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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 $372 billionCIBC Mellon Trust

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. 167
    CIBC Global Asset ManagementToronto, ON, Canada · 10,439 clientsPrivate fund adviserAffiliated broker-dealer'firstcaribbean International Trust Company (bahamas) Limited, CIBC Bank and Trust Company (cayman) Limited
    CIBC Mellon Trust 87%
    $163B
  2. 311
    Grantham Mayo Van Otterloo & Co LLCBoston, MA · 170 clientsAsset managerHybrid
    State Street 71%BNY 23%
    $81B
  3. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B
  4. 641
    Knights of Columbus Asset Advisors LLCNew Haven, CT · 6,094 clientsAsset managerHybrid
    BNY 89%
    $31B
  5. 674
    Addenda CapitalMontreal, Quebec, Canada · 336 clientsAsset managerAffiliated broker-dealerCo-Operators Financial Investment Services Inc.
    CIBC Mellon Trust 85%
    $29B
  6. 1308
    Guardian Capital LPToronto, Ontario, Canada · 143 clientsPrivate fund adviserAffiliated broker-dealerWorldsource Wealth Management Inc.
    CIBC Mellon Trust 74%RBC 26%
    $11B
  7. 1679
    Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
    CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
    $7.1B
  8. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  9. 2674
    Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsWealth managerBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
    National Bank Independent Network 90%
    $3.3B
  10. 3307
    Spruceview Capital Partners LLCDenver, CO · 28 clientsPrivate fund adviser
    CIBC Mellon Trust 100%
    $2.3B
  11. 3500
    GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
    State Street 69%BNY 23%
    $2.1B
  12. 5034
    MAR Vista Investment Partners, LLCLOS Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  13. 5355
    Nomura Asset Management U.S.A. Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerDelaware Distributors, L.P., Instinet, LLC
    CIBC Mellon Trust 100%
    $1.0B
  14. 5541
    Hazelview Securities Inc.Toronto, Ontario, Canada · 7 clientsBroker-dealer firm
    Helaba Landesbank Hessen Thuringen 47%CIBC Mellon Trust 35%
    $943M
  15. 7532
    Deans Knight Capital ManagementVancouver, Canada · 61 clientsPrivate fund adviser
    RBC 36%Raymond James 28%CIBC Mellon Trust 26%
    $538M

RIAs by state