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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. 13148
    Hawkins Investment Counsel, LLC98 clientsWealth manager
    Schwab 98%
    $168M
  2. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  3. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  4. 13756
    Financial Avenues97 clientsWealth manager
    Schwab 91%
    $148M
  5. 14242
    Garhwal, Chan & Williams Inc.SAN Francisco, CA · 28 clientsWealth manager
    Schwab 99%
    $134M
  6. 14272
    Charis Legacy PartnersBryan, TX · 60 clientsWealth manager
    Schwab 86%
    $133M
  7. 14545
    Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
    Schwab 94%
    $125M
  8. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  9. 14891
    NPM Consulting, LLC16 clientsWealth manager
    Schwab 70%Vanguard 30%
    $116M
  10. 15159
    Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
    Vanguard 84%
    $109M
  11. 15253
    Polero ICE Advisers59 clientsWealth manager
    Vanguard 100%
    $106M
  12. 15255
    Truman Wealth AdvisorsColumbia, MO · 98 clientsWealth manager
    Schwab 88%
    $106M
  13. 15393
    Suttle Crossland Wealth Advisors, LLCScottsdale, AZ · 53 clientsWealth manager
    Altruist 90%
    $101M
  14. 15411
    Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
    Wells Fargo 86%
    $100M
  15. 15602
    Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
    Vanguard 73%Interactive Brokers 27%
    $84M
  16. 16029
    The Eastrade Asset Management Corporation61 clientsWealth manager
    American Century Investments 87%
    $38M
  17. 16071
    Upstate Advisers IncPittsford, NY · 21 clientsAsset manager
    Schwab 50%Vanguard 33%
    $34M
  18. 16140
    GFM Asset Management LLCWeinfelden, Switzerland · 42 clientsWealth manager
    Interactive Brokers 98%
    $28M
  19. 16246
    Atwood Financial Planning LLC939 clientsWealth manager
    Vanguard 100%
    $16M

RIAs by state