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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

163 firms manage $5.8 trillionMerrill / Bank of America

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. 1789
    Tetragon Partners L.P.New York, NY · 47 clientsPrivate fund adviser
    UBS 72%Merrill / Bank of America 28%
    $6.4B
  2. 1804
    Landmark Management, LLCNew York, NY · 11 clientsAsset manager
    Merrill / Bank of America 100%
    $6.3B
  3. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  4. 2001
    Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
    Goldman Sachs 54%Merrill / Bank of America 29%
    $5.4B
  5. 2033
    Standard Investments LLCNew York, NY · 14 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $5.2B
  6. 2126
    Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
    State Street 41%Merrill / Bank of America 38%
    $4.9B
  7. 2163
    Contrarian Capital Management LLCGreenwich, CT · 24 clientsPrivate fund adviser
    J.P. Morgan 79%
    $4.8B
  8. 2213
    Summit Partners Public Asset Management, LLCBoston, MA · 13 clientsPrivate fund adviser
    Merrill / Bank of America 52%Morgan Stanley 48%
    $4.6B
  9. 2235
    Corvex Management LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 68%Merrill / Bank of America 32%
    $4.6B
  10. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  11. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B
  12. 2444
    Clinton Investment Management, LLCStamford, CT · 2,146 clientsWealth managerWrap sponsor
    Merrill / Bank of America 59%Morgan Stanley 41%
    $3.9B
  13. 2599
    Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsWealth managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    Merrill / Bank of America 49%Northern Trust 43%
    $3.5B
  14. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  15. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B
  16. 3238
    Bleichroeder LPNew York, NY · 57 clientsAsset manager
    Merrill / Bank of America 100%
    $2.4B
  17. 3345
    RSW InvestmentsSummit, NJ · 1,412 clientsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
    Morgan Stanley 41%UBS 31%
    $2.3B
  18. 3428
    Oakmont CorporationLOS Angeles, CA · 81 clientsWealth manager
    Merrill / Bank of America 100%
    $2.2B
  19. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  20. 3518
    American Capital Management IncNew York, NY · 333 clientsAsset managerHybrid
    Merrill / Bank of America 100%
    $2.1B
  21. 3593
    Callodine Capital ManagementBoston, MA · 15 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    Jefferies 85%
    $2.0B
  22. 3696
    Alliance Partners LLCChevy Chase, MD · 104 clientsAsset manager
    Merrill / Bank of America 100%
    $1.9B
  23. 3707
    Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 41%Goldman Sachs 40%
    $1.9B
  24. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
    Schwab 79%
    $1.9B
  25. 3765
    Broad Bay Capital Management LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 38%Merrill / Bank of America 34%Goldman Sachs 28%
    $1.9B
  26. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  27. 4025
    Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
    Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
    $1.7B
  28. 4282
    Wallace Capital Management, Inc.Dallas, TX · 487 clientsWealth manager
    Fidelity 91%
    $1.5B
  29. 4312
    GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
    Northern Trust 58%Merrill / Bank of America 26%
    $1.5B
  30. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  31. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  32. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
    Schwab 85%
    $1.4B
  33. 4623
    Savoie Capital LLCChicago, IL · 12 clientsWealth manager
    Schwab 46%Merrill / Bank of America 45%
    $1.3B
  34. 4642
    Snowwater Investment Partners, LLC55 clientsWealth managerHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  35. 4662
    Zentific Investment Management LimitedHong Kong, Hong Kong · 6 clientsAsset manager
    J.P. Morgan 35%UBS 22%
    $1.3B
  36. 4669
    Nishkama Capital LLC11 clientsPrivate fund adviser
    Morgan Stanley 77%Merrill / Bank of America 23%
    $1.3B
  37. 4675
    New Legacy Group, LLCNew York, NY · 38 clientsPrivate fund adviserHybrid
    Merrill / Bank of America 100%
    $1.3B
  38. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  39. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  40. 5263
    Violich Capital ManagementMill Valley, CA · 116 clientsWealth manager
    Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
    $1.0B

RIAs by state