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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. 1249
    Longview Partners (guernsey) LimitedSt. Peter Port, Guernsey · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  2. 1265
    One William Street Capital Management, LP.New York, NY · 21 clientsPrivate fund adviser
    J.P. Morgan 100%
    $11B
  3. 1270
    Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
    Northern Trust 27%Butterfield 26%J.P. Morgan 25%
    $11B
  4. 1274
    Camden Asset ManagementLOS Angeles, CA · 17 clientsPrivate fund adviser
    State Street 45%BNY 28%
    $11B
  5. 1276
    Fermat Capital Management, LLCWestport, CT · 12 clientsAsset manager
    J.P. Morgan 45%Citi 39%
    $11B
  6. 1286
    Neuberger Berman Asia LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Citi 65%J.P. Morgan 35%
    $11B
  7. 1292
    Morgan Stanley Investment Management CompanySingapore, Singapore · 26 clientsAsset managerAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    Citi 82%
    $11B
  8. 1303
    Cbre Investment Management Listed Real Assets LLCRadnor, PA · 44 clientsAsset managerHybridCbre Capital Advisors, Inc.
    J.P. Morgan 61%Citi 24%
    $11B
  9. 1317
    Generation Investment Management US LLPSAN Francisco, CA · 4 clientsPrivate fund adviser
    BNY 51%State Street 24%
    $11B
  10. 1352
    Champlain Investment Partners, LLCBurlington, VT · 84 clientsAsset managerHybrid
    BNY 52%J.P. Morgan 27%
    $10B
  11. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  12. 1379
    Ares Systematic Credit LimitedLondon, United Kingdom · 9 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Ares Management Luxembourg
    J.P. Morgan 84%
    $9.9B
  13. 1380
    Clearbridge Investment Management LimitedEdinburgh, United Kingdom · 5,183 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Citi 34%State Street 25%
    $9.9B
  14. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  15. 1398
    Samlyn Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $9.7B
  16. 1402
    H.a.m.lBrisbane, QLD, Australia · 50 clientsAsset manager
    State Street 39%J.P. Morgan 39%
    $9.7B
  17. 1464
    400 Capital Management LLCNew York, NY · 23 clientsPrivate fund adviser
    J.P. Morgan 71%BNY 29%
    $9.0B
  18. 1465
    Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
    J.P. Morgan 97%
    $9.0B
  19. 1491
    Hardman Johnston Global Advisors LLCStamford, CT · 263 clientsPrivate fund adviser
    J.P. Morgan 42%Schwab 34%BNY 25%
    $8.8B
  20. 1523
    Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
    J.P. Morgan 39%BNP Paribas Securities Services 26%
    $8.4B
  21. 1537
    Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
    $8.2B
  22. 1544
    Samsung Asset Management (new York), Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerSamsung Securities (america), Inc., Samsung Securities Co., LTD
    J.P. Morgan 100%
    $8.2B
  23. 1546
    Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
    State Street 49%Goldman Sachs 23%
    $8.2B
  24. 1549
    Bramshill Investments, LLCNaples, FL · 2,538 clientsAsset managerHybrid
    UBS 86%
    $8.1B
  25. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  26. 1575
    Polunin Capital Partners LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
    State Street 94%
    $8.0B
  27. 1650
    Cercano Management LLCBellevue, WA · 33 clientsPrivate fund adviser
    Goldman Sachs 48%Fidelity 41%
    $7.3B
  28. 1677
    Miller Investment Management, LPWest Conshohocken, PA · 183 clientsWealth managerHybrid
    J.P. Morgan 83%
    $7.1B
  29. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  30. 1728
    Silver Rock Capital PartnersNew York, NY · 20 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  31. 1729
    Atom Investors LPAustin, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  32. 1732
    Glazer Capital, LLC.New York, NY · 4 clientsPrivate fund adviser
    UBS 25%
    $6.8B
  33. 1744
    The Bollard Group LLCBoston, MA · 24 clientsWealth manager
    Fidelity 41%Morgan Stanley 33%J.P. Morgan 26%
    $6.7B
  34. 1754
    Aspen Grove Capital, LLCAvon, CO · 42 clientsWealth manager
    Morgan Stanley 79%
    $6.7B
  35. 1765
    Greycourt & Co., Inc.Pittsburgh, PA · 44 clientsWealth manager
    Northern Trust 69%
    $6.6B
  36. 1786
    Nassau Global Credit LLCNew York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealer1851 Securities, Inc
    Computershare Corporate Trust 90%
    $6.4B
  37. 1796
    Global Alpha Capital Management LTD.Montreal, QC, Canada · 137 clientsAsset managerHybrid
    Desjardins 24%
    $6.3B
  38. 1807
    Stelac Advisory Services LLCNew York, NY · 101 clientsWealth manager
    Citi 56%J.P. Morgan 44%
    $6.3B
  39. 1848
    Nicholas Co IncMilwaukee, WI · 12 clientsAsset managerHybrid
    J.P. Morgan 31%Johnson Bank 25%
    $6.1B
  40. 1888
    American Assets Investment Management, LLCSAN Diego, CA · 12 clientsAsset manager
    J.P. Morgan 100%
    $5.9B

RIAs by state