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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 $2.5 billionLombard Odier

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  1. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  2. 8614
    Allard Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    Lombard Odier 84%
    $416M
  3. 9071
    PinvestCoral Gables, FL · 6 clientsAsset manager
    Wells Fargo 26%Julius BAR 25%
    $377M

RIAs by state