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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. 297
    Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada · 207 clientsAsset managerHybrid
    State Street 45%RBC 33%
    $86B
  2. 298
    Proshare Advisors LLCBethesda, MD · 145 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $85B
  3. 299
    Mercer Global Advisors Inc.Denver, CO · 36,172 clientsWealth managerHybridHeim, Young & Associates, Inc.
    Schwab 73%Fidelity 27%
    $84B
  4. 300
    Clearlake Capital Group, L.P.Santa Monica, CA · 148 clientsPrivate fund adviserHybridClearlake Capital Markets, LLC
    U.S. Bank 100%
    $84B
  5. 301
    Nationwide Fund AdvisorsColumbus, OH · 129 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $83B
  6. 302
    Global X Management Company LLCNew York, NY · 146 clientsAsset managerHybridMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD.
    No custodian reported
    $83B
  7. 306
    Park Avenue Institutional Advisers LLCNew York, NY · 24 clientsAsset managerHybridPark Avenue Securities LLC
    J.P. Morgan 100%
    $82B
  8. 307
    StonepeakNew York, NY · 125 clientsPrivate fund adviserHybridStonepeak Securities LLC
    BNY 100%
    $82B
  9. 308
    Pzena Investment Management LLCNew York, NY · 245 clientsAsset managerHybridPzena Financial Services, LLC
    State Street 60%BNY 40%
    $81B
  10. 309
    TCW Asset Management Company LLCLOS Angeles, CA · 200 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    State Street 37%J.P. Morgan 35%BNY 28%
    $81B
  11. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  12. 311
    Grantham Mayo Van Otterloo & Co LLCBoston, MA · 170 clientsAsset managerHybrid
    State Street 71%BNY 23%
    $81B
  13. 312
    Strategic Partners Fund Solutions Advisors L.P.New York, NY · 75 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B
  14. 314
    Blackstone Infrastructure Advisors L.L.C.New York, NY · 38 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B
  15. 316
    Kestra Advisory Services, LLCAustin, TX · 117,403 clientsWealth managerHybridKestra Investment Services, LLC
    Fidelity 100%
    $80B
  16. 318
    AXA Investment Managers US IncNew York, NY · 60 clientsAsset managerHybridBNP Paribas Securities Corp.
    BNY 39%Citi 34%BNP Paribas SA 27%
    $79B
  17. 319
    Starwood Capital Group Management, L.L.C.Miami Beach, FL · 258 clientsPrivate fund adviserHybridStarwood Capital, L.L.C.
    No custodian reported
    $79B
  18. 321
    Metropolitan West Asset Management LLCLOS Angeles, CA · 91 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    Northern Trust 54%BNY 28%
    $79B
  19. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  20. 325
    Blackstone Property Advisors L.P.New York, NY · 116 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $77B
  21. 326
    Truist Advisory Services, Inc.Atlanta, GA · 129,307 clientsWealth managerBank-affiliatedHybridTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 88%
    $77B
  22. 327
    Pinebridge Investments LLCNew York, NY · 329 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    State Street 61%BNY 39%
    $77B
  23. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  24. 329
    SLC ManagementWellesley Hills, MA · 280 clientsAsset managerHybridAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    Citi 100%
    $76B
  25. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  26. 334
    Brookfield Asset Management PIC Adviser (private Equity), L.P.Toronto, Ontario, Canada · 125 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $74B
  27. 335
    Clarion PartnersNew York, NY · 36 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $74B
  28. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsWealth managerBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    $73B
  29. 340
    World Investment Advisors, LLCLincroft, NJ · 23,021 clientsAsset managerHybridGoldman Sachs & Co. LLC, World Investments, LLC, clears through Pershing
    Fidelity 66%Empower Financial Services 34%
    $72B
  30. 342
    Tiaa-Cref Tuition Financing, Inc.New York, NY · 9 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    BNY 78%
    $71B
  31. 343
    Blackstone Asset Based Finance Advisors LPNew York, NY · 113 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, L.L.C.
    BNY 74%Citi 26%
    $70B
  32. 346
    Meeder Public Funds, Inc.Dublin, OH · 582 clientsAsset managerHybridMeeder Distribution Services, Inc.
    U.S. Bank 61%Principal Financial Group 39%
    $70B
  33. 348
    Blackstone Real Estate Special Situations Advisors L.L.C.New York, NY · 70 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Citi 82%
    $70B
  34. 349
    BettermentNew York, NY · 1,022,488 clientsWealth managerWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    $70B
  35. 350
    Sterling Capital Management LLCCharlotte, NC · 3,508 clientsAsset managerHybrid
    Truist Bank 53%Fidelity Management Trust Comapany 34%
    $69B
  36. 352
    Russell InvestmentsSeattle, WA · 72 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    Pershing 76%Fidelity 24%
    $69B
  37. 353
    John Hancock Variable Trust Advisers LLCBoston, MA · 50 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    No custodian reported
    $69B
  38. 354
    Carlyle Global Credit Investment Management L.L.C.New York, NY · 155 clientsPrivate fund adviserHybridCarlyle Asia Limited, Carlyle Australia Equity Management PTY Limited
    No custodian reported
    $68B
  39. 357
    Blue Owl Real Estate Capital LLCChicago, IL · 91 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    Northern Trust 64%State Street 26%
    $68B
  40. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsWealth managerBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    $68B

RIAs by state