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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

528 firms manage $29.4 trillionJ.P. Morgan

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. 005
    Blackrock Fund AdvisorsSAN Francisco, CA · 528 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 100%
    $4.3T
  2. 007
    J.P. Morgan Investment Management Inc.New York, NY · 128,965 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 31%State Street 25%BNY 23%
    $3.5T
  3. 013
    Geode Capital Management, LLCBoston, MA · 165 clientsAsset manager
    J.P. Morgan 72%The Master Trust Bank of Japan, LTD. 28%
    $1.7T
  4. 015
    Blackrock Financial Management, IncNew York, NY · 1,309 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 32%
    $1.6T
  5. 016
    Wellington Management Company LLPBoston, MA · 1,559 clientsAsset managerHybridWellington Funds Distributors Inc.
    State Street 35%BNY 26%Northern Trust 23%
    $1.4T
  6. 021
    Pgim, Inc.Newark, NJ · 611 clientsAsset managerHybridPgim (hong Kong) LTD., Pruco Securities, LLC
    J.P. Morgan 57%
    $1.1T
  7. 030
    Alliancebernstein L.P.Nashville, TN · 30,285 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    Sanford C. Bernstein & Co. 53%J.P. Morgan 47%
    $763B
  8. 031
    Invesco Advisers, Inc.Atlanta, GA · 82,498 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    BNY 34%State Street 31%
    $750B
  9. 039
    Goldman Sachs Asset Management InternationalLondon, United Kingdom · 2,494 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    J.P. Morgan 39%Northern Trust 32%
    $621B
  10. 045
    Metlife Investment Management, LLCWhippany, NJ · 317 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    J.P. Morgan 100%
    $564B
  11. 046
    MFS Investment ManagementBoston, MA · 355 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    State Street 29%Brown Brothers Harriman & 25%
    $514B
  12. 047
    Franklin Advisers, Inc.SAN Mateo, CA · 25,120 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    UBS 46%BNY 32%J.P. Morgan 22%
    $509B
  13. 048
    Columbia Management Investment Advisers, LLCBoston, MA · 4,251 clientsAsset managerHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    J.P. Morgan 69%
    $502B
  14. 050
    Jpmorgan Asset Management (UK) LimitedLondon, United Kingdom · 542 clientsPrivate fund adviserAffiliated broker-dealerJ.P. Morgan Securities LLC, J.P. Morgan Securities PLC
    J.P. Morgan 47%Northern Trust 27%State Street 26%
    $484B
  15. 053
    J.P. Morgan Private Investments Inc.New York, NY · 1,278,255 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC, Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    $470B
  16. 056
    J.P. Morgan Securities LLCNew York, NY · 1,246,646 clientsBroker-dealer firmHybridJ.P. Morgan Institutional Investments Inc., Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    $430B
  17. 068
    Janus Henderson InvestorsDenver, CO · 7,475 clientsAsset managerHybridJanus Henderson Distributors US LLC, Janus Henderson Services US LLC
    J.P. Morgan 100%
    $380B
  18. 071
    Arrowstreet Capital, Limited PartnershipBoston, MA · 162 clientsPrivate fund adviser
    State Street 49%Northern Trust 26%
    $351B
  19. 075
    Nisa Investment Advisors, LLCSt. Louis, MO · 440 clientsAsset manager
    Northern Trust 32%BNY 28%State Street 26%
    $344B
  20. 077
    NYL Investors LLCNew York, NY · 34 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 70%BNY 30%
    $329B
  21. 125
    Northern Trust Global Investments LTDLondon, United Kingdom · 76 clientsPrivate fund adviserAffiliated broker-dealerNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 37%BNY 32%
    $208B
  22. 132
    DWS Investment Management Americas, Inc.New York, NY · 159 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    J.P. Morgan 52%BNY 29%
    $200B
  23. 139
    Invesco Asset Management LTD.Henley-On-Thames, United Kingdom · 206 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Northern Trust 30%HSBC Bank PLC 23%
    $188B
  24. 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
  25. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B
  26. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  27. 153
    Mariner Investment Group, LLCNew York, NY · 36 clientsPrivate fund adviserHybrid
    J.P. Morgan 77%SG Americas Securities 23%
    $176B
  28. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  29. 159
    Jpmorgan Asset Management (asia Pacific) LimitedHong Kong, Hong Kong · 210 clientsPrivate fund adviserAffiliated broker-dealer
    J.P. Morgan 50%Citi 28%
    $170B
  30. 165
    GQG PartnersFort Lauderdale, FL · 6,445 clientsAsset managerHybrid
    J.P. Morgan 36%Northern Trust 30%State Street 23%
    $164B
  31. 191
    Baillie Gifford Overseas LTDEdinburgh, United Kingdom · 255 clientsAsset managerHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    State Street 35%BNY 30%
    $144B
  32. 192
    Global Infrastructure Management, LLCNew York, NY · 162 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    J.P. Morgan 100%
    $142B
  33. 198
    Blackrock Asset Management North Asia LimitedHong Kong, China · 74 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 43%JPM Chase - Sydney 37%
    $140B
  34. 213
    Ninety One UK LimitedLondon, United Kingdom · 239 clientsAsset manager
    State Street 37%J.P. Morgan 23%HSBC Bank PLC 23%
    $130B
  35. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  36. 221
    Hartford Investment Management CompanyHartford, CT · 80 clientsAsset managerAffiliated broker-dealerHartford Funds Distributors, LLC
    J.P. Morgan 83%
    $124B
  37. 223
    Sanders Capital, LLCWest Palm Beach, FL · 101 clientsAsset manager
    State Street 52%J.P. Morgan 25%Private Banking - Investment 23%
    $122B
  38. 227
    Lazard Asset Management LLCNew York, NY · 5,110 clientsAsset managerHybridLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    State Street 32%BNY 26%
    $121B
  39. 236
    MFS Institutional Advisors Inc.Boston, MA · 13,555 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    Northern Trust 38%State Street 26%
    $114B
  40. 237
    New England Asset Management, Inc.Farmington, CT · 145 clientsAsset manager
    BNY 55%U.S. Bank 23%
    $112B

RIAs by state