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IN Rising Stars 2026: Turning complexity into confidenceWSR 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 PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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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

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. 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
  2. 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
  3. 525
    Trustage Investment ManagementMadison, WI · 349 clientsAsset managerHybridCuna Brokerage Services, Inc.
    State Street 100%
    $39B
  4. 531
    Marathon-LondonLondon, United Kingdom · 42 clientsAsset manager
    State Street 53%BNY 35%
    $39B
  5. 545
    Nomura Corporate Research and Asset Management IncNew York, NY · 66 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    State Street 74%BNY 26%
    $38B
  6. 547
    Voya Retirement Advisors, LLCWindsor, CT · 7,672 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    Voya Instutional Trust 47%
    $37B
  7. 550
    Hotchkis and Wiley Capital Management, LLCLOS Angeles, CA · 98 clientsAsset managerHybrid
    Northern Trust 34%BNY 30%
    $37B
  8. 560
    Shenkman Capital Management, Inc.New York, NY · 159 clientsAsset manager
    The Bank of NY Mellon 63%
    $37B
  9. 564
    Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
    BNY 61%Schwab 24%
    $36B
  10. 569
    Eagle Capital Management LLCNew York, NY · 2,279 clientsAsset managerHybrid
    Northern Trust 54%State Street 46%
    $36B
  11. 577
    Eaton Vance Advisers International LTD.London, United Kingdom · 42 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 81%
    $36B
  12. 580
    Aksia LLCNew York, NY · 142 clientsAsset manager
    State Street 66%Northern Trust 34%
    $35B
  13. 585
    Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    BNY 62%
    $35B
  14. 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
  15. 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
  16. 597
    Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
    BNY 83%
    $34B
  17. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B
  18. 606
    D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
    State Street 80%
    $33B
  19. 607
    Redding Ridge Asset Management LLCNew York, NY · 85 clientsPrivate fund adviserHybrid
    State Street 100%
    $33B
  20. 608
    The Putnam Advisory Company, LLCBoston, MA · 91 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 81%
    $33B
  21. 609
    Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
    BNY 41%State Street 33%Goldman Sachs 26%
    $33B
  22. 613
    Fidelity Management & Research (hong Kong) LimitedHong Kong, Hong Kong · 26 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    State Street 100%
    $33B
  23. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  24. 625
    Twentyfour Asset Management LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    State Street 100%
    $32B
  25. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  26. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  27. 660
    Beach Point Capital Management LPSanta Monica, CA · 75 clientsPrivate fund adviser
    State Street 67%BNY 33%
    $30B
  28. 663
    Epoch Investment Partners, Inc.New York, NY · 757 clientsAsset managerAffiliated broker-dealerTD Financial Products LLC, TD Private Client Wealth LLC, clears through Pershing
    CIBC Mellon 49%
    $30B
  29. 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
  30. 665
    Diamond Hill Capital Management, LLCColumbus, OH · 3,192 clientsAsset managerHybrid
    Goldman Sachs 32%State Street 23%J.P. Morgan 23%
    $29B
  31. 666
    Life Cycle Investment Partners LimitedLondon, United Kingdom · 27 clientsAsset manager
    State Street 100%
    $29B
  32. 667
    Invesco Senior Secured Management, Inc.New York, NY · 51 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    State Street 30%Euroclear 28%U.S. Bank 23%
    $29B
  33. 681
    Winslow Capital Management LLCMinneapolis, MN · 1,882 clientsAsset managerAffiliated broker-dealerNuveen Securities, LLC
    State Street 63%Northern Trust 37%
    $29B
  34. 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
  35. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  36. 692
    Jacobs Levy Equity ManagementFlorham Park, NJ · 75 clientsAsset manager
    State Street 78%Northern Trust 22%
    $28B
  37. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  38. 718
    Driehaus Capital Management LLCChicago, IL · 90 clientsAsset managerHybrid
    BNY 62%State Street 25%
    $26B
  39. 736
    Sompo Asset Management Co., LTD.Tokyo, Japan · 541 clientsAsset manager
    Custody Bank of Japan, LTD. 56%State Street 33%
    $25B
  40. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B

RIAs by state