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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

6 firms manage $193 billionComputershare Corporate Trust

Open in the Atlas screener

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  1. 150
    GC Advisors LLCChicago, IL · 144 clientsPrivate fund adviserHybrid
    BNY 56%
    $178B
  2. 1786
    Nassau Global Credit LLCNew York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealer1851 Securities, Inc
    Computershare Corporate Trust 90%
    $6.4B
  3. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  4. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B
  5. 4492
    Fidelis Investors, LLCCranford, NJ · 7 clientsPrivate fund adviser
    Computershare Corporate Trust 100%
    $1.4B
  6. 4583
    Colchis Capital Management, L.P.11 clientsPrivate fund adviser
    Computershare Corporate Trust 95%
    $1.3B

RIAs by state