Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR 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 compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
AtlasFinancial ADVSR
Open free

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

198 firms manage $4.4 trillionU.S. Bank

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. 058
    U.S. Bancorp Asset Management, Inc.Minneapolis, MN · 881 clientsAsset managerHybridBtig, LLC, U.S. Bancorp Advisors, LLC
    U.S. Bank 71%
    $427B
  2. 061
    Kohlberg Kravis Roberts & Co. L.P.New York, NY · 218 clientsPrivate fund adviserHybridGlobal Atlantic Distributors, LLC, KKR Capital Markets (ireland) Limited
    U.S. Bank 100%
    $400B
  3. 096
    KKR Credit Advisors (US) LLCSAN Francisco, CA · 204 clientsAsset managerHybridAlps Co-Invest GP LLC, KKR Australia Investment Management PTY Limited
    U.S. Bank 83%
    $271B
  4. 157
    Blackrock Capital Management, Inc.Wilmington, DE · 13 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 34%SSB New York Institutional 30%
    $173B
  5. 174
    HSBC Global Asset Management (USA) Inc.New York, NY · 95 clientsAsset managerHybridHSBC Securities (USA) Inc.
    U.S. Bank 59%Market Securities Services Hong Kong 41%
    $157B
  6. 177
    Candriam S.C.A.Strassen, Luxembourg · 474 clientsPrivate fund adviserAffiliated broker-dealerNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 80%
    $155B
  7. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  8. 219
    Brown AdvisoryBaltimore, MD · 4,415 clientsAsset managerHybrid
    U.S. Bank 57%Fidelity 43%
    $124B
  9. 233
    TPG Angelo GordonNew York, NY · 366 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    U.S. Bank 53%BNY 33%
    $116B
  10. 237
    New England Asset Management, Inc.Farmington, CT · 145 clientsAsset manager
    BNY 55%U.S. Bank 23%
    $112B
  11. 253
    Brookfield Asset Management PIC US, LLCNew York, NY · 127 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    U.S. Bank 100%
    $105B
  12. 254
    RBC Global Asset Management (u.s.) Inc.Minneapolis, MN · 245 clientsAsset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC
    J.P. Morgan 40%U.S. Bank 39%
    $104B
  13. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B
  14. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  15. 267
    Fiducient Advisors LLCChicago, IL · 1,239 clientsAsset manager
    Schwab 50%U.S. Bank 35%
    $98B
  16. 279
    Cerberus Capital Management, L.P.New York, NY · 257 clientsPrivate fund adviser
    BNY 55%U.S. Bank 45%
    $92B
  17. 300
    Clearlake Capital Group, L.P.Santa Monica, CA · 148 clientsPrivate fund adviserHybridClearlake Capital Markets, LLC
    U.S. Bank 100%
    $84B
  18. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  19. 346
    Meeder Public Funds, Inc.Dublin, OH · 582 clientsAsset managerHybridMeeder Distribution Services, Inc.
    U.S. Bank 61%Principal Financial Group 39%
    $70B
  20. 357
    Blue Owl Real Estate Capital LLCChicago, IL · 91 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    Northern Trust 64%State Street 26%
    $68B
  21. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  22. 412
    Sculptor Capital LPNew York, NY · 98 clientsPrivate fund adviser
    U.S. Bank 100%
    $53B
  23. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  24. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  25. 450
    Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
    U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
    $47B
  26. 454
    Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
    Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
    $47B
  27. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  28. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  29. 478
    Calamos Advisors LLCNaperville, IL · 1,957 clientsAsset managerHybridCalamos Financial Services LLC
    Fidelity 69%U.S. Bank 31%
    $44B
  30. 516
    Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
    J.P. Morgan 64%
    $40B
  31. 519
    Cerity Partners Retirement Plan ConsultantsNew York, NY · 850 clientsAsset managerAffiliated broker-dealerCP Client Solutions LLC
    Northern Trust 34%U.S. Bank 26%
    $40B
  32. 556
    ASB Capital Management LLCBethesda, MD · 83 clientsPrivate fund adviser
    BNY 36%Chevy Chase Trust 26%
    $37B
  33. 582
    Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
    Principal Securities 48%U.S. Bank 35%
    $35B
  34. 618
    SVB Asset ManagementSAN Francisco, CA · 458 clientsAsset managerAffiliated broker-dealerFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    U.S. Bank 100%
    $32B
  35. 623
    First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  36. 628
    Constellation Investments, Inc.Montgomery, OH · 14 clientsAsset managerHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    U.S. Bank 100%
    $31B
  37. 640
    Ptma Investment AdvisorsNaperville, IL · 161 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 78%UMB Bank 22%
    $31B
  38. 652
    Onex Credit Partners, LLCEnglewood Cliffs, NJ · 81 clientsPrivate fund adviser
    CIBC Mellon 98%
    $30B
  39. 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
  40. 698
    AAMChicago, IL · 123 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
    U.S. Bank 69%BNY 31%
    $27B

RIAs by state