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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. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  2. 196
    Innocap Global Investment Management (ireland) LTDDublin, Ireland · 39 clientsAsset managerAffiliated broker-dealerHedgemark Securities LLC
    No custodian reported
    $141B
  3. 197
    TPG Capital Advisors, LLCFort Worth, TX · 126 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $141B
  4. 198
    Blackrock Asset Management North Asia LimitedHong Kong, China · 74 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 43%JPM Chase - Sydney 37%
    $140B
  5. 200
    Franklin Templeton Private Portfolio Group, LLCNew York, NY · 179,738 clientsWealth managerPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    Morgan Stanley 59%
    $140B
  6. 203
    Cambridge Investment Research Advisors, Inc.Fairfield, IA · 361,213 clientsWealth managerWrap sponsorHybridCambridge Investment Research, Inc.
    Pershing 53%Fidelity 47%
    $139B
  7. 204
    Capula Investment US LPNew York, NY · 8 clientsPrivate fund adviserHybridMontec Securities LLC
    BNY 100%
    $137B
  8. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  9. 208
    Goldman Sachs & Co. LLCNew York, NY · 46,268 clientsBroker-dealer firmHybridFolio Investments, Inc., Goldman Sachs (asia) Finance
    Goldman Sachs 100%
    $134B
  10. 210
    Brighthouse Investment Advisers, LLCCharlotte, NC · 5,705 clientsAsset managerHybridBrighthouse Securities, LLC
    State Street 50%Brighthouse Life Insurance 47%
    $133B
  11. 211
    Blackstone Real Estate Advisors L.P.New York, NY · 72 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $131B
  12. 214
    Thrivent Financial for LutheransMinneapolis, MN · 34 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    State Street 100%
    $129B
  13. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  14. 217
    MarinerOverland Park, KS · 55,512 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $125B
  15. 218
    General Atlantic Service Company, L.P.New York, NY · 651 clientsPrivate fund adviserHybridGA Capital Markets BD, LLC
    No custodian reported
    $125B
  16. 221
    Hartford Investment Management CompanyHartford, CT · 80 clientsAsset managerAffiliated broker-dealerHartford Funds Distributors, LLC
    J.P. Morgan 83%
    $124B
  17. 222
    Wealth Enhancement Advisory Services, LLCPlymouth, MN · 85,001 clientsWealth managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 71%Fidelity 29%
    $122B
  18. 224
    Sammons Financial Group Asset Management, LLCWest DES Moines, IA · 9 clientsAsset managerHybridSammons Financial Network, LLC
    Citi 100%
    $122B
  19. 225
    Corebridge Institutional Investments (u.s.), LLCJersey City, NJ · 41 clientsAsset managerHybridCorebridge Capital Services, Inc.
    BNY 100%
    $121B
  20. 226
    New York Life Investment Management LLCNew York, NY · 933 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Merrill / Bank of America 64%Morgan Stanley 22%
    $121B
  21. 227
    Lazard Asset Management LLCNew York, NY · 5,110 clientsAsset managerHybridLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    State Street 32%BNY 26%
    $121B
  22. 230
    Putnam Investment Management, LLCBoston, MA · 16,428 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Merrill / Bank of America 43%Morgan Stanley 37%
    $117B
  23. 231
    Icici Asset ManagementMumbai, Maharashtra, India · 28,296 clientsPrivate fund adviserAffiliated broker-dealerIcici Bank Limited, Icici Securities LTD.
    Icici Bank Limited 100%
    $117B
  24. 232
    Boston PartnersBoston, MA · 6,982 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 53%Northern Trust 47%
    $116B
  25. 233
    TPG Angelo GordonNew York, NY · 366 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    U.S. Bank 53%BNY 33%
    $116B
  26. 234
    MML Investors Services, LLCSpringfield, MA · 454,836 clientsBroker-dealer firmHybridFlourish Financial LLC, MML Distributors, LLC
    Fidelity 100%
    $116B
  27. 235
    Record Currency Management LimitedLondon, United Kingdom · 189 clientsAsset managerAffiliated broker-dealerInte Securities LLC
    No custodian reported
    $114B
  28. 236
    MFS Institutional Advisors Inc.Boston, MA · 13,555 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    Northern Trust 38%State Street 26%
    $114B
  29. 238
    Pgim Quantitative SolutionsNewark, NJ · 117 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC, Prudential Annuities Distributors, Inc
    State Street 56%
    $111B
  30. 241
    Janney Montgomery Scott LLCPhiladelphia, PA · 243,808 clientsBroker-dealer firmHybridGlobal Atlantic Distributors, LLC
    No custodian reported
    $110B
  31. 242
    Harris | OakmarkChicago, IL · 2,320 clientsAsset managerHybridHarris Associates Securities L.P., Natixis Distribution, LLC
    Pershing 64%Northern Trust 36%
    $109B
  32. 244
    Natixis Advisors, LLCBoston, MA · 115,562 clientsWealth managerBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    Edward Jones 100%
    $109B
  33. 247
    BAM Credit and Insurance Solutions Advisor LLCNew York, NY · 32 clientsAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    J.P. Morgan 61%BNY 39%
    $107B
  34. 248
    Conning, Inc.Hartford, CT · 161 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    J.P. Morgan 50%State Street 32%
    $107B
  35. 251
    Vista Equity Partners Management, LLCSAN Francisco, CA · 128 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $106B
  36. 252
    Principal Real EstateDES Moines, IA · 681 clientsAsset managerAffiliated broker-dealerEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
    Wells Fargo 100%
    $106B
  37. 253
    Brookfield Asset Management PIC US, LLCNew York, NY · 127 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    U.S. Bank 100%
    $105B
  38. 254
    RBC Global Asset Management (u.s.) Inc.Minneapolis, MN · 245 clientsAsset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC
    J.P. Morgan 40%U.S. Bank 39%
    $104B
  39. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  40. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B

RIAs by state