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Est. 2026The front page of wealth managementNew York

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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.

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5 firms manage $16 billionBNP Paribas Securities

Open in the Atlas screener

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  1. 1537
    Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
    $8.2B
  2. 1837
    BVF Partners L.P.SAN Francisco, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 91%
    $6.1B
  3. 4655
    SIO Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 90%
    $1.3B
  4. 15590
    Erez Asset Management, LLCNew Rochelle, NY · 3 clientsPrivate fund adviser
    BNP Paribas Securities 100%
    $84M
  5. 16077
    Mittleman Value Partners LLC20 clientsAsset manager
    BNP Paribas Securities 85%
    $33M

RIAs by state