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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM 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 next
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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

4 firms manage $43 billionHSBC Bank USA

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. 565
    Stone Ridge Asset Management LLCNew York, NY · 72 clientsAsset managerHybridOne Vanderbilt Securities LLC
    HSBC Bank USA 100%
    $36B
  2. 2472
    HSBC Securities (USA) Inc.New York, NY · 12,108 clientsBroker-dealer firmHybrid
    Pershing 69%HSBC Bank USA 31%
    $3.8B
  3. 2898
    Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
    Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
    $2.9B
  4. 9960
    Parkview US LLCNew York, NY · 18 clientsWealth manager
    HSBC Bank USA 61%Merrill / Bank of America 26%
    $312M

RIAs by state