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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

11 firms manage $14 billionBanque Pictet & CIE SA

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  1. 2014
    Pictet North America Advisors SAGeneva 73, Switzerland · 800 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    Banque Pictet & CIE SA 100%
    $5.3B
  2. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  3. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  4. 5106
    LFALugano - Ticino, Switzerland · 302 clientsWealth manager
    Banca Julius Baer Zurigo 63%
    $1.1B
  5. 5125
    Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsWealth managerPublic-company owned
    Banque Pictet & CIE SA 46%UBS 32%
    $1.1B
  6. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  7. 6950
    Climber Capital SANyon, Vaud, Switzerland · 94 clientsWealth manager
    Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
    $625M
  8. 7928
    Parkview LTD.Zurich, Switzerland · 62 clientsWealth manager
    Banque Pictet & CIE SA 80%
    $488M
  9. 8081
    Octogone NAMiami, FL · 97 clientsAsset manager
    J.P. Morgan 44%Morgan Stanley 37%
    $470M
  10. 9071
    PinvestCoral Gables, FL · 6 clientsAsset manager
    Wells Fargo 26%Julius BAR 25%
    $377M
  11. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M

RIAs by state