Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 risk

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

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. 238
    Pgim Quantitative SolutionsNewark, NJ · 117 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC, Prudential Annuities Distributors, Inc
    State Street 56%
    $111B
  2. 247
    BAM Credit and Insurance Solutions Advisor LLCNew York, NY · 32 clientsAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    J.P. Morgan 61%BNY 39%
    $107B
  3. 248
    Conning, Inc.Hartford, CT · 161 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    J.P. Morgan 50%State Street 32%
    $107B
  4. 254
    RBC Global Asset Management (u.s.) Inc.Minneapolis, MN · 245 clientsAsset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC
    J.P. Morgan 40%U.S. Bank 39%
    $104B
  5. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  6. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  7. 264
    Neuberger Berman Europe LimitedLondon, United Kingdom · 241 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    BNY 41%Northern Trust 23%
    $98B
  8. 269
    WCM Investment ManagementLaguna Beach, CA · 6,735 clientsAsset managerHybrid
    J.P. Morgan 100%
    $97B
  9. 274
    Numeric Investors LLCBoston, MA · 120 clientsPrivate fund adviserHybridMAN Investments Inc.
    Citi 76%
    $94B
  10. 277
    Doubleline Capital LPTampa, FL · 102 clientsAsset managerHybrid
    Northern Trust 39%BNY 38%
    $93B
  11. 287
    Aegon Asset Management USCedar Rapids, IA · 80 clientsAsset managerHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC
    Citi 65%J.P. Morgan 35%
    $89B
  12. 288
    Symetra Investment Management CompanyFarmington, CT · 10 clientsAsset managerAffiliated broker-dealerSymetra Securities, Inc.
    J.P. Morgan 67%Sumitomo Mitsui Trust Bank (u.s.a.) Limited 33%
    $89B
  13. 294
    Fortress Investment GroupNew York, NY · 353 clientsPrivate fund adviserHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    J.P. Morgan 100%
    $87B
  14. 295
    Cohen & Steers Capital Management Inc.New York, NY · 177 clientsAsset managerHybridCohen & Steers Securities, LLC
    State Street 33%BNY 28%
    $86B
  15. 306
    Park Avenue Institutional Advisers LLCNew York, NY · 24 clientsAsset managerHybridPark Avenue Securities LLC
    J.P. Morgan 100%
    $82B
  16. 309
    TCW Asset Management Company LLCLOS Angeles, CA · 200 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    State Street 37%J.P. Morgan 35%BNY 28%
    $81B
  17. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  18. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  19. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  20. 332
    Invesco Asset Management (japan) LimitedTokyo, Japan · 170 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    The Master Trust Bank of Japan, LTD. 45%Custody Bank of Japan, LTD. 41%
    $76B
  21. 338
    H.I.G. Capital, LLCMiami, FL · 191 clientsPrivate fund adviser
    J.P. Morgan 87%
    $72B
  22. 345
    Blackrock (singapore) LimitedSingapore, Singapore · 58 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 44%J.P. Morgan 40%
    $70B
  23. 347
    Goldentree Asset Management LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 46%J.P. Morgan 28%State Street 26%
    $70B
  24. 364
    Brookfield Public Securities Group LLCNew York, NY · 428 clientsAsset managerHybridBrookfield Private Advisors LLC, Brookfield Private Wealth LLC
    J.P. Morgan 64%BNY 36%
    $66B
  25. 381
    American Beacon Advisors, Inc.Irving, TX · 11 clientsAsset managerHybridResolute Investment Distributors, Inc.
    State Street 75%J.P. Morgan 25%
    $60B
  26. 389
    Capital International, Inc.LOS Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  27. 390
    Blackstone Private Credit Strategies LLCNew York, NY · 95 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 73%J.P. Morgan 27%
    $58B
  28. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  29. 410
    Missionsquare InvestmentsWashington, DC · 1 clientsPrivate fund adviserHybridIcma-Rc Services, LLC
    J.P. Morgan 100%
    $53B
  30. 414
    Catalyst Strategic SolutionsPlano, TX · 80 clientsAsset managerHybridCU Investment Solutions LLC
    J.P. Morgan 100%
    $52B
  31. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  32. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  33. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  34. 440
    Invesco Management S.A.Luxembourg, Luxembourg · 95 clientsAsset managerAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    HSBC Bank PLC 61%J.P. Morgan 39%
    $49B
  35. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  36. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  37. 460
    NLG Capital LLCMontpelier, VT · 10 clientsAsset managerHybridEquity Services, Inc.
    J.P. Morgan 100%
    $47B
  38. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  39. 486
    Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
    State Street 38%Northern Trust 25%
    $43B
  40. 506
    Abrdn Inc.Philadelphia, PA · 166 clientsAsset managerHybridAberdeen Fund Distributors, LLC
    Master Trust Bank of Japan 39%Citi 30%J.P. Morgan 30%
    $41B

RIAs by state