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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.

Filters1

3 firms manage $37 billionHSBC Securities Services

Open in the Atlas screener

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  1. 631
    Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    HSBC Securities Services 64%Zurcher Kantonalbank 36%
    $31B
  2. 2079
    TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
    Northern Trust 39%HSBC Securities Services 31%BNY 30%
    $5.1B
  3. 5896
    NS Management LTDDevonshire, Devonshire, Bermuda · 20 clientsAsset manager
    HSBC Securities Services 60%Kleinwort Benson (jersey) LTD 23%
    $850M

RIAs by state