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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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. 369
    Blue Owl Credit Advisors LLCNew York, NY · 26 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $65B
  2. 370
    Orion Portfolio Solutions, LLCOmaha, NE · 187,975 clientsWealth managerWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 51%Schwab 49%
    $65B
  3. 371
    GLG Partners LPLondon, United Kingdom · 84 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $65B
  4. 372
    William Blair & Company L.L.C.Chicago, IL · 38,171 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $64B
  5. 374
    Towers Watson Investment Services, Inc.Chicago, IL · 107 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    State Street 54%Northern Trust 46%
    $63B
  6. 376
    CVC Credit Partners, LLCNew York, NY · 121 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $62B
  7. 379
    Eagle Asset Management IncSt. Petersburg, FL · 79,272 clientsAsset managerHybridCarillon Fund Distributors, Inc., Raymond James & Associates, Inc.
    No custodian reported
    $61B
  8. 381
    American Beacon Advisors, Inc.Irving, TX · 11 clientsAsset managerHybridResolute Investment Distributors, Inc.
    State Street 75%J.P. Morgan 25%
    $60B
  9. 382
    LGT Capital Partners (USA) Inc.New York, NY · 2 clientsAsset managerHybridLGT Bank LTD
    BNP Paribas, New York Branch 54%BNP Paribas Securities Services 46%
    $60B
  10. 384
    Voya Investments, LLCScottsdale, AZ · 107 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $59B
  11. 386
    Newton Investment Management North AmericaBoston, MA · 160 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 46%Northern Trust 29%State Street 25%
    $59B
  12. 389
    Capital International, Inc.Los Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  13. 390
    Blackstone Private Credit Strategies LLCNew York, NY · 95 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 73%J.P. Morgan 27%
    $58B
  14. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  15. 392
    Alpinvest US Holdings, LLCNew York, NY · 136 clientsPrivate fund adviserHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $58B
  16. 393
    MAN Solutions LimitedLondon, United Kingdom · 102 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $58B
  17. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  18. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  19. 398
    Citigroup Global Markets Inc.New York, NY · 59,829 clientsBroker-dealer firmHybridBank Handlowy W Warszawie S.A. (poland), Citi Mexico Casa De Bolsa, S.A. De C.v., Grupo Financiero Citi Mexico
    Pershing 83%
    $56B
  20. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  21. 404
    Thornburg Investment Management IncSanta Fe, NM · 635 clientsAsset managerHybridThornburg Investment Management (asia) LTD, Thornburg Securities LLC
    Sumitomo Mitsui Trust (hong Kong) Limited 35%RBC 34%
    $54B
  22. 407
    Veritas Capital Fund Management, L.L.C.New York, NY · 35 clientsPrivate fund adviserHybridVeritas Capital Securities L.L.C.
    No custodian reported
    $54B
  23. 409
    First Sentier InvestorsBarangaroo, NSW, Australia · 98 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $53B
  24. 410
    Missionsquare InvestmentsWashington, DC · 1 clientsPrivate fund adviserHybridIcma-Rc Services, LLC
    J.P. Morgan 100%
    $53B
  25. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsWealth managerPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    $53B
  26. 413
    Aegon Asset Management UK PLCEdinburgh, United Kingdom · 52 clientsAsset managerAffiliated broker-dealerTransamerica Capital, LLC
    Citi 100%
    $53B
  27. 414
    Catalyst Strategic SolutionsPlano, TX · 80 clientsAsset managerHybridCU Investment Solutions LLC
    J.P. Morgan 100%
    $52B
  28. 415
    Walleye Capital LLCWayzata, MN · 10 clientsPrivate fund adviserHybridWalleye Trading LLC
    No custodian reported
    $52B
  29. 418
    Vest Financial LLCMcLean, VA · 180 clientsAsset managerHybridFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.
    No custodian reported
    $52B
  30. 419
    Virtus Investment Advisers, LLCHartford, CT · 106 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $52B
  31. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  32. 421
    BDT Capital PartnersChicago, IL · 45 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    Impactassets 100%
    $52B
  33. 423
    PNC Capital Advisors LLCBaltimore, MD · 238 clientsAsset managerHybridPNC Capital Markets LLC, PNC Wealth Management
    PNC Bank 100%
    $51B
  34. 424
    CWM, LLCOmaha, NE · 52,669 clientsWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  35. 428
    Mesirow Financial Investment Management, Inc.Chicago, IL · 90,291 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    Fidelity 100%
    $50B
  36. 430
    Cbre Investment Management Indirect LimitedLondon, United Kingdom · 76 clientsAsset managerAffiliated broker-dealerCbre Capital Advisors, Inc.
    Alter Domus 56%Northern Trust 44%
    $50B
  37. 434
    AE Wealth Management, LLCTopeka, KS · 128,073 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 59%Schwab 41%
    $50B
  38. 435
    Crescent Capital Group LPLos Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  39. 438
    Bridge Investment GroupSandy, UT · 188 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $49B
  40. 439
    Macquarie Infrastructure PartnersNew York, NY · 65 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.a R.L.
    No custodian reported
    $49B

RIAs by state