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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

20 firms manage $243 millionAlpaca Securities

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. 15671
    EKO68,370 clientsWealth managerWrap sponsor
    Alpaca Securities 100%
    $75M
  2. 15944
    Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
    Alpaca Securities 56%Interactive Brokers 44%
    $46M
  3. 16136
    DA INVLondon, United Kingdom · 110,459 clientsWealth manager
    Alpaca Securities 100%
    $28M
  4. 16157
    QuantbaseNew York, NY · 5,887 clientsWealth manager
    Alpaca Securities 100%
    $27M
  5. 16162
    Wealth2b32,225 clientsWealth manager
    Alpaca Securities 100%
    $26M
  6. 16231
    Bloom Investment Advisors, LLCSAN Francisco, CA · 71,486 clientsWealth manager
    Alpaca Securities 100%
    $18M
  7. 16348
    Xantos Labs, LLC102 clientsAsset manager
    Alpaca Securities 100%
    $6M
  8. 16362
    Alphaai Capital Management205 clientsWealth manager
    Interactive Brokers 74%Alpaca Securities 26%
    $5M
  9. 16369
    Streetbeat LLCWilmington, DE · 853 clientsWealth manager
    Alpaca Securities 77%TradePMR / Robinhood 23%
    $5M
  10. 16383
    FinnSAN Francisco, CA · 1,898 clientsWealth manager
    Alpaca Securities 100%
    $4M
  11. 16405
    WhaleChicago, IL · 3,006 clientsWealth manager
    Alpaca Securities 100%
    $3M
  12. 16465
    Investable80 clientsWealth manager
    Alpaca Securities 100%
    $490K
  13. 16512
    Candlestick AI200 clientsWealth manager
    Alpaca Securities 100%
    $40K
  14. 16514
    Matty AI Inc.Greenville, SC · 135 clientsWealth manager
    Alpaca Securities 100%
    $39K
  15. 16515
    Omen Advisory, LLCNew York, NY · 94 clientsWealth manager
    Alpaca Securities 100%
    $36K
  16. 16517
    Amaltash Advisors16 clientsWealth manager
    Alpaca Securities 100%
    $34K
  17. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  18. 16528
    NestvstSugar Land, TX · 5 clientsWealth manager
    Alpaca Securities 100%
    $7K
  19. 16532
    Mary & PIP7 clientsWealth managerWrap sponsor
    Alpaca Securities 100%
    $2K
  20. 16545
    Nextmove Capital Inc.Wealth managerWrap sponsor
    Alpaca Securities 100%
    $0K

RIAs by state