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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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

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. 490
    Earnest Partners, LLCAtlanta, GA · 7,415 clientsAsset manager
    BNY 38%Northern Trust 36%State Street 26%
    $43B
  2. 493
    Ascension Investment ManagementSt. Louis, MO · 8 clientsAsset manager
    Northern Trust 56%State Street 44%
    $42B
  3. 498
    Summit Partners, L.P.Boston, MA · 87 clientsPrivate fund adviser
    No custodian reported
    $42B
  4. 499
    CallanSAN Francisco, CA · 737 clientsAsset manager
    No custodian reported
    $42B
  5. 502
    Alyeska Investment Group, L.P.Chicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $42B
  6. 505
    Stepstone Group Real Assets LPLa Jolla, CA · 71 clientsPrivate fund adviser
    No custodian reported
    $41B
  7. 509
    Mawer Investment Management LTD.Calgary, Alberta, Canada · 6,075 clientsPrivate fund adviser
    No custodian reported
    $41B
  8. 511
    Hudson Bay Capital Management LPStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $41B
  9. 513
    LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
    State Street 40%
    $41B
  10. 521
    D1 Capital Partners L.P.New York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $40B
  11. 522
    Cheyne Capital Management (UK) LLPLondon, United Kingdom · 49 clientsPrivate fund adviser
    BNY 82%
    $40B
  12. 527
    Copenhagen Infrastructure Partners Inc.New York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $39B
  13. 531
    Marathon-LondonLondon, United Kingdom · 42 clientsAsset manager
    State Street 53%BNY 35%
    $39B
  14. 534
    Linden Advisors LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $39B
  15. 538
    Silchester International InvestorsLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $39B
  16. 539
    Investure, LLCCharlottesville, VA · 38 clientsPrivate fund adviser
    Northern Trust 100%
    $39B
  17. 541
    Accel Management Co. L.l.cPalo Alto, CA · 83 clientsPrivate fund adviser
    No custodian reported
    $38B
  18. 543
    Polar Asset Management Partners Inc.Toronto, Canada · 19 clientsPrivate fund adviser
    UBS 98%
    $38B
  19. 546
    Creative Planning Institutional Advisors, LLCNewport Beach, CA · 915 clientsAsset manager
    Fidelity 73%Empower Financial Services 27%
    $38B
  20. 548
    Dragoneer Investment Group, LLCSAN Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $37B
  21. 549
    Sound Point Capital Management, LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 75%Northern Trust 25%
    $37B
  22. 551
    MIC Capital Management UK LLPLondon, United Kingdom · 57 clientsPrivate fund adviser
    No custodian reported
    $37B
  23. 556
    ASB Capital Management LLCBethesda, MD · 83 clientsPrivate fund adviser
    BNY 36%Chevy Chase Trust 26%
    $37B
  24. 557
    Coller Investment Management LTDSt. Peter Port, Guernsey · 33 clientsPrivate fund adviser
    No custodian reported
    $37B
  25. 558
    Woodline Partners LPSAN Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $37B
  26. 560
    Shenkman Capital Management, Inc.New York, NY · 159 clientsAsset manager
    The Bank of NY Mellon 63%
    $37B
  27. 562
    BBR Partners, LLCNew York, NY · 245 clientsWealth manager
    Schwab 100%
    $36B
  28. 563
    Hudson AdvisorsDallas, TX · 86 clientsPrivate fund adviser
    No custodian reported
    $36B
  29. 567
    VoloridgeJupiter, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $36B
  30. 570
    GI PartnersScottsdale, AZ · 29 clientsPrivate fund adviser
    No custodian reported
    $36B
  31. 571
    Lone Star FundsDallas, TX · 31 clientsPrivate fund adviser
    No custodian reported
    $36B
  32. 574
    HBK Capital ManagementDallas, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $36B
  33. 575
    New Enterprise AssociatesMenlo Park, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $36B
  34. 576
    Arini Capital Management LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $36B
  35. 578
    Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
    Northern Trust 72%BNY 28%
    $36B
  36. 579
    Castlelake, L.P.Minneapolis, MN · 50 clientsPrivate fund adviser
    No custodian reported
    $35B
  37. 580
    Aksia LLCNew York, NY · 142 clientsAsset manager
    State Street 66%Northern Trust 34%
    $35B
  38. 582
    Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
    Principal Securities 48%U.S. Bank 35%
    $35B
  39. 583
    Fayez Sarofim & Co.Houston, TX · 2,997 clientsAsset manager
    Fidelity Distributors Company 100%
    $35B
  40. 590
    King Street Capital Management, L.P.New York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $35B

RIAs by state