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RB 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 AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

166 firms manage $7.4 trillionCiti

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. 021
    Pgim, Inc.Newark, NJ · 611 clientsAsset managerHybridPgim (hong Kong) LTD., Pruco Securities, LLC
    J.P. Morgan 57%
    $1.1T
  2. 033
    Apollo Capital Management, L.P.New York, NY · 803 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    Citi 100%
    $718B
  3. 036
    Blackrock Investment Management, LLCPrinceton, NJ · 10,859 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Citi 53%Merrill / Bank of America 47%
    $677B
  4. 055
    Ares Management LLCLOS Angeles, CA · 702 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    BNY 63%Citi 23%
    $459B
  5. 064
    Barings LLCCharlotte, NC · 417 clientsAsset managerHybridBarings Securities LLC
    Citi 76%BNY 24%
    $393B
  6. 098
    L&g - Asset Management, AmericaChicago, IL · 195 clientsAsset manager
    Citi 73%
    $267B
  7. 107
    Guggenheim Partners Investment Management, LLCNew York, NY · 440 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Citi 86%
    $241B
  8. 128
    Abrdn Investments LimitedEdinburgh, United Kingdom · 468 clientsPrivate fund adviserAffiliated broker-dealerAberdeen Fund Distributors, LLC, Abrdn Investments Middle East Limited
    Citi 100%
    $207B
  9. 145
    Blackstone Isg-I Advisors L.L.C.New York, NY · 44 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    BNY 70%Citi 29%
    $184B
  10. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  11. 159
    Jpmorgan Asset Management (asia Pacific) LimitedHong Kong, Hong Kong · 210 clientsPrivate fund adviserAffiliated broker-dealer
    J.P. Morgan 50%Citi 28%
    $170B
  12. 166
    Keyridge Asset Management LimitedDublin 1, Ireland · 36 clientsAsset managerAffiliated broker-dealer
    Citi 74%
    $163B
  13. 224
    Sammons Financial Group Asset Management, LLCWest DES Moines, IA · 9 clientsAsset managerHybridSammons Financial Network, LLC
    Citi 100%
    $122B
  14. 229
    Iconiq Capital, LLCSAN Francisco, CA · 846 clientsPrivate fund adviser
    Fidelity 86%
    $118B
  15. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  16. 264
    Neuberger Berman Europe LimitedLondon, United Kingdom · 241 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    BNY 41%Northern Trust 23%
    $98B
  17. 274
    Numeric Investors LLCBoston, MA · 120 clientsPrivate fund adviserHybridMAN Investments Inc.
    Citi 76%
    $94B
  18. 275
    PPM America IncChicago, IL · 46 clientsAsset managerHybridJackson National Life Distributors LLC
    BNY 68%
    $94B
  19. 287
    Aegon Asset Management USCedar Rapids, IA · 80 clientsAsset managerHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC
    Citi 65%J.P. Morgan 35%
    $89B
  20. 318
    AXA Investment Managers US IncNew York, NY · 60 clientsAsset managerHybridBNP Paribas Securities Corp.
    BNY 39%Citi 34%BNP Paribas SA 27%
    $79B
  21. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  22. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  23. 329
    SLC ManagementWellesley Hills, MA · 280 clientsAsset managerHybridAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    Citi 100%
    $76B
  24. 341
    Caxton Associates LLPLondon, United Kingdom · 19 clientsPrivate fund adviser
    Citi 100%
    $72B
  25. 343
    Blackstone Asset Based Finance Advisors LPNew York, NY · 113 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, L.L.C.
    BNY 74%Citi 26%
    $70B
  26. 348
    Blackstone Real Estate Special Situations Advisors L.L.C.New York, NY · 70 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Citi 82%
    $70B
  27. 355
    Jupiter Asset Management LimitedLondon, United Kingdom · 98 clientsPrivate fund adviser
    State Street 34%Merrill / Bank of America 31%
    $68B
  28. 398
    Citigroup Global Markets Inc.New York, NY · 59,829 clientsBroker-dealer firmHybridBank Handlowy W Warszawie S.A. (poland), Citi Mexico Casa De Bolsa, S.A. De C.v., Grupo Financiero Citi Mexico
    Pershing 83%
    $56B
  29. 413
    Aegon Asset Management UK PLCEdinburgh, United Kingdom · 52 clientsAsset managerAffiliated broker-dealerTransamerica Capital, LLC
    Citi 100%
    $53B
  30. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  31. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  32. 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
  33. 486
    Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
    State Street 38%Northern Trust 25%
    $43B
  34. 506
    Abrdn Inc.Philadelphia, PA · 166 clientsAsset managerHybridAberdeen Fund Distributors, LLC
    Master Trust Bank of Japan 39%Citi 30%J.P. Morgan 30%
    $41B
  35. 507
    Ninety One North America, Inc.New York, NY · 2,303 clientsPrivate fund adviserHybrid
    State Street 62%
    $41B
  36. 513
    LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
    State Street 40%
    $41B
  37. 514
    Franklin Templeton Investment Management LimitedLondon, United Kingdom · 142 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Citi 34%Northern Trust 29%
    $41B
  38. 516
    Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
    J.P. Morgan 64%
    $40B
  39. 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
  40. 572
    Blackstone Credit Systematic Strategies LLCNew York, NY · 44 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Citi 62%BNY 38%
    $36B

RIAs by state