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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  2. 153
    Mariner Investment Group, LLCNew York, NY · 36 clientsPrivate fund adviserHybrid
    J.P. Morgan 77%SG Americas Securities 23%
    $176B
  3. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  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. 158
    Insight InvestmentNew York, NY · 1,876 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 69%Northern Trust 31%
    $171B
  6. 159
    Jpmorgan Asset Management (asia Pacific) LimitedHong Kong, Hong Kong · 210 clientsPrivate fund adviserAffiliated broker-dealer
    J.P. Morgan 50%Citi 28%
    $170B
  7. 160
    Global Retirement Partners LLCSAN Rafael, CA · 28,693 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    LPL Financial 83%
    $170B
  8. 163
    CorientMiami, FL · 26,586 clientsWealth managerAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    $165B
  9. 165
    GQG PartnersFort Lauderdale, FL · 6,445 clientsAsset managerHybrid
    J.P. Morgan 36%Northern Trust 30%State Street 23%
    $164B
  10. 166
    Keyridge Asset Management LimitedDublin 1, Ireland · 36 clientsAsset managerAffiliated broker-dealer
    Citi 74%
    $163B
  11. 167
    CIBC Global Asset ManagementToronto, ON, Canada · 10,439 clientsPrivate fund adviserAffiliated broker-dealer'firstcaribbean International Trust Company (bahamas) Limited, CIBC Bank and Trust Company (cayman) Limited
    CIBC Mellon Trust 87%
    $163B
  12. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsWealth managerHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  13. 169
    NB Alternatives Advisers LLCDallas, TX · 379 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Merrill / Bank of America 84%
    $160B
  14. 171
    Mackay Shields LLCNew York, NY · 354 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    BNY 66%
    $160B
  15. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  16. 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
  17. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  18. 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
  19. 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
  20. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsWealth managerBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  21. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  22. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  23. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  24. 188
    Eastspring Investments (singapore) LimitedSingapore, Singapore · 185 clientsPrivate fund adviser
    BNY 39%State Street 25%HSBC Continental Europe S.a., Germany 24%
    $146B
  25. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  26. 191
    Baillie Gifford Overseas LTDEdinburgh, United Kingdom · 255 clientsAsset managerHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    State Street 35%BNY 30%
    $144B
  27. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  28. 198
    Blackrock Asset Management North Asia LimitedHong Kong, China · 74 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 43%JPM Chase - Sydney 37%
    $140B
  29. 200
    Franklin Templeton Private Portfolio Group, LLCNew York, NY · 179,738 clientsWealth managerPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    Morgan Stanley 59%
    $140B
  30. 203
    Cambridge Investment Research Advisors, Inc.Fairfield, IA · 361,213 clientsWealth managerWrap sponsorHybridCambridge Investment Research, Inc.
    Pershing 53%Fidelity 47%
    $139B
  31. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  32. 206
    Rhumbline AdvisersBoston, MA · 399 clientsAsset manager
    Northern Trust 39%BNY 32%State Street 29%
    $136B
  33. 207
    RathbonesLiverpool, United Kingdom · 150,885 clientsWealth manager
    Rathbone Nominees Limited 37%Allfunds Bank SAU London Branch 35%BNY 28%
    $135B
  34. 210
    Brighthouse Investment Advisers, LLCCharlotte, NC · 5,705 clientsAsset managerHybridBrighthouse Securities, LLC
    State Street 50%Brighthouse Life Insurance 47%
    $133B
  35. 212
    Income Research + ManagementBoston, MA · 937 clientsAsset managerHybrid
    BNY 41%Northern Trust 37%
    $131B
  36. 213
    Ninety One UK LimitedLondon, United Kingdom · 239 clientsAsset manager
    State Street 37%J.P. Morgan 23%HSBC Bank PLC 23%
    $130B
  37. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  38. 217
    MarinerOverland Park, KS · 55,512 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $125B
  39. 219
    Brown AdvisoryBaltimore, MD · 4,415 clientsAsset managerHybrid
    U.S. Bank 57%Fidelity 43%
    $124B
  40. 220
    GC Opal Advisors LLCChicago, IL · 87 clientsPrivate fund adviserHybrid
    Northern Trust 65%Wells Fargo 35%
    $124B

RIAs by state