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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

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. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  2. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  3. 2080
    Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
    State Street 54%Northern Trust 24%
    $5.1B
  4. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  5. 2122
    KKR Credit Advisors (singapore) PTE. LTD.Singapore, Singapore · 11 clientsPrivate fund adviserAffiliated broker-dealerGlobal Atlantic Distributors, LLC, KKR Australia Investment Management PTY Limited
    State Street 100%
    $4.9B
  6. 2126
    Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
    State Street 41%Merrill / Bank of America 38%
    $4.9B
  7. 2160
    Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
    Cidel Trust Company Canada 70%
    $4.8B
  8. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  9. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  10. 2223
    Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B
  11. 2224
    Castleark Management LLCChicago, IL · 66 clientsAsset manager
    BNY 41%Northern Trust 34%
    $4.6B
  12. 2227
    Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
    Northern Trust 37%State Street 30%
    $4.6B
  13. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  14. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  15. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  16. 2277
    Blue Owl Digital Infrastructure Trust Advisors LLCChicago, IL · 2 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $4.4B
  17. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  18. 2312
    360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    J.P. Morgan 25%Orbis Financial Corporation Limited 23%
    $4.3B
  19. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  20. 2342
    Scharf Investments, LLCLos Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  21. 2343
    Systematic Financial Management LPTeaneck, NJ · 177 clientsAsset managerAffiliated broker-dealer
    State Street 38%BNY 35%Northern Trust 27%
    $4.2B
  22. 2352
    Clear Investment Research, LLCAlpharetta, GA · 132 clientsAsset manager
    Fidelity Management Trust 75%State Street 25%
    $4.2B
  23. 2396
    Peregrine Capital Management, LLCMinneapolis, MN · 30 clientsAsset manager
    BNY 50%State Street 25%Northern Trust 25%
    $4.1B
  24. 2405
    Cardinal Capital Management, Inc.Winnipeg, Canada · 3,444 clientsWealth manager
    Nbin 77%State Street 23%
    $4.0B
  25. 2420
    Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
    State Street 84%
    $4.0B
  26. 2458
    Cyrus Capital Partners, L.P.New York, NY · 36 clientsPrivate fund adviser
    State Street 98%
    $3.9B
  27. 2463
    Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
    State Street 52%Northern Trust 34%
    $3.9B
  28. 2467
    Rimrock Capital Management LLCIrvine, CA · 22 clientsPrivate fund adviserHybrid
    Northern Trust 53%State Street 47%
    $3.9B
  29. 2485
    Grandeur Peak Global AdvisorsSalt Lake City, UT · 17 clientsAsset managerHybrid
    BNY 51%State Street 43%
    $3.8B
  30. 2488
    Harvest Global Investments LimitedHong Kong, Hong Kong · 21 clientsAsset managerAffiliated broker-dealerHGI (USA) Investments LLC
    State Street 100%
    $3.8B
  31. 2515
    Annaly Credit Opportunities Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridArcola Securities, Inc.
    State Street 100%
    $3.7B
  32. 2569
    Apollo Manager, LLCNew York, NY · 2 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    J.P. Morgan 50%State Street 50%
    $3.6B
  33. 2600
    1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
    The Bank of NY Mellon 74%
    $3.5B
  34. 2603
    FCPChevy Chase, MD · 13 clientsPrivate fund adviser
    State Street 87%
    $3.5B
  35. 2608
    Ardea Investment ManagementSydney, NSW, Australia · 10 clientsAsset manager
    State Street 38%Northern Trust 37%Brown Brothers Harriman & Co 25%
    $3.5B
  36. 2624
    Ceredex Value Advisors LLCWinter Park, FL · 15 clientsAsset managerHybridVP Distributors LLC
    Northern Trust 54%State Street 46%
    $3.4B
  37. 2635
    Sound Shore Management IncGreenwich, CT · 370 clientsAsset manager
    J.P. Morgan 45%Goldman Sachs 23%State Street 22%
    $3.4B
  38. 2654
    Ducenta Squared Asset ManagementEl Segundo, CA · 457 clientsAsset manager
    State Street 48%
    $3.3B
  39. 2660
    Lasalle Investment Management SecuritiesBaltimore, MD · 12 clientsPrivate fund adviserAffiliated broker-dealer
    Sumitome Mitsui Trust Bank (u.s.a.) Limited 38%J.P. Morgan 36%State Street 26%
    $3.3B
  40. 2668
    Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
    State Street 43%Northern Trust 30%BNY 27%
    $3.3B

RIAs by state