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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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 013
    Geode Capital Management, LLCBoston, MA · 165 clientsAsset manager
    J.P. Morgan 72%The Master Trust Bank of Japan, LTD. 28%
    $1.7T
  2. 032
    Millennium Management LLCNew York, NY · 27 clientsPrivate fund adviser
    State Street 62%BNY 38%
    $721B
  3. 067
    Fisher InvestmentsPlano, TX · 199,922 clientsWealth manager
    Schwab 53%Fidelity 47%
    $387B
  4. 071
    Arrowstreet Capital, Limited PartnershipBoston, MA · 162 clientsPrivate fund adviser
    State Street 49%Northern Trust 26%
    $351B
  5. 075
    Nisa Investment Advisors, LLCSt. Louis, MO · 440 clientsAsset manager
    Northern Trust 32%BNY 28%State Street 26%
    $344B
  6. 078
    Cambridge Associates, LLCBoston, MA · 604 clientsAsset manager
    No custodian reported
    $327B
  7. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clientsWealth manager
    Fidelity Distributors Company 31%Schwab 26%
    $326B
  8. 087
    Creative PlanningOverland Park, KS · 100,298 clientsWealth managerPublic-company owned
    Schwab 53%Ascensus Broker Dealer Services 25%Fidelity 22%
    $296B
  9. 094
    Point72 Asset Management, L.P.Stamford, CT · 19 clientsPrivate fund adviser
    No custodian reported
    $274B
  10. 095
    Taula Capital Management (UK) LLPSt Helier, Jersey · 6 clientsPrivate fund adviser
    No custodian reported
    $273B
  11. 098
    L&g - Asset Management, AmericaChicago, IL · 195 clientsAsset manager
    Citi 73%
    $267B
  12. 104
    Balyasny Asset Management L.P.Chicago, IL · 48 clientsPrivate fund adviser
    No custodian reported
    $248B
  13. 112
    Squarepoint OPS LLCNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $227B
  14. 114
    Schonfeld Strategic Advisors LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $225B
  15. 115
    SBI Funds Management LimitedMumbai, India · 1,993 clientsAsset manager
    Standard Chartered Bank 80%
    $220B
  16. 116
    Rokos Capital Management LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $219B
  17. 122
    Taula Capital Management (US) LLCSt Helier, Jersey · 6 clientsPrivate fund adviser
    No custodian reported
    $211B
  18. 123
    Taula Capital Management (jersey) LPSt Helier, Jersey · 6 clientsPrivate fund adviser
    No custodian reported
    $211B
  19. 124
    Taula Capital Management (difc) LTDSt Helier, Jersey · 4 clientsPrivate fund adviser
    No custodian reported
    $211B
  20. 127
    Garda Capital PartnersWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $207B
  21. 164
    Alphadyne Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $165B
  22. 170
    Santander Asset Management SA SgiicMadrid, Spain · 293 clientsPrivate fund adviser
    No custodian reported
    $160B
  23. 172
    Exoduspoint Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $159B
  24. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  25. 186
    HSBC Global Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 295 clientsAsset manager
    The Hongkong and Shanghai Banking Corporation Limited 100%
    $149B
  26. 188
    Eastspring Investments (singapore) LimitedSingapore, Singapore · 185 clientsPrivate fund adviser
    BNY 39%State Street 25%HSBC Continental Europe S.a., Germany 24%
    $146B
  27. 195
    APG Asset Management US, IncNew York, NY · 1 clientsPrivate fund adviser
    State Street 100%
    $141B
  28. 199
    LMR Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $140B
  29. 201
    Verition Fund Management LLCGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $139B
  30. 206
    Rhumbline AdvisersBoston, MA · 399 clientsAsset manager
    Northern Trust 39%BNY 32%State Street 29%
    $136B
  31. 207
    RathbonesLiverpool, United Kingdom · 150,885 clientsWealth manager
    Rathbone Nominees Limited 37%Allfunds Bank SAU London Branch 35%BNY 28%
    $135B
  32. 209
    Aflac Asset Management LLCNew York, NY · 9 clientsAsset manager
    BNY 100%
    $133B
  33. 213
    Ninety One UK LimitedLondon, United Kingdom · 239 clientsAsset manager
    State Street 37%J.P. Morgan 23%HSBC Bank PLC 23%
    $130B
  34. 215
    Elliott Investment Management L.P.West Palm Beach, FL · 48 clientsPrivate fund adviser
    No custodian reported
    $129B
  35. 223
    Sanders Capital, LLCWest Palm Beach, FL · 101 clientsAsset manager
    State Street 52%J.P. Morgan 25%Private Banking - Investment 23%
    $122B
  36. 228
    Silver Lake Technology Management, LLCMenlo Park, CA · 38 clientsPrivate fund adviser
    No custodian reported
    $118B
  37. 229
    Iconiq Capital, LLCSAN Francisco, CA · 846 clientsPrivate fund adviser
    Fidelity 86%
    $118B
  38. 237
    New England Asset Management, Inc.Farmington, CT · 145 clientsAsset manager
    BNY 55%U.S. Bank 23%
    $112B
  39. 239
    Hellman & Friedman LLCSAN Francisco, CA · 45 clientsPrivate fund adviser
    No custodian reported
    $110B
  40. 240
    PathstoneEnglewood, NJ · 2,244 clientsWealth manager
    Schwab 57%Fidelity 25%
    $110B

RIAs by state