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Est. 2026The front page of wealth managementNew York

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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
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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

3,733 firms manage $117.7 trillionhybrid

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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. 596
    Old Mission Asset Management LLCChicago, IL · 5 clientsPrivate fund adviserHybridOld Mission Capital, LLC, Old Mission Europe LLP, clears through Goldman Sachs
    No custodian reported
    $34B
  2. 597
    Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
    BNY 83%
    $34B
  3. 598
    Voya Alternative Asset Management LLCNew York, NY · 56 clientsPrivate fund adviserHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $34B
  4. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  5. 604
    BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsWealth managerBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 100%
    $33B
  6. 606
    D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
    State Street 80%
    $33B
  7. 607
    Redding Ridge Asset Management LLCNew York, NY · 85 clientsPrivate fund adviserHybrid
    State Street 100%
    $33B
  8. 610
    The Variable Annuity Life Insurance CompanyHouston, TX · 36 clientsAsset managerHybridCorebridge Capital Services, Inc., Valic Financial Advisors, Inc.
    No custodian reported
    $33B
  9. 614
    Morrison US, LLCWellington, New Zealand · 10 clientsAsset managerHybrid
    No custodian reported
    $33B
  10. 615
    Ares Commercial Real Estate Management LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Wells Fargo 100%
    $32B
  11. 616
    ADP Strategic Plan Services, LLCRoseland, NJ · 110,773 clientsAsset managerHybridADP Broker-Dealer, Inc.
    ADP Retirement Trust Services 100%
    $32B
  12. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $32B
  13. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  14. 622
    Eagle Strategies LLCNew York, NY · 133,900 clientsWealth managerWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $32B
  15. 623
    First Pacific Advisors, LPEl Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  16. 626
    Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsWealth managerBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
    Goldman Sachs 83%
    $32B
  17. 627
    Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
    Schwab 79%
    $32B
  18. 628
    Constellation Investments, Inc.Montgomery, OH · 14 clientsAsset managerHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    U.S. Bank 100%
    $31B
  19. 630
    Invesco Managed Accounts, LLCSeattle, WA · 17,443 clientsAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.
    Morgan Stanley 44%UBS 33%Fidelity 23%
    $31B
  20. 631
    Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    HSBC Securities Services 64%Zurcher Kantonalbank 36%
    $31B
  21. 632
    Touchstone Advisors IncCincinnati, OH · 40 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $31B
  22. 633
    BC Partners PE L.P.New York, NY · 4 clientsPrivate fund adviserHybridBC Partners Securities LLC
    No custodian reported
    $31B
  23. 638
    Blackrock International LimitedEdinburgh, United Kingdom · 34 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Northern Trust 59%J.P. Morgan 34%
    $31B
  24. 639
    Blackstone CLO Management LLCNew York, NY · 78 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $31B
  25. 640
    Ptma Investment AdvisorsNaperville, IL · 161 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 78%UMB Bank 22%
    $31B
  26. 641
    Knights of Columbus Asset Advisors LLCNew Haven, CT · 6,094 clientsAsset managerHybrid
    BNY 89%
    $31B
  27. 646
    PNC Wealth ManagementPittsburgh, PA · 164,105 clientsBroker-dealer firmHybridHarris Williams LLC, Harris Williams Primary Fund Placement LLC
    Fidelity 100%
    $30B
  28. 647
    &partnersNashville, TN · 62,194 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $30B
  29. 649
    Innovator Capital Management, LLCWheaton, IL · 1 clientsAsset managerHybrid
    No custodian reported
    $30B
  30. 653
    Davis Selected Advisers LPTucson, AZ · 109 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $30B
  31. 654
    BTG Pactual Asset Management US , LLCNew York, NY · 616 clientsPrivate fund adviserHybridBTG Pactual Argentina S.A.U., BTG Pactual Capital S.A. De C.V. Sofom, clears through Pershing
    CF Secured 88%
    $30B
  32. 655
    Gotham Asset Management, LLCNew York, NY · 289 clientsAsset managerHybrid
    Merrill / Bank of America 43%Pershing 31%Morgan Stanley 26%
    $30B
  33. 657
    Apollo Credit Management, LLCNew York, NY · 8 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $30B
  34. 662
    Jpmorgan Alternative Asset ManagementNew York, NY · 329 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 70%Northern Trust 30%
    $30B
  35. 664
    Franklin Templeton Institutional, LLCNew York, NY · 113 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 44%State Street 40%
    $30B
  36. 665
    Diamond Hill Capital Management, LLCColumbus, OH · 3,192 clientsAsset managerHybrid
    Goldman Sachs 32%State Street 23%J.P. Morgan 23%
    $29B
  37. 667
    Invesco Senior Secured Management, Inc.New York, NY · 51 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    State Street 30%Euroclear 28%U.S. Bank 23%
    $29B
  38. 671
    Valic Financial Advisors, Inc.Houston, TX · 293,026 clientsBroker-dealer firmHybridCorebridge Capital Services, Inc.
    The Variable Annuity Life Insurance 40%Fidelity 37%Valic Trust Company 23%
    $29B
  39. 672
    Partners Group (USA) Inc.New York, NY · 58 clientsAsset managerHybrid
    No custodian reported
    $29B
  40. 675
    Ameritas Investment Partners, Inc.Lincoln, NE · 2,513 clientsAsset managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 100%
    $29B

RIAs by state