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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.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 001
    Vanguard Group IncMalvern, PA · 228 clientsAsset managerHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $11.1T
  2. 002
    Vanguard Capital Management, LLCMalvern, PA · 128 clientsAsset managerAffiliated broker-dealerVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $8.4T
  3. 003
    Fidelity Management & Research Company LLCBoston, MA · 36,650 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $5.7T
  4. 004
    Capital Research and Management CompanyLOS Angeles, CA · 23,578 clientsAsset managerHybridCapital Client Group, Inc.
    Morgan Stanley 59%UBS 25%
    $4.3T
  5. 005
    Blackrock Fund AdvisorsSAN Francisco, CA · 528 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 100%
    $4.3T
  6. 006
    Pacific Investment Management Company LLCNewport Beach, CA · 41,699 clientsAsset managerHybridPimco Canada Corp., Pimco Europe Gmbh
    BNY 44%State Street 28%Northern Trust 28%
    $3.7T
  7. 007
    J.P. Morgan Investment Management Inc.New York, NY · 128,965 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 31%State Street 25%BNY 23%
    $3.5T
  8. 008
    Vanguard Portfolio Management, LLCMalvern, PA · 101 clientsAsset managerAffiliated broker-dealerVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $2.7T
  9. 009
    Goldman Sachs Asset Management, L.P.New York, NY · 121,325 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    Goldman Sachs 70%BNY 30%
    $2.6T
  10. 010
    T. Rowe Price Associates, Inc.Baltimore, MD · 6,887 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    State Street 58%Northern Trust 23%
    $2.2T
  11. 011
    Morgan StanleyPurchase, NY · 2,703,720 clientsBroker-dealer firmHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    Morgan Stanley 100%
    $2.0T
  12. 012
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · 1,838,984 clientsBroker-dealer firmHybridBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
    Merrill / Bank of America 100%
    $1.8T
  13. 013
    Geode Capital Management, LLCBoston, MA · 165 clientsAsset manager
    J.P. Morgan 72%The Master Trust Bank of Japan, LTD. 28%
    $1.7T
  14. 014
    Charles Schwab Investment Management, IncSAN Francisco, CA · 856,597 clientsAsset managerHybridCharles Schwab & Co., Inc.
    Schwab 100%
    $1.7T
  15. 015
    Blackrock Financial Management, IncNew York, NY · 1,309 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 32%
    $1.6T
  16. 016
    Wellington Management Company LLPBoston, MA · 1,559 clientsAsset managerHybridWellington Funds Distributors Inc.
    State Street 35%BNY 26%Northern Trust 23%
    $1.4T
  17. 017
    Ssga Funds Management, Inc.Boston, MA · 339 clientsAsset managerHybridState Street Global Advisors Funds Distributors, LLC, State Street Global Markets Canada Inc.
    State Street 100%
    $1.4T
  18. 018
    Strategic Advisers LLCBoston, MA · 2,401,763 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4T
  19. 019
    Northern Trust Investments, IncorporatedChicago, IL · 41,027 clientsAsset managerHybridNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 100%
    $1.2T
  20. 020
    CAPTRUSTRaleigh, NC · 41,750 clientsAsset managerHybridCapfinancial Securities, LLC.
    No custodian reported
    $1.2T
  21. 021
    Pgim, Inc.Newark, NJ · 611 clientsAsset managerHybridPgim (hong Kong) LTD., Pruco Securities, LLC
    J.P. Morgan 57%
    $1.1T
  22. 022
    Blackrock Advisors, LLCNew York, NY · 189 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $1.1T
  23. 023
    Dimensional Fund Advisors LPAustin, TX · 2,311 clientsAsset managerHybridDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 51%BNY 31%
    $1.0T
  24. 024
    Edward JonesSt. Louis, MO · 4,069,320 clientsBroker-dealer firmHybridEdward Jones
    Edward Jones Trust 68%Edward Jones 32%
    $1.0T
  25. 025
    Managed Account Advisors LLCJersey City, NJ · 1,446,258 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
    Merrill / Bank of America 100%
    $995B
  26. 026
    Invesco Capital Management LLCDowners Grove, IL · 444 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Amalgamated Bank 77%
    $941B
  27. 027
    UBS Financial Services Inc.Weehawken, NJ · 1,144,588 clientsBroker-dealer firmHybridUBS AG, UBS Asset Management (americas) LLC
    No custodian reported
    $916B
  28. 028
    Mellon Investments CorporationPittsburgh, PA · 3,942 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 61%State Street 23%
    $874B
  29. 029
    LPL Financial LLCFort Mill, SC · 1,986,990 clientsBroker-dealer firmHybridCommonwealth Equity Services, LLC, LPL Enterprise, LLC
    No custodian reported
    $819B
  30. 030
    Alliancebernstein L.P.Nashville, TN · 30,285 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    Sanford C. Bernstein & Co. 53%J.P. Morgan 47%
    $763B
  31. 031
    Invesco Advisers, Inc.Atlanta, GA · 82,498 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    BNY 34%State Street 31%
    $750B
  32. 032
    Millennium Management LLCNew York, NY · 27 clientsPrivate fund adviser
    State Street 62%BNY 38%
    $721B
  33. 033
    Apollo Capital Management, L.P.New York, NY · 803 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    Citi 100%
    $718B
  34. 034
    Morgan Stanley Investment Management Inc.New York, NY · 22,803 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. International PLC
    State Street 40%Morgan Stanley 40%
    $702B
  35. 035
    Parametric Portfolio AssociatesSeattle, WA · 240,290 clientsWealth managerPublic-company ownedHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    Morgan Stanley 54%BNY 46%
    $685B
  36. 036
    Blackrock Investment Management, LLCPrinceton, NJ · 10,859 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Citi 53%Merrill / Bank of America 47%
    $677B
  37. 037
    Wells Fargo AdvisorsSt. Louis, MO · 1,324,168 clientsBroker-dealer firmHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
    No custodian reported
    $671B
  38. 038
    Ameriprise Financial Services, LLCMinneapolis, MN · 1,386,329 clientsBroker-dealer firmHybridAmerican Enterprise Investment Services Inc., Columbia Management Investment Distributors, Inc.
    American Enterprise Investment Services 100%
    $660B
  39. 039
    Goldman Sachs Asset Management InternationalLondon, United Kingdom · 2,494 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    J.P. Morgan 39%Northern Trust 32%
    $621B
  40. 040
    Envestnet PMCBerwyn, PA · 2,241,364 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 73%Pershing 27%
    $615B

RIAs by state

RIA database: every SEC-registered investment adviser, by custodian, broker-dealer and type