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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

7 firms manage $1.1 trillionCustody Bank of Japan, LTD.

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  1. 052
    Asset Management One Co., LTD.Tokyo, Japan · 1,406 clientsAsset managerAffiliated broker-dealerMizuho Securities Co., LTD.
    The Master Trust Bank of Japan ,LTD. 63%Custody Bank of Japan, LTD. 37%
    $471B
  2. 060
    Mitsubishi UFJ Trust and Banking CorporationTokyo, Japan · 32,595 clientsAsset managerAffiliated broker-dealerMorgan Stanley Mufg Securities Co., LTD
    The Master Trust Bank of Japan, LTD. 85%
    $407B
  3. 332
    Invesco Asset Management (japan) LimitedTokyo, Japan · 170 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    The Master Trust Bank of Japan, LTD. 45%Custody Bank of Japan, LTD. 41%
    $76B
  4. 339
    Goldman Sachs Asset Management Co., LTD.Minato-Ku, Tokyo, Japan · 264 clientsPrivate fund adviserAffiliated broker-dealerFolio Investments, Inc., Goldman Sachs & Co. LLC
    Custody Bank of Japan, LTD. 48%
    $72B
  5. 736
    Sompo Asset Management Co., LTD.Tokyo, Japan · 541 clientsAsset manager
    Custody Bank of Japan, LTD. 56%State Street 33%
    $25B
  6. 1287
    Schroder Investment Management (japan) LimitedChiyoda-Ku, Tokyo, Japan · 100 clientsAsset managerAffiliated broker-dealerSchroder Fund Advisors LLC
    The Master Trust Bank of Japan, LTD. 67%Custody Bank of Japan, LTD. 33%
    $11B
  7. 1865
    Daiwa Asset Management (america) LTDNew York, NY · 17 clientsAsset managerAffiliated broker-dealerDaiwa Securities Co. LTD.
    Custody Bank of Japan, LTD. 100%
    $6.0B

RIAs by state