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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

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. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  2. 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
  3. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  4. 176
    Boston Management and ResearchBoston, MA · 72 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $155B
  5. 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
  6. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsWealth managerBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  7. 181
    Hartford FundsWayne, PA · 75 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $152B
  8. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  9. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  10. 185
    Icapital Advisors, LLCNew York, NY · 1,314 clientsPrivate fund adviserHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $150B
  11. 187
    WilshireSanta Monica, CA · 760,289 clientsAsset managerHybrid
    American Enterprise Investment Services 100%
    $149B
  12. 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
  13. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  14. 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
  15. 192
    Global Infrastructure Management, LLCNew York, NY · 162 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    J.P. Morgan 100%
    $142B
  16. 193
    Nuveen Alternatives Advisors LLCNew York, NY · 113 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $142B
  17. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  18. 197
    TPG Capital Advisors, LLCFort Worth, TX · 126 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $141B
  19. 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
  20. 202
    Primecap Management CoPasadena, CA · 13 clientsAsset managerHybrid
    Northern Trust 100%
    $139B
  21. 203
    Cambridge Investment Research Advisors, Inc.Fairfield, IA · 361,213 clientsWealth managerWrap sponsorHybridCambridge Investment Research, Inc.
    Pershing 53%Fidelity 47%
    $139B
  22. 204
    Capula Investment US LPNew York, NY · 8 clientsPrivate fund adviserHybridMontec Securities LLC
    BNY 100%
    $137B
  23. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  24. 208
    Goldman Sachs & Co. LLCNew York, NY · 46,268 clientsBroker-dealer firmHybridFolio Investments, Inc., Goldman Sachs (asia) Finance
    Goldman Sachs 100%
    $134B
  25. 210
    Brighthouse Investment Advisers, LLCCharlotte, NC · 5,705 clientsAsset managerHybridBrighthouse Securities, LLC
    State Street 50%Brighthouse Life Insurance 47%
    $133B
  26. 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
  27. 212
    Income Research + ManagementBoston, MA · 937 clientsAsset managerHybrid
    BNY 41%Northern Trust 37%
    $131B
  28. 214
    Thrivent Financial for LutheransMinneapolis, MN · 34 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    State Street 100%
    $129B
  29. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  30. 217
    MarinerOverland Park, KS · 55,512 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $125B
  31. 218
    General Atlantic Service Company, L.P.New York, NY · 651 clientsPrivate fund adviserHybridGA Capital Markets BD, LLC
    No custodian reported
    $125B
  32. 219
    Brown AdvisoryBaltimore, MD · 4,415 clientsAsset managerHybrid
    U.S. Bank 57%Fidelity 43%
    $124B
  33. 220
    GC Opal Advisors LLCChicago, IL · 87 clientsPrivate fund adviserHybrid
    Northern Trust 65%Wells Fargo 35%
    $124B
  34. 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
  35. 224
    Sammons Financial Group Asset Management, LLCWest DES Moines, IA · 9 clientsAsset managerHybridSammons Financial Network, LLC
    Citi 100%
    $122B
  36. 225
    Corebridge Institutional Investments (u.s.), LLCJersey City, NJ · 41 clientsAsset managerHybridCorebridge Capital Services, Inc.
    BNY 100%
    $121B
  37. 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
  38. 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
  39. 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
  40. 232
    Boston PartnersBoston, MA · 6,982 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 53%Northern Trust 47%
    $116B

RIAs by state