Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

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

2,436 firms manage $136.7 trillionaffiliated broker-dealer

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. 760
    Oneamerica Asset Management, LLCIndianapolis, IN · 8 clientsAsset managerHybridOneamerica Securities, Inc.
    No custodian reported
    $24B
  2. 761
    Pictet Asset Management LimitedLondon, United Kingdom · 122 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 57%Northern Trust 26%
    $24B
  3. 764
    Towers Watson Investment ManagementLondon, United Kingdom · 13 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $24B
  4. 769
    BGO US Real Estate LPNew York, NY · 264 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  5. 770
    Providence Equity Partners L.L.C.Providence, RI · 41 clientsPrivate fund adviserAffiliated broker-dealerZ Square Partners Consulting Co., LTD.
    No custodian reported
    $24B
  6. 771
    Precision Fiduciary Partners, LLCAustin, TX · 4,144 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $24B
  7. 772
    T. Rowe Price Japan, Inc.Tokyo, Japan · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 82%
    $24B
  8. 773
    Bentallgreenoak (u.s.) Limited PartnershipSeattle, WA · 17 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  9. 775
    Templeton Asset Management LTD.Singapore, Singapore · 78 clientsBroker-dealer firmAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    J.P. Morgan 44%Citi 29%BNY 27%
    $24B
  10. 776
    Commonfund Ocio, Inc.Norwalk, CT · 156 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    Fidelity 100%
    $24B
  11. 777
    China Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 63 clientsPrivate fund adviserAffiliated broker-dealerCitic Securities Co., Limited, Mackenzie Financial Corporation
    Industrial Bank Co., LTD., Hong Kong Branch 59%China Merchants Bank Co., LTD., Hong Kong Branch 33%
    $24B
  12. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  13. 781
    Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsWealth managerAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
    Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
    $24B
  14. 787
    Moore Capital Management, LPNew York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealerParcel D Development, LLC
    No custodian reported
    $24B
  15. 797
    Jordan Park Group LLCSan Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  16. 803
    Cbre Investment ManagementNew York, NY · 31 clientsPrivate fund adviserHybridCbre Capital Advisors, Inc.
    No custodian reported
    $23B
  17. 804
    Prudential Select Strategies LLCNewark, NJ · 34 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC
    No custodian reported
    $23B
  18. 805
    Thrivent Private InvestmentsMinneapolis, MN · 47 clientsPrivate fund adviserHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $23B
  19. 807
    Benefit Street Partners LimitedLondon, United Kingdom · 42 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC
    State Street 43%J.P. Morgan 42%
    $23B
  20. 809
    Baring International Investment LTDLondon, United Kingdom · 47 clientsAsset managerAffiliated broker-dealerBarings Securities LLC
    Citi 100%
    $23B
  21. 810
    SeiaLos Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  22. 816
    EIG Management Company, LLCWashington, DC · 66 clientsPrivate fund adviserHybridEIG Global Energy Partners Capital Markets, LLC
    State Street 53%HSBC Trinkaus & Burkhardt AG 47%
    $22B
  23. 822
    Davis Selected Advisers - NY, Inc.New York, NY · 37 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $22B
  24. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsWealth managerPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  25. 836
    MSD Partners, L.P.New York, NY · 77 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $21B
  26. 837
    Goldman Sachs Asset Management (hong Kong) LimitedCentral, Hong Kong, China · 81 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    BNP Paribas Trust Services Singapore Limited 37%Citi 35%State Street 28%
    $21B
  27. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  28. 845
    Armour Capital Management LPVero Beach, FL · 1 clientsPrivate fund adviserHybridBuckler Securities LLC
    No custodian reported
    $21B
  29. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  30. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  31. 850
    Baker Street Advisors, LLCSan Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  32. 851
    Thrivent Investment Management Inc.Minneapolis, MN · 125,754 clientsBroker-dealer firmHybridThrivent Distributors, LLC
    No custodian reported
    $21B
  33. 852
    Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
    BNY 100%
    $21B
  34. 853
    Madison Dearborn PartnersChicago, IL · 57 clientsPrivate fund adviserAffiliated broker-dealerAnkura Capital Advisors, LLC
    No custodian reported
    $21B
  35. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  36. 864
    Harrison Street Advisors, LLCChicago, IL · 12 clientsPrivate fund adviserAffiliated broker-dealerColliers Capital Holdings Limited
    No custodian reported
    $20B
  37. 867
    Regions Investment Management, Inc.Birmingham, ALAsset managerAffiliated broker-dealerRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    No custodian reported
    $20B
  38. 868
    Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
    BNY 100%
    $20B
  39. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  40. 872
    Blackstone Alternative Solutions L.L.C.New York, NY · 54 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B

RIAs by state