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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

9 firms manage $3.7 trillionThe Master Trust Bank of Japan, LTD.

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  1. 013
    Geode Capital Management, LLCBoston, MA · 165 clientsAsset manager
    J.P. Morgan 72%The Master Trust Bank of Japan, LTD. 28%
    $1.7T
  2. 041
    Nomura Asset Management Co., LTD.Tokyo, Japan · 1,712 clientsPrivate fund adviserAffiliated broker-dealer
    The Master Trust Bank of Japan, LTD. 65%Mitsubishi UFJ Trust and Banking 35%
    $602B
  3. 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
  4. 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
  5. 105
    Amova Asset Management Co.,ltd.Tokyo, Japan · 839 clientsPrivate fund adviserAffiliated broker-dealerAmova Securities Co., LTD.
    Sumitomo Mitsui Trust Bank, Limited. 38%The Master Trust Bank of Japan, LTD. 23%
    $247B
  6. 188
    Eastspring Investments (singapore) LimitedSingapore, Singapore · 185 clientsPrivate fund adviser
    BNY 39%State Street 25%HSBC Continental Europe S.a., Germany 24%
    $146B
  7. 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
  8. 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
  9. 1772
    K2/d&s Management Co., L.L.C.Stamford, CT · 72 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Securities, LLC
    The Master Trust Bank of Japan, LTD 100%
    $6.5B

RIAs by state