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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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

8 firms manage $360 billionU.S. Bancorp

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. 169
    NB Alternatives Advisers LLCDallas, TX · 379 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Merrill / Bank of America 84%
    $160B
  2. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  3. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  4. 1424
    Hood River Capital Management LLCPalm Beach Gardens, FL · 56 clientsAsset managerHybrid
    U.S. Bancorp 100%
    $9.5B
  5. 1948
    Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
    U.S. Bancorp 62%
    $5.6B
  6. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  7. 6212
    Stoneridge PMG Advisors, LLCRadnor, PA · 18 clientsAsset manager
    TD Bank USA, National Association 73%
    $774M
  8. 10625
    1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
    U.S. Bancorp 69%BNY 31%
    $275M

RIAs by state