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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

19 firms manage $43 billionWilmington Trust

Open in the Atlas screener

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  1. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  2. 1685
    John W. Bristol & Co., Inc.New York, NY · 157 clientsWealth manager
    Wilmington Trust 50%Fiduciary Trust Company International 50%
    $7.1B
  3. 2201
    Shelter Growth Capital Partners LLCStamford, CT · 40 clientsAsset manager
    Wilmington Trust 86%
    $4.7B
  4. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  5. 3653
    Mount Logan ManagementNew York, NY · 12 clientsAsset managerHybridBC Partners Securities LLC
    State Street 60%BNY 27%
    $2.0B
  6. 3890
    Mainline West Fund Manager LLCDenver, CO · 116 clientsPrivate fund adviserHybridMainline West Municipal Securities LLC
    Wilmington Trust 91%
    $1.8B
  7. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B
  8. 4500
    Morgan Properties Special Situations II LLCConshohocken, PA · 10 clientsAsset manager
    Wilmington Trust 100%
    $1.4B
  9. 4844
    Wright Investors Service IncShelton, CT · 90 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Mercantile Bank 54%Wilmington Trust 46%
    $1.2B
  10. 5178
    Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 75%Wilmington Trust 25%
    $1.1B
  11. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  12. 6549
    HFM Wealth ManagementWest Hartford, CT · 185 clientsWealth manager
    Schwab 82%
    $700M
  13. 7589
    Sardis Group, LLCAtlanta, GA · 10 clientsAsset manager
    Federal Home Loan Bank of Atlanta 85%
    $531M
  14. 9310
    US Asset Management, LLCPittsburgh, PA · 48 clientsAsset manager
    Wilmington Trust 100%
    $358M
  15. 9322
    Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsWealth managerHybridPapamarkou Wellner & Co., Inc.
    Pershing 80%
    $358M
  16. 13191
    TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
    Wilmington Trust 68%
    $166M
  17. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  18. 14937
    Northwest Administrators IncSeattle, WA · 6 clientsAsset manager
    Wilmington Trust 100%
    $115M
  19. 15971
    Stuyvesant Capital Management CorporationArmonk, NY · 39 clientsWealth manager
    Schwab 85%
    $43M

RIAs by state