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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. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clientsWealth manager
    Fidelity 100%
    $57B
  2. 396
    Tenaron Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $56B
  3. 400
    Savant Wealth ManagementRockford, IL · 24,034 clientsWealth manager
    Schwab 83%
    $56B
  4. 402
    TA AssociatesBoston, MA · 29 clientsPrivate fund adviser
    No custodian reported
    $55B
  5. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clientsWealth manager
    Fidelity 56%Schwab 44%
    $54B
  6. 406
    Pinestone Asset Management Inc.Montreal, Quebec, Canada · 95 clientsPrivate fund adviser
    State Street 53%BNY 29%
    $54B
  7. 408
    SB Investment Advisers (US) Inc.Menlo Park, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $53B
  8. 412
    Sculptor Capital LPNew York, NY · 98 clientsPrivate fund adviser
    U.S. Bank 100%
    $53B
  9. 417
    Farallon Capital Management, L.L.C.SAN Francisco, CA · 66 clientsPrivate fund adviser
    No custodian reported
    $52B
  10. 422
    Genstar CapitalSAN Francisco, CA · 30 clientsPrivate fund adviser
    No custodian reported
    $51B
  11. 425
    Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clientsWealth manager
    Schwab 71%Commerce Trust 29%
    $51B
  12. 426
    Partners Capital Investment Group, LLPBoston, MA · 886 clientsAsset manager
    Schwab 100%
    $51B
  13. 427
    Thrive CapitalNew York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $50B
  14. 429
    Holocene Advisors, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $50B
  15. 431
    Segal Marco AdvisorsNew York, NY · 129 clientsAsset manager
    No custodian reported
    $50B
  16. 432
    Lightspeed Venture PartnersMenlo Park, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $50B
  17. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  18. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  19. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  20. 442
    Gtcr LLCChicago, IL · 55 clientsPrivate fund adviser
    No custodian reported
    $49B
  21. 449
    Platinum Equity Advisors, LLCBeverly Hills, CA · 150 clientsPrivate fund adviser
    No custodian reported
    $48B
  22. 452
    Stepstone Group Europe Alternative Investments LimitedDublin, Ireland · 115 clientsPrivate fund adviser
    No custodian reported
    $47B
  23. 454
    Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
    Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
    $47B
  24. 455
    Francisco PartnersSAN Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $47B
  25. 457
    Pine River Capital Management L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $47B
  26. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  27. 462
    Silver Point Capital, L.P.Greenwich, CT · 58 clientsPrivate fund adviser
    No custodian reported
    $46B
  28. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  29. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
    Northern Trust 89%
    $46B
  30. 468
    General CatalystCambridge, MA · 49 clientsPrivate fund adviser
    No custodian reported
    $46B
  31. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  32. 471
    Chevy Chase Trust CompanyBethesda, MD · 1,245 clientsPrivate fund adviser
    Reliance Trust 100%
    $45B
  33. 472
    Meag New York CorporationNew York, NY · 47 clientsAsset manager
    State Street 76%RBC 24%
    $45B
  34. 473
    Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
    Barclays Capital 45%BNY 45%
    $45B
  35. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  36. 481
    Element Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $43B
  37. 485
    Jasper Ridge Partners, L.P.Fort Worth, TX · 67 clientsAsset manager
    BNY 100%
    $43B
  38. 486
    Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
    State Street 38%Northern Trust 25%
    $43B
  39. 487
    Graham Capital Management, L.P.Rowayton, CT · 35 clientsPrivate fund adviser
    No custodian reported
    $43B
  40. 489
    Cinven LimitedLondon, United Kingdom · 23 clientsPrivate fund adviser
    No custodian reported
    $43B

RIAs by state