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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

10 firms manage $964 billionAmalgamated Bank

Open in the Atlas screener

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  1. 026
    Invesco Capital Management LLCDowners Grove, IL · 444 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Amalgamated Bank 77%
    $941B
  2. 1612
    McMorgan & Company LLCSAN Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
    U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
    $7.6B
  3. 1961
    Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
    PNC Bank 50%Amalgamated Bank 29%
    $5.5B
  4. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  5. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B
  6. 6146
    MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
    Amalgamated Bank 50%Schwab 37%
    $788M
  7. 6778
    Old Glory Asset Management LLCMalvern, PA · 21 clientsAsset manager
    First Hawaiian Bank 32%U.S. Bank 29%Amalgamated Bank 26%
    $656M
  8. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  9. 13893
    Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
    BNY 38%State Street 31%
    $144M
  10. 14172
    Morningside Asset ManagementWilmington, DE · 7 clientsAsset manager
    Amalgamated Bank 100%
    $136M

RIAs by state