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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

149 firms manage $1.1 trillionRBC

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. 136
    Mackenzie InvestmentsToronto, Ontario, Canada · 484 clientsBroker-dealer firmHybridIG Wealth Management Inc., IPC Investment Corporation
    CIBC Mellon 98%
    $195B
  2. 167
    CIBC Global Asset ManagementToronto, ON, Canada · 10,439 clientsPrivate fund adviserAffiliated broker-dealer'firstcaribbean International Trust Company (bahamas) Limited, CIBC Bank and Trust Company (cayman) Limited
    CIBC Mellon Trust 87%
    $163B
  3. 282
    Blackstone Alternative Asset Management L.P.New York, NY · 181 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Northern Trust 39%Citco Canada 35%RBC 25%
    $92B
  4. 297
    Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada · 207 clientsAsset managerHybrid
    State Street 45%RBC 33%
    $86B
  5. 404
    Thornburg Investment Management IncSanta FE, NM · 635 clientsAsset managerHybridThornburg Investment Management (asia) LTD, Thornburg Securities LLC
    Sumitomo Mitsui Trust (hong Kong) Limited 35%RBC 34%
    $54B
  6. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  7. 448
    Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWealth managerWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    RBC 100%
    $48B
  8. 458
    Canso Investment Counsel LTD.Richmond Hill, Ontario, Canada · 105 clientsBroker-dealer firmAffiliated broker-dealerJesselton Capital Management Inc., Lysander Funds Limited
    State Street 41%CIBC Mellon 34%RBC 25%
    $47B
  9. 472
    Meag New York CorporationNew York, NY · 47 clientsAsset manager
    State Street 76%RBC 24%
    $45B
  10. 568
    Beutel, Goodman & Company LTD.Toronto, ONT., Canada · 1,847 clientsAsset managerAffiliated broker-dealer
    RBC 65%CIBC Mellon 35%
    $36B
  11. 674
    Addenda CapitalMontreal, Quebec, Canada · 336 clientsAsset managerAffiliated broker-dealerCo-Operators Financial Investment Services Inc.
    CIBC Mellon Trust 85%
    $29B
  12. 894
    Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
    RBC 77%Northern Trust 23%
    $19B
  13. 906
    Letko, Brosseau & Associates Inc.Montreal, Quebec, Canada · 2,186 clientsAsset manager
    RBC 73%CIBC Mellon 27%
    $19B
  14. 1050
    CI Global Investments Inc.Oakland, CA · 27 clientsPrivate fund adviserAffiliated broker-dealerCI Investments Inc.
    RBC 100%
    $15B
  15. 1118
    Comgest Asset Management International LimitedDublin 2, Ireland · 19 clientsPrivate fund adviser
    BNP Paribas 38%RBC 32%BNY 31%
    $14B
  16. 1308
    Guardian Capital LPToronto, Ontario, Canada · 143 clientsPrivate fund adviserAffiliated broker-dealerWorldsource Wealth Management Inc.
    CIBC Mellon Trust 74%RBC 26%
    $11B
  17. 1322
    Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
    Fidelity Management Trust 48%RBC 31%
    $10B
  18. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  19. 1452
    Aviva Investors Canada Inc.Toronto, Ontario, Canada · 18 clientsAsset manager
    RBC 92%
    $9.2B
  20. 1553
    Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
    RBC 59%State Street 29%
    $8.1B
  21. 1577
    ICG Advisors, LLCLOS Angeles, CA · 70 clientsWealth manager
    RBC 100%
    $7.9B
  22. 1584
    RBC Private Counsel (USA) Inc.Toronto, ON, Canada · 5,967 clientsWealth managerBank-affiliatedHybridPhillips, Hager & North Investment Funds LTD., RBC Capital Markets, LLC
    RBC 91%
    $7.9B
  23. 1601
    Hillsdale Investment Management Inc.Toronto, Canada · 227 clientsPrivate fund adviser
    State Street 52%RBC 48%
    $7.8B
  24. 1675
    Tweedy, Browne Company LLCStamford, CT · 222 clientsAsset managerHybridAMG Distributors, Inc.
    RBC 45%Pershing 43%
    $7.1B
  25. 1679
    Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
    CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
    $7.1B
  26. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  27. 1795
    AndersenMcLean, VA · 612 clientsWealth managerPublic-company owned
    Schwab 82%
    $6.3B
  28. 1796
    Global Alpha Capital Management LTD.Montreal, QC, Canada · 137 clientsAsset managerHybrid
    Desjardins 24%
    $6.3B
  29. 1871
    Reaves Asset ManagementJersey City, NJ · 283 clientsAsset managerHybrid
    Pershing 55%RBC 45%
    $5.9B
  30. 1892
    NS Partners LTDLondon, United Kingdom · 20 clientsAsset managerHybrid
    RBC 80%
    $5.9B
  31. 2204
    Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsWealth managerHybridDfpg Investments, LLC, Wade Read Capital, LLC
    Schwab 52%Fidelity 48%
    $4.6B
  32. 2388
    Diversify Wealth Management, LLCSouth Jordan, UT · 4,857 clientsWealth managerHybridDfpg Investments, LLC
    Schwab 57%Fidelity 43%
    $4.1B
  33. 2414
    Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsWealth managerAffiliated broker-dealer
    Schwab 55%RBC 33%
    $4.0B
  34. 2417
    Corecap AdvisorsSouthfield, MI · 9,677 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Schwab 99%
    $4.0B
  35. 2457
    Alamo Advisors, LPSAN Antonio, TX · 242 clientsWealth manager
    RBC 83%
    $3.9B
  36. 2486
    Kingswood Wealth Advisors, LLCSAN Diego, CA · 11,425 clientsWealth managerHybridKingswood Capital Partners, LLC
    Schwab 51%Raymond James 41%
    $3.8B
  37. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  38. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
    Fidelity 99%
    $2.6B
  39. 3114
    International Assets Investment Management, LLCOrlando, FL · 5,961 clientsWealth managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    RBC 100%
    $2.6B
  40. 3203
    Oxbow Advisors, LLCAustin, TX · 744 clientsWealth managerHybridHerndon Plant Oakley LTD
    Schwab 72%RBC 28%
    $2.5B

RIAs by state