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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN 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 you
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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

5 firms manage $24 billionVoya Institutional Trust

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. 1332
    Shuster Advisory Group, LLCPasadena, CA · 435 clientsAsset managerHybrid
    Schwab 40%Missionsquare Retirement 24%Retirement Plan Record-Keeping 22%
    $10B
  2. 1513
    Northwest Capital Management Inc.Lake Oswego, OR · 203 clientsAsset managerAffiliated broker-dealerCWM, LLC, Carson Group Brokerage, LLC
    Fidelity 64%
    $8.5B
  3. 2456
    Voya Financial Advisors, Inc.Windsor, CT · 16,336 clientsBroker-dealer firmHybridVoya Financial Partners, LLC, Voya Investments Distributor, LLC
    Pershing 83%
    $3.9B
  4. 6483
    Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
    Transamerica Financial Advisors 56%Voya Institutional Trust 31%
    $714M
  5. 10674
    Advanced Retirement Solutions, LLC50 clientsAsset manager
    Voya Institutional Trust 56%Empower 44%
    $272M

RIAs by state