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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.

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5 firms manage $19 billionDeutsche Bank

Open in the Atlas screener

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  1. 1494
    Hamlin Capital Management, LLCNew York, NY · 1,924 clientsAsset manager
    National Financial Services 32%Schwab 27%Deutsche Bank 23%
    $8.7B
  2. 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
  3. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  4. 13067
    Seamans Capital Management, LLCWaltham, MA · 44 clientsPrivate fund adviser
    Deutsche Bank 100%
    $171M
  5. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M

RIAs by state