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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. 401
    Rafferty Asset Management, LLCNew York, NY · 133 clientsAsset managerHybrid
    No custodian reported
    $55B
  2. 402
    TA AssociatesBoston, MA · 29 clientsPrivate fund adviser
    No custodian reported
    $55B
  3. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsWealth managerHybrid
    Fidelity 100%
    $55B
  4. 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
  5. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clientsWealth manager
    Fidelity 56%Schwab 44%
    $54B
  6. 406
    Pinestone Asset Management Inc.Montreal, Quebec, Canada · 95 clientsPrivate fund adviser
    State Street 53%BNY 29%
    $54B
  7. 407
    Veritas Capital Fund Management, L.L.C.New York, NY · 35 clientsPrivate fund adviserHybridVeritas Capital Securities L.L.C.
    No custodian reported
    $54B
  8. 408
    SB Investment Advisers (US) Inc.Menlo Park, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $53B
  9. 409
    First Sentier InvestorsBarangaroo, NSW, Australia · 98 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $53B
  10. 410
    Missionsquare InvestmentsWashington, DC · 1 clientsPrivate fund adviserHybridIcma-Rc Services, LLC
    J.P. Morgan 100%
    $53B
  11. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsWealth managerPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    $53B
  12. 412
    Sculptor Capital LPNew York, NY · 98 clientsPrivate fund adviser
    U.S. Bank 100%
    $53B
  13. 413
    Aegon Asset Management UK PLCEdinburgh, United Kingdom · 52 clientsAsset managerAffiliated broker-dealerTransamerica Capital, LLC
    Citi 100%
    $53B
  14. 414
    Catalyst Strategic SolutionsPlano, TX · 80 clientsAsset managerHybridCU Investment Solutions LLC
    J.P. Morgan 100%
    $52B
  15. 415
    Walleye Capital LLCWayzata, MN · 10 clientsPrivate fund adviserHybridWalleye Trading LLC
    No custodian reported
    $52B
  16. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsWealth managerHybrid
    Fidelity 52%Schwab 48%
    $52B
  17. 417
    Farallon Capital Management, L.L.C.SAN Francisco, CA · 66 clientsPrivate fund adviser
    No custodian reported
    $52B
  18. 418
    Vest Financial LLCMcLean, VA · 180 clientsAsset managerHybridFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.
    No custodian reported
    $52B
  19. 419
    Virtus Investment Advisers, LLCHartford, CT · 106 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $52B
  20. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  21. 421
    BDT Capital PartnersChicago, IL · 45 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    Impactassets 100%
    $52B
  22. 422
    Genstar CapitalSAN Francisco, CA · 30 clientsPrivate fund adviser
    No custodian reported
    $51B
  23. 423
    PNC Capital Advisors LLCBaltimore, MD · 238 clientsAsset managerHybridPNC Capital Markets LLC, PNC Wealth Management
    PNC Bank 100%
    $51B
  24. 424
    CWM, LLCOmaha, NE · 52,669 clientsWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  25. 425
    Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clientsWealth manager
    Schwab 71%Commerce Trust 29%
    $51B
  26. 426
    Partners Capital Investment Group, LLPBoston, MA · 886 clientsAsset manager
    Schwab 100%
    $51B
  27. 427
    Thrive CapitalNew York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $50B
  28. 428
    Mesirow Financial Investment Management, Inc.Chicago, IL · 90,291 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    Fidelity 100%
    $50B
  29. 429
    Holocene Advisors, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $50B
  30. 430
    Cbre Investment Management Indirect LimitedLondon, United Kingdom · 76 clientsAsset managerAffiliated broker-dealerCbre Capital Advisors, Inc.
    Alter Domus 56%Northern Trust 44%
    $50B
  31. 431
    Segal Marco AdvisorsNew York, NY · 129 clientsAsset manager
    No custodian reported
    $50B
  32. 432
    Lightspeed Venture PartnersMenlo Park, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $50B
  33. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  34. 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
  35. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  36. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  37. 437
    Mondrian Investment Partners LimitedLondon, United Kingdom · 136 clientsAsset manager
    BNY 35%J.P. Morgan 24%Northern Trust 22%
    $49B
  38. 438
    Bridge Investment GroupSandy, UT · 188 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $49B
  39. 439
    Macquarie Infrastructure PartnersNew York, NY · 65 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.a R.L.
    No custodian reported
    $49B
  40. 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

RIAs by state