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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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.

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4 firms manage $41 billionZurcher Kantonalbank

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  1. 631
    Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    HSBC Securities Services 64%Zurcher Kantonalbank 36%
    $31B
  2. 1501
    Marcuard Family Office LTDZurich, Switzerland · 139 clientsWealth manager
    Zurcher Kantonalbank 74%Bank Julius Baer & Co. AG, Zurich 26%
    $8.7B
  3. 6055
    Proventus AGZurich, Switzerland · 88 clientsWealth manager
    BW Bank 36%Bank Julius BAR 30%
    $807M
  4. 16008
    Lighthouse Swiss Wealth Advisors AGZUG, Switzerland · 23 clientsWealth manager
    Kaiser Partner Privatbank 84%
    $40M

RIAs by state