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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. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
    Fidelity 62%Schwab 38%
    $17B
  2. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  3. 977
    Nationwide Investment Advisors, LLCColumbus, OH · 251,223 clientsWealth managerBank-affiliatedHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    Nationwide Trust Company, FSB 72%Nationwide Life Insurance 28%
    $17B
  4. 981
    Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    J.P. Morgan 41%BNY 25%
    $17B
  5. 982
    Citizens Private WealthTarrytown, NY · 2,567 clientsWealth managerBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
    Fidelity 54%Schwab 46%
    $17B
  6. 983
    Keystate Advisory, LLCLAS Vegas, NV · 80 clientsAsset manager
    Principal Financial Group 58%Bankers' Bank 42%
    $17B
  7. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  8. 990
    O'connor Alternative Investments, LLCNew York, NY · 42 clientsPrivate fund adviserHybridCantor Fitzgerald & Co.
    J.P. Morgan 93%
    $16B
  9. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  10. 997
    National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Mellon Trust 34%U.S. Bank 32%
    $16B
  11. 998
    Great Lakes Advisors, LLCChicago, IL · 1,731 clientsAsset managerHybrid
    State Street 47%LPL Financial 31%
    $16B
  12. 1006
    FartherSAN Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  13. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  14. 1016
    E Fund Management (hong Kong) Co., LimitedHong Kong, Hong Kong · 67 clientsPrivate fund adviserAffiliated broker-dealerGF Securities Co., Limited
    Icbc (asia) Trustee Company Limited 49%J.P. Morgan 35%
    $16B
  15. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  16. 1026
    Evercore Wealth Management, LLCNew York, NY · 791 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
    Evercore Trust Company 89%
    $16B
  17. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  18. 1028
    IntechWest Palm Beach, FL · 26 clientsAsset managerHybrid
    BNY 51%BNP Paribas Securities Services Australia 49%
    $15B
  19. 1029
    Allianz Global Investors Asia Pacific LimitedHong Kong, Hong Kong · 69 clientsPrivate fund adviserAffiliated broker-dealerAllianz Global Investors (schweiz) AG, Allianz Global Investors Middle East Limited
    BNY 79%
    $15B
  20. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  21. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  22. 1039
    Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    BNY 87%
    $15B
  23. 1040
    Blackstone Ireland LimitedDublin 2, Ireland · 50 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Credit Suisse Services AG 100%
    $15B
  24. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  25. 1043
    CV Advisors LLCAventura, FL · 159 clientsWealth manager
    J.P. Morgan 63%Morgan Stanley 37%
    $15B
  26. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  27. 1048
    The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
    UBS 72%Schwab 28%
    $15B
  28. 1053
    Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
    Raymond James 53%US Bancorp 29%
    $15B
  29. 1054
    Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
    Northern Trust 48%State Street 24%
    $15B
  30. 1058
    Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 38%Fidelity 30%
    $15B
  31. 1069
    M&g Investments (USA) Inc.Chicago, ILAsset manager
    HSBC Bank PLC 97%
    $14B
  32. 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
  33. 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
  34. 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
  35. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B
  36. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  37. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  38. 1097
    Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
    Fidelity 57%Schwab 43%
    $14B
  39. 1098
    Ullico Investment Advisors, Inc.Bethesda, MD · 25 clientsPrivate fund adviserHybridUllico Investment Company, LLC
    U.S. Bank 57%BNY 28%
    $14B
  40. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B

RIAs by state