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
IN Rising Stars 2026: Turning complexity into confidenceWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
AtlasFinancial ADVSR
Open free

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

517 firms manage $33.3 trillionNorthern Trust

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. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  2. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  3. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  4. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  5. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  6. 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
  7. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  8. 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
  9. 202
    Primecap Management CoPasadena, CA · 13 clientsAsset managerHybrid
    Northern Trust 100%
    $139B
  10. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  11. 206
    Rhumbline AdvisersBoston, MA · 399 clientsAsset manager
    Northern Trust 39%BNY 32%State Street 29%
    $136B
  12. 212
    Income Research + ManagementBoston, MA · 937 clientsAsset managerHybrid
    BNY 41%Northern Trust 37%
    $131B
  13. 213
    Ninety One UK LimitedLondon, United Kingdom · 239 clientsAsset manager
    State Street 37%J.P. Morgan 23%HSBC Bank PLC 23%
    $130B
  14. 220
    GC Opal Advisors LLCChicago, IL · 87 clientsPrivate fund adviserHybrid
    Northern Trust 65%Wells Fargo 35%
    $124B
  15. 232
    Boston PartnersBoston, MA · 6,982 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 53%Northern Trust 47%
    $116B
  16. 233
    TPG Angelo GordonNew York, NY · 366 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    U.S. Bank 53%BNY 33%
    $116B
  17. 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
  18. 238
    Pgim Quantitative SolutionsNewark, NJ · 117 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC, Prudential Annuities Distributors, Inc
    State Street 56%
    $111B
  19. 242
    Harris | OakmarkChicago, IL · 2,320 clientsAsset managerHybridHarris Associates Securities L.P., Natixis Distribution, LLC
    Pershing 64%Northern Trust 36%
    $109B
  20. 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
  21. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  22. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  23. 264
    Neuberger Berman Europe LimitedLondon, United Kingdom · 241 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    BNY 41%Northern Trust 23%
    $98B
  24. 277
    Doubleline Capital LPTampa, FL · 102 clientsAsset managerHybrid
    Northern Trust 39%BNY 38%
    $93B
  25. 282
    Blackstone Alternative Asset Management L.P.New York, NY · 181 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Northern Trust 39%Citco Canada 35%RBC 25%
    $92B
  26. 295
    Cohen & Steers Capital Management Inc.New York, NY · 177 clientsAsset managerHybridCohen & Steers Securities, LLC
    State Street 33%BNY 28%
    $86B
  27. 304
    Schroder Investment Management North America LTDLondon, United Kingdom · 111 clientsAsset managerAffiliated broker-dealer
    State Street 42%BNY 35%Northern Trust 23%
    $83B
  28. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  29. 321
    Metropolitan West Asset Management LLCLOS Angeles, CA · 91 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    Northern Trust 54%BNY 28%
    $79B
  30. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  31. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  32. 342
    Tiaa-Cref Tuition Financing, Inc.New York, NY · 9 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    BNY 78%
    $71B
  33. 357
    Blue Owl Real Estate Capital LLCChicago, IL · 91 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    Northern Trust 64%State Street 26%
    $68B
  34. 362
    Walter Scott & Partners LimitedEdinburgh, United Kingdom · 171 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 55%Northern Trust 23%
    $67B
  35. 366
    William Blair Investment Management, LLCChicago, IL · 682 clientsAsset managerHybridWilliam Blair & Company L.L.C.
    Northern Trust 39%State Street 34%BNY 27%
    $66B
  36. 367
    Brandywine Global Investment Management, LLCPhiladelphia, PA · 977 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 37%BNY 35%Northern Trust 27%
    $65B
  37. 374
    Towers Watson Investment Services, Inc.Chicago, IL · 107 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    State Street 54%Northern Trust 46%
    $63B
  38. 375
    Causeway Capital Management LLCLOS Angeles, CA · 1,562 clientsAsset managerHybrid
    State Street 53%Northern Trust 29%
    $62B
  39. 386
    Newton Investment Management North AmericaBoston, MA · 160 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 46%Northern Trust 29%State Street 25%
    $59B
  40. 387
    Barrow Hanley Global InvestorsDallas, TX · 154 clientsAsset managerHybrid
    State Street 48%Northern Trust 27%BNY 26%
    $59B

RIAs by state