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Est. 2026The front page of wealth managementNew York

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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

12 firms manage $753 billionHSBC Bank PLC

Open in the Atlas screener

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  1. 085
    American Century Investment Management IncKansas City, MO · 716 clientsAsset managerHybridAmerican Century Investment Services, Inc.
    State Street 52%
    $306B
  2. 139
    Invesco Asset Management LTD.Henley-On-Thames, United Kingdom · 206 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Northern Trust 30%HSBC Bank PLC 23%
    $188B
  3. 213
    Ninety One UK LimitedLondon, United Kingdom · 239 clientsAsset manager
    State Street 37%J.P. Morgan 23%HSBC Bank PLC 23%
    $130B
  4. 440
    Invesco Management S.A.Luxembourg, Luxembourg · 95 clientsAsset managerAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    HSBC Bank PLC 61%J.P. Morgan 39%
    $49B
  5. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  6. 1069
    M&g Investments (USA) Inc.Chicago, ILAsset manager
    HSBC Bank PLC 97%
    $14B
  7. 1071
    Infrared Capital Partners LimitedLondon, United Kingdom · 40 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    HSBC Bank PLC 100%
    $14B
  8. 1263
    Parvus Asset Management Jersey Limited16 clientsPrivate fund adviser
    HSBC Bank PLC 84%
    $11B
  9. 2108
    Gulf International Bank (UK) LimitedLondon, United Kingdom · 6 clientsAsset managerAffiliated broker-dealerGIB Capital
    HSBC Bank PLC 100%
    $5.0B
  10. 2312
    360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    J.P. Morgan 25%Orbis Financial Corporation Limited 23%
    $4.3B
  11. 3296
    Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
    HSBC Bank PLC 47%J.P. Morgan 33%
    $2.4B
  12. 3346
    T. Rowe Price Singapore Private LTDSingapore, Singapore · 12 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    HSBC Bank PLC 60%
    $2.3B

RIAs by state