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
FP As smaller rivals keep quiet, Axos opens up on custody feesIN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax bill
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. 389
    Capital International, Inc.LOS Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  2. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  3. 409
    First Sentier InvestorsBarangaroo, NSW, Australia · 98 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $53B
  4. 430
    Cbre Investment Management Indirect LimitedLondon, United Kingdom · 76 clientsAsset managerAffiliated broker-dealerCbre Capital Advisors, Inc.
    Alter Domus 56%Northern Trust 44%
    $50B
  5. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  6. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  7. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  8. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  9. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
    Northern Trust 89%
    $46B
  10. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  11. 476
    Panagora Asset Management IncBoston, MA · 99 clientsAsset managerAffiliated broker-dealer
    State Street 72%
    $44B
  12. 486
    Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
    State Street 38%Northern Trust 25%
    $43B
  13. 490
    Earnest Partners, LLCAtlanta, GA · 7,415 clientsAsset manager
    BNY 38%Northern Trust 36%State Street 26%
    $43B
  14. 493
    Ascension Investment ManagementSt. Louis, MO · 8 clientsAsset manager
    Northern Trust 56%State Street 44%
    $42B
  15. 494
    Newton Investment Management LTDLondon, United Kingdom · 99 clientsPrivate fund adviserAffiliated broker-dealerBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 61%Northern Trust 28%
    $42B
  16. 507
    Ninety One North America, Inc.New York, NY · 2,303 clientsPrivate fund adviserHybrid
    State Street 62%
    $41B
  17. 508
    Parnassus Investments, LLCSAN Francisco, CA · 30 clientsAsset managerHybridAMG Distributors, Inc.
    Northern Trust 40%
    $41B
  18. 512
    Brandes Investment Partners, LPLa Jolla, CA · 13,504 clientsAsset managerHybrid
    State Street 48%Northern Trust 36%
    $41B
  19. 513
    LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
    State Street 40%
    $41B
  20. 514
    Franklin Templeton Investment Management LimitedLondon, United Kingdom · 142 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Citi 34%Northern Trust 29%
    $41B
  21. 516
    Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
    J.P. Morgan 64%
    $40B
  22. 517
    Abrdn Asia LimitedSingapore, Singapore · 118 clientsPrivate fund adviserAffiliated broker-dealerAberdeen Fund Distributors, LLC, Abrdn Korea Co. Limited.
    Citi 27%J.P. Morgan 23%
    $40B
  23. 519
    Cerity Partners Retirement Plan ConsultantsNew York, NY · 850 clientsAsset managerAffiliated broker-dealerCP Client Solutions LLC
    Northern Trust 34%U.S. Bank 26%
    $40B
  24. 533
    TCW Investment Management Company LLCLOS Angeles, CA · 4,945 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    UBS 57%J.P. Morgan 27%
    $39B
  25. 539
    Investure, LLCCharlottesville, VA · 38 clientsPrivate fund adviser
    Northern Trust 100%
    $39B
  26. 547
    Voya Retirement Advisors, LLCWindsor, CT · 7,672 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    Voya Instutional Trust 47%
    $37B
  27. 549
    Sound Point Capital Management, LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 75%Northern Trust 25%
    $37B
  28. 550
    Hotchkis and Wiley Capital Management, LLCLOS Angeles, CA · 98 clientsAsset managerHybrid
    Northern Trust 34%BNY 30%
    $37B
  29. 569
    Eagle Capital Management LLCNew York, NY · 2,279 clientsAsset managerHybrid
    Northern Trust 54%State Street 46%
    $36B
  30. 578
    Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
    Northern Trust 72%BNY 28%
    $36B
  31. 580
    Aksia LLCNew York, NY · 142 clientsAsset manager
    State Street 66%Northern Trust 34%
    $35B
  32. 585
    Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    BNY 62%
    $35B
  33. 586
    Russell InvestmentsSeattle, WA · 105 clientsPrivate fund adviserHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    State Street 38%Brown Brothers Harriman 36%Northern Trust 25%
    $35B
  34. 593
    Rreef America L.L.C.Chicago, IL · 120 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    State Street 36%Northern Trust 33%J.P. Morgan 32%
    $34B
  35. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B
  36. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  37. 623
    First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  38. 636
    Allspring Global Investments (UK) LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealer
    Northern Trust 75%BNY 25%
    $31B
  39. 638
    Blackrock International LimitedEdinburgh, United Kingdom · 34 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Northern Trust 59%J.P. Morgan 34%
    $31B
  40. 642
    40/86 Advisors, Inc.Carmel, IN · 13 clientsAsset managerAffiliated broker-dealerBankers Life Securities, Inc.
    Northern Trust 100%
    $30B

RIAs by state