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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

6 firms manage $1.9 billionBanco Santander

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. 7861
    Klosters CapitalMiami, FL · 49 clientsAsset manager
    Banco Santander 53%UBS 36%
    $496M
  2. 8353
    MeridianaCoral Gables, FL · 10 clientsWealth manager
    Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
    $442M
  3. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  4. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  5. 11731
    Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
    Morgan Stanley 60%Pershing 23%
    $221M
  6. 12744
    Chronos Capital Advisors LLCMiami, FL · 6 clientsWealth manager
    J.P. Morgan 58%Banco Santander 42%
    $181M

RIAs by state