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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

7 firms manage $77 billionBarclays Bank PLC

Open in the Atlas screener

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  1. 603
    Sona Asset Management (US) LLCNew York, NY · 20 clientsPrivate fund adviser
    Goldman Sachs 39%Barclays Bank PLC 32%BNP Paribas, London Branch 27%
    $33B
  2. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  3. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  4. 2142
    Taconic Capital Advisors LPNew York, NY · 32 clientsPrivate fund adviser
    Barclays Bank PLC 100%
    $4.9B
  5. 2899
    MAN Investment Partners (US) LPNew York, NY · 34 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    Barclays Bank PLC 100%
    $2.9B
  6. 7680
    Quantech Solution Partners North America Inc.NY, NY · 3 clientsAsset manager
    Barclays Bank PLC 51%Goldman Sachs 36%
    $518M
  7. 10576
    Claren Road Private Credit Solutions LLCNew York, NYAsset manager
    Barclays Bank PLC 72%J.P. Morgan 28%
    $278M

RIAs by state