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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 243
    Warburg Pincus LLCNew York, NY · 76 clientsPrivate fund adviser
    No custodian reported
    $109B
  2. 245
    Stepstone Group LPLa Jolla, CA · 561 clientsPrivate fund adviser
    No custodian reported
    $108B
  3. 246
    Lighthouse Investment Partners, LLCPalm Beach Gardens, FL · 139 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands Limited 100%
    $107B
  4. 249
    Tudor Investment CorporationStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $107B
  5. 250
    Andreessen HorowitzMenlo Park, CA · 119 clientsPrivate fund adviser
    No custodian reported
    $106B
  6. 261
    Bracebridge Capital, LLCBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $100B
  7. 265
    Pathway Capital Management, LPIrvine, CA · 120 clientsAsset manager
    No custodian reported
    $98B
  8. 267
    Fiducient Advisors LLCChicago, IL · 1,239 clientsAsset manager
    Schwab 50%U.S. Bank 35%
    $98B
  9. 278
    Coatue Management, L.L.C.New York, NY · 126 clientsPrivate fund adviser
    No custodian reported
    $93B
  10. 279
    Cerberus Capital Management, L.P.New York, NY · 257 clientsPrivate fund adviser
    BNY 55%U.S. Bank 45%
    $92B
  11. 280
    Insight Venture PartnersNew York, NY · 181 clientsPrivate fund adviser
    No custodian reported
    $92B
  12. 284
    Advent International, L.P.Boston, MA · 133 clientsPrivate fund adviser
    No custodian reported
    $92B
  13. 285
    Capstone Investment Advisors, LLCNew York, NY · 31 clientsPrivate fund adviser
    Morgan Stanley 42%BNY 39%
    $92B
  14. 291
    Morningstar Investment Management LLCChicago, IL · 515,981 clientsAsset manager
    Lincoln Financial Group Trust 47%Schwab 33%
    $88B
  15. 293
    Clayton, Dubilier & Rice, LLCNew York, NY · 42 clientsPrivate fund adviser
    No custodian reported
    $87B
  16. 296
    Leonard Green & Partners, L.P.LOS Angeles, CA · 117 clientsPrivate fund adviser
    No custodian reported
    $86B
  17. 303
    Nippon Life Global Investors Americas, Inc.New York, NY · 146 clientsAsset manager
    State Street 57%BNY 33%
    $83B
  18. 305
    Sequoia Capital Operations, LLCMenlo Park, CA · 60 clientsPrivate fund adviser
    No custodian reported
    $82B
  19. 315
    Centerbridge Partners, L.P.New York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $80B
  20. 317
    Lexington Partners L.P.New York, NY · 157 clientsPrivate fund adviser
    No custodian reported
    $79B
  21. 320
    Cresset Asset Management, LLCChicago, IL · 4,911 clientsWealth managerBank-affiliated
    Fidelity 53%Pershing 39%
    $79B
  22. 322
    Viking Global Investors LPStamford, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $78B
  23. 323
    Tiger Global Management, LLCNew York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $78B
  24. 331
    ALM First Financial Advisors LLCDallas, TX · 162 clientsAsset manager
    No custodian reported
    $76B
  25. 333
    OC Investment Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $76B
  26. 338
    H.I.G. Capital, LLCMiami, FL · 191 clientsPrivate fund adviser
    J.P. Morgan 87%
    $72B
  27. 341
    Caxton Associates LLPLondon, United Kingdom · 19 clientsPrivate fund adviser
    Citi 100%
    $72B
  28. 344
    Adage Capital Management, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $70B
  29. 347
    Goldentree Asset Management LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 46%J.P. Morgan 28%State Street 26%
    $70B
  30. 351
    Fulcrum Asset Management LLPLondon, United Kingdom · 26 clientsPrivate fund adviser
    State Street 100%
    $69B
  31. 355
    Jupiter Asset Management LimitedLondon, United Kingdom · 98 clientsPrivate fund adviser
    State Street 34%Merrill / Bank of America 31%
    $68B
  32. 363
    Adams Street Partners, LLCChicago, IL · 373 clientsPrivate fund adviser
    HSBC Bank 62%DZ Privatbank S.A. 24%
    $66B
  33. 368
    Alan Biller and AssociatesMenlo Park, CA · 51 clientsAsset manager
    BNY 100%
    $65B
  34. 373
    Bayview Asset Management, LLCCoral Gables, FL · 57 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $64B
  35. 377
    Digitalbridge Investment Management, LLCBoca Raton, FL · 86 clientsPrivate fund adviser
    Morgan Stanley 100%
    $61B
  36. 378
    Quantinno Capital Management LPNew York, NY · 8,264 clientsWealth manager
    Fidelity 54%Schwab 32%
    $61B
  37. 380
    I Squared Capital Advisors (US) LLCMiami, FL · 76 clientsPrivate fund adviser
    No custodian reported
    $60B
  38. 383
    MIO Partners, Inc.New York, NY · 1,050 clientsPrivate fund adviser
    BNY 100%
    $60B
  39. 385
    Valor Equity PartnersChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $59B
  40. 388
    Marshall Wace North America L.P.New York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $59B

RIAs by state