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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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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.

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601 firms manage $51.4 trillionBNY

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  1. 718
    Driehaus Capital Management LLCChicago, IL · 90 clientsAsset managerHybrid
    BNY 62%State Street 25%
    $26B
  2. 722
    Templeton Global Advisors LimitedNassau, Bahamas, The · 12 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 100%
    $26B
  3. 724
    Impax Asset Management, LTD.London, United Kingdom · 686 clientsPrivate fund adviser
    BNP Paribas S.A. 29%HSBC 22%
    $26B
  4. 732
    Palmer Square Capital Management LLCMission Woods, KS · 159 clientsPrivate fund adviserHybrid
    J.P. Morgan 40%BNY 33%Northern Trust 27%
    $26B
  5. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  6. 742
    Ruffer LLPLondon, United Kingdom · 5,250 clientsPrivate fund adviserAffiliated broker-dealerRuffer LLC
    Custodian 86%
    $25B
  7. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  8. 750
    Jefferies Finance LLCNew York, NY · 60 clientsPrivate fund adviserHybridJefferies LLC
    State Street 67%BNY 33%
    $25B
  9. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  10. 758
    Pgim Private Placement Investors, L.P.Newark, NJ · 33 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    J.P. Morgan 83%
    $24B
  11. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  12. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  13. 775
    Templeton Asset Management LTD.Singapore, Singapore · 78 clientsBroker-dealer firmAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    J.P. Morgan 44%Citi 29%BNY 27%
    $24B
  14. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  15. 793
    Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
    J.P. Morgan 47%State Street 31%BNY 22%
    $23B
  16. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  17. 806
    Segall Bryant & HamillChicago, IL · 5,743 clientsAsset managerHybrid
    Brown Brothers & Harriman & 34%J.P. Morgan 24%
    $23B
  18. 814
    J O Hambro Capital Management LimitedLondon, United Kingdom · 55 clientsPrivate fund adviser
    BNY 60%J.P. Morgan 40%
    $22B
  19. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  20. 829
    Edgewood Management LLCGreenwich, CT · 1,070 clientsAsset manager
    BNY 55%J.P. Morgan 45%
    $22B
  21. 835
    American Money Management Corporation ("ammc")Cincinnati, OH · 45 clientsAsset manager
    BNY 100%
    $21B
  22. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  23. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  24. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  25. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  26. 852
    Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
    BNY 100%
    $21B
  27. 868
    Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
    BNY 100%
    $20B
  28. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  29. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  30. 904
    Fidelity Diversifying Solutions LLCBoston, MA · 35 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    BNY 51%State Street 38%
    $19B
  31. 909
    Blackstone Liquid Credit Strategies LLCNew York, NY · 43 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 100%
    $19B
  32. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  33. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  34. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  35. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  36. 1028
    IntechWest Palm Beach, FL · 26 clientsAsset managerHybrid
    BNY 51%BNP Paribas Securities Services Australia 49%
    $15B
  37. 1029
    Allianz Global Investors Asia Pacific LimitedHong Kong, Hong Kong · 69 clientsPrivate fund adviserAffiliated broker-dealerAllianz Global Investors (schweiz) AG, Allianz Global Investors Middle East Limited
    BNY 79%
    $15B
  38. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  39. 1039
    Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    BNY 87%
    $15B
  40. 1040
    Blackstone Ireland LimitedDublin 2, Ireland · 50 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Credit Suisse Services AG 100%
    $15B

RIAs by state