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Est. 2026The front page of wealth managementNew York

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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. 842
    IQ EQ Fund Management (singapore) Private LimitedSingapore, Singapore · 103 clientsPrivate fund adviser
    J.P. Morgan 60%
    $21B
  2. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  3. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  4. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  5. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  6. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  7. 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
  8. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  9. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  10. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  11. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  12. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  13. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  14. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  15. 887
    Pentwater Capital Management LPNaples, FL · 23 clientsPrivate fund adviser
    UBS 51%Citi 29%
    $19B
  16. 889
    Amova Asset Management UK LimitedLondon, United Kingdom · 17 clientsAsset managerAffiliated broker-dealerAmova Securities Co., LTD.
    $19B
  17. 891
    Choreo, LLCRockford, IL · 6,891 clientsWealth managerHybrid
    Schwab 86%
    $19B
  18. 894
    Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
    RBC 77%Northern Trust 23%
    $19B
  19. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  20. 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
  21. 905
    Capricorn Investment Group LLCNew York, NY · 34 clientsPrivate fund adviser
    Goldman Sachs 57%J.P. Morgan 43%
    $19B
  22. 906
    Letko, Brosseau & Associates Inc.Montreal, Quebec, Canada · 2,186 clientsAsset manager
    RBC 73%CIBC Mellon 27%
    $19B
  23. 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
  24. 910
    Altimeter Capital Management, LPMenlo Park, CA · 36 clientsPrivate fund adviser
    Citi 61%Morgan Stanley 39%
    $19B
  25. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  26. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  27. 919
    AB Carval Investors, LPMinneapolis, MN · 69 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    J.P. Morgan 51%Northern Trust 49%
    $18B
  28. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  29. 922
    Spectrum Asset Management, Inc.Stamford, CT · 74 clientsAsset managerHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc., clears through National Financial Services (Fidelity)
    Merrill / Bank of America 47%Morgan Stanley 33%
    $18B
  30. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  31. 932
    Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 88%
    $18B
  32. 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
  33. 945
    Wellington Management Japan PTE LTDTokyo, Japan · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
    Brown Brothers Harriman 73%
    $18B
  34. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B
  35. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  36. 952
    Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
    Schwab 73%Fidelity 27%
    $18B
  37. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  38. 960
    RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
    Northern Trust 51%Citi 34%
    $17B
  39. 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
  40. 969
    Manning & Napier Advisors, LLCFairport, NY · 3,474 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    Exeter Trust 73%Schwab 27%
    $17B

RIAs by state