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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
    Fidelity 64%
    $1.0B
  2. 5686
    South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
    Deutsche Bank Trust Company Americas 35%Schwab 32%
    $906M
  3. 5998
    Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 96%
    $822M
  4. 6020
    Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
    J.P. Morgan 91%
    $818M
  5. 6154
    Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
    Schwab 44%Fidelity 42%
    $787M
  6. 6161
    Enhanced Capital Partners, LLCNew Orleans, LA · 37 clientsPrivate fund adviserAffiliated broker-dealer
    Capital One Bank 100%
    $786M
  7. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  8. 6371
    Arrow Capital PTY LTDSydney NSW, Australia · 10 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $740M
  9. 6575
    Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
    Morgan Stanley 92%
    $694M
  10. 6702
    ABS Legacy Partners, LLCHickory, NC · 36 clientsWealth manager
    Merrill / Bank of America 86%
    $671M
  11. 6949
    Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
    Goldman Sachs 73%Merrill / Bank of America 27%
    $625M
  12. 7084
    Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
    Merrill / Bank of America 44%Morgan Stanley 35%
    $604M
  13. 7246
    Tabor Asset Management, LPNew York, NY · 8 clientsAsset manager
    Merrill / Bank of America 51%Jefferies 29%
    $577M
  14. 7435
    Northern Right Capital Management, L.P.Darien, CT · 4 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $553M
  15. 7459
    Cable CAR Capital, LPSAN Francisco, CA · 4 clientsPrivate fund adviser
    Schwab 90%
    $548M
  16. 7716
    Allocator Solutions, LLCSt Louis, MO · 1 clientsAsset manager
    Northern Trust 44%Merrill / Bank of America 41%
    $514M
  17. 7748
    Mana Advisors LLCNew York, NY · 4 clientsAsset manager
    Morgan Stanley 94%
    $509M
  18. 7916
    Montgomery Investment Management IncRockville, MD · 108 clientsWealth managerHybrid
    Schwab 71%Merrill / Bank of America 29%
    $490M
  19. 7973
    Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
    J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
    $483M
  20. 8211
    Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
    Schwab 57%Merrill / Bank of America 22%
    $456M
  21. 8214
    Cove Private Wealth, LLCOyster Bay, NY · 95 clientsWealth manager
    Goldman Sachs 89%
    $455M
  22. 8228
    Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
    Schwab 87%
    $454M
  23. 8252
    Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
    Merrill / Bank of America 100%
    $451M
  24. 8353
    MeridianaCoral Gables, FL · 10 clientsWealth manager
    Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
    $442M
  25. 8567
    Point Bridge Capital, LLCFort Worth, TX · 37 clientsWealth manager
    Merrill / Bank of America 71%Pershing 29%
    $420M
  26. 8634
    Gold Coast Wealth Management, LLCJericho, NY · 157 clientsWealth managerHybrid
    Schwab 63%Merrill / Bank of America 32%
    $414M
  27. 8772
    O'neil Global Advisors, Inc.LOS Angeles, CA · 11 clientsAsset managerHybridO'neil Securities Incorporated
    Interactive Brokers 82%
    $402M
  28. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  29. 8885
    Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
    Schwab 81%
    $393M
  30. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  31. 9342
    Argyle Capital Management, LLCCenter Valley, PA · 65 clientsWealth manager
    Schwab 70%Merrill / Bank of America 30%
    $356M
  32. 9368
    Catenary Alternatives Asset Management, LLCMiami, FL · 4 clientsAsset manager
    Morgan Stanley 52%Goldman Sachs 30%
    $353M
  33. 9510
    Legacy Beyond Wealth LLC14 clientsAsset manager
    Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
    $342M
  34. 9729
    Game Creek Capital, LPBoston, MA · 14 clientsPrivate fund adviser
    Fiduciary Trust 73%
    $329M
  35. 9735
    Kenney Investments IncNorthfield, IL · 34 clientsWealth manager
    Schwab 69%Merrill / Bank of America 31%
    $328M
  36. 9815
    Reik & Co., LLC60 clientsWealth manager
    Morgan Stanley 86%
    $322M
  37. 9830
    Minerva Advisors LLCBala Cynwyd, PA · 7 clientsPrivate fund adviser
    RBC 68%Merrill / Bank of America 22%
    $321M
  38. 9917
    Garrison Point Capital, LLCSAN Francisco, CA · 16 clientsAsset manager
    RBC 49%
    $316M
  39. 9959
    Lagoda Investment Management, L.P.New York, NY · 48 clientsWealth managerPublic-company owned
    Morgan Stanley 41%Fiduciary Trust 40%
    $313M
  40. 9960
    Parkview US LLCNew York, NY · 18 clientsWealth manager
    HSBC Bank USA 61%Merrill / Bank of America 26%
    $312M

RIAs by state