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

4 firms manage $802 billionSanford C. Bernstein & Co.

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. 030
    Alliancebernstein L.P.Nashville, TN · 30,285 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    Sanford C. Bernstein & Co. 53%J.P. Morgan 47%
    $763B
  2. 716
    Summit Rock Advisors, LPNew York, NY · 72 clientsPrivate fund adviser
    Sanford C. Bernstein & Co. 51%Schwab 49%
    $26B
  3. 1259
    AB Private Credit Investors LLCAustin, TX · 30 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Sanford C. Bernstein & Co. 100%
    $11B
  4. 4816
    Sanford C. Bernstein & Co., LLCNashville, TN · 112 clientsBroker-dealer firmAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Canadian Imperial Bank of Commerce 77%Sanford C. Bernstein & Co. 23%
    $1.2B

RIAs by state