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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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.

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. 441
    SCS Capital Management LLCBoston, MA · 589 clientsWealth managerAffiliated broker-dealer
    Fidelity 54%Pershing 24%
    $49B
  2. 442
    Gtcr LLCChicago, IL · 55 clientsPrivate fund adviser
    No custodian reported
    $49B
  3. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  4. 444
    Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsWealth managerBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
    BNY 100%
    $48B
  5. 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
  6. 446
    Thrivent Asset Management, LLCMinneapolis, MN · 31 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $48B
  7. 447
    Portfolio Advisors LLCDarien, CT · 114 clientsPrivate fund adviserAffiliated broker-dealerFS Investment Solutions, LLC
    No custodian reported
    $48B
  8. 448
    Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWealth managerWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    RBC 100%
    $48B
  9. 449
    Platinum Equity Advisors, LLCBeverly Hills, CA · 150 clientsPrivate fund adviser
    No custodian reported
    $48B
  10. 450
    Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
    U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
    $47B
  11. 451
    Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
    Northern Trust 41%HSBC 30%Citi 27%
    $47B
  12. 452
    Stepstone Group Europe Alternative Investments LimitedDublin, Ireland · 115 clientsPrivate fund adviser
    No custodian reported
    $47B
  13. 453
    Equitable Advisors, LLCNew York, NY · 76,027 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    LPL Financial 100%
    $47B
  14. 454
    Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
    Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
    $47B
  15. 455
    Francisco PartnersSAN Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $47B
  16. 456
    Bessemer Investment Management LLCNew York, NY · 11 clientsAsset managerHybridBessemer Investor Services, Inc.
    No custodian reported
    $47B
  17. 457
    Pine River Capital Management L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $47B
  18. 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
  19. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  20. 460
    NLG Capital LLCMontpelier, VT · 10 clientsAsset managerHybridEquity Services, Inc.
    J.P. Morgan 100%
    $47B
  21. 461
    New Mountain Capital, LLCNew York, NY · 14 clientsPrivate fund adviserHybrid
    No custodian reported
    $46B
  22. 462
    Silver Point Capital, L.P.Greenwich, CT · 58 clientsPrivate fund adviser
    No custodian reported
    $46B
  23. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  24. 464
    Blue Owl Credit Private Fund Advisors LLCNew York, NY · 154 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $46B
  25. 465
    Sali Fund ServicesAustin, TX · 246 clientsPrivate fund adviserHybrid
    Schwab 45%Goldman Sachs 30%BNY 24%
    $46B
  26. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
    Northern Trust 89%
    $46B
  27. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  28. 468
    General CatalystCambridge, MA · 49 clientsPrivate fund adviser
    No custodian reported
    $46B
  29. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  30. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  31. 471
    Chevy Chase Trust CompanyBethesda, MD · 1,245 clientsPrivate fund adviser
    Reliance Trust 100%
    $45B
  32. 472
    Meag New York CorporationNew York, NY · 47 clientsAsset manager
    State Street 76%RBC 24%
    $45B
  33. 473
    Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
    Barclays Capital 45%BNY 45%
    $45B
  34. 474
    Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
    Northern Trust 41%State Street 22%
    $44B
  35. 475
    IFM Investors (US) Advisor, LLCNew York, NY · 14 clientsPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD
    BNY 100%
    $44B
  36. 476
    Panagora Asset Management IncBoston, MA · 99 clientsAsset managerAffiliated broker-dealer
    State Street 72%
    $44B
  37. 477
    Blackstone Alternative Credit Advisors LPNew York, NY · 136 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNP Paribas Securities Services Australia Branch 46%BNY 29%Citi 25%
    $44B
  38. 478
    Calamos Advisors LLCNaperville, IL · 1,957 clientsAsset managerHybridCalamos Financial Services LLC
    Fidelity 69%U.S. Bank 31%
    $44B
  39. 479
    Apogem Capital LLCNew York, NY · 144 clientsPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $44B
  40. 480
    Aristotle Capital Management, LLCLOS Angeles, CA · 5,167 clientsAsset managerHybrid
    Schwab 69%BNY 31%
    $44B

RIAs by state