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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities
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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

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. 920
    Rock Creek Group LLCWashington, DC · 41 clientsAsset manager
    Northern Trust 100%
    $18B
  2. 933
    Mackenzie InvestmentsBoston, MA · 53 clientsPrivate fund adviserHybridIG Wealth Management Inc., Mackenzie Financial Corporation
    CIBC Mellon 38%State Street 29%Master Trust Company of Japan 29%
    $18B
  3. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  4. 960
    RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
    Northern Trust 51%Citi 34%
    $17B
  5. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  6. 997
    National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Mellon Trust 34%U.S. Bank 32%
    $16B
  7. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  8. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  9. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  10. 1054
    Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
    Northern Trust 48%State Street 24%
    $15B
  11. 1076
    Amova Asset Management Asia LimitedSingapore, Singapore · 80 clientsPrivate fund adviserAffiliated broker-dealerAmova Securities Co., LTD.
    State Street 39%Northern Trust 34%BNP Paribas 27%
    $14B
  12. 1078
    Wellington Management Hong Kong LimitedCentral, Hong Kong, Hong Kong · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
    State Street 34%J.P. Morgan 34%
    $14B
  13. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B
  14. 1108
    Goldman Sachs Asset Management (singapore) PTE. LTD.Singapore, Singapore · 14 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    Northern Trust 100%
    $14B
  15. 1117
    Centersquare Investment Management LLCConshohocken, PA · 101 clientsAsset managerHybrid
    Northern Trust 30%BNY 28%Citi 25%
    $14B
  16. 1137
    Eagle Point Credit Management LLCGreenwich, CT · 91 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    BNY 52%Northern Trust 23%
    $13B
  17. 1146
    Post Advisory Group, LLCLos Angeles, CA · 40 clientsAsset manager
    Brown Brothers Harriman Investments 31%Northern Trust 25%J.P. Morgan 23%
    $13B
  18. 1165
    Pugh Capital Management, Inc.Seattle, WA · 52 clientsAsset manager
    State Street 41%BNY 40%
    $13B
  19. 1166
    Ariel Investments, LLCChicago, IL · 146 clientsAsset managerHybridAriel Distributors, LLC
    Northern Trust 52%BNY 27%
    $13B
  20. 1171
    Duff & Phelps Investment Management Co.Chicago, IL · 44 clientsAsset managerHybridVP Distributors LLC
    State Street 100%
    $13B
  21. 1172
    Lingotto Investment Management LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    Northern Trust 100%
    $13B
  22. 1176
    First Eagle Alternative Credit, LLCBoston, MA · 72 clientsPrivate fund adviserHybridFEF Distributors, LLC
    BNY 83%
    $13B
  23. 1180
    Westwood Management CorpDallas, TX · 247 clientsAsset managerHybridSalient Capital L.P.
    Northern Trust 32%BNY 28%State Street 25%
    $12B
  24. 1186
    Northcape CapitalSydney, New South Wales, Australia · 9 clientsAsset manager
    State Street 26%Northern Trust 24%
    $12B
  25. 1187
    Ramirez Asset Management, Inc.New York, NY · 677 clientsAsset managerHybridSamuel A. Ramirez & Company, Inc.
    BNY 36%Northern Trust 26%U.S. Bank 25%
    $12B
  26. 1233
    Bricktown Capital, LLCDetroit, MI · 28 clientsAsset manager
    State Street 46%Comerica Bank 35%
    $12B
  27. 1235
    CS McKeeWarrendale, PA · 554 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 100%
    $12B
  28. 1239
    Gateway Investment Advisers, LLCCincinnati, OH · 318 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
    Schwab 41%Northern Trust 40%
    $12B
  29. 1248
    Longview Partners LLPLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  30. 1249
    Longview Partners (guernsey) LimitedSt. Peter Port, Guernsey · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  31. 1258
    Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
    Northern Trust 54%Schwab 25%
    $11B
  32. 1270
    Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
    Northern Trust 27%Butterfield 26%J.P. Morgan 25%
    $11B
  33. 1273
    Corbin Capital Partners, L.P.New York, NY · 27 clientsPrivate fund adviser
    Northern Trust 49%Citco Global Custody NV 40%
    $11B
  34. 1295
    Shepherd Kaplan Krochuk, LLCBoston, MA · 213 clientsAsset managerAffiliated broker-dealerPCF Capital Markets LLC
    Northern Trust 100%
    $11B
  35. 1303
    Cbre Investment Management Listed Real Assets LLCRadnor, PA · 44 clientsAsset managerHybridCbre Capital Advisors, Inc.
    J.P. Morgan 61%Citi 24%
    $11B
  36. 1314
    Trinity Street Asset Management LLPLondon, United Kingdom · 22 clientsPrivate fund adviser
    Brown Brothers Harriman & Co 35%BNY 31%
    $11B
  37. 1316
    Cooke & Bieler, L.P.Philadelphia, PA · 209 clientsAsset manager
    State Street 43%Northern Trust 33%HSBC Trinkaus 24%
    $11B
  38. 1317
    Generation Investment Management US LLPSan Francisco, CA · 4 clientsPrivate fund adviser
    BNY 51%State Street 24%
    $11B
  39. 1324
    ABS Global InvestmentsStamford, CT · 20 clientsPrivate fund adviserHybrid
    State Street 63%Northern Trust 37%
    $10B
  40. 1336
    Lansdowne Partners (UK) LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    BNY 70%Northern Trust 30%
    $10B

RIAs by state