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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

5 firms manage $73 billionThe Bank of NY Mellon

Open in the Atlas screener

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  1. 560
    Shenkman Capital Management, Inc.New York, NY · 159 clientsAsset manager
    The Bank of NY Mellon 63%
    $37B
  2. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  3. 1641
    Lyrical Asset Management LPNew York, NY · 391 clientsAsset managerHybrid
    The Bank of NY Mellon 64%Northern Trust 36%
    $7.4B
  4. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B
  5. 2600
    1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
    The Bank of NY Mellon 74%
    $3.5B

RIAs by state