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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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

236 firms manage $4.3 trillionGoldman Sachs

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. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
    Goldman Sachs 85%
    $1.8B
  2. 3903
    Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 88%
    $1.8B
  3. 3915
    Caius Capital LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.8B
  4. 3917
    Caius Capital US LPNew York, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.7B
  5. 3969
    P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
    State Street 66%BNP Paribas 27%
    $1.7B
  6. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  7. 4025
    Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
    Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
    $1.7B
  8. 4028
    Philosophy Capital Management LLCAlamo, CA · 5 clientsPrivate fund adviser
    Goldman Sachs 82%
    $1.7B
  9. 4108
    Silverarc Capital Management, LLCBoston, MA · 4 clientsPrivate fund adviser
    Morgan Stanley 81%
    $1.6B
  10. 4112
    Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
    BNY 63%
    $1.6B
  11. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  12. 4147
    Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
    Fidelity 48%Schwab 29%
    $1.6B
  13. 4160
    Evertern Wealth, LLCNaples, FL · 233 clientsWealth managerHybrid
    Goldman Sachs 100%
    $1.6B
  14. 4170
    OT Research8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.6B
  15. 4173
    Gladstone ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Goldman Sachs 53%Morgan Stanley 26%
    $1.6B
  16. 4209
    Meteora Capital, LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    J.P. Morgan 64%Goldman Sachs 26%
    $1.5B
  17. 4310
    Sargent Investment GroupBethesda, MD · 407 clientsWealth manager
    Goldman Sachs 87%
    $1.5B
  18. 4329
    Dendur Capital LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.5B
  19. 4368
    Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 78%
    $1.4B
  20. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
    SEI 43%Schwab 41%
    $1.4B
  21. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  22. 4454
    Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $1.4B
  23. 4612
    Allie Family Office LLCMiami, FL · 51 clientsAsset manager
    J.P. Morgan 72%Goldman Sachs 28%
    $1.3B
  24. 4662
    Zentific Investment Management LimitedHong Kong, Hong Kong · 6 clientsAsset manager
    J.P. Morgan 35%UBS 22%
    $1.3B
  25. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  26. 4746
    Arbiter PartnersNew York, NY · 20 clientsPrivate fund adviser
    State Street 54%U.S. Bank 28%
    $1.3B
  27. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  28. 4982
    Mark Asset Management LPNew York, NY · 25 clientsAsset manager
    Goldman Sachs 42%J.P. Morgan 37%
    $1.1B
  29. 5046
    Founders Family OfficeMiami, FL · 8 clientsWealth manager
    J.P. Morgan 72%
    $1.1B
  30. 5111
    Meson Quantitative Management LLCSAN Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  31. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  32. 5231
    Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
    State Street 42%
    $1.1B
  33. 5291
    Decagon Asset Management LLPLondon, United Kingdom · 5 clientsAsset manager
    UBS 46%Goldman Sachs 35%
    $1.0B
  34. 5592
    Stablepoint Partners, LLCBraintree, MA · 561 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $930M
  35. 5620
    Legacy Wealth Advisors, LLCNorth Miami Beach, FL · 20 clientsWealth manager
    J.P. Morgan 30%Pershing 24%
    $923M
  36. 5655
    Beverly Hills Private Wealth, LLCBeverly Hills, CA · 250 clientsWealth manager
    Goldman Sachs 100%
    $912M
  37. 5687
    First Affirmative Financial Network LLCColorado Springs, CO · 2,327 clientsWealth managerWrap sponsor
    Schwab 52%Goldman Sachs 48%
    $905M
  38. 5743
    Optima Asset Management LPNew York, NY · 30 clientsPrivate fund adviserHybrid
    Goldman Sachs 100%
    $892M
  39. 5757
    Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
    Raymond James 43%Morgan Stanley 40%
    $889M
  40. 5786
    Lyonross Capital Management, LLCWhite Plains, NYWealth manager
    Royal Bank of Canada 90%
    $881M

RIAs by state