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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. 390
    Blackstone Private Credit Strategies LLCNew York, NY · 95 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 73%J.P. Morgan 27%
    $58B
  2. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  3. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  4. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  5. 398
    Citigroup Global Markets Inc.New York, NY · 59,829 clientsBroker-dealer firmHybridBank Handlowy W Warszawie S.A. (poland), Citi Mexico Casa De Bolsa, S.A. De C.v., Grupo Financiero Citi Mexico
    Pershing 83%
    $56B
  6. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  7. 400
    Savant Wealth ManagementRockford, IL · 24,034 clientsWealth manager
    Schwab 83%
    $56B
  8. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsWealth managerHybrid
    Fidelity 100%
    $55B
  9. 404
    Thornburg Investment Management IncSanta FE, NM · 635 clientsAsset managerHybridThornburg Investment Management (asia) LTD, Thornburg Securities LLC
    Sumitomo Mitsui Trust (hong Kong) Limited 35%RBC 34%
    $54B
  10. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clientsWealth manager
    Fidelity 56%Schwab 44%
    $54B
  11. 406
    Pinestone Asset Management Inc.Montreal, Quebec, Canada · 95 clientsPrivate fund adviser
    State Street 53%BNY 29%
    $54B
  12. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsWealth managerPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    $53B
  13. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsWealth managerHybrid
    Fidelity 52%Schwab 48%
    $52B
  14. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  15. 424
    CWM, LLCOmaha, NE · 52,669 clientsWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  16. 425
    Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clientsWealth manager
    Schwab 71%Commerce Trust 29%
    $51B
  17. 430
    Cbre Investment Management Indirect LimitedLondon, United Kingdom · 76 clientsAsset managerAffiliated broker-dealerCbre Capital Advisors, Inc.
    Alter Domus 56%Northern Trust 44%
    $50B
  18. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  19. 434
    AE Wealth Management, LLCTopeka, KS · 128,073 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 59%Schwab 41%
    $50B
  20. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  21. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  22. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  23. 440
    Invesco Management S.A.Luxembourg, Luxembourg · 95 clientsAsset managerAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    HSBC Bank PLC 61%J.P. Morgan 39%
    $49B
  24. 441
    SCS Capital Management LLCBoston, MA · 589 clientsWealth managerAffiliated broker-dealer
    Fidelity 54%Pershing 24%
    $49B
  25. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  26. 445
    Manulife Investment Management Private Markets (US) LLCBoston, MA · 63 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    Standard Chartered Bank 55%BNY 45%
    $48B
  27. 450
    Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
    U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
    $47B
  28. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  29. 454
    Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
    Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
    $47B
  30. 458
    Canso Investment Counsel LTD.Richmond Hill, Ontario, Canada · 105 clientsBroker-dealer firmAffiliated broker-dealerJesselton Capital Management Inc., Lysander Funds Limited
    State Street 41%CIBC Mellon 34%RBC 25%
    $47B
  31. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  32. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  33. 465
    Sali Fund ServicesAustin, TX · 246 clientsPrivate fund adviserHybrid
    Schwab 45%Goldman Sachs 30%BNY 24%
    $46B
  34. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
    Northern Trust 89%
    $46B
  35. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  36. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  37. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  38. 472
    Meag New York CorporationNew York, NY · 47 clientsAsset manager
    State Street 76%RBC 24%
    $45B
  39. 473
    Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
    Barclays Capital 45%BNY 45%
    $45B
  40. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B

RIAs by state