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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

8 firms manage $152 billionUMB Bank

Open in the Atlas screener

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  1. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B
  2. 640
    Ptma Investment AdvisorsNaperville, IL · 161 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 78%UMB Bank 22%
    $31B
  3. 1516
    Eldridge Credit Advisers, LLCNew York, NY · 36 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services LLC, Security Distributors, LLC
    UMB Bank 55%State Street 23%
    $8.5B
  4. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  5. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  6. 6988
    Tri-Ad Capital Management I, LLCEscondido, CA · 43 clientsAsset manager
    Schwab 79%
    $619M
  7. 8643
    SWS Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridSiebert Williams Shank & Co., LLC
    BNY 34%U.S. Bank 34%UMB Bank 32%
    $413M
  8. 16437
    CCM New Opportunities, LLCMerriam, KSPrivate fund adviser
    UMB Bank 100%
    $1M

RIAs by state