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Est. 2026The front page of wealth managementNew York

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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. 1840
    LM Capital Group, LLCSAN Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B
  2. 1842
    Snyder Capital Management LPSAN Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  3. 1846
    Vulcan Value Partners LLCBirmingham, AL · 157 clientsAsset managerHybrid
    Northern Trust 48%BNY 33%
    $6.1B
  4. 1866
    Foyston, Gordon & Payne Inc.Toronto, Canada · 7,721 clientsAsset manager
    BNY 81%
    $6.0B
  5. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  6. 1916
    Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
    Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
    $5.8B
  7. 1920
    Oasis Investment Strategies LLCChicago, IL · 4 clientsAsset managerAffiliated broker-dealerR.J. O'brien (mena) Capital Limited, R.J. O'brien Securities, LLC, clears through Pershing, BofA Securities
    Chicago Mercantile Exchange 61%
    $5.7B
  8. 1922
    Dalton Investments, Inc.EL Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  9. 1923
    Leadenhall Capital PartnersLondon, United Kingdom · 20 clientsPrivate fund adviser
    BNY 64%Northern Trust 36%
    $5.7B
  10. 1935
    Brave Warrior Advisors, LLCNew York, NY · 116 clientsWealth manager
    Pershing 81%
    $5.6B
  11. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  12. 1943
    Pentegra Investors, Inc.Shelton, CT · 250 clientsAsset managerHybridPentegra Distributors Inc.
    BNY 92%
    $5.6B
  13. 1959
    Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
    U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
    $5.5B
  14. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  15. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  16. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  17. 2021
    Alumina Investment ManagementCharlotte, NCAsset manager
    BNY 100%
    $5.3B
  18. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  19. 2047
    Leading Edge Investment Advisors,llcSAN Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  20. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  21. 2065
    White Oak Global Advisors, LLCSAN Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  22. 2066
    DWS Investments Hong Kong LimitedHong Kong, China · 11 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG, Deutsche Bank Securities Inc.
    BNY 100%
    $5.1B
  23. 2079
    TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
    Northern Trust 39%HSBC Securities Services 31%BNY 30%
    $5.1B
  24. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  25. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  26. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  27. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  28. 2203
    Clearwater Advisors, LLCBoise, ID · 32 clientsAsset manager
    U.S. Bancorp Investments 75%BNY 25%
    $4.7B
  29. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  30. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  31. 2221
    BTC Capital ManagementDES Moines, IA · 80 clientsAsset manager
    Bankers Trust 93%
    $4.6B
  32. 2223
    Globeflex Capital LPSAN Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B
  33. 2224
    Castleark Management LLCChicago, IL · 66 clientsAsset manager
    BNY 41%Northern Trust 34%
    $4.6B
  34. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  35. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  36. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  37. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  38. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  39. 2343
    Systematic Financial Management LPTeaneck, NJ · 177 clientsAsset managerAffiliated broker-dealer
    State Street 38%BNY 35%Northern Trust 27%
    $4.2B
  40. 2371
    Flaherty & Crumrine IncorporatedPasadena, CA · 16 clientsAsset manager
    BNY 54%J.P. Morgan 30%
    $4.1B

RIAs by state