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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- 424CWM, LLCWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc$51B
- 428Mesirow Financial Investment Management, Inc.Asset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing$50B
- 434AE Wealth Management, LLCWealth managerWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)$50B
- 435Crescent Capital Group LPPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.$50B
- 438Bridge Investment GroupPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through PershingNo custodian reported$49B
- 439Macquarie Infrastructure PartnersPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.a R.L.No custodian reported$49B
- 443Cliffwater LLCAsset managerHybrid$49B
- 445Manulife Investment Management Private Markets (US) LLCAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC$48B
- 446Thrivent Asset Management, LLCAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.No custodian reported$48B
- 448Wealthfront Advisers LLCWealth managerWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets$48B
- 450Antares Capital Advisers LLCPrivate fund adviserHybrid$47B
- 451Ashmore Investment Management LTDAsset managerHybridAshmore Investment Management (US) Corporation$47B
- 453Equitable Advisors, LLCBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC$47B
- 456Bessemer Investment Management LLCAsset managerHybridBessemer Investor Services, Inc.No custodian reported$47B
- 460NLG Capital LLCAsset managerHybridEquity Services, Inc.$47B
- 461New Mountain Capital, LLCPrivate fund adviserHybridNo custodian reported$46B
- 464Blue Owl Credit Private Fund Advisors LLCPrivate fund adviserHybridBlue Owl Securities LLC$46B
- 465Sali Fund ServicesPrivate fund adviserHybrid$46B
- 467Tidal Investments LLCAsset managerHybrid$46B
- 469Chandler Asset Management IncAsset managerHybridChandler Distribution Services, LLC$45B
- 475IFM Investors (US) Advisor, LLCPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD$44B
- 477Blackstone Alternative Credit Advisors LPPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.$44B
- 478Calamos Advisors LLCAsset managerHybridCalamos Financial Services LLC$44B
- 479Apogem Capital LLCPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)No custodian reported$44B
- 480Aristotle Capital Management, LLCAsset managerHybrid$44B
- 482Polar CapitalPrivate fund adviserHybridNo custodian reported$43B
- 483Newedge AdvisorsWealth managerWrap sponsorHybridNewedge Securities, LLC$43B
- 484Wells Fargo Investment Institute, Inc.Wealth managerBank-affiliatedHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association$43B
- 488Pacific Life Fund Advisors LLCAsset managerHybridPacific Select Distributors, LLCNo custodian reported$43B
- 491Franklin Mutual Advisers, LLCAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited$43B
- 492LidoWealth managerHybridLido Securities, LLC$43B
- 496Penn Mutual Asset Management, LLCAsset managerHybridHornor, Townsend & Kent, LLC$42B
- 500Pacer Advisors, Inc.Broker-dealer firmHybridPacer Financial, Inc.No custodian reported$42B
- 501D.A. Davidson & Co.Broker-dealer firmHybrid$42B
- 504Focus Advisor Solutions, LLCWealth managerHybrid$41B
- 506Abrdn Inc.Asset managerHybridAberdeen Fund Distributors, LLC$41B
- 507Ninety One North America, Inc.Private fund adviserHybrid$41B
- 508Parnassus Investments, LLCAsset managerHybridAMG Distributors, Inc.$41B
- 510Morgan Stanley AIP GP LPPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC$41B
- 512Brandes Investment Partners, LPAsset managerHybrid$41B
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