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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.

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6 firms manage $4.9 billionWilmington Trust Investment Management

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  1. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  2. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  3. 7147
    HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
    Schwab 51%Wilmington Trust Investment Management 49%
    $591M
  4. 7148
    Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
    Wilmington Trust Investment Management 51%UBS 49%
    $591M
  5. 8280
    Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
    Raymond James 48%Schwab 41%
    $448M
  6. 9915
    Marquette Associates, Inc.West Chester, PA · 5 clientsAsset manager
    Wilmington Trust Investment Management 87%
    $316M

RIAs by state