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

49 firms manage $56 billionPR

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. 12741
    Vauban Wealth ManagementGuaynabo, PR · 59 clientsWealth managerBank-affiliated
    No custodian reported
    $181M
  2. 13022
    Rioblanco Capital LLCSAN Juan, PR · 16 clientsPrivate fund adviser
    No custodian reported
    $172M
  3. 13791
    Robostrategy AdvisorsSAN Juan, PR · 1 clientsAsset manager
    No custodian reported
    $147M
  4. 14359
    Global Venture Management LLCSAN Juan, PR · 2 clientsPrivate fund adviserAffiliated broker-dealerJoseph Stone Capital L.L.C.
    No custodian reported
    $130M
  5. 15826
    Catalyst International Advisors LLCSAN Juan, PR · 1 clientsPrivate fund adviserHybridALT Fund Distributors LLC
    No custodian reported
    $58M
  6. 16017
    Equalize Capital LLCSAN Juan, PR · 2 clientsAsset managerHybridJ. Alden Associates, Inc.
    No custodian reported
    $40M
  7. 16798
    Savile Capital Management LLCSAN Juan, PRAsset managerHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  8. 16830
    Savile Private Wealth LLCSAN Juan, PRAsset managerAffiliated broker-dealerSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  9. 16837
    Centuria Capital Partners LLCGuaynabo, PRAsset manager
    No custodian reported
    $0

RIAs by state