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Est. 2026The front page of wealth managementNew York

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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

7 firms manage $17 billionVoya Financial Partners

Open in the Atlas screener

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  1. 1262
    Heck Capital Advisors, LLCRhinelander, WI · 1,133 clientsAsset manager
    Fidelity 69%
    $11B
  2. 2597
    Valley Forge Investment Consultants, Inc.Audubon, PA · 384 clientsAsset managerHybrid
    Empower Financial Services 30%Voya Financial Partners 24%Schwab 23%Fidelity 23%
    $3.5B
  3. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  4. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
    Schwab 70%Voya Financial Partners 30%
    $468M
  5. 9111
    The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
    Wells Fargo 87%
    $374M
  6. 11629
    DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
    LPL Financial 82%
    $226M
  7. 14308
    The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
    Voya Financial Partners 60%Schwab 40%
    $132M

RIAs by state