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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 $18 billionNational Bank Independent Network

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. 2158
    Cardinal Point Wealth ManagementToronto, ON, Canada · 2,387 clientsWealth managerAffiliated broker-dealer
    National Bank Independent Network 49%
    $4.8B
  2. 2160
    Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
    Cidel Trust Company Canada 70%
    $4.8B
  3. 2674
    Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsWealth managerBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
    National Bank Independent Network 90%
    $3.3B
  4. 3911
    GFI Investment CounselToronto, Ontario, Canada · 1,059 clientsAsset managerAffiliated broker-dealerNational Bank Independent Network
    National Bank Independent Network 100%
    $1.8B
  5. 6029
    Lorne Steinberg Wealth Management Inc.Montreal, Quebec, Canada · 1,047 clientsWealth manager
    National Bank Independent Network 100%
    $814M
  6. 6520
    Rempart Asset ManagementMontreal, Quebec, Canada · 467 clientsWealth manager
    National Bank Independent Network 82%
    $705M
  7. 9148
    Ravenstone Capital Management Inc.Toronto, Ontario, Canada · 567 clientsAsset manager
    National Bank Independent Network 100%
    $371M
  8. 9411
    Turn8 Private Wealth Inc.Pointe Claire, Canada · 293 clientsPrivate fund adviser
    National Bank Independent Network 88%
    $350M
  9. 9665
    Laurus Global Equity Management Inc.Toronto, Canada · 23 clientsAsset manager
    National Bank Independent Network 100%
    $333M
  10. 10148
    Transition Financial Advisors Group, LLC149 clientsWealth manager
    Schwab 76%National Bank Independent Network 24%
    $301M
  11. 15596
    Seven Hills Capital Corp.Toronto, Ontario, Canada · 238 clientsWealth manager
    National Bank Independent Network 100%
    $84M
  12. 15763
    MCA Cross Border Capital Inc.Montréal, Canada · 92 clientsWealth manager
    National Bank Independent Network 72%Schwab 28%
    $65M

RIAs by state