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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

19 firms manage $27 billionJefferies

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. 1305
    Baron Capital Management, Inc.New York, NY · 125 clientsPrivate fund adviserHybridBaron Capital Management UK Limited, Baron Capital, Inc.
    Wells Fargo 46%Jefferies 34%
    $11B
  2. 2161
    DME Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    Jefferies 100%
    $4.8B
  3. 3399
    Troluce Capital Advisors LLCDorado, PR · 7 clientsPrivate fund adviser
    Jefferies 100%
    $2.2B
  4. 3491
    Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
    Fidelity 86%
    $2.1B
  5. 3593
    Callodine Capital ManagementBoston, MA · 15 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    Jefferies 85%
    $2.0B
  6. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  7. 6286
    Summit Street Capital Management, LLCNew York, NY · 3 clientsAsset manager
    Jefferies 100%
    $757M
  8. 6709
    Alpine Saxon WoodsPurchase, NY · 158 clientsAsset manager
    RBC 82%
    $670M
  9. 7246
    Tabor Asset Management, LPNew York, NY · 8 clientsAsset manager
    Merrill / Bank of America 51%Jefferies 29%
    $577M
  10. 7656
    DG Capital Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    Jefferies 100%
    $522M
  11. 9830
    Minerva Advisors LLCBala Cynwyd, PA · 7 clientsPrivate fund adviser
    RBC 68%Merrill / Bank of America 22%
    $321M
  12. 11125
    Forest Hill Capital, LLCLittle Rock, AR · 5 clientsWealth manager
    Jefferies 100%
    $249M
  13. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  14. 12433
    Blueheel LLCDallas, TX · 4 clientsPrivate fund adviser
    Jefferies 60%Btig 22%
    $192M
  15. 12756
    Alpine Woods Capital Investors, LLCPurchase, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $181M
  16. 14092
    Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    Jefferies 86%
    $138M
  17. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  18. 15478
    SM InvestorsNew York, NY · 6 clientsPrivate fund adviser
    Jefferies 100%
    $95M
  19. 15816
    Wyser-Pratte Management Co., Inc.Bedford Hills, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $59M

RIAs by state