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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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 $121 billionBNP Paribas

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. 486
    Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
    State Street 38%Northern Trust 25%
    $43B
  2. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  3. 1076
    Amova Asset Management Asia LimitedSingapore, Singapore · 80 clientsPrivate fund adviserAffiliated broker-dealerAmova Securities Co., LTD.
    State Street 39%Northern Trust 34%BNP Paribas 27%
    $14B
  4. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B
  5. 1118
    Comgest Asset Management International LimitedDublin 2, Ireland · 19 clientsPrivate fund adviser
    BNP Paribas 38%RBC 32%BNY 31%
    $14B
  6. 1636
    Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
    State Street 55%BNY 32%
    $7.4B
  7. 2227
    Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
    Northern Trust 37%State Street 30%
    $4.6B
  8. 2413
    Intermede Investment Partners LimitedLondon, United Kingdom · 15 clientsAsset manager
    BNP Paribas 37%Northern Trust 36%J.P. Morgan 27%
    $4.0B
  9. 3497
    Intermede Global Partners IncSAN Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B
  10. 3969
    P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
    State Street 66%BNP Paribas 27%
    $1.7B

RIAs by state