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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. 4856
    Breakout Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    Citi 75%J.P. Morgan 25%
    $1.2B
  2. 4967
    Ab2 Capital Partners LLCHollywood, FLWealth manager
    Citi 51%J.P. Morgan 31%
    $1.1B
  3. 4996
    Carlyle Aviation Securities Partners LLCMiami, FL · 1 clientsAsset managerAffiliated broker-dealerTCG Capital Markets L.L.C.
    Citi 100%
    $1.1B
  4. 5625
    Castlekeep Investment AdvisorsWestport, CT · 148 clientsAsset manager
    Citi 56%J.P. Morgan 25%
    $921M
  5. 5686
    South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
    Deutsche Bank Trust Company Americas 35%Schwab 32%
    $906M
  6. 5707
    First Turn Management, LLCSolana Beach, CA · 4 clientsAsset manager
    Citi 90%
    $900M
  7. 5939
    Ancient Management LP D/b/a AncientNew York, NY · 3 clientsPrivate fund adviser
    Citi 100%
    $839M
  8. 6045
    Navi Intl-Administradora E Gestora De Recursos Financeiros Ltda.SAO Paulo, Brazil · 1 clientsAsset manager
    Citi 100%
    $810M
  9. 6385
    Fractal Investments LLC3 clientsAsset manager
    BNY 62%Citi 38%
    $735M
  10. 6467
    Pascal Investment Advisers SANyon, Switzerland · 5 clientsAsset manager
    Citi 100%
    $717M
  11. 6594
    Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
    Citi 61%Pershing 39%
    $691M
  12. 6595
    Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsWealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
    J.P. Morgan 42%Morgan Stanley 30%Citi 28%
    $691M
  13. 6717
    Capeview Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 27%Citi 24%LGT Bank LTD. 24%
    $668M
  14. 6907
    Karma Capital Advisors PVT LTD.Mumbai, Maharashtra, India · 206 clientsAsset manager
    Citi 92%
    $633M
  15. 7085
    Long Walk Management LP3 clientsPrivate fund adviser
    Citi 100%
    $604M
  16. 7465
    Rays Capital Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    UOB KAY Hian (hong Kong) Limited 47%Citi 42%
    $547M
  17. 7561
    Morse Asset Management, Inc.Darien, CT · 198 clientsWealth manager
    Schwab 48%Citi 31%
    $534M
  18. 7708
    Gavilan Investment Partners LLCBurlingame, CA · 2 clientsAsset manager
    Citi 100%
    $515M
  19. 7729
    Cypress Point Investment Management LPMill Valley, CA · 4 clientsAsset manager
    Citi 76%Morgan Stanley 24%
    $512M
  20. 7768
    Stratis Capital, LLCDarien, CT · 1 clientsWealth manager
    Goldman Sachs 86%
    $508M
  21. 7822
    LRZ Capital LLCMiami, FL · 4 clientsPrivate fund adviser
    Citi 100%
    $501M
  22. 7973
    Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
    J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
    $483M
  23. 8163
    Saybrook Fund Advisors, LLCSanta Monica, CA · 7 clientsPrivate fund adviser
    Citi 88%
    $461M
  24. 8382
    Osterweis Capital ManagementSAN Francisco, CA · 34 clientsWealth managerHybrid
    Citi 73%Schwab 27%
    $439M
  25. 8568
    Hollander Asset Management LLCMiami, FL · 8 clientsWealth managerPublic-company owned
    Citi 100%
    $420M
  26. 8774
    AS Avaron Asset ManagementTallinn, Estonia · 4 clientsAsset manager
    Swedbank AS 55%Caceis 33%
    $402M
  27. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  28. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  29. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  30. 11620
    Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
    J.P. Morgan 61%Citi 23%
    $226M
  31. 12588
    Picea Capital LLCMiami, FL · 15 clientsWealth manager
    J.P. Morgan 46%Citi 46%
    $187M
  32. 12623
    Doheny Asset Management, L.L.C.LOS Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  33. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  34. 12656
    Cypress Point Capital Management, LLC8 clientsAsset manager
    Citi 100%
    $184M
  35. 12786
    Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 83%
    $180M
  36. 12999
    Walnut Private Equity Partners, LLCOmaha, NE · 2 clientsWealth manager
    BNY 93%
    $173M
  37. 14751
    Stoic Point Capital Management LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    Citi 96%
    $119M
  38. 14986
    Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
    Morgan Stanley 42%Citi 22%
    $113M
  39. 15129
    Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
    Northern Trust 78%Citi 22%
    $109M
  40. 15264
    Ormonde Investment Management, LLCDallas, TX · 3 clientsWealth manager
    Goldman Sachs 67%Citi 33%
    $105M

RIAs by state