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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

59 firms manage $549 billionDistrict of Columbia

Open in the Atlas screener

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  1. 9596
    New CatalystWashington, DC · 2 clientsPrivate fund adviser
    No custodian reported
    $337M
  2. 9719
    Bryspen, IncorporatedWashington, DC · 72 clientsWealth manager
    No custodian reported
    $329M
  3. 10376
    Burkholder & Associates, LLCWashington, DC · 93 clientsWealth managerHybrid
    Fidelity 100%
    $287M
  4. 10732
    Awani Capital Management LPWashington, DC · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  5. 10831
    Accion Impact Management LLCWashington, DC · 5 clientsPrivate fund adviser
    Kotak Mahindra Bank 100%
    $262M
  6. 10974
    Cwci LLCWashington, DC · 5 clientsPrivate fund adviser
    No custodian reported
    $256M
  7. 11062
    Graham Capital Wealth Management, LLCWashington, DC · 710 clientsWealth manager
    Fidelity 100%
    $251M
  8. 11152
    Washington Growth Strategies LLCWashington, DC · 40 clientsWealth manager
    Schwab 100%
    $247M
  9. 11505
    Apis & Heritage Capital Partners, LLCWashington, DC · 4 clientsPrivate fund adviser
    No custodian reported
    $231M
  10. 12405
    Terra Alpha Investments LLCWashington, DC · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $193M
  11. 12411
    Acon Investments Management, LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $193M
  12. 12579
    SeafWashington, DC · 10 clientsPrivate fund adviser
    No custodian reported
    $187M
  13. 13538
    Darby Overseas Partners, L.P.Washington, DC · 5 clientsPrivate fund adviserAffiliated broker-dealerFranklin Templeton Investment Management Gmbh, Templeton Asset Management LTD.
    No custodian reported
    $154M
  14. 14001
    Microvest Capital ManagementWashington, DC · 6 clientsPrivate fund adviser
    No custodian reported
    $140M
  15. 16040
    Select Investment Solutions, LLCWashington, DC · 32 clientsAsset manager
    Fidelity Distributors Company 88%
    $37M
  16. 16565
    Missionsquare Wealth ManagementWashington, DCBroker-dealer firmHybrid
    No custodian reported
    $0
  17. 16612
    National Real Estate AdvisorsWashington, DC · 8 clientsAsset manager
    No custodian reported
    $0
  18. 16666
    Hinduja-Lynx Investment Advisory, LLCWashington, DCAsset manager
    No custodian reported
    $0
  19. 16771
    Azoria Capital, Inc.Washington, DC · 3 clientsAsset manager
    No custodian reported
    $0

RIAs by state