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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

15 firms manage $1.8 trillionBrown Brothers Harriman &

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  1. 046
    MFS Investment ManagementBoston, MA · 355 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    State Street 29%Brown Brothers Harriman & 25%
    $514B
  2. 072
    Fiam LLCSmithfield, RI · 596 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Brown Brothers Harriman & 39%
    $348B
  3. 093
    Voya Investment Management Co. LLCNew York, NY · 566 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 61%State Street 23%
    $275B
  4. 149
    RBC Global Asset Management (UK) LimitedLondon, United Kingdom · 295 clientsPrivate fund adviserAffiliated broker-dealerRBC Capital Markets, LLC, RBC Europe Limited
    State Street 62%Brown Brothers Harriman & 38%
    $178B
  5. 150
    GC Advisors LLCChicago, IL · 144 clientsPrivate fund adviserHybrid
    BNY 56%
    $178B
  6. 227
    Lazard Asset Management LLCNew York, NY · 5,110 clientsAsset managerHybridLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    State Street 32%BNY 26%
    $121B
  7. 339
    Goldman Sachs Asset Management Co., LTD.Minato-Ku, Tokyo, Japan · 264 clientsPrivate fund adviserAffiliated broker-dealerFolio Investments, Inc., Goldman Sachs & Co. LLC
    Custody Bank of Japan, LTD. 48%
    $72B
  8. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  9. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  10. 725
    FMR Investment Management (UK) LimitedLondon, United Kingdom · 42 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Northern Trust 77%Brown Brothers Harriman & 23%
    $26B
  11. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  12. 961
    Fiera Capital Inc.New York, NY · 4,643 clientsAsset managerHybrid
    Brown Brothers Harriman & 27%State Street 26%Goldman Sachs 23%J.P. Morgan 23%
    $17B
  13. 1986
    Stockbridge InvestorsBoston, MA · 2 clientsPrivate fund adviser
    Brown Brothers Harriman & 100%
    $5.4B
  14. 7627
    Compass Group Investments Solutions LLCMiami, FL · 148 clientsWealth managerPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
    Brown Brothers Harriman & 49%Pershing 37%
    $527M
  15. 11007
    Green Alpha InvestmentsNiwot, CO · 164 clientsWealth manager
    Northern Trust 39%
    $254M

RIAs by state