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Est. 2026The front page of wealth managementNew York

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IN 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 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, advisors
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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

2 firms manage $36 billionZions Bank

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  1. 582
    Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
    Principal Securities 48%U.S. Bank 35%
    $35B
  2. 5964
    Zions Capital Advisors, Inc.Salt Lake City, UT · 45 clientsAsset managerHybridZions Bancorporation, N.A., Zions Direct, Inc.
    Zions Bank 100%
    $831M

RIAs by state