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IN Rising Stars 2026: Turning complexity into confidenceWSR 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 compensation
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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. 516
    Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
    J.P. Morgan 64%
    $40B
  2. 517
    Abrdn Asia LimitedSingapore, Singapore · 118 clientsPrivate fund adviserAffiliated broker-dealerAberdeen Fund Distributors, LLC, Abrdn Korea Co. Limited.
    Citi 27%J.P. Morgan 23%
    $40B
  3. 522
    Cheyne Capital Management (UK) LLPLondon, United Kingdom · 49 clientsPrivate fund adviser
    BNY 82%
    $40B
  4. 531
    Marathon-LondonLondon, United Kingdom · 42 clientsAsset manager
    State Street 53%BNY 35%
    $39B
  5. 535
    Voya Investment Management LLCAtlanta, GA · 9 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 100%
    $39B
  6. 545
    Nomura Corporate Research and Asset Management IncNew York, NY · 66 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    State Street 74%BNY 26%
    $38B
  7. 547
    Voya Retirement Advisors, LLCWindsor, CT · 7,672 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    Voya Instutional Trust 47%
    $37B
  8. 549
    Sound Point Capital Management, LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 75%Northern Trust 25%
    $37B
  9. 550
    Hotchkis and Wiley Capital Management, LLCLOS Angeles, CA · 98 clientsAsset managerHybrid
    Northern Trust 34%BNY 30%
    $37B
  10. 556
    ASB Capital Management LLCBethesda, MD · 83 clientsPrivate fund adviser
    BNY 36%Chevy Chase Trust 26%
    $37B
  11. 564
    Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
    BNY 61%Schwab 24%
    $36B
  12. 572
    Blackstone Credit Systematic Strategies LLCNew York, NY · 44 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Citi 62%BNY 38%
    $36B
  13. 577
    Eaton Vance Advisers International LTD.London, United Kingdom · 42 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 81%
    $36B
  14. 578
    Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
    Northern Trust 72%BNY 28%
    $36B
  15. 585
    Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    BNY 62%
    $35B
  16. 597
    Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
    BNY 83%
    $34B
  17. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B
  18. 609
    Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
    BNY 41%State Street 33%Goldman Sachs 26%
    $33B
  19. 612
    26northNew York, NY · 62 clientsPrivate fund adviser
    J.P. Morgan 51%BNY 30%
    $33B
  20. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  21. 623
    First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  22. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  23. 636
    Allspring Global Investments (UK) LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealer
    Northern Trust 75%BNY 25%
    $31B
  24. 641
    Knights of Columbus Asset Advisors LLCNew Haven, CT · 6,094 clientsAsset managerHybrid
    BNY 89%
    $31B
  25. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  26. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  27. 660
    Beach Point Capital Management LPSanta Monica, CA · 75 clientsPrivate fund adviser
    State Street 67%BNY 33%
    $30B
  28. 663
    Epoch Investment Partners, Inc.New York, NY · 757 clientsAsset managerAffiliated broker-dealerTD Financial Products LLC, TD Private Client Wealth LLC, clears through Pershing
    CIBC Mellon 49%
    $30B
  29. 664
    Franklin Templeton Institutional, LLCNew York, NY · 113 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 44%State Street 40%
    $30B
  30. 670
    Neuberger Berman Singapore PTE. LimitedSingapore, Singapore · 58 clientsPrivate fund adviserAffiliated broker-dealerNeuberger Berman BD LLC
    Northern Trust 39%BNY 32%J.P. Morgan 29%
    $29B
  31. 680
    Third Point LLCNew York, NY · 65 clientsPrivate fund adviser
    BNY 100%
    $29B
  32. 682
    Atlanta CapitalAtlanta, GA · 9,277 clientsAsset managerAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    BNY 46%Northern Trust 29%State Street 25%
    $29B
  33. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  34. 694
    Anchorage Capital Advisors, L.P.New York, NY · 116 clientsPrivate fund adviser
    BNY 69%Goldman Sachs 31%
    $28B
  35. 698
    AAMChicago, IL · 123 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
    U.S. Bank 69%BNY 31%
    $27B
  36. 705
    Aristotle Pacific Capital, LLCNewport Beach, CA · 15 clientsAsset managerHybrid
    BNY 82%
    $27B
  37. 706
    Aquarian Holdings Investment Management LLCNew York, NY · 16 clientsAsset manager
    BNY 43%U.S. Bank 25%
    $27B
  38. 709
    Brown Advisory LTD.London, United Kingdom · 986 clientsAsset manager
    SEI 58%BNY 42%
    $27B
  39. 712
    Allstate Investment Management CompanyChicago, IL · 97 clientsAsset manager
    BNY 100%
    $26B
  40. 714
    CFI PartnersChicago, IL · 6 clientsAsset manager
    BNY 100%
    $26B

RIAs by state