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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. 17026
    Navian Investment ManagementCincinnati, OHAsset managerHybridLFT Securities, LLC, Navian Capital Securities LLC
    No custodian reported
    $0
  2. 17059
    Larrainvial US IA LLCSantiago, ChileAsset managerAffiliated broker-dealerLarrainvial S.A. Corredora De Bolsa, Larrainvial Securities US LLC
    No custodian reported
    $0
  3. 17063
    MAN Advisers LLCBoston, MAAsset managerAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $0
  4. 17065
    Itau BBA USA Securities, Inc.New York, NYBroker-dealer firmHybridItau International Securities Inc.
    No custodian reported
    $0
  5. 17074
    Proshare Investment Management LLCBethesda, MD · 1 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $0
  6. 17078
    Ccaventus Global Credit Management LLCNew York, NYAsset managerHybridArena Financial Services, LLC
    No custodian reported
    $0
  7. 17088
    Federated Advisory Services CompanyPittsburgh, PA · 5 clientsAsset managerHybridFederated Securities Corp.
    No custodian reported
    $0
  8. 17099
    Vanguard Alternative Assets Adviser, LLCMalvern, PAAsset managerHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $0
  9. 17103
    Cion Investment Management II, LLCNew York, NYAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $0
  10. 17106
    Heitman International Real Estate Securities PTY LimitedMelbourne, AustraliaBroker-dealer firmHybridHeitman Securities LLC, Heitman UK Limited
    No custodian reported
    $0
  11. 17108
    FTI Capital ManagementCamana Bay, Grand Cayman, Cayman IslandsAsset managerHybridFTI Capital Advisors, LLC
    No custodian reported
    $0
  12. 17116
    William O'neil + CompanyLos Angeles, CAAsset managerHybridO'neil Securities Incorporated
    No custodian reported
    $0
  13. 17120
    Acker Finley Asset Management USA Inc.Toronto, CanadaAsset managerAffiliated broker-dealerAcker Finley Inc.
    No custodian reported
    $0
  14. 17121
    ATB Capital Markets USA Inc.Calgary, Alberta, CanadaBroker-dealer firmHybridATB Capital Markets Corp., ATB Securities Inc.
    No custodian reported
    $0
  15. 17131
    Instinet, LLCNew York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet Australia PTY Limited
    No custodian reported
    $0
  16. 17140
    Fmac Management LLCNew York, NYAsset managerHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    No custodian reported
    $0
  17. 17153
    NPW USAOakville, Ontario, CanadaAsset managerHybridNour Private Wealth Inc.
    No custodian reported
    $0
  18. 17161
    Byreforge Management, LPNew York, NYAsset managerAffiliated broker-dealer2solv Capital, LLC
    No custodian reported
    $0
  19. 17164
    Nomura Securities International, Inc.New York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $0
  20. 17171
    Etoro USA Advisers Inc.Hoboken, NJAsset managerHybridEtoro USA Securities Inc., clears through Apex Clearing
    No custodian reported
    $0
  21. 17172
    Mason Investments LimitedHong Kong, ChinaAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  22. 17175
    NantasMontevideo, Montevideo, UruguayAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  23. 17176
    Borderless Investment AdvisorsBangalore, Karnataka, IndiaAsset managerAffiliated broker-dealerStockal Securities Private Limited
    No custodian reported
    $0
  24. 17177
    Bear Stearns Asset Management Inc.New York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  25. 17180
    Lord Abbett CLO Management LPJersey City, NJAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $0
  26. 17181
    Capital Research CompanyLos Angeles, CAAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    No custodian reported
    $0
  27. 17183
    Private Advisor Network, LLCMorristown, NJAsset managerHybrid
    No custodian reported
    $0
  28. 17187
    PGM Inc.Montreal, Quebec, CanadaAsset managerHybridNational Bank Financial Inc., PGM Global Inc.
    No custodian reported
    $0
  29. 17191
    Bluerock ETF Advisor, LLCNew York, NYAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $0
  30. 17192
    Rothschild & Co Global Markets Solutions LimitedLondon, United KingdomAsset managerAffiliated broker-dealerRedburn (france) SA, Rothschild & Co Global Markets Solutions LLC
    No custodian reported
    $0
  31. 17195
    Artisan Partners UK LLPLondon, United KingdomAsset managerAffiliated broker-dealerApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    No custodian reported
    $0
  32. 17199
    Wisdomtree Ventures Management, LLCNew York, NYAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $0
  33. 17200
    BX Reit Advisors L.L.C.New York, NY · 2 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $0
  34. 17201
    Mesirow Institutional Investment Management, Inc.Chicago, ILAsset managerAffiliated broker-dealerMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $0
  35. 17205
    Bernstein Institutional Services LLCNew York, NYBroker-dealer firmHybridAlliancebernstein Investments, Inc., BSG France S.A.
    No custodian reported
    $0
  36. 17206
    Espresso Capital Advisors Inc.Toronto, On, CanadaAsset managerAffiliated broker-dealerEspresso Capital EMD LTD.
    No custodian reported
    $0

RIAs by state