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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN 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 Anthropic
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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. 746
    Federated Hermes (UK) LLPLondon, United Kingdom · 18 clientsPrivate fund adviserAffiliated broker-dealerFederated Securities Corp.
    State Street 100%
    $25B
  2. 750
    Jefferies Finance LLCNew York, NY · 60 clientsPrivate fund adviserHybridJefferies LLC
    State Street 67%BNY 33%
    $25B
  3. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  4. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  5. 772
    T. Rowe Price Japan, Inc.Tokyo, Japan · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 82%
    $24B
  6. 774
    Polen Capital Management, LLCBoca Raton, FL · 1,602 clientsAsset managerHybrid
    Morgan Stanley 58%
    $24B
  7. 780
    Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
    Northern Trust 56%State Street 25%
    $24B
  8. 791
    Twentyfour Asset Management (US) LPNew York, NY · 24 clientsPrivate fund adviser
    State Street 100%
    $23B
  9. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  10. 793
    Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
    J.P. Morgan 47%State Street 31%BNY 22%
    $23B
  11. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  12. 807
    Benefit Street Partners LimitedLondon, United Kingdom · 42 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC
    State Street 43%J.P. Morgan 42%
    $23B
  13. 816
    EIG Management Company, LLCWashington, DC · 66 clientsPrivate fund adviserHybridEIG Global Energy Partners Capital Markets, LLC
    State Street 53%HSBC Trinkaus & Burkhardt AG 47%
    $22B
  14. 837
    Goldman Sachs Asset Management (hong Kong) LimitedCentral, Hong Kong, China · 81 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    BNP Paribas Trust Services Singapore Limited 37%Citi 35%State Street 28%
    $21B
  15. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  16. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  17. 861
    Harvest Partners, LPNew York, NY · 45 clientsPrivate fund adviser
    State Street 100%
    $20B
  18. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  19. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  20. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  21. 889
    Amova Asset Management UK LimitedLondon, United Kingdom · 17 clientsAsset managerAffiliated broker-dealerAmova Securities Co., LTD.
    $19B
  22. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  23. 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
  24. 907
    Transamerica Retirement Advisors, LLCCedar Rapids, IA · 212,722 clientsWealth managerPublic-company ownedHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    State Street 48%American Trust Custody 26%Pershing 26%
    $19B
  25. 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
  26. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  27. 960
    RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
    Northern Trust 51%Citi 34%
    $17B
  28. 961
    Fiera Capital Inc.New York, NY · 4,643 clientsAsset managerHybrid
    Brown Brothers Harriman & 27%State Street 26%Goldman Sachs 23%J.P. Morgan 23%
    $17B
  29. 997
    National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Mellon Trust 34%U.S. Bank 32%
    $16B
  30. 998
    Great Lakes Advisors, LLCChicago, IL · 1,731 clientsAsset managerHybrid
    State Street 47%LPL Financial 31%
    $16B
  31. 1007
    Ark InvestSt. Petersburg, FL · 61 clientsAsset managerHybrid
    State Street 100%
    $16B
  32. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  33. 1054
    Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
    Northern Trust 48%State Street 24%
    $15B
  34. 1069
    M&g Investments (USA) Inc.Chicago, ILAsset manager
    HSBC Bank PLC 97%
    $14B
  35. 1075
    BSP NY LLCNew York, NY · 37 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    State Street 30%J.P. Morgan 30%Bnym (luxembourg) S.A. 29%
    $14B
  36. 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
  37. 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
  38. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B
  39. 1117
    Centersquare Investment Management LLCConshohocken, PA · 101 clientsAsset managerHybrid
    Northern Trust 30%BNY 28%Citi 25%
    $14B
  40. 1155
    Ivy Hill Asset Management, L.P.New York, NY · 18 clientsPrivate fund adviserAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    State Street 100%
    $13B

RIAs by state