Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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

8 firms manage $215 billionComputershare Trust Company

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. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  2. 373
    Bayview Asset Management, LLCCoral Gables, FL · 57 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $64B
  3. 695
    The Palisades Group, LLCAustin, TX · 5 clientsAsset manager
    Computershare Trust Company 100%
    $28B
  4. 1666
    Invictus Capital PartnersWashington, DC · 29 clientsAsset manager
    Computershare Trust Company 100%
    $7.2B
  5. 1758
    NXT Capital Investment Advisers, LLCChicago, IL · 22 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    Computershare Trust Company 72%State Street 28%
    $6.6B
  6. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  7. 2710
    LBC Credit PartnersRadnor, PA · 16 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $3.2B
  8. 11603
    Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
    Computershare Trust Company 44%Pershing 35%
    $227M

RIAs by state