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Est. 2026The front page of wealth managementNew York

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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. 791
    Twentyfour Asset Management (US) LPNew York, NY · 24 clientsPrivate fund adviser
    State Street 100%
    $23B
  2. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  3. 793
    Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
    J.P. Morgan 47%State Street 31%BNY 22%
    $23B
  4. 795
    Oxford Financial Group, LTDCarmel, IN · 697 clientsWealth manager
    Fidelity 100%
    $23B
  5. 796
    New Holland Capital, LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  6. 798
    Engineers Gate Manager LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $23B
  7. 799
    Capital Advisors Group, IncBoston, MA · 236 clientsAsset manager
    U.S. Bank 100%
    $23B
  8. 802
    OA Private CapitalGrand Rapids, MI · 94 clientsPrivate fund adviser
    No custodian reported
    $23B
  9. 808
    MPC Capital Advisors, LLCRockville Centre, NY · 33 clientsAsset manager
    No custodian reported
    $23B
  10. 811
    Crestline Management, L.P.Fort Worth, TX · 131 clientsPrivate fund adviser
    No custodian reported
    $23B
  11. 812
    TCVMenlo Park, CA · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  12. 813
    Onex Partners Manager LPToronto, Canada · 35 clientsPrivate fund adviser
    No custodian reported
    $22B
  13. 814
    J O Hambro Capital Management LimitedLondon, United Kingdom · 55 clientsPrivate fund adviser
    BNY 60%J.P. Morgan 40%
    $22B
  14. 815
    Prime Finance Advisor, L.P.SAN Francisco, CA · 73 clientsPrivate fund adviser
    No custodian reported
    $22B
  15. 817
    CVC Secondary Partners (u.s.), LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $22B
  16. 818
    Dawson PartnersToronto, Canada · 16 clientsPrivate fund adviser
    No custodian reported
    $22B
  17. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  18. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  19. 824
    Rialto Capital Management, LLCMiami, FL · 66 clientsPrivate fund adviser
    No custodian reported
    $22B
  20. 826
    Lone Pine Capital LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $22B
  21. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B
  22. 829
    Edgewood Management LLCGreenwich, CT · 1,070 clientsAsset manager
    BNY 55%J.P. Morgan 45%
    $22B
  23. 830
    THL Managers VII, LLCBoston, MA · 26 clientsPrivate fund adviser
    No custodian reported
    $21B
  24. 831
    Himalaya CapitalSeattle, WA · 2 clientsPrivate fund adviser
    No custodian reported
    $21B
  25. 832
    Universa Investments L.P.Miami, FL · 45 clientsPrivate fund adviser
    No custodian reported
    $21B
  26. 833
    Pnmac Capital Management, LLCWestlake Village, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $21B
  27. 835
    American Money Management Corporation ("ammc")Cincinnati, OH · 45 clientsAsset manager
    BNY 100%
    $21B
  28. 841
    Park Square Capital USA LPNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $21B
  29. 842
    IQ EQ Fund Management (singapore) Private LimitedSingapore, Singapore · 103 clientsPrivate fund adviser
    J.P. Morgan 60%
    $21B
  30. 843
    Charlesbank Capital Partners, LLCBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $21B
  31. 849
    Ribbit CapitalPalo Alto, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $21B
  32. 854
    Pacific Asset ManagementLondon, United Kingdom · 128 clientsPrivate fund adviser
    No custodian reported
    $21B
  33. 855
    Centiva Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $21B
  34. 856
    Orbimed Advisors LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $21B
  35. 857
    Offit CapitalNew York, NY · 378 clientsWealth manager
    Schwab 100%
    $21B
  36. 858
    Appaloosa LPShort Hills, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $20B
  37. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  38. 861
    Harvest Partners, LPNew York, NY · 45 clientsPrivate fund adviser
    State Street 100%
    $20B
  39. 862
    Bessemer Venture PartnersLarchmont, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  40. 863
    Rokos Capital Management (US) LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $20B

RIAs by state