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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

8 firms manage $99 billionHSBC

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. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  2. 724
    Impax Asset Management, LTD.London, United Kingdom · 686 clientsPrivate fund adviser
    BNP Paribas S.A. 29%HSBC 22%
    $26B
  3. 1249
    Longview Partners (guernsey) LimitedSt. Peter Port, Guernsey · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  4. 1999
    Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
    J.P. Morgan 81%
    $5.4B
  5. 2540
    360 One Portfolio Managers LimitedMumbai, India · 2,096 clientsWealth managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    Hdfc Bank 94%
    $3.6B
  6. 2956
    Western Asset Management Company PTE LTDSingapore, Singapore · 10 clientsAsset managerAffiliated broker-dealer
    State Street 73%HSBC 27%
    $2.8B
  7. 3409
    Arbion LimitedLondon, United Kingdom · 151 clientsWealth manager
    HSBC 69%Credit Suisse 31%
    $2.2B
  8. 8866
    Aegon Real Assets USCedar Rapids, IA · 14 clientsAsset managerHybrid
    HSBC 63%M&t Bank 26%
    $394M

RIAs by state