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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

7 firms manage $3.1 billionFNZ Trust

Open in the Atlas screener

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  1. 5638
    Charles Pratt & Company, L.L.C.New York, NY · 315 clientsWealth manager
    FNZ Trust 97%
    $916M
  2. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  3. 6490
    Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
    Fidelity 66%
    $712M
  4. 9312
    AIS Capital Management L.P.Wilton, CT · 44 clientsPrivate fund adviser
    FNZ Trust 100%
    $358M
  5. 12778
    Kestrel Investment Management CorpSAN Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  6. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M
  7. 14859
    Delphi Management Inc26 clientsWealth manager
    FNZ Trust 66%
    $117M

RIAs by state