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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

564 firms manage $27.2 trillionPennsylvania

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. 1312
    Great Valley Advisor Group, LLCBerwyn, PA · 37,014 clientsWealth managerHybrid
    LPL Financial 100%
    $11B
  2. 1316
    Cooke & Bieler, L.P.Philadelphia, PA · 209 clientsAsset manager
    State Street 43%Northern Trust 33%HSBC Trinkaus 24%
    $11B
  3. 1345
    Franklin ParkBala Cynwyd, PA · 52 clientsPrivate fund adviser
    Northern Trust 79%
    $10B
  4. 1346
    Callan Family Office, LLCRadnor, PA · 190 clientsWealth manager
    Schwab 100%
    $10B
  5. 1350
    Arin Risk Advisors LLCConshohocken, PA · 21 clientsAsset manager
    Interactive Brokers 88%
    $10B
  6. 1415
    Cornerstone Advisors Asset Management, LLCBethlehem, PA · 764 clientsAsset managerHybrid
    Tiaa-Cref Individual & Institutional Services 44%Schwab 31%M&t Bank 25%
    $9.6B
  7. 1426
    Gardner Russo & Quinn LLCLancaster, PA · 1,346 clientsAsset manager
    Pershing 100%
    $9.4B
  8. 1457
    FS Reit Advisor, LLCPhiladelphia, PA · 1 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $9.1B
  9. 1467
    Hornor, Townsend & Kent, LLCConshohocken, PA · 28,369 clientsBroker-dealer firmHybrid
    Pershing 66%
    $9.0B
  10. 1490
    Capital AnalystsFort Washington, PA · 15,840 clientsWealth managerHybridLincoln Investment Planning, LLC
    Pershing 100%
    $8.8B
  11. 1503
    Tiff Investment ManagementRadnor, PA · 76 clientsPrivate fund adviserHybrid
    No custodian reported
    $8.6B
  12. 1532
    Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 56%Schwab 44%
    $8.3B
  13. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  14. 1594
    Confluence Financial PartnersMcMurray, PA · 5,228 clientsWealth manager
    Raymond James 100%
    $7.8B
  15. 1609
    Hbks Wealth AdvisorsErie, PA · 7,824 clientsWealth managerHybridHBK Sorce Brokerage LLC
    Schwab 87%
    $7.7B
  16. 1619
    LLR Management Holdco, L.P.Philadelphia, PA · 19 clientsPrivate fund adviser
    No custodian reported
    $7.6B
  17. 1642
    Retirement and Wealth at Alliant, LLCWayne, PA · 222 clientsBroker-dealer firmHybrid
    No custodian reported
    $7.4B
  18. 1677
    Miller Investment Management, LPWest Conshohocken, PA · 183 clientsWealth managerHybrid
    J.P. Morgan 83%
    $7.1B
  19. 1691
    US Innovative Technology Capital Management, LLCCoraopolis, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  20. 1709
    Conestoga Capital Advisors, LLCWayne, PA · 233 clientsAsset managerHybrid
    BNY 56%Northern Trust 44%
    $6.9B
  21. 1719
    Prowell Financial Management, LLCExton, PA · 74 clientsWealth manager
    Schwab 100%
    $6.9B
  22. 1733
    Atairos Management, L.P.Bryn Mawr, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  23. 1765
    Greycourt & Co., Inc.Pittsburgh, PA · 44 clientsWealth manager
    Northern Trust 69%
    $6.6B
  24. 1816
    Glenmede Investment Management, LPPhiladelphia, PA · 1,025 clientsAsset managerHybrid
    No custodian reported
    $6.2B
  25. 1867
    Incline Equity PartnersPittsburgh, PA · 32 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  26. 1887
    PitcairnConshohocken, PA · 330 clientsWealth manager
    Fidelity 94%
    $5.9B
  27. 1909
    Fairmount Funds Management LLCWest Conshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  28. 1944
    Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWealth managerWrap sponsor
    Fidelity 100%
    $5.6B
  29. 1962
    Waldron Private WealthBridgeville, PA · 517 clientsWealth manager
    Fidelity 87%
    $5.5B
  30. 2034
    HC Capital Partners, LLCWest Conshohocken, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  31. 2036
    Lovell MinnickRadnor, PA · 38 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $5.2B
  32. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  33. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  34. 2105
    Graham Partners, LLCNewtown Square, PA · 31 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  35. 2179
    PPB Advisors, LLCWest Conshohocken, PA · 119 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.8B
  36. 2184
    JFS Wealth Advisors, LLCHermitage, PA · 2,340 clientsWealth managerAffiliated broker-dealer
    Schwab 72%Fidelity 28%
    $4.7B
  37. 2237
    Wharton Business Group, LLCMalvern, PA · 119 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
    Schwab 100%
    $4.6B
  38. 2319
    Sage Financial Group Inc.West Conshohocken, PA · 1,116 clientsWealth manager
    Schwab 100%
    $4.3B
  39. 2369
    Wescott Financial Advisory Group LLCPhiladelphia, PA · 787 clientsWealth manager
    Schwab 61%Fidelity Distributors Company 39%
    $4.2B
  40. 2399
    Copeland Capital Management, LLCConshohocken, PA · 1,983 clientsAsset managerHybrid
    Northern Trust 33%J.P. Morgan 32%
    $4.1B

RIAs by state