Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  2. 648
    Fuller & Thaler Asset Management IncSan Mateo, CA · 6,124 clientsAsset manager
    Morgan Stanley 48%UBS 26%Northern Trust 26%
    $30B
  3. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  4. 662
    Jpmorgan Alternative Asset ManagementNew York, NY · 329 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 70%Northern Trust 30%
    $30B
  5. 664
    Franklin Templeton Institutional, LLCNew York, NY · 113 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 44%State Street 40%
    $30B
  6. 665
    Diamond Hill Capital Management, LLCColumbus, OH · 3,192 clientsAsset managerHybrid
    Goldman Sachs 32%State Street 23%J.P. Morgan 23%
    $29B
  7. 669
    Cornerstone PartnersCharlottesville, VA · 22 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $29B
  8. 670
    Neuberger Berman Singapore PTE. LimitedSingapore, Singapore · 58 clientsPrivate fund adviserAffiliated broker-dealerNeuberger Berman BD LLC
    Northern Trust 39%BNY 32%J.P. Morgan 29%
    $29B
  9. 681
    Winslow Capital Management LLCMinneapolis, MN · 1,882 clientsAsset managerAffiliated broker-dealerNuveen Securities, LLC
    State Street 63%Northern Trust 37%
    $29B
  10. 682
    Atlanta CapitalAtlanta, GA · 9,277 clientsAsset managerAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    BNY 46%Northern Trust 29%State Street 25%
    $29B
  11. 686
    Sage Advisory Services LTD CoAustin, TX · 14,363 clientsAsset manager
    Morgan Stanley 65%Northern Trust 35%
    $28B
  12. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  13. 692
    Jacobs Levy Equity ManagementFlorham Park, NJ · 75 clientsAsset manager
    State Street 78%Northern Trust 22%
    $28B
  14. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  15. 717
    Fred Alger Management, LLCNew York, NY · 3,068 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    J.P. Morgan 53%Northern Trust 47%
    $26B
  16. 718
    Driehaus Capital Management LLCChicago, IL · 90 clientsAsset managerHybrid
    BNY 62%State Street 25%
    $26B
  17. 725
    FMR Investment Management (UK) LimitedLondon, United Kingdom · 42 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Northern Trust 77%Brown Brothers Harriman & 23%
    $26B
  18. 732
    Palmer Square Capital Management LLCMission Woods, KS · 159 clientsPrivate fund adviserHybrid
    J.P. Morgan 40%BNY 33%Northern Trust 27%
    $26B
  19. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  20. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  21. 755
    DWS Alternatives Global LimitedLondon, United Kingdom · 63 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    J.P. Morgan 42%Northern Trust 33%CIBC Mellon 25%
    $25B
  22. 761
    Pictet Asset Management LimitedLondon, United Kingdom · 122 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 57%Northern Trust 26%
    $24B
  23. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  24. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  25. 780
    Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
    Northern Trust 56%State Street 25%
    $24B
  26. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  27. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  28. 806
    Segall Bryant & HamillChicago, IL · 5,743 clientsAsset managerHybrid
    Brown Brothers & Harriman & 34%J.P. Morgan 24%
    $23B
  29. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  30. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  31. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  32. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  33. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  34. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  35. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  36. 894
    Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
    RBC 77%Northern Trust 23%
    $19B
  37. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  38. 904
    Fidelity Diversifying Solutions LLCBoston, MA · 35 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    BNY 51%State Street 38%
    $19B
  39. 916
    Comprehensive Financial Management LLCLos Gatos, CA · 30 clientsWealth manager
    Northern Trust 100%
    $19B
  40. 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

RIAs by state