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Est. 2026The front page of wealth managementNew York

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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

77 firms manage $91 billionNevada

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. 10877
    Finley Financial, LLCLAS Vegas, NV · 124 clientsWealth manager
    Fidelity 100%
    $260M
  2. 10900
    GK Wealth Management LLCReno, NV · 534 clientsWealth manager
    Schwab 100%
    $259M
  3. 11066
    Peterson Wealth Management, LLCSparks, NV · 1,144 clientsWealth managerHybrid
    Schwab 100%
    $251M
  4. 11242
    McBroom & Associates, LLCLAS Vegas, NV · 114 clientsWealth manager
    Schwab 89%
    $242M
  5. 11693
    Whalen FinancialLAS Vegas, NV · 400 clientsWealth manager
    Schwab 94%
    $223M
  6. 11727
    Diazo, LLCHenderson, NV · 339 clientsWealth manager
    Schwab 100%
    $222M
  7. 11785
    Skyoak Capital, Inc.LAS Vegas, NV · 268 clientsWealth manager
    Schwab 90%
    $219M
  8. 11816
    Sahara Investment GroupLAS Vegas, NV · 3 clientsAsset manager
    No custodian reported
    $218M
  9. 11884
    Schultz Financial Group IncorporatedReno, NV · 116 clientsWealth manager
    Schwab 100%
    $215M
  10. 11909
    Adaptive Wealth EngineeringLAS Vegas, NV · 113 clientsWealth manager
    Schwab 100%
    $214M
  11. 12088
    Bauman Wealth AdvisorsLAS Vegas, NV · 493 clientsWealth manager
    Schwab 100%
    $206M
  12. 12104
    Manhattan Global Asset Management LLCLAS Vegas, NV · 42 clientsWealth manager
    Schwab 100%
    $206M
  13. 12955
    Athena Wealth Management, LLCReno, NV · 144 clientsWealth managerHybrid
    Fidelity 100%
    $174M
  14. 12976
    Paradigm Capital ManagementReno, NV · 125 clientsWealth manager
    Schwab 100%
    $173M
  15. 13123
    Baleen Capital Management LLCLAS Vegas, NV · 3 clientsPrivate fund adviser
    No custodian reported
    $169M
  16. 13370
    Read & Powell Financial Services, LLCElko, NV · 530 clientsWealth managerWrap sponsor
    Fidelity 100%
    $160M
  17. 13536
    Elevage Partners, LLCReno, NV · 368 clientsWealth manager
    Axos 100%
    $155M
  18. 13662
    Axos Invest, IncLAS Vegas, NV · 6,792 clientsWealth managerBank-affiliatedHybridAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
    Axos 100%
    $151M
  19. 13728
    Curtis Wealth Management LLCHenderson, NV · 105 clientsWealth manager
    Fidelity 100%
    $149M
  20. 13796
    Ulta Wealth Management, LLCLAS Vegas, NV · 27 clientsWealth manager
    Fidelity 100%
    $146M
  21. 13854
    Collaborative Fund AdvisorsReno, NV · 3 clientsAsset manager
    No custodian reported
    $145M
  22. 14235
    GW FinancialReno, NV · 93 clientsWealth manager
    Schwab 100%
    $134M
  23. 14402
    Holm & Cawley Financial Group LLCLAS Vegas, NV · 251 clientsWealth manager
    Schwab 81%
    $129M
  24. 14464
    Sierra Management GroupReno, NV · 168 clientsWealth manager
    LPL Financial 100%
    $127M
  25. 14923
    RJJ Pasadena Securities, Inc.Henderson, NV · 170 clientsWealth managerWrap sponsor
    Schwab 100%
    $115M
  26. 15170
    Powerhouse Financial Advisors, Inc.Minden, NV · 226 clientsWealth manager
    Schwab 83%
    $108M
  27. 15190
    Forthright CapitalLAS Vegas, NV · 987 clientsWealth manager
    Schwab 100%
    $108M
  28. 15447
    Backbone Planning Partners LLCLAS Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $98M
  29. 15678
    Reynolds Capital Management, LLCLAS Vegas, NV · 2 clientsAsset manager
    Morgan Stanley 85%
    $74M
  30. 15785
    BufferlabsHenderson, NV · 1 clientsAsset manager
    No custodian reported
    $62M
  31. 15877
    Universal Value AdvisorsReno, NV · 1 clientsAsset manager
    No custodian reported
    $52M
  32. 16182
    Fund Asset ManagersReno, NV · 4 clientsPrivate fund adviser
    No custodian reported
    $25M
  33. 16277
    Mkam ETF LLCLAS Vegas, NV · 1 clientsAsset manager
    No custodian reported
    $12M
  34. 16356
    Kingsbarn Capital ManagementLAS Vegas, NV · 2 clientsAsset manager
    No custodian reported
    $6M
  35. 16490
    Resource Capital Management, LLCReno, NV · 1 clientsWealth manager
    Wells Fargo 100%
    $180K
  36. 16754
    Thoughtful Money LLCReno, NVAsset manager
    No custodian reported
    $0
  37. 16909
    Wells Capital Advisors LLCLAS Vegas, NVAsset manager
    No custodian reported
    $0

RIAs by state