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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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 $8.3 billionSafra Securities

Open in the Atlas screener

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  1. 1813
    J. Safra Asset Management CorporationNew York City, NY · 3,443 clientsWealth managerBank-affiliatedHybridSafra Securities LLC
    BNY 79%
    $6.3B
  2. 5189
    Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
    J.P. Morgan 99%
    $1.1B
  3. 7288
    Loom Capital Management LLCNew York, NY · 27 clientsAsset manager
    Bank J. Safra Sarasin (bahamas) LTD. 67%
    $571M
  4. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  5. 13997
    Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
    Safra Securities 44%
    $141M
  6. 15758
    Rosci Lamb, LLCNew York, NY · 15 clientsAsset manager
    Schwab 59%Ramsey Crookall 28%
    $65M

RIAs by state