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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

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. 361
    Blackrock Capital Investment Advisors, LLCWilmington, DE · 151 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $67B
  2. 362
    Walter Scott & Partners LimitedEdinburgh, United Kingdom · 171 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 55%Northern Trust 23%
    $67B
  3. 364
    Brookfield Public Securities Group LLCNew York, NY · 428 clientsAsset managerHybridBrookfield Private Advisors LLC, Brookfield Private Wealth LLC
    J.P. Morgan 64%BNY 36%
    $66B
  4. 366
    William Blair Investment Management, LLCChicago, IL · 682 clientsAsset managerHybridWilliam Blair & Company L.L.C.
    Northern Trust 39%State Street 34%BNY 27%
    $66B
  5. 367
    Brandywine Global Investment Management, LLCPhiladelphia, PA · 977 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 37%BNY 35%Northern Trust 27%
    $65B
  6. 368
    Alan Biller and AssociatesMenlo Park, CA · 51 clientsAsset manager
    BNY 100%
    $65B
  7. 375
    Causeway Capital Management LLCLOS Angeles, CA · 1,562 clientsAsset managerHybrid
    State Street 53%Northern Trust 29%
    $62B
  8. 383
    MIO Partners, Inc.New York, NY · 1,050 clientsPrivate fund adviser
    BNY 100%
    $60B
  9. 386
    Newton Investment Management North AmericaBoston, MA · 160 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 46%Northern Trust 29%State Street 25%
    $59B
  10. 387
    Barrow Hanley Global InvestorsDallas, TX · 154 clientsAsset managerHybrid
    State Street 48%Northern Trust 27%BNY 26%
    $59B
  11. 389
    Capital International, Inc.LOS Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  12. 390
    Blackstone Private Credit Strategies LLCNew York, NY · 95 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 73%J.P. Morgan 27%
    $58B
  13. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  14. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  15. 406
    Pinestone Asset Management Inc.Montreal, Quebec, Canada · 95 clientsPrivate fund adviser
    State Street 53%BNY 29%
    $54B
  16. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  17. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  18. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  19. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  20. 444
    Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsWealth managerBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
    BNY 100%
    $48B
  21. 445
    Manulife Investment Management Private Markets (US) LLCBoston, MA · 63 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    Standard Chartered Bank 55%BNY 45%
    $48B
  22. 450
    Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
    U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
    $47B
  23. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  24. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  25. 465
    Sali Fund ServicesAustin, TX · 246 clientsPrivate fund adviserHybrid
    Schwab 45%Goldman Sachs 30%BNY 24%
    $46B
  26. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  27. 473
    Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
    Barclays Capital 45%BNY 45%
    $45B
  28. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  29. 475
    IFM Investors (US) Advisor, LLCNew York, NY · 14 clientsPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD
    BNY 100%
    $44B
  30. 476
    Panagora Asset Management IncBoston, MA · 99 clientsAsset managerAffiliated broker-dealer
    State Street 72%
    $44B
  31. 477
    Blackstone Alternative Credit Advisors LPNew York, NY · 136 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNP Paribas Securities Services Australia Branch 46%BNY 29%Citi 25%
    $44B
  32. 480
    Aristotle Capital Management, LLCLOS Angeles, CA · 5,167 clientsAsset managerHybrid
    Schwab 69%BNY 31%
    $44B
  33. 485
    Jasper Ridge Partners, L.P.Fort Worth, TX · 67 clientsAsset manager
    BNY 100%
    $43B
  34. 490
    Earnest Partners, LLCAtlanta, GA · 7,415 clientsAsset manager
    BNY 38%Northern Trust 36%State Street 26%
    $43B
  35. 494
    Newton Investment Management LTDLondon, United Kingdom · 99 clientsPrivate fund adviserAffiliated broker-dealerBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 61%Northern Trust 28%
    $42B
  36. 495
    T.rowe Price Hong Kong LimitedCentral, Hong Kong · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 66%BNY 34%
    $42B
  37. 496
    Penn Mutual Asset Management, LLCConshohocken, PA · 35 clientsAsset managerHybridHornor, Townsend & Kent, LLC
    BNY 100%
    $42B
  38. 503
    Securian Asset Management, Inc.St Paul, MN · 45 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
    BNY 89%
    $42B
  39. 510
    Morgan Stanley AIP GP LPWest Conshohocken, PA · 199 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    BNY 45%State Street 39%
    $41B
  40. 513
    LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
    State Street 40%
    $41B

RIAs by state