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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- 359Harbor Capital Advisors, Inc.Asset managerHybridHarbor Funds Distributors, Inc.No custodian reported$68B
- 360Stone Point Capital LLCPrivate fund adviserHybridSPC Capital Markets LLCNo custodian reported$68B
- 361Blackrock Capital Investment Advisors, LLCPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services$67B
- 362Walter Scott & Partners LimitedAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing$67B
- 364Brookfield Public Securities Group LLCAsset managerHybridBrookfield Private Advisors LLC, Brookfield Private Wealth LLC$66B
- 365Transamerica Asset Management, Inc.Asset managerHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLCNo custodian reported$66B
- 366William Blair Investment Management, LLCAsset managerHybridWilliam Blair & Company L.L.C.$66B
- 367Brandywine Global Investment Management, LLCAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited$65B
- 369Blue Owl Credit Advisors LLCAsset managerHybridBlue Owl Securities LLCNo custodian reported$65B
- 370Orion Portfolio Solutions, LLCWealth managerWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)$65B
- 372William Blair & Company L.L.C.Broker-dealer firmHybrid$64B
- 374Towers Watson Investment Services, Inc.Asset managerHybridWillis Towers Watson Securities, LLC$63B
- 375Causeway Capital Management LLCAsset managerHybrid$62B
- 376CVC Credit Partners, LLCPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLCNo custodian reported$62B
- 379Eagle Asset Management IncAsset managerHybridCarillon Fund Distributors, Inc., Raymond James & Associates, Inc.No custodian reported$61B
- 381American Beacon Advisors, Inc.Asset managerHybridResolute Investment Distributors, Inc.$60B
- 382LGT Capital Partners (USA) Inc.Asset managerHybridLGT Bank LTD$60B
- 384Voya Investments, LLCAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLCNo custodian reported$59B
- 386Newton Investment Management North AmericaAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing$59B
- 387Barrow Hanley Global InvestorsAsset managerHybrid$59B
- 390Blackstone Private Credit Strategies LLCPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.$58B
- 391Private Advisor Group, LLCWealth managerHybridPAG Financial, LLC, clears through LPL Financial$58B
- 392Alpinvest US Holdings, LLCPrivate fund adviserHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.No custodian reported$58B
- 394Brown Brothers Harriman Credit Partners, LLCAsset managerHybridBrown Brothers Harriman Investments, LLC$57B
- 397USI AdvisorsAsset managerHybridUSI Securities, Inc.$56B
- 398Citigroup Global Markets Inc.Broker-dealer firmHybridBank Handlowy W Warszawie S.A. (poland), Citi Mexico Casa De Bolsa, S.A. De C.v., Grupo Financiero Citi Mexico$56B
- 399Churchill Asset Management LLCAsset managerHybridNuveen Securities, LLC$56B
- 401Rafferty Asset Management, LLCAsset managerHybridNo custodian reported$55B
- 403Beacon Pointe Advisors, LLCWealth managerHybrid$55B
- 404Thornburg Investment Management IncAsset managerHybridThornburg Investment Management (asia) LTD, Thornburg Securities LLC$54B
- 407Veritas Capital Fund Management, L.L.C.Private fund adviserHybridVeritas Capital Securities L.L.C.No custodian reported$54B
- 410Missionsquare InvestmentsPrivate fund adviserHybridIcma-Rc Services, LLC$53B
- 411Gw&k Investment Management, LLCWealth managerPublic-company ownedHybridAMG Distributors, Inc.$53B
- 414Catalyst Strategic SolutionsAsset managerHybridCU Investment Solutions LLC$52B
- 415Walleye Capital LLCPrivate fund adviserHybridWalleye Trading LLCNo custodian reported$52B
- 416MAI Capital Management, LLCWealth managerHybrid$52B
- 418Vest Financial LLCAsset managerHybridFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.No custodian reported$52B
- 420Blackstone Liquid Credit Advisors I LLCAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.$52B
- 421BDT Capital PartnersPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh$52B
- 423PNC Capital Advisors LLCAsset managerHybridPNC Capital Markets LLC, PNC Wealth Management$51B
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