Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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

6 firms manage $127 billionRoyal Bank of Canada (channel Islands Limited

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. 246
    Lighthouse Investment Partners, LLCPalm Beach Gardens, FL · 139 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands Limited 100%
    $107B
  2. 1223
    Entrust Global Partners LLCNew York, NY · 90 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands) Limited 99%
    $12B
  3. 2757
    S.W. Mitchell Capital LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    J.P. Morgan 54%Royal Bank of Canada (channel Islands) Limited 46%
    $3.1B
  4. 3617
    Spyglass Capital Management, LLCGreenbrae, CA · 71 clientsAsset managerHybrid
    Schwab 56%Northern Trust 30%
    $2.0B
  5. 4087
    Islandbridge Capital LimitedLondon, Greater London, United Kingdom · 22 clientsWealth manager
    Royal Bank of Canada (channel Islands) Limited 100%
    $1.6B
  6. 4446
    Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsWealth managerBank-affiliated
    Royal Bank of Canada (channel Islands) Limited 87%
    $1.4B

RIAs by state