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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

166 firms manage $7.4 trillionCiti

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. 1807
    Stelac Advisory Services LLCNew York, NY · 101 clientsWealth manager
    Citi 56%J.P. Morgan 44%
    $6.3B
  2. 1917
    Obra Capital Management, LLC.New York, NY · 64 clientsPrivate fund adviser
    Citi 53%Bank of NY Mellon 47%
    $5.7B
  3. 1920
    Oasis Investment Strategies LLCChicago, IL · 4 clientsAsset managerAffiliated broker-dealerR.J. O'brien (mena) Capital Limited, R.J. O'brien Securities, LLC, clears through Pershing, BofA Securities
    Chicago Mercantile Exchange 61%
    $5.7B
  4. 1948
    Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
    U.S. Bancorp 62%
    $5.6B
  5. 1951
    Green Court Capital Management LimitedCentral, Hong Kong, Hong Kong · 12 clientsAsset manager
    Citi 57%State Street 43%
    $5.5B
  6. 2025
    Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
    UBS 44%J.P. Morgan 23%
    $5.3B
  7. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  8. 2324
    East CapitalStockholm, Sweden · 12,062 clientsPrivate fund adviser
    Citi 100%
    $4.3B
  9. 2342
    Scharf Investments, LLCLOS Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  10. 2401
    NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
    Citi 76%BNY 24%
    $4.1B
  11. 2599
    Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsWealth managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    Merrill / Bank of America 49%Northern Trust 43%
    $3.5B
  12. 2707
    Meyer Handelman Company LLCRYE Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  13. 2728
    EPG IncorporatedFramingham, MA · 72 clientsAsset manager
    Citi 100%
    $3.2B
  14. 2894
    Keywise Capital Management (HK) LimitedHong Kong, Hong Kong · 11 clientsAsset manager
    Citi 100%
    $2.9B
  15. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  16. 3082
    Quad Investment Management Corp.Seoul, Yeongdeungpo-Gu, Korea, South · 67 clientsAsset manager
    Citi 100%
    $2.6B
  17. 3199
    C-Iii Investment Management LLCNew York, NY · 9 clientsPrivate fund adviserHybridAnubis Securities LLC
    Citi 100%
    $2.5B
  18. 3251
    Corecommodity Management, LLCStamford, CT · 16 clientsAsset managerHybrid
    Citi 100%
    $2.4B
  19. 3277
    Ratson Advisory LLCNew York, NY · 1 clientsAsset manager
    BNY 53%Citi 47%
    $2.4B
  20. 3417
    APS Asset Management PTE LTDSingapore, Singapore · 6 clientsAsset manager
    Citi 100%
    $2.2B
  21. 3441
    Valuequest Investment Advisors Private LTDMumbai, India · 1,892 clientsAsset manager
    Citi 66%
    $2.2B
  22. 3458
    Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clientsWealth manager
    Schwab 62%Citi 38%
    $2.2B
  23. 3462
    Bell Asset Management LimitedMelbourne, Australia · 14 clientsBroker-dealer firmAffiliated broker-dealerBell Financial Group LTD, Bell Potter Securities (US) LLC
    Citi 45%State Street 22%
    $2.2B
  24. 3485
    Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsWealth managerHybrid
    Schwab 88%
    $2.1B
  25. 3494
    Kintegral Advisory, LLCNew York, NY · 15 clientsPrivate fund adviser
    Citi 100%
    $2.1B
  26. 3505
    Sparx Asset Management Korea Co., LTD.Seoul, Korea, South · 6 clientsAsset manager
    Citi 100%
    $2.1B
  27. 3538
    Squadra Investments - Gestao De Recursos Ltda.RIO De Janeiro, Brazil · 9 clientsPrivate fund adviser
    Citi 74%BNY 26%
    $2.1B
  28. 3910
    Quantum Advisors Private LimitedMumbai, India · 3 clientsAsset manager
    Citi 100%
    $1.8B
  29. 4038
    Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
    J.P. Morgan 50%UBS 36%
    $1.7B
  30. 4052
    Park Presidio Capital LLCSAN Francisco, CA · 6 clientsPrivate fund adviser
    Citi 66%Morgan Stanley 34%
    $1.6B
  31. 4199
    Graticule Asset Management Asia PTE. LTD.Singapore, Singapore · 5 clientsAsset manager
    Citi 100%
    $1.5B
  32. 4206
    Graticule Asia Macro Advisors LLCSingapore, Singapore · 9 clientsAsset manager
    Citi 100%
    $1.5B
  33. 4263
    Santa Lucia Asset Management PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserHybrid
    Citi 100%
    $1.5B
  34. 4264
    Stony Point CapitalNew York, NY · 5 clientsAsset manager
    Morgan Stanley 58%Citi 42%
    $1.5B
  35. 4336
    BrooklandsLondon, United Kingdom · 24 clientsPrivate fund adviser
    Citi 100%
    $1.5B
  36. 4388
    Paradice Investment Management LLCSydney, Australia · 6 clientsAsset manager
    Citi 76%J.P. Morgan 24%
    $1.4B
  37. 4514
    DiaphanumMadrid, Spain · 28 clientsWealth manager
    UBS 34%Grupo Bursatil Mexicano - GBM 30%
    $1.4B
  38. 4642
    Snowwater Investment Partners, LLC55 clientsWealth managerHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  39. 4751
    Vergent Asset ManagementLondon, United Kingdom · 2 clientsAsset managerHybrid
    HSBC Saudi Arabia 41%Citi 39%
    $1.2B
  40. 4834
    Ivyrock Asset Management (HK) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    Citi 100%
    $1.2B

RIAs by state