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WM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 risk
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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

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  1. 15290
    AG Global Advisors LLC13 clientsWealth manager
    Citi 51%Pictet 33%
    $105M
  2. 15424
    Ferghana Investment Partners, LPNew York, NY · 1 clientsAsset manager
    Citi 100%
    $100M
  3. 15612
    Ivesta CorpNew York, NY · 1 clientsAsset manager
    Societe Generale Luxembourg 55%BGL BNP Paribas 28%
    $82M
  4. 15618
    Betteredge Capital LLCNew York, NYAsset manager
    Citi 100%
    $81M
  5. 15644
    Center Lake Capital Management, LLCWest Palm Beach, FL · 3 clientsAsset manager
    Citi 100%
    $78M
  6. 16248
    Caterer Goodman Partners LTD68 clientsWealth manager
    Interactive Brokers 62%Citi 26%
    $15M

RIAs by state