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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  2. 736
    Sompo Asset Management Co., LTD.Tokyo, Japan · 541 clientsAsset manager
    Custody Bank of Japan, LTD. 56%State Street 33%
    $25B
  3. 742
    Ruffer LLPLondon, United Kingdom · 5,250 clientsPrivate fund adviserAffiliated broker-dealerRuffer LLC
    Custodian 86%
    $25B
  4. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  5. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsWealth managerPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  6. 750
    Jefferies Finance LLCNew York, NY · 60 clientsPrivate fund adviserHybridJefferies LLC
    State Street 67%BNY 33%
    $25B
  7. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  8. 755
    DWS Alternatives Global LimitedLondon, United Kingdom · 63 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    J.P. Morgan 42%Northern Trust 33%CIBC Mellon 25%
    $25B
  9. 757
    Belle Haven Investments, L.P.RYE Brook, NY · 27,602 clientsBroker-dealer firmHybrid
    Fidelity 35%Schwab 28%
    $24B
  10. 758
    Pgim Private Placement Investors, L.P.Newark, NJ · 33 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    J.P. Morgan 83%
    $24B
  11. 761
    Pictet Asset Management LimitedLondon, United Kingdom · 122 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 57%Northern Trust 26%
    $24B
  12. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  13. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  14. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  15. 772
    T. Rowe Price Japan, Inc.Tokyo, Japan · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 82%
    $24B
  16. 774
    Polen Capital Management, LLCBoca Raton, FL · 1,602 clientsAsset managerHybrid
    Morgan Stanley 58%
    $24B
  17. 775
    Templeton Asset Management LTD.Singapore, Singapore · 78 clientsBroker-dealer firmAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    J.P. Morgan 44%Citi 29%BNY 27%
    $24B
  18. 777
    China Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 63 clientsPrivate fund adviserAffiliated broker-dealerCitic Securities Co., Limited, Mackenzie Financial Corporation
    Industrial Bank Co., LTD., Hong Kong Branch 59%China Merchants Bank Co., LTD., Hong Kong Branch 33%
    $24B
  19. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  20. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  21. 780
    Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
    Northern Trust 56%State Street 25%
    $24B
  22. 781
    Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsWealth managerAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
    Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
    $24B
  23. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  24. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  25. 793
    Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
    J.P. Morgan 47%State Street 31%BNY 22%
    $23B
  26. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  27. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  28. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B
  29. 806
    Segall Bryant & HamillChicago, IL · 5,743 clientsAsset managerHybrid
    Brown Brothers & Harriman & 34%J.P. Morgan 24%
    $23B
  30. 807
    Benefit Street Partners LimitedLondon, United Kingdom · 42 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC
    State Street 43%J.P. Morgan 42%
    $23B
  31. 810
    SeiaLOS Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  32. 814
    J O Hambro Capital Management LimitedLondon, United Kingdom · 55 clientsPrivate fund adviser
    BNY 60%J.P. Morgan 40%
    $22B
  33. 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
  34. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  35. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  36. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B
  37. 829
    Edgewood Management LLCGreenwich, CT · 1,070 clientsAsset manager
    BNY 55%J.P. Morgan 45%
    $22B
  38. 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
  39. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  40. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B

RIAs by state