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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 $3.4 billionBank Julius Baer & Co LTD

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  1. 3597
    Alpen Partners International AGFreienbach, Switzerland · 738 clientsWealth manager
    Bank Julius Baer & Co LTD 50%Banque Pictet & CIE S.A. 36%
    $2.0B
  2. 7546
    Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
    Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
    $536M
  3. 9131
    Margna Peak Advisors AGZurich, Switzerland · 48 clientsWealth manager
    Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
    $372M
  4. 11584
    Pilotage Private Wealth AGZurich, Switzerland · 85 clientsAsset manager
    Bank Julius Baer & Co. LTD. 65%EFG Bank AG 22%
    $228M
  5. 11771
    Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsWealth managerBank-affiliated
    Bank Julius Baer & Co. LTD. 77%UBS 23%
    $220M

RIAs by state