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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

159 firms manage $7.0 trillionUBS

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. 2440
    Atalanta Sosnoff Management, LLCNew York, NY · 597 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    Morgan Stanley 78%
    $3.9B
  2. 2483
    Miller Howard Investments IncKingston, NY · 2,034 clientsAsset managerHybrid
    Morgan Stanley 75%UBS 25%
    $3.8B
  3. 2592
    Equity Investment CorpAtlanta, GA · 6,761 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 54%UBS 46%
    $3.5B
  4. 2654
    Ducenta Squared Asset ManagementEL Segundo, CA · 457 clientsAsset manager
    State Street 48%
    $3.3B
  5. 2679
    Focused Investors LLCLOS Angeles, CA · 3 clientsAsset manager
    Northern Trust 53%UBS 47%
    $3.3B
  6. 2789
    Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
    U.S. Bank 58%UBS 23%
    $3.1B
  7. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  8. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  9. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  10. 2845
    NFJ Investment Group, LLCDallas, TX · 468 clientsAsset managerHybridVP Distributors LLC
    UBS 100%
    $3.0B
  11. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsWealth managerHybrid
    Morgan Stanley 79%
    $2.9B
  12. 2959
    CapitalspringNashville, TN · 15 clientsPrivate fund adviser
    UBS 100%
    $2.8B
  13. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  14. 3235
    Blackrock Asset Management Schweiz AGZurich, Switzerland · 4 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 63%UBS 37%
    $2.4B
  15. 3345
    RSW InvestmentsSummit, NJ · 1,412 clientsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
    Morgan Stanley 41%UBS 31%
    $2.3B
  16. 3396
    Avalor Investment AGZurich, Switzerland · 522 clientsWealth manager
    Bank Julius BAR 49%Credit Suisse 27%UBS 24%
    $2.2B
  17. 3404
    J. Stern & Co. LLPLondon, United Kingdom · 72 clientsAsset manager
    Julius Baer Zurich 37%UBS 24%Multrees Investor Services 23%
    $2.2B
  18. 3435
    Forum FinanceGeneva, Switzerland · 680 clientsWealth manager
    Banque Lombard Odier & CIE SA 78%UBS 22%
    $2.2B
  19. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  20. 3525
    Blue Grotto Capital, LLCAtlanta, GA · 7 clientsAsset manager
    Morgan Stanley 52%UBS 48%
    $2.1B
  21. 3529
    Alpine Associates Management Inc.Palm Beach, FL · 11 clientsPrivate fund adviser
    J.P. Morgan 83%
    $2.1B
  22. 3599
    Althum Advisors LLCMiami, FL · 84 clientsAsset manager
    J.P. Morgan 73%UBS 27%
    $2.0B
  23. 3647
    Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
    Schwab 35%UBS 33%Fidelity 23%
    $2.0B
  24. 3744
    Mora Capital Management, LLCMiami, FL · 685 clientsWealth managerBank-affiliatedHybridMora Capital Securities LLC, Tressis Sociedad De Valores, S.A., clears through Pershing
    Pershing 64%UBS 36%
    $1.9B
  25. 3747
    NumeraiSAN Francisco, CA · 11 clientsPrivate fund adviser
    UBS 100%
    $1.9B
  26. 3795
    First Long Island Investors, LLCJericho, NY · 546 clientsWealth managerPublic-company ownedHybridFLI Investors, LLC
    UBS 100%
    $1.9B
  27. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  28. 3905
    Alternative Investment Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    Morgan Stanley 65%UBS 35%
    $1.8B
  29. 3972
    Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWealth managerWrap sponsor
    Ameriprise 60%UBS 40%
    $1.7B
  30. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  31. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  32. 4038
    Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
    J.P. Morgan 50%UBS 36%
    $1.7B
  33. 4094
    Sierra Capital LLCMiami, FL · 76 clientsWealth manager
    Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
    $1.6B
  34. 4173
    Gladstone ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Goldman Sachs 53%Morgan Stanley 26%
    $1.6B
  35. 4244
    Bristol Gate Capital Partners Inc.Toronto, Canada · 724 clientsPrivate fund adviser
    UBS 65%RBC 35%
    $1.5B
  36. 4272
    Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    UBS 46%Northern Trust 27%Truist Bank 26%
    $1.5B
  37. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  38. 4325
    FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
    5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
    $1.5B
  39. 4419
    Equinox Partners Investment Management LLCStamford, CT · 6 clientsPrivate fund adviser
    UBS 100%
    $1.4B
  40. 4428
    Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWealth managerWrap sponsorHybridCantor Fitzgerald & Co.
    UMB Financial Services 53%UBS 47%
    $1.4B

RIAs by state