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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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The RIA database

Firms we coverAtlas 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

4 firms manage $1.5 billionVontobel

Open in the Atlas screener

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  1. 6632
    Ventira Private Wealth Management LTD.Zurich, Switzerland · 85 clientsWealth manager
    Julius BAR 28%
    $682M
  2. 7834
    EVT Financial AdvisorsZurich, Switzerland · 124 clientsWealth manager
    Vontobel 66%NPB 34%
    $499M
  3. 10446
    Bespoke AdvisoryEvergreen, CO · 16 clientsAsset manager
    Pictet & CIE Group SCA 40%Tetra Trust 28%
    $284M
  4. 15960
    Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clientsWealth manager
    EFG International 41%Morgan Stanley 39%
    $45M

RIAs by state