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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 $2.8 billionKaiser Partner Privatbank AG

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  1. 3898
    Kaiser Partner Financial Advisors LTD.Zürich, Switzerland · 215 clientsAsset manager
    Kaiser Partner Privatbank AG 72%EFG Bank AG 28%
    $1.8B
  2. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  3. 11406
    WhvpZurich, Switzerland · 130 clientsWealth manager
    Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
    $235M

RIAs by state