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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.

Filters

17,210 firms manage $177.9 trillion

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. 361
    Blackrock Capital Investment Advisors, LLCWilmington, DE · 151 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $67B
  2. 362
    Walter Scott & Partners LimitedEdinburgh, United Kingdom · 171 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 55%Northern Trust 23%
    $67B
  3. 363
    Adams Street Partners, LLCChicago, IL · 373 clientsPrivate fund adviser
    HSBC Bank 62%DZ Privatbank S.A. 24%
    $66B
  4. 364
    Brookfield Public Securities Group LLCNew York, NY · 428 clientsAsset managerHybridBrookfield Private Advisors LLC, Brookfield Private Wealth LLC
    J.P. Morgan 64%BNY 36%
    $66B
  5. 365
    Transamerica Asset Management, Inc.Denver, CO · 119 clientsAsset managerHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    No custodian reported
    $66B
  6. 366
    William Blair Investment Management, LLCChicago, IL · 682 clientsAsset managerHybridWilliam Blair & Company L.L.C.
    Northern Trust 39%State Street 34%BNY 27%
    $66B
  7. 367
    Brandywine Global Investment Management, LLCPhiladelphia, PA · 977 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 37%BNY 35%Northern Trust 27%
    $65B
  8. 368
    Alan Biller and AssociatesMenlo Park, CA · 51 clientsAsset manager
    BNY 100%
    $65B
  9. 369
    Blue Owl Credit Advisors LLCNew York, NY · 26 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $65B
  10. 370
    Orion Portfolio Solutions, LLCOmaha, NE · 187,975 clientsWealth managerWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 51%Schwab 49%
    $65B
  11. 371
    GLG Partners LPLondon, United Kingdom · 84 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $65B
  12. 372
    William Blair & Company L.L.C.Chicago, IL · 38,171 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $64B
  13. 373
    Bayview Asset Management, LLCCoral Gables, FL · 57 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $64B
  14. 374
    Towers Watson Investment Services, Inc.Chicago, IL · 107 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    State Street 54%Northern Trust 46%
    $63B
  15. 375
    Causeway Capital Management LLCLOS Angeles, CA · 1,562 clientsAsset managerHybrid
    State Street 53%Northern Trust 29%
    $62B
  16. 376
    CVC Credit Partners, LLCNew York, NY · 121 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $62B
  17. 377
    Digitalbridge Investment Management, LLCBoca Raton, FL · 86 clientsPrivate fund adviser
    Morgan Stanley 100%
    $61B
  18. 378
    Quantinno Capital Management LPNew York, NY · 8,264 clientsWealth manager
    Fidelity 54%Schwab 32%
    $61B
  19. 379
    Eagle Asset Management IncSt. Petersburg, FL · 79,272 clientsAsset managerHybridCarillon Fund Distributors, Inc., Raymond James & Associates, Inc.
    No custodian reported
    $61B
  20. 380
    I Squared Capital Advisors (US) LLCMiami, FL · 76 clientsPrivate fund adviser
    No custodian reported
    $60B
  21. 381
    American Beacon Advisors, Inc.Irving, TX · 11 clientsAsset managerHybridResolute Investment Distributors, Inc.
    State Street 75%J.P. Morgan 25%
    $60B
  22. 382
    LGT Capital Partners (USA) Inc.New York, NY · 2 clientsAsset managerHybridLGT Bank LTD
    BNP Paribas, New York Branch 54%BNP Paribas Securities Services 46%
    $60B
  23. 383
    MIO Partners, Inc.New York, NY · 1,050 clientsPrivate fund adviser
    BNY 100%
    $60B
  24. 384
    Voya Investments, LLCScottsdale, AZ · 107 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $59B
  25. 385
    Valor Equity PartnersChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $59B
  26. 386
    Newton Investment Management North AmericaBoston, MA · 160 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 46%Northern Trust 29%State Street 25%
    $59B
  27. 387
    Barrow Hanley Global InvestorsDallas, TX · 154 clientsAsset managerHybrid
    State Street 48%Northern Trust 27%BNY 26%
    $59B
  28. 388
    Marshall Wace North America L.P.New York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $59B
  29. 389
    Capital International, Inc.LOS Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  30. 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
  31. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  32. 392
    Alpinvest US Holdings, LLCNew York, NY · 136 clientsPrivate fund adviserHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $58B
  33. 393
    MAN Solutions LimitedLondon, United Kingdom · 102 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $58B
  34. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  35. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clientsWealth manager
    Fidelity 100%
    $57B
  36. 396
    Tenaron Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $56B
  37. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  38. 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
  39. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  40. 400
    Savant Wealth ManagementRockford, IL · 24,034 clientsWealth manager
    Schwab 83%
    $56B

RIAs by state