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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

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. 842
    IQ EQ Fund Management (singapore) Private LimitedSingapore, Singapore · 103 clientsPrivate fund adviser
    J.P. Morgan 60%
    $21B
  2. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  3. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  4. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  5. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  6. 905
    Capricorn Investment Group LLCNew York, NY · 34 clientsPrivate fund adviser
    Goldman Sachs 57%J.P. Morgan 43%
    $19B
  7. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  8. 919
    AB Carval Investors, LPMinneapolis, MN · 69 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    J.P. Morgan 51%Northern Trust 49%
    $18B
  9. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  10. 961
    Fiera Capital Inc.New York, NY · 4,643 clientsAsset managerHybrid
    Brown Brothers Harriman & 27%State Street 26%Goldman Sachs 23%J.P. Morgan 23%
    $17B
  11. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  12. 978
    T. Rowe Price Australia LimitedSydney, NSW, Australia · 41 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    J.P. Morgan 100%
    $17B
  13. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  14. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  15. 990
    O'connor Alternative Investments, LLCNew York, NY · 42 clientsPrivate fund adviserHybridCantor Fitzgerald & Co.
    J.P. Morgan 93%
    $16B
  16. 1014
    OEP Capital Advisors, L.P.New York, NY · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $16B
  17. 1016
    E Fund Management (hong Kong) Co., LimitedHong Kong, Hong Kong · 67 clientsPrivate fund adviserAffiliated broker-dealerGF Securities Co., Limited
    Icbc (asia) Trustee Company Limited 49%J.P. Morgan 35%
    $16B
  18. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  19. 1039
    Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    BNY 87%
    $15B
  20. 1043
    CV Advisors LLCAventura, FL · 159 clientsWealth manager
    J.P. Morgan 63%Morgan Stanley 37%
    $15B
  21. 1059
    Napier Park Global Capital (US) LPNew York, NY · 59 clientsPrivate fund adviserHybridFEF Distributors, LLC
    J.P. Morgan 100%
    $15B
  22. 1075
    BSP NY LLCNew York, NY · 37 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    State Street 30%J.P. Morgan 30%Bnym (luxembourg) S.A. 29%
    $14B
  23. 1078
    Wellington Management Hong Kong LimitedCentral, Hong Kong, Hong Kong · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
    State Street 34%J.P. Morgan 34%
    $14B
  24. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  25. 1103
    Libremax Capital, LLCNew York, NY · 57 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  26. 1114
    Aristeia Capital, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    J.P. Morgan 38%Goldman Sachs 34%
    $14B
  27. 1115
    Clearbrook Investment Consulting LLCNew York, NY · 1 clientsAsset managerHybrid
    J.P. Morgan 70%BNY 30%
    $14B
  28. 1123
    The Riverside CompanyNew York, NY · 125 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  29. 1146
    Post Advisory Group, LLCLOS Angeles, CA · 40 clientsAsset manager
    Brown Brothers Harriman Investments 31%Northern Trust 25%J.P. Morgan 23%
    $13B
  30. 1152
    Sarofim Trust CoHouston, TX · 96 clientsWealth manager
    SEI 46%J.P. Morgan 44%
    $13B
  31. 1177
    Appleton Partners, Inc.Boston, MA · 6,112 clientsAsset manager
    Schwab 48%Fidelity 29%J.P. Morgan 24%
    $13B
  32. 1180
    Westwood Management CorpDallas, TX · 247 clientsAsset managerHybridSalient Capital L.P.
    Northern Trust 32%BNY 28%State Street 25%
    $12B
  33. 1186
    Northcape CapitalSydney, New South Wales, Australia · 9 clientsAsset manager
    State Street 26%Northern Trust 24%
    $12B
  34. 1192
    Altrinsic Global Advisors, LLCStamford, CT · 24 clientsAsset manager
    J.P. Morgan 66%BNY 34%
    $12B
  35. 1230
    Gamco Asset Management Inc.Greenwich, CT · 2,042 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    J.P. Morgan 55%Wells Fargo 45%
    $12B
  36. 1232
    Winton Capital Management LTD.London, United Kingdom · 36 clientsPrivate fund adviserHybrid
    J.P. Morgan 38%Goldman Sachs 31%BNY 30%
    $12B
  37. 1234
    Greenhaven Associates IncPurchase, NY · 132 clientsWealth manager
    J.P. Morgan 100%
    $12B
  38. 1241
    Cullen Capital Management, LLCNew York, NY · 8,417 clientsWealth managerHybrid
    J.P. Morgan 44%UBS 30%Schwab 26%
    $12B
  39. 1246
    Sprucegrove Investment Management LTDToronto, Ontario, Canada · 48 clientsAsset managerHybrid
    State Street 46%J.P. Morgan 46%
    $12B
  40. 1248
    Longview Partners LLPLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B

RIAs by state