Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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

151 firms manage $228 billionUtah

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. 5923
    Bridge Net Lease Fund Manager LLCSandy, UT · 1 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $843M
  2. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
    Goldman Sachs 65%Fidelity 35%
    $838M
  3. 5964
    Zions Capital Advisors, Inc.Salt Lake City, UT · 45 clientsAsset managerHybridZions Bancorporation, N.A., Zions Direct, Inc.
    Zions Bank 100%
    $831M
  4. 5974
    Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
    Schwab 90%
    $830M
  5. 6199
    M3f, Inc.Salt Lake City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $778M
  6. 6525
    Solidarity Wealth, LLCLehi, UT · 218 clientsWealth managerWrap sponsor
    Pershing 100%
    $704M
  7. 6561
    ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
    Schwab 44%Fidelity 26%
    $697M
  8. 6746
    Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 99%
    $661M
  9. 6917
    Accuvest Global Advisors, Inc.Provo, UT · 65 clientsAsset managerHybridMosaic Financial
    Mosaic Financial 43%Schwab 37%
    $630M
  10. 6985
    Banner Capital Management, LLCLehi, UT · 6 clientsPrivate fund adviser
    No custodian reported
    $619M
  11. 7099
    Lunt Capital Management Inc.Holladay, UT · 232 clientsAsset manager
    Schwab 59%Pershing 23%
    $601M
  12. 7116
    Lone Peak Global Investors, LLCAlpine, UT · 152 clientsAsset managerHybrid
    Northern Trust 29%Schwab 29%Fifth Third Securities 24%
    $598M
  13. 7184
    Squire Wealth AdvisorsOrem, UT · 587 clientsWealth manager
    Schwab 100%
    $587M
  14. 7190
    LEP Management LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $585M
  15. 7329
    Adams Wealth AdvisorsLogan, UT · 703 clientsWealth manager
    Fidelity 68%
    $566M
  16. 7353
    Jacobsen Capital ManagementSalt Lake City, UT · 118 clientsWealth manager
    Schwab 100%
    $563M
  17. 7385
    Narus Financial Partners, LLCSalt Lake City, UT · 208 clientsWealth manager
    Fidelity 100%
    $559M
  18. 7440
    Alliance Wealth Advisors, LLCCenterville, UT · 770 clientsWealth manager
    Schwab 100%
    $552M
  19. 7444
    HST Ventures, LLCPark City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $551M
  20. 7464
    CachetechLogan, UT · 5 clientsAsset manager
    Schwab 100%
    $547M
  21. 7573
    Cimarron Healthcare Capital, LLCSalt Lake City, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $533M
  22. 7609
    Navigate Private Wealth, LLCDraper, UT · 1,929 clientsWealth manager
    Fidelity 100%
    $529M
  23. 7614
    Peterson Wealth Services Inc.South Ogden, UT · 453 clientsWealth manager
    Raymond James 100%
    $529M
  24. 7666
    Fiduciary Advisors, LLCCottonwood Heights, UT · 56 clientsAsset manager
    Advisortrust 100%
    $520M
  25. 7700
    Financial Network Wealth Advisors LLCMurray, UT · 1,828 clientsWealth managerHybrid
    Schwab 100%
    $515M
  26. 7747
    Platform Wealth AdvisorsHolladay, UT · 270 clientsWealth manager
    Schwab 100%
    $509M
  27. 7803
    Dentist AdvisorsSalt Lake City, UT · 768 clientsWealth manager
    Schwab 100%
    $504M
  28. 7833
    Elevated Capital Advisors, LLCDraper, UT · 1,007 clientsWealth manager
    Fidelity 100%
    $499M
  29. 7866
    Wasatch Health PartnersSalt Lake City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $495M
  30. 8016
    Tingey Advisors IncSalt Lake City, UT · 395 clientsWealth manager
    Schwab 100%
    $478M
  31. 8053
    Coign Capital Advisors LLCDraper, UT · 466 clientsWealth manager
    Schwab 100%
    $473M
  32. 8294
    Oak Lane AdvisorsCenterville, UT · 932 clientsWealth manager
    Schwab 100%
    $446M
  33. 8311
    Lefavi Wealth ManagementSalt Lake City, UT · 576 clientsWealth managerWrap sponsorHybridBruce A. Lefavi Securities, Inc.
    Schwab 100%
    $445M
  34. 8832
    Smedley Financial Services IncSalt Lake City, UT · 855 clientsWealth managerHybrid
    Fidelity 100%
    $397M
  35. 8969
    Cannon Capital Management, Inc.Salt Lake City, UT · 243 clientsWealth manager
    Schwab 67%Empower 33%
    $386M
  36. 9068
    Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsWealth managerHybrid
    Schwab 80%
    $378M
  37. 9127
    The Karras Company, Inc.ROY, UT · 251 clientsWealth managerHybrid
    Raymond James 100%
    $373M
  38. 9167
    InterwiseHolladay, UT · 334 clientsWealth managerHybrid
    Schwab 100%
    $370M
  39. 9197
    Switchpoint Financial Planning LLCLehi, UT · 102 clientsWealth manager
    Schwab 100%
    $367M
  40. 9218
    Asilia Credit InvestmentsSalt Lake City, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $366M

RIAs by state