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
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data.
290 firms manage $10.3 trillionMorgan Stanley
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- 004Capital Research and Management CompanyAsset managerHybridCapital Client Group, Inc.$4.3T
- 011Morgan StanleyBroker-dealer firmHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC$2.0T
- 034Morgan Stanley Investment Management Inc.Asset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. International PLC$702B
- 035Parametric Portfolio AssociatesWealth managerPublic-company ownedHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC$685B
- 080Allspring Funds Management, LLCAsset managerHybridAllspring Funds Distributor, LLC$325B
- 091Nuveen Asset Management, LLCAsset managerHybridNuveen Securities, LLC$280B
- 097Lord, Abbett & Co. LLCAsset managerHybridLord Abbett Distributor LLC$270B
- 109Two Sigma Investments, LPPrivate fund adviserHybridTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited$233B
- 143Clearbridge Investments, LLCAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.$185B
- 200Franklin Templeton Private Portfolio Group, LLCWealth managerPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.$140B
- 226New York Life Investment Management LLCAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)$121B
- 230Putnam Investment Management, LLCAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited$117B
- 285Capstone Investment Advisors, LLCPrivate fund adviser$92B
- 377Digitalbridge Investment Management, LLCPrivate fund adviser$61B
- 510Morgan Stanley AIP GP LPPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC$41B
- 518Calvert Research and ManagementAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited$40B
- 522Cheyne Capital Management (UK) LLPPrivate fund adviser$40B
- 630Invesco Managed Accounts, LLCAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.$31B
- 648Fuller & Thaler Asset Management IncAsset manager$30B
- 655Gotham Asset Management, LLCAsset managerHybrid$30B
- 686Sage Advisory Services LTD CoAsset manager$28B
- 774Polen Capital Management, LLCAsset managerHybrid$24B
- 842IQ EQ Fund Management (singapore) Private LimitedPrivate fund adviser$21B
- 910Altimeter Capital Management, LPPrivate fund adviser$19B
- 921Saba Capital Management, L.P.Private fund adviserHybrid$18B
- 922Spectrum Asset Management, Inc.Asset managerHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc., clears through National Financial Services (Fidelity)$18B
- 985Compass Rose Asset ManagementPrivate fund adviser$17B
- 1010Maverick Capital LTDPrivate fund adviser$16B
- 1043CV Advisors LLCWealth manager$15B
- 1105Madison Investment Advisors, LLCAsset managerHybridMFD Distributor, LLC$14B
- 1109Dolan McEniry Capital Management LLCAsset managerAffiliated broker-dealer$14B
- 1114Aristeia Capital, LLCPrivate fund adviser$14B
- 1125Trexquant Investment LPAsset manager$13B
- 1182Royce Investment PartnersAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.$12B
- 1221Stonebridge Advisors LLCAsset managerHybridFirst Trust Portfolios L.P.$12B
- 1290Castle Hook Partners LPPrivate fund adviser$11B
- 1387Spiderrock Advisors, LLCWealth managerBank-affiliatedHybrid$9.8B
- 1518BNY Mellon Securities CorporationBroker-dealer firmHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing$8.4B
- 1548Chilton Investment Services, LLCWealth manager$8.2B
- 1591Ingalls Investment Management, LLCWealth managerHybridIngalls & Snyder, LLC$7.8B
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25