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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. 1345
    Franklin ParkBala Cynwyd, PA · 52 clientsPrivate fund adviser
    Northern Trust 79%
    $10B
  2. 1351
    Kopernik Global Investors, LLCTampa, FL · 13 clientsAsset managerHybrid
    BNY 63%Northern Trust 23%
    $10B
  3. 1352
    Champlain Investment Partners, LLCBurlington, VT · 84 clientsAsset managerHybrid
    BNY 52%J.P. Morgan 27%
    $10B
  4. 1355
    Shepherd Kaplan LLCBoston, MAAsset managerAffiliated broker-dealerPCF Capital Markets LLC
    Northern Trust 100%
    $10B
  5. 1373
    Meketa Investment Group IncWestwood, MA · 316 clientsAsset manager
    State Street 65%Northern Trust 35%
    $10.0B
  6. 1374
    BMO Family Office, LLCChicago, IL · 73 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Nesbitt Burns Inc.
    Schwab 63%Northern Trust 37%
    $10.0B
  7. 1379
    Ares Systematic Credit LimitedLondon, United Kingdom · 9 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Ares Management Luxembourg
    J.P. Morgan 84%
    $9.9B
  8. 1380
    Clearbridge Investment Management LimitedEdinburgh, United Kingdom · 5,183 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Citi 34%State Street 25%
    $9.9B
  9. 1383
    River Road Asset Management, LLCLouisville, KY · 112 clientsAsset managerHybridAMG Distributors, Inc.
    BNY 59%Fidelity Management Trust 28%
    $9.9B
  10. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  11. 1385
    Brown Advisory Investment Solutions Group LLCBaltimore, MD · 393 clientsPrivate fund adviser
    Northern Trust 100%
    $9.8B
  12. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clientsWealth manager
    Schwab 50%Fidelity 38%
    $9.7B
  13. 1412
    Frontier Capital Management Co LLCBoston, MA · 34 clientsAsset managerAffiliated broker-dealer
    Northern Trust 61%BNY 26%
    $9.6B
  14. 1452
    Aviva Investors Canada Inc.Toronto, Ontario, Canada · 18 clientsAsset manager
    RBC 92%
    $9.2B
  15. 1458
    Highvista Strategies LLCBoston, MA · 41 clientsPrivate fund adviser
    Northern Trust 100%
    $9.1B
  16. 1465
    Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
    J.P. Morgan 97%
    $9.0B
  17. 1480
    Tortoise Capital Advisors, L.L.C.Overland Park, KS · 344 clientsAsset manager
    Northern Trust 51%BNY 34%
    $8.9B
  18. 1482
    Johcm (USA) IncBoston, MA · 33 clientsAsset managerHybrid
    Northern Trust 100%
    $8.9B
  19. 1488
    Advent Capital Management, LLCNew York, NY · 421 clientsAsset manager
    State Street 49%BNY 26%Northern Trust 25%
    $8.8B
  20. 1517
    Midocean Credit PartnersNew York, NY · 40 clientsPrivate fund adviser
    Northern Trust 100%
    $8.5B
  21. 1523
    Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
    J.P. Morgan 39%BNP Paribas Securities Services 26%
    $8.4B
  22. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  23. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  24. 1554
    Spider Management Company, LLCRichmond, VA · 1 clientsAsset manager
    Northern Trust 100%
    $8.1B
  25. 1561
    City of London Investment Management Company LimitedLondon, United Kingdom · 33 clientsPrivate fund adviser
    State Street 53%Northern Trust 25%
    $8.1B
  26. 1597
    Amova Asset Management Americas, Inc.New York, NY · 8 clientsPrivate fund adviserHybridAmova Securities Co., LTD.
    Northern Trust 100%
    $7.8B
  27. 1599
    WGI DM, LLCBoston, MA · 24 clientsAsset manager
    BNY 41%Northern Trust 30%State Street 30%
    $7.8B
  28. 1630
    Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
    Ss&c Technologies 40%State Street 33%
    $7.5B
  29. 1641
    Lyrical Asset Management LPNew York, NY · 391 clientsAsset managerHybrid
    The Bank of NY Mellon 64%Northern Trust 36%
    $7.4B
  30. 1675
    Tweedy, Browne Company LLCStamford, CT · 222 clientsAsset managerHybridAMG Distributors, Inc.
    RBC 45%Pershing 43%
    $7.1B
  31. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  32. 1690
    GLG LLCNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    State Street 53%Northern Trust 47%
    $7.0B
  33. 1696
    Community Capital Management, LLCFort Lauderdale, FL · 83 clientsAsset managerHybrid
    UBS 54%Northern Trust 46%
    $7.0B
  34. 1709
    Conestoga Capital Advisors, LLCWayne, PA · 233 clientsAsset managerHybrid
    BNY 56%Northern Trust 44%
    $6.9B
  35. 1720
    Provident Trust CompanyWaukesha, WI · 1,037 clientsWealth manager
    Northern Trust 100%
    $6.9B
  36. 1742
    Bivium Capital Partners, LLCSan Francisco, CA · 33 clientsAsset manager
    State Street 48%Pershing 29%Northern Trust 23%
    $6.7B
  37. 1751
    North of South Capital LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    State Street 87%
    $6.7B
  38. 1765
    Greycourt & Co., Inc.Pittsburgh, PA · 44 clientsWealth manager
    Northern Trust 69%
    $6.6B
  39. 1791
    ORG Portfolio Management LLCBeachwood, OH · 10 clientsAsset manager
    Northern Trust 89%
    $6.4B
  40. 1796
    Global Alpha Capital Management LTD.Montreal, QC, Canada · 137 clientsAsset managerHybrid
    Desjardins 24%
    $6.3B

RIAs by state