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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 Firms
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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

2,436 firms manage $136.7 trillionaffiliated broker-dealer

Open in the Atlas screener

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  1. 143
    Clearbridge Investments, LLCNew York, NY · 124,530 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    Morgan Stanley 100%
    $185B
  2. 144
    Artisan Partners Limited PartnershipMilwaukee, WI · 249 clientsAsset managerHybridApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    BNY 56%Northern Trust 24%
    $184B
  3. 145
    Blackstone Isg-I Advisors L.L.C.New York, NY · 44 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    BNY 70%Citi 29%
    $184B
  4. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B
  5. 147
    Thoma BravoChicago, IL · 153 clientsBroker-dealer firmHybridThoma Bravo Capital Markets, LLC
    No custodian reported
    $183B
  6. 148
    Focus Partners Wealth, LLCSt. Louis, MO · 62,466 clientsWealth managerAffiliated broker-dealerUptiq Treasury & Credit Solutions, LLC
    Schwab 62%Fidelity 38%
    $182B
  7. 149
    RBC Global Asset Management (UK) LimitedLondon, United Kingdom · 295 clientsPrivate fund adviserAffiliated broker-dealerRBC Capital Markets, LLC, RBC Europe Limited
    State Street 62%Brown Brothers Harriman & 38%
    $178B
  8. 151
    Sumitomo Mitsui DS Asset Management Company, LimitedMinato-Ku, Tokyo, Japan · 1,340 clientsPrivate fund adviserHybridSmbc Nikko Securities Inc.
    No custodian reported
    $178B
  9. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  10. 155
    Morgan Stanley Investment Management LimitedLondon, United Kingdom · 134 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    Mitsubishi UFJ Global Custody S.a 100%
    $175B
  11. 156
    TPG Global Advisors, LLCFort Worth, TX · 197 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $174B
  12. 157
    Blackrock Capital Management, Inc.Wilmington, DE · 13 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 34%SSB New York Institutional 30%
    $173B
  13. 158
    Insight InvestmentNew York, NY · 1,876 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 69%Northern Trust 31%
    $171B
  14. 159
    Jpmorgan Asset Management (asia Pacific) LimitedHong Kong, Hong Kong · 210 clientsPrivate fund adviserAffiliated broker-dealer
    J.P. Morgan 50%Citi 28%
    $170B
  15. 160
    Global Retirement Partners LLCSAN Rafael, CA · 28,693 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    LPL Financial 83%
    $170B
  16. 161
    Franklin Templeton Fund Adviser, LLCNew York, NY · 125 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $167B
  17. 162
    Equitable Investment Management Group, LLCNew York, NY · 3 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $167B
  18. 163
    CorientMiami, FL · 26,586 clientsWealth managerAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    $165B
  19. 166
    Keyridge Asset Management LimitedDublin 1, Ireland · 36 clientsAsset managerAffiliated broker-dealer
    Citi 74%
    $163B
  20. 167
    CIBC Global Asset ManagementToronto, ON, Canada · 10,439 clientsPrivate fund adviserAffiliated broker-dealer'firstcaribbean International Trust Company (bahamas) Limited, CIBC Bank and Trust Company (cayman) Limited
    CIBC Mellon Trust 87%
    $163B
  21. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsWealth managerHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  22. 169
    NB Alternatives Advisers LLCDallas, TX · 379 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Merrill / Bank of America 84%
    $160B
  23. 171
    Mackay Shields LLCNew York, NY · 354 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    BNY 66%
    $160B
  24. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  25. 174
    HSBC Global Asset Management (USA) Inc.New York, NY · 95 clientsAsset managerHybridHSBC Securities (USA) Inc.
    U.S. Bank 59%Market Securities Services Hong Kong 41%
    $157B
  26. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  27. 176
    Boston Management and ResearchBoston, MA · 72 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $155B
  28. 177
    Candriam S.C.A.Strassen, Luxembourg · 474 clientsPrivate fund adviserAffiliated broker-dealerNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 80%
    $155B
  29. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  30. 179
    Brookfield Asset Management PIC Canada, LPToronto, Ontario, Canada · 139 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $152B
  31. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsWealth managerBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  32. 181
    Hartford FundsWayne, PA · 75 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $152B
  33. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  34. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  35. 185
    Icapital Advisors, LLCNew York, NY · 1,314 clientsPrivate fund adviserHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $150B
  36. 189
    Blackstone Management Partners L.L.C.New York, NY · 36 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $146B
  37. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  38. 191
    Baillie Gifford Overseas LTDEdinburgh, United Kingdom · 255 clientsAsset managerHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    State Street 35%BNY 30%
    $144B
  39. 192
    Global Infrastructure Management, LLCNew York, NY · 162 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    J.P. Morgan 100%
    $142B
  40. 193
    Nuveen Alternatives Advisors LLCNew York, NY · 113 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $142B

RIAs by state