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FP Why fee-based models are the future of advisor compensationIN 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 next
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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. 232
    Boston PartnersBoston, MA · 6,982 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 53%Northern Trust 47%
    $116B
  2. 233
    TPG Angelo GordonNew York, NY · 366 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    U.S. Bank 53%BNY 33%
    $116B
  3. 236
    MFS Institutional Advisors Inc.Boston, MA · 13,555 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    Northern Trust 38%State Street 26%
    $114B
  4. 237
    New England Asset Management, Inc.Farmington, CT · 145 clientsAsset manager
    BNY 55%U.S. Bank 23%
    $112B
  5. 238
    Pgim Quantitative SolutionsNewark, NJ · 117 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC, Prudential Annuities Distributors, Inc
    State Street 56%
    $111B
  6. 247
    BAM Credit and Insurance Solutions Advisor LLCNew York, NY · 32 clientsAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    J.P. Morgan 61%BNY 39%
    $107B
  7. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  8. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B
  9. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  10. 259
    Oak Hill Advisors, L.P.New York, NY · 152 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
    BNY 100%
    $101B
  11. 264
    Neuberger Berman Europe LimitedLondon, United Kingdom · 241 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    BNY 41%Northern Trust 23%
    $98B
  12. 266
    Ares Capital Management LLCLOS Angeles, CA · 46 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    State Street 70%BNY 30%
    $98B
  13. 268
    Eaton Vance ManagementBoston, MA · 3,826 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 53%State Street 47%
    $97B
  14. 275
    PPM America IncChicago, IL · 46 clientsAsset managerHybridJackson National Life Distributors LLC
    BNY 68%
    $94B
  15. 276
    Fort Washington Investment Advisors IncCincinnati, OH · 755 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    BNY 100%
    $93B
  16. 277
    Doubleline Capital LPTampa, FL · 102 clientsAsset managerHybrid
    Northern Trust 39%BNY 38%
    $93B
  17. 279
    Cerberus Capital Management, L.P.New York, NY · 257 clientsPrivate fund adviser
    BNY 55%U.S. Bank 45%
    $92B
  18. 285
    Capstone Investment Advisors, LLCNew York, NY · 31 clientsPrivate fund adviser
    Morgan Stanley 42%BNY 39%
    $92B
  19. 290
    III Capital ManagementBoca Raton, FL · 21 clientsPrivate fund adviserHybridAVM, L.P., clears through Pershing
    BNY 100%
    $88B
  20. 295
    Cohen & Steers Capital Management Inc.New York, NY · 177 clientsAsset managerHybridCohen & Steers Securities, LLC
    State Street 33%BNY 28%
    $86B
  21. 303
    Nippon Life Global Investors Americas, Inc.New York, NY · 146 clientsAsset manager
    State Street 57%BNY 33%
    $83B
  22. 304
    Schroder Investment Management North America LTDLondon, United Kingdom · 111 clientsAsset managerAffiliated broker-dealer
    State Street 42%BNY 35%Northern Trust 23%
    $83B
  23. 307
    StonepeakNew York, NY · 125 clientsPrivate fund adviserHybridStonepeak Securities LLC
    BNY 100%
    $82B
  24. 308
    Pzena Investment Management LLCNew York, NY · 245 clientsAsset managerHybridPzena Financial Services, LLC
    State Street 60%BNY 40%
    $81B
  25. 309
    TCW Asset Management Company LLCLOS Angeles, CA · 200 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    State Street 37%J.P. Morgan 35%BNY 28%
    $81B
  26. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  27. 311
    Grantham Mayo Van Otterloo & Co LLCBoston, MA · 170 clientsAsset managerHybrid
    State Street 71%BNY 23%
    $81B
  28. 313
    Galliard Capital ManagementMinneapolis, MN · 188 clientsAsset managerAffiliated broker-dealerAllspring Funds Distributor, LLC
    BNY 100%
    $80B
  29. 318
    AXA Investment Managers US IncNew York, NY · 60 clientsAsset managerHybridBNP Paribas Securities Corp.
    BNY 39%Citi 34%BNP Paribas SA 27%
    $79B
  30. 321
    Metropolitan West Asset Management LLCLOS Angeles, CA · 91 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    Northern Trust 54%BNY 28%
    $79B
  31. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  32. 327
    Pinebridge Investments LLCNew York, NY · 329 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    State Street 61%BNY 39%
    $77B
  33. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  34. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  35. 338
    H.I.G. Capital, LLCMiami, FL · 191 clientsPrivate fund adviser
    J.P. Morgan 87%
    $72B
  36. 342
    Tiaa-Cref Tuition Financing, Inc.New York, NY · 9 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    BNY 78%
    $71B
  37. 343
    Blackstone Asset Based Finance Advisors LPNew York, NY · 113 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, L.L.C.
    BNY 74%Citi 26%
    $70B
  38. 347
    Goldentree Asset Management LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 46%J.P. Morgan 28%State Street 26%
    $70B
  39. 348
    Blackstone Real Estate Special Situations Advisors L.L.C.New York, NY · 70 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Citi 82%
    $70B
  40. 350
    Sterling Capital Management LLCCharlotte, NC · 3,508 clientsAsset managerHybrid
    Truist Bank 53%Fidelity Management Trust Comapany 34%
    $69B

RIAs by state