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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- 515Blackstone Tactical Opportunities Advisors L.L.C.Private fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD$40B
- 516Milliman Financial Risk Management LLCAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush$40B
- 518Calvert Research and ManagementAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited$40B
- 523Alpinvest Partners B.V.Private fund adviserHybridAlpinvest Partners LTD., Carlyle Japan Equity Management LLCNo custodian reported$40B
- 524Bamco, Inc.Asset managerHybridBaron Capital Management UK Limited, Baron Capital, Inc.No custodian reported$40B
- 525Trustage Investment ManagementAsset managerHybridCuna Brokerage Services, Inc.$39B
- 526Kayne Anderson Rudnick Investment Management, LLCAsset managerHybridVP Distributors LLC$39B
- 528EQT Partners Inc.Private fund adviserHybridEQT Partners BD, LLCNo custodian reported$39B
- 529Prime Capital FinancialAsset managerHybrid$39B
- 532Alps Advisors, Inc.Asset managerHybridAlps Distributors, Inc., Alps Portfolio Solutions Distributor, Inc.No custodian reported$39B
- 533TCW Investment Management Company LLCAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC$39B
- 535Voya Investment Management LLCAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC$39B
- 536MS Capital Partners Adviser Inc.Private fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLCNo custodian reported$39B
- 537Wealthspire Retirement AdvisoryAsset managerHybrid$39B
- 540First Manhattan Co. LLCWealth managerWrap sponsorHybridFirst Manhattan Securities LLC, clears through Pershing$38B
- 542Advice and Planning ServicesBroker-dealer firmHybridNuveen Securities, LLC$38B
- 544Hilltop Securities Asset Management, LLCAsset managerHybridHilltop Securities Inc., Momentum Independent Network Inc.No custodian reported$38B
- 545Nomura Corporate Research and Asset Management IncAsset managerHybridDelaware Distributors, L.P., Instinet, LLC$38B
- 547Voya Retirement Advisors, LLCAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC$37B
- 550Hotchkis and Wiley Capital Management, LLCAsset managerHybrid$37B
- 552Rockefeller Capital ManagementWealth managerHybridRockefeller Financial LLC$37B
- 554Steward Partners Investment Advisory, LLCBroker-dealer firmHybridSteward Partners Investment Solutions, LLC$37B
- 555Oppenheimer & Co. Inc.Broker-dealer firmHybridOppenheimer Europe LTD, Oppenheimer Investments Asia Limited$37B
- 559Scout Investments, Inc.Asset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLPNo custodian reported$37B
- 561Greystar Investment Group, LLCPrivate fund adviserHybridNo custodian reported$36B
- 564Select Equity Group, L.P.Private fund adviserHybrid$36B
- 565Stone Ridge Asset Management LLCAsset managerHybridOne Vanderbilt Securities LLC$36B
- 569Eagle Capital Management LLCAsset managerHybrid$36B
- 572Blackstone Credit Systematic Strategies LLCAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.$36B
- 573Clark Capital Management Group IncWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP$36B
- 577Eaton Vance Advisers International LTD.Asset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited$36B
- 584Alight Financial Advisors, LLCBroker-dealer firmHybridAlight Financial Solutions, LLC, clears through Pershing, Apex ClearingNo custodian reported$35B
- 585Octagon Credit Investors, LLCPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)$35B
- 586Russell InvestmentsPrivate fund adviserHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC$35B
- 587Virtus Fixed Income Advisers, LLCAsset managerHybridVP Distributors LLC$35B
- 588Sanctuary Advisors, LLCWealth managerWrap sponsorHybridSanctuary Securities, Inc.$35B
- 589Schroders Capital Management (US) Inc.Private fund adviserHybridSchroder Fund Advisors LLCNo custodian reported$35B
- 591Stancorp Investment Advisers, Inc.Asset managerHybridStancorp Equities, Inc.$35B
- 592Brevan Howard US Investment Management LPPrivate fund adviserHybridBrevan Howard US LLCNo custodian reported$34B
- 593Rreef America L.L.C.Asset managerHybridDWS Distributors, Inc., Deutsche Bank AG$34B
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