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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

7 firms manage $62 billionOppenheimer & Co.

Open in the Atlas screener

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  1. 555
    Oppenheimer & Co. Inc.New York, NY · 39,036 clientsBroker-dealer firmHybridOppenheimer Europe LTD, Oppenheimer Investments Asia Limited
    Oppenheimer & Co. 100%
    $37B
  2. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsWealth managerPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  3. 2641
    Cohen Klingenstein, LLCNew York, NY · 112 clientsPrivate fund adviser
    Oppenheimer & Co. 100%
    $3.4B
  4. 8926
    JJP Capital Management, Inc.Columbia, MO · 67 clientsWealth manager
    Morgan Stanley 95%
    $390M
  5. 10172
    CIC, LLCMarco Island, FL · 1 clientsAsset manager
    Oppenheimer & Co. 100%
    $300M
  6. 12228
    Radix Organization, Inc.New York, NY · 95 clientsWealth manager
    Oppenheimer & Co. 100%
    $200M
  7. 12929
    Wall Street Investment Management, LLCAsset manager
    J.P. Morgan 39%Interactive Brokers 34%
    $175M

RIAs by state