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

11 firms manage $17 billionStifel, Nicolaus & Company, Incorporated

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. 1745
    Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWealth managerWrap sponsor
    Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
    $6.7B
  2. 2420
    Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
    State Street 84%
    $4.0B
  3. 3018
    Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  4. 3598
    Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsWealth managerBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $2.0B
  5. 7331
    First Fiduciary Investment Counsel IncCleveland, OH · 276 clientsWealth manager
    Schwab 68%
    $566M
  6. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M
  7. 11744
    Equitycompass Investment Management, LLCBaltimore, MD · 163 clientsWealth managerBank-affiliatedHybridEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $221M
  8. 13735
    Tsai Capital Corporation52 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
    $148M
  9. 15372
    Onewelth IncNew York, NY · 7 clientsAsset manager
    Stifel, Nicolaus & Company, Incorporated 52%Two Ocean Trust 48%
    $102M
  10. 15658
    O Asset Management LLCFairport, NY · 2 clientsWealth manager
    Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
    $76M
  11. 15853
    JC Miano Investment Advisory ServiceUtica, NY · 51 clientsWealth manager
    Morgan Stanley 63%Stifel, Nicolaus & Company, Incorporated 37%
    $55M

RIAs by state