Benefit Fiduciary Group LLCRichmond, VA · 47 clientsAsset manager
    Vanguard 42%Fidelity 37%
    $529M
  18. 7692
    Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $517M
  19. 8160
    Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
    Schwab 89%
    $462M
  20. 8196
    Retirement Consulting Group, Inc.Lake Oswego, OR · 86 clientsAsset manager
    Schwab 48%Vanguard 32%
    $457M
  21. 8673
    BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
    Fidelity 75%Vanguard 25%
    $410M
  22. 8776
    Practicecfo InvestmentsSAN Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  23. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  24. 8861
    FamilywealthLake Mary, FL · 407 clientsAsset manager
    Vanguard 50%
    $395M
  25. 9486
    Prospera Capital Management, LLC44 clientsWealth manager
    Vanguard 99%
    $344M
  26. 9877
    Navigate 401k, LLCBirmingham, AL · 80 clientsAsset manager
    Fidelity 60%Principal 25%
    $318M
  27. 9977
    401k Investment ProfessionalsWaunakee, WI · 137 clientsAsset manager
    Vanguard 100%
    $311M
  28. 10521
    WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
    Vanguard 50%Morgan Stanley 29%
    $280M
  29. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  30. 10677
    Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $272M
  31. 10943
    RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
    LPL Financial 73%Vanguard 27%
    $257M
  32. 10983
    Acap Asset Management, Inc.Studio City, CA · 164 clientsWealth manager
    Schwab 89%
    $255M
  33. 10995
    Madrone Investment Advisory, LLCSAN Rafael, CA · 118 clientsWealth manager
    Schwab 90%
    $254M
  34. 11776
    Ekon Advisors, LLCSt. Louis, MO · 15 clientsAsset managerHybrid
    Matrix Trust 46%Vanguard 34%
    $220M
  35. 11991
    Lone Peak Partners Management LPNew York, NY · 3 clientsAsset manager
    J.P. Morgan 53%Vanguard 47%
    $210M
  36. 12204
    Upper Left Wealth Management, LLC95 clientsWealth manager
    Schwab 86%
    $201M
  37. 12361
    Ohiggins Asset Management Inc49 clientsAsset manager
    Vanguard 63%Fidelity 37%
    $195M
  38. 12738
    Front Porch Financial AdvisoryCharlotte, NC · 132 clientsWealth manager
    Schwab 65%Voya Retirement Advisors 23%
    $181M
  39. 12771
    Fleisher, Martin12 clientsWealth manager
    Vanguard 56%Schwab 25%
    $180M
  40. 12880
    Mackay Financial Planning, LLCSpringfield, MO · 71 clientsWealth manager
    Altruist 77%Vanguard 23%
    $176M

RIAs by state