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
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
3,733 firms manage $117.7 trillionhybrid
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- 233TPG Angelo GordonPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC$116B
- 234MML Investors Services, LLCBroker-dealer firmHybridFlourish Financial LLC, MML Distributors, LLC$116B
- 236MFS Institutional Advisors Inc.Asset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited$114B
- 241Janney Montgomery Scott LLCBroker-dealer firmHybridGlobal Atlantic Distributors, LLCNo custodian reported$110B
- 242Harris | OakmarkAsset managerHybridHarris Associates Securities L.P., Natixis Distribution, LLC$109B
- 244Natixis Advisors, LLCWealth managerBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC$109B
- 247BAM Credit and Insurance Solutions Advisor LLCAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited$107B
- 248Conning, Inc.Asset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)$107B
- 251Vista Equity Partners Management, LLCPrivate fund adviserHybridVista Equity Partners Capital Markets, LLCNo custodian reported$106B
- 253Brookfield Asset Management PIC US, LLCPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited$105B
- 254RBC Global Asset Management (u.s.) Inc.Asset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC$104B
- 255LSV Asset ManagementAsset managerHybridSEI Investments Distribution Co.$104B
- 256Ptma Investment AdvisorsPrivate fund adviserHybridPMA Securities, LLC$104B
- 257Lincoln Financial Investments CorporationAsset managerHybridLincoln Financial Distributors, Inc.$102B
- 258Sixth Street Advisers, LLCPrivate fund adviserHybridSixth Street BD, LLC$102B
- 259Oak Hill Advisors, L.P.Private fund adviserHybridT. Rowe Price Investment Services, Inc.$101B
- 260Blackstone Credit BDC Advisors LLCAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.No custodian reported$101B
- 262Rockefeller Capital ManagementBroker-dealer firmHybrid$100B
- 263Brookfield Renewable Energy Group LLCPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management LimitedNo custodian reported$99B
- 264Neuberger Berman Europe LimitedPrivate fund adviserHybridNeuberger Berman BD LLC$98B
- 266Ares Capital Management LLCAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC$98B
- 268Eaton Vance ManagementAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited$97B
- 269WCM Investment ManagementAsset managerHybrid$97B
- 270Bain Capital Private Equity, LPPrivate fund adviserHybridBain Capital Markets, LLCNo custodian reported$96B
- 271Renaissance Technologies LLCPrivate fund adviserHybridRenaissance Institutional Management LLCNo custodian reported$96B
- 272GCM Grosvenor L.P.Private fund adviserHybridGCM Investments Japan K.K., GRV Securities LLCNo custodian reported$95B
- 273Blue Owl Gpsc Advisors LLCPrivate fund adviserHybridBlue Owl Securities LLCNo custodian reported$95B
- 274Numeric Investors LLCPrivate fund adviserHybridMAN Investments Inc.$94B
- 275PPM America IncAsset managerHybridJackson National Life Distributors LLC$94B
- 276Fort Washington Investment Advisors IncAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.$93B
- 277Doubleline Capital LPAsset managerHybrid$93B
- 282Blackstone Alternative Asset Management L.P.Private fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD$92B
- 283Assetmark, Inc.Wealth managerWrap sponsorHybridAssetmark Brokerage, LLC$92B
- 286AST Investment Services, Inc.Asset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, IncNo custodian reported$91B
- 287Aegon Asset Management USAsset managerHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC$89B
- 289Wisdomtree Asset Management, Inc.Asset managerHybridCeres Securities, LLC, Wisdomtree Securities, Inc.No custodian reported$88B
- 290III Capital ManagementPrivate fund adviserHybridAVM, L.P., clears through Pershing$88B
- 292PantheonPrivate fund adviserHybridPantheon Securities, LLC$88B
- 294Fortress Investment GroupPrivate fund adviserHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC$87B
- 295Cohen & Steers Capital Management Inc.Asset managerHybridCohen & Steers Securities, LLC$86B
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25