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
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
601 firms manage $51.4 trillionBNY
Open in the Atlas screenerAtlas 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
- 1044SIT Fixed Income Advisors II, LLCAsset manager$15B
- 1061Paamco Prisma, LLCPrivate fund adviser$14B
- 1078Wellington Management Hong Kong LimitedBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.$14B
- 1084Federated Global Investment Management Corp.Asset managerAffiliated broker-dealerFederated Securities Corp.$14B
- 1098Ullico Investment Advisors, Inc.Private fund adviserHybridUllico Investment Company, LLC$14B
- 1115Clearbrook Investment Consulting LLCAsset managerHybrid$14B
- 1117Centersquare Investment Management LLCAsset managerHybrid$14B
- 1118Comgest Asset Management International LimitedPrivate fund adviser$14B
- 1137Eagle Point Credit Management LLCAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC$13B
- 1150Ascensus Investment Advisors, LLCAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC$13B
- 1159Global Endowment Management, LPPrivate fund adviser$13B
- 1165Pugh Capital Management, Inc.Asset manager$13B
- 1166Ariel Investments, LLCAsset managerHybridAriel Distributors, LLC$13B
- 1171Duff & Phelps Investment Management Co.Asset managerHybridVP Distributors LLC$13B
- 1176First Eagle Alternative Credit, LLCPrivate fund adviserHybridFEF Distributors, LLC$13B
- 1180Westwood Management CorpAsset managerHybridSalient Capital L.P.$12B
- 1182Royce Investment PartnersAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.$12B
- 1184Neuberger Berman Canada ULCAsset managerHybridNeuberger Berman BD LLC$12B
- 1187Ramirez Asset Management, Inc.Asset managerHybridSamuel A. Ramirez & Company, Inc.$12B
- 1192Altrinsic Global Advisors, LLCAsset manager$12B
- 1232Winton Capital Management LTD.Private fund adviserHybrid$12B
- 1246Sprucegrove Investment Management LTDAsset managerHybrid$12B
- 1248Longview Partners LLPPrivate fund adviserAffiliated broker-dealer$12B
- 1249Longview Partners (guernsey) LimitedPrivate fund adviserAffiliated broker-dealer$12B
- 1250Angel Oak Capital Advisors, LLCAsset managerHybrid$11B
- 1267Guggenheim Corporate Funding, LLCPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing$11B
- 1274Camden Asset ManagementPrivate fund adviser$11B
- 1276Fermat Capital Management, LLCAsset manager$11B
- 1277Stone Point Credit Adviser LLCPrivate fund adviserHybridSPC Capital Markets LLC$11B
- 1314Trinity Street Asset Management LLPPrivate fund adviser$11B
- 1317Generation Investment Management US LLPPrivate fund adviser$11B
- 1319Ruane Cunniff L.P.Asset managerHybrid$11B
- 1336Lansdowne Partners (UK) LLPPrivate fund adviser$10B
- 1343Sound Point Luna LLCPrivate fund adviser$10B
- 1347Algert Global LLCAsset manager$10B
- 1349IDR Investment Management, LLCPrivate fund adviserHybrid$10B
- 1351Kopernik Global Investors, LLCAsset managerHybrid$10B
- 1352Champlain Investment Partners, LLCAsset managerHybrid$10B
- 1357EthicAsset manager$10B
- 1376Agincourt Capital Management, LLCAsset managerAffiliated broker-dealer$10.0B
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25