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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

12 firms manage $15 billionBank Vontobel AG

Open in the Atlas screener

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  1. 1210
    Vontobel Swiss Financial AdvisersZurich, Switzerland · 2,583 clientsBroker-dealer firmHybridBank Vontobel AG, Vontobel Securities LTD.
    Bank Vontobel AG 100%
    $12B
  2. 4930
    Ameliora Wealth Management LTD.Zurich, Switzerland · 250 clientsWealth manager
    Union Bancaire Privee, UBP SA 48%Bank Vontobel AG 34%
    $1.2B
  3. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  4. 9131
    Margna Peak Advisors AGZurich, Switzerland · 48 clientsWealth manager
    Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
    $372M
  5. 11406
    WhvpZurich, Switzerland · 130 clientsWealth manager
    Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
    $235M
  6. 11949
    Sequoia S.F.A.Zurich, Switzerland · 97 clientsWealth manager
    Bank Vontobel AG 53%DZ Privatbank (schweiz) AG 27%
    $212M
  7. 12661
    Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
    Bank Vontobel AG 53%Interactive Brokers 31%
    $184M
  8. 12859
    ENR Asset Management, IncorporatedWestmount, Quebec, Canada · 176 clientsWealth manager
    Wiener Privatbank SE 54%Bank Vontobel AG 46%
    $177M
  9. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M
  10. 15635
    St. Columbanus AGTeufen, Switzerland · 9 clientsAsset manager
    DZ Privatbank (schweiz) AG 64%Bank Vontobel AG 36%
    $79M
  11. 15926
    Beck Asset Management SAZurich, Switzerland · 24 clientsWealth manager
    Bank Vontobel AG 55%DZ Privatbank (schweiz) AG 44%
    $48M
  12. 16271
    Lobnek Wealth Management Inc.Geneva, Switzerland · 12 clientsWealth manager
    Bank Vontobel AG 100%
    $12M

RIAs by state