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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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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

601 firms manage $51.4 trillionBNY

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. 102
    Capital Bank and Trust CompanyIrvine, CA · 588 clientsPrivate fund adviserHybridCapital Client Group, Inc.
    BNY 100%
    $251B
  2. 110
    DWS International GmbhFrankfurt AM Main, Germany · 136 clientsBroker-dealer firmAffiliated broker-dealerDeutsche Bank AG
    BNY 42%State Street 33%Deutsche Bank AG 26%
    $229B
  3. 111
    Manulife Investment Management (US) LLCBoston, MA · 4,861 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    State Street 66%
    $228B
  4. 118
    Jennison AssociatesNew York, NY · 6,083 clientsAsset managerHybridPrudential Investment Management Services LLC
    BNY 38%Northern Trust 33%State Street 28%
    $215B
  5. 125
    Northern Trust Global Investments LTDLondon, United Kingdom · 76 clientsPrivate fund adviserAffiliated broker-dealerNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 37%BNY 32%
    $208B
  6. 126
    Federated Investment CounselingPittsburgh, PA · 8,721 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    BNY 100%
    $207B
  7. 129
    T.rowe Price Investment Management, Inc.Baltimore, MD · 64 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    Northern Trust 48%
    $204B
  8. 132
    DWS Investment Management Americas, Inc.New York, NY · 159 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    J.P. Morgan 52%BNY 29%
    $200B
  9. 139
    Invesco Asset Management LTD.Henley-On-Thames, United Kingdom · 206 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Northern Trust 30%HSBC Bank PLC 23%
    $188B
  10. 142
    Western Asset Management CompanyPasadena, CA · 31,897 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    BNY 100%
    $185B
  11. 144
    Artisan Partners Limited PartnershipMilwaukee, WI · 249 clientsAsset managerHybridApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    BNY 56%Northern Trust 24%
    $184B
  12. 145
    Blackstone Isg-I Advisors L.L.C.New York, NY · 44 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    BNY 70%Citi 29%
    $184B
  13. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B
  14. 150
    GC Advisors LLCChicago, IL · 144 clientsPrivate fund adviserHybrid
    BNY 56%
    $178B
  15. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  16. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  17. 157
    Blackrock Capital Management, Inc.Wilmington, DE · 13 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 34%SSB New York Institutional 30%
    $173B
  18. 158
    Insight InvestmentNew York, NY · 1,876 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 69%Northern Trust 31%
    $171B
  19. 165
    GQG PartnersFort Lauderdale, FL · 6,445 clientsAsset managerHybrid
    J.P. Morgan 36%Northern Trust 30%State Street 23%
    $164B
  20. 166
    Keyridge Asset Management LimitedDublin 1, Ireland · 36 clientsAsset managerAffiliated broker-dealer
    Citi 74%
    $163B
  21. 171
    Mackay Shields LLCNew York, NY · 354 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    BNY 66%
    $160B
  22. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  23. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  24. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  25. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  26. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  27. 188
    Eastspring Investments (singapore) LimitedSingapore, Singapore · 185 clientsPrivate fund adviser
    BNY 39%State Street 25%HSBC Continental Europe S.a., Germany 24%
    $146B
  28. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  29. 191
    Baillie Gifford Overseas LTDEdinburgh, United Kingdom · 255 clientsAsset managerHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    State Street 35%BNY 30%
    $144B
  30. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  31. 204
    Capula Investment US LPNew York, NY · 8 clientsPrivate fund adviserHybridMontec Securities LLC
    BNY 100%
    $137B
  32. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  33. 206
    Rhumbline AdvisersBoston, MA · 399 clientsAsset manager
    Northern Trust 39%BNY 32%State Street 29%
    $136B
  34. 207
    RathbonesLiverpool, United Kingdom · 150,885 clientsWealth manager
    Rathbone Nominees Limited 37%Allfunds Bank SAU London Branch 35%BNY 28%
    $135B
  35. 209
    Aflac Asset Management LLCNew York, NY · 9 clientsAsset manager
    BNY 100%
    $133B
  36. 212
    Income Research + ManagementBoston, MA · 937 clientsAsset managerHybrid
    BNY 41%Northern Trust 37%
    $131B
  37. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  38. 221
    Hartford Investment Management CompanyHartford, CT · 80 clientsAsset managerAffiliated broker-dealerHartford Funds Distributors, LLC
    J.P. Morgan 83%
    $124B
  39. 225
    Corebridge Institutional Investments (u.s.), LLCJersey City, NJ · 41 clientsAsset managerHybridCorebridge Capital Services, Inc.
    BNY 100%
    $121B
  40. 227
    Lazard Asset Management LLCNew York, NY · 5,110 clientsAsset managerHybridLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    State Street 32%BNY 26%
    $121B

RIAs by state