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Est. 2026The front page of wealth managementNew York

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IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

466 firms manage $38.6 trillionState Street

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. 006
    Pacific Investment Management Company LLCNewport Beach, CA · 41,699 clientsAsset managerHybridPimco Canada Corp., Pimco Europe Gmbh
    BNY 44%State Street 28%Northern Trust 28%
    $3.7T
  2. 007
    J.P. Morgan Investment Management Inc.New York, NY · 128,965 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 31%State Street 25%BNY 23%
    $3.5T
  3. 010
    T. Rowe Price Associates, Inc.Baltimore, MD · 6,887 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    State Street 58%Northern Trust 23%
    $2.2T
  4. 015
    Blackrock Financial Management, IncNew York, NY · 1,309 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 32%
    $1.6T
  5. 016
    Wellington Management Company LLPBoston, MA · 1,559 clientsAsset managerHybridWellington Funds Distributors Inc.
    State Street 35%BNY 26%Northern Trust 23%
    $1.4T
  6. 017
    Ssga Funds Management, Inc.Boston, MA · 339 clientsAsset managerHybridState Street Global Advisors Funds Distributors, LLC, State Street Global Markets Canada Inc.
    State Street 100%
    $1.4T
  7. 021
    Pgim, Inc.Newark, NJ · 611 clientsAsset managerHybridPgim (hong Kong) LTD., Pruco Securities, LLC
    J.P. Morgan 57%
    $1.1T
  8. 023
    Dimensional Fund Advisors LPAustin, TX · 2,311 clientsAsset managerHybridDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 51%BNY 31%
    $1.0T
  9. 028
    Mellon Investments CorporationPittsburgh, PA · 3,942 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 61%State Street 23%
    $874B
  10. 031
    Invesco Advisers, Inc.Atlanta, GA · 82,498 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    BNY 34%State Street 31%
    $750B
  11. 032
    Millennium Management LLCNew York, NY · 27 clientsPrivate fund adviser
    State Street 62%BNY 38%
    $721B
  12. 034
    Morgan Stanley Investment Management Inc.New York, NY · 22,803 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. International PLC
    State Street 40%Morgan Stanley 40%
    $702B
  13. 043
    UBS Asset Management (americas) LLCNew York, NY · 433,784 clientsAsset managerHybridUBS AG, UBS Asset Management (US) Inc.
    UBS 88%
    $588B
  14. 046
    MFS Investment ManagementBoston, MA · 355 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    State Street 29%Brown Brothers Harriman & 25%
    $514B
  15. 048
    Columbia Management Investment Advisers, LLCBoston, MA · 4,251 clientsAsset managerHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    J.P. Morgan 69%
    $502B
  16. 050
    Jpmorgan Asset Management (UK) LimitedLondon, United Kingdom · 542 clientsPrivate fund adviserAffiliated broker-dealerJ.P. Morgan Securities LLC, J.P. Morgan Securities PLC
    J.P. Morgan 47%Northern Trust 27%State Street 26%
    $484B
  17. 051
    Allspring Global Investments, LLCCharlotte, NC · 10,401 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Northern Trust 36%State Street 25%
    $476B
  18. 054
    Dodge & COXSAN Francisco, CA · 740 clientsAsset managerHybrid
    Northern Trust 43%BNY 36%
    $467B
  19. 057
    Principal Asset ManagementDES Moines, IA · 8,205 clientsAsset managerHybridEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
    State Street 51%BNY 49%
    $428B
  20. 062
    Neuberger Berman Investment Advisers LLCNew York, NY · 43,954 clientsAsset managerHybridNeuberger Berman BD LLC
    Fidelity 50%
    $399B
  21. 066
    Loomis, Sayles & Company, L.P.Boston, MA · 24,675 clientsAsset managerHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    BNY 42%Northern Trust 34%State Street 24%
    $387B
  22. 069
    Dimensional Fund Advisors LTDLondon, United Kingdom · 100 clientsAsset managerHybridDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 46%BNY 39%
    $365B
  23. 070
    DFA Australia LimitedSydney, Australia · 100 clientsAsset managerAffiliated broker-dealerDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 46%BNY 39%
    $362B
  24. 071
    Arrowstreet Capital, Limited PartnershipBoston, MA · 162 clientsPrivate fund adviser
    State Street 49%Northern Trust 26%
    $351B
  25. 072
    Fiam LLCSmithfield, RI · 596 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Brown Brothers Harriman & 39%
    $348B
  26. 075
    Nisa Investment Advisors, LLCSt. Louis, MO · 440 clientsAsset manager
    Northern Trust 32%BNY 28%State Street 26%
    $344B
  27. 085
    American Century Investment Management IncKansas City, MO · 716 clientsAsset managerHybridAmerican Century Investment Services, Inc.
    State Street 52%
    $306B
  28. 090
    Victory Capital Management Inc.SAN Antonio, TX · 18,120 clientsAsset managerHybridVictory Capital Services, Inc., clears through Pershing
    BNY 57%State Street 24%
    $283B
  29. 092
    T. Rowe Price International LTDLondon, United Kingdom · 223 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 62%HSBC Hong Kong 23%
    $277B
  30. 093
    Voya Investment Management Co. LLCNew York, NY · 566 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 61%State Street 23%
    $275B
  31. 110
    DWS International GmbhFrankfurt AM Main, Germany · 136 clientsBroker-dealer firmAffiliated broker-dealerDeutsche Bank AG
    BNY 42%State Street 33%Deutsche Bank AG 26%
    $229B
  32. 111
    Manulife Investment Management (US) LLCBoston, MA · 4,861 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    State Street 66%
    $228B
  33. 118
    Jennison AssociatesNew York, NY · 6,083 clientsAsset managerHybridPrudential Investment Management Services LLC
    BNY 38%Northern Trust 33%State Street 28%
    $215B
  34. 125
    Northern Trust Global Investments LTDLondon, United Kingdom · 76 clientsPrivate fund adviserAffiliated broker-dealerNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 37%BNY 32%
    $208B
  35. 129
    T.rowe Price Investment Management, Inc.Baltimore, MD · 64 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    Northern Trust 48%
    $204B
  36. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsWealth managerHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    $195B
  37. 139
    Invesco Asset Management LTD.Henley-On-Thames, United Kingdom · 206 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Northern Trust 30%HSBC Bank PLC 23%
    $188B
  38. 140
    Macquarie Investment Management Global LimitedSydney, Australia · 223 clientsAsset managerAffiliated broker-dealerMacquarie Asset Management Japan Co., LTD., Macquarie Bank Limited
    State Street 71%
    $187B
  39. 144
    Artisan Partners Limited PartnershipMilwaukee, WI · 249 clientsAsset managerHybridApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    BNY 56%Northern Trust 24%
    $184B
  40. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B

RIAs by state