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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. 521
    D1 Capital Partners L.P.New York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $40B
  2. 522
    Cheyne Capital Management (UK) LLPLondon, United Kingdom · 49 clientsPrivate fund adviser
    BNY 82%
    $40B
  3. 523
    Alpinvest Partners B.V.Amsterdam, Netherlands · 54 clientsPrivate fund adviserHybridAlpinvest Partners LTD., Carlyle Japan Equity Management LLC
    No custodian reported
    $40B
  4. 524
    Bamco, Inc.New York, NY · 45 clientsAsset managerHybridBaron Capital Management UK Limited, Baron Capital, Inc.
    No custodian reported
    $40B
  5. 525
    Trustage Investment ManagementMadison, WI · 349 clientsAsset managerHybridCuna Brokerage Services, Inc.
    State Street 100%
    $39B
  6. 526
    Kayne Anderson Rudnick Investment Management, LLCLOS Angeles, CA · 24,735 clientsAsset managerHybridVP Distributors LLC
    Fidelity 51%UBS 49%
    $39B
  7. 527
    Copenhagen Infrastructure Partners Inc.New York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $39B
  8. 528
    EQT Partners Inc.New York, NY · 49 clientsPrivate fund adviserHybridEQT Partners BD, LLC
    No custodian reported
    $39B
  9. 529
    Prime Capital FinancialOverland Park, KS · 23,965 clientsAsset managerHybrid
    Fidelity Management Trust 100%
    $39B
  10. 530
    Mason Street Advisors, LLCMilwaukee, WI · 2 clientsAsset managerAffiliated broker-dealerNorthwestern Mutual Investment Services, LLC
    No custodian reported
    $39B
  11. 531
    Marathon-LondonLondon, United Kingdom · 42 clientsAsset manager
    State Street 53%BNY 35%
    $39B
  12. 532
    Alps Advisors, Inc.Denver, CO · 22 clientsAsset managerHybridAlps Distributors, Inc., Alps Portfolio Solutions Distributor, Inc.
    No custodian reported
    $39B
  13. 533
    TCW Investment Management Company LLCLOS Angeles, CA · 4,945 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    UBS 57%J.P. Morgan 27%
    $39B
  14. 534
    Linden Advisors LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $39B
  15. 535
    Voya Investment Management LLCAtlanta, GA · 9 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 100%
    $39B
  16. 536
    MS Capital Partners Adviser Inc.New York, NY · 78 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $39B
  17. 537
    Wealthspire Retirement AdvisoryAliso Viejo, CA · 7,532 clientsAsset managerHybrid
    Fidelity 45%Schwab 45%
    $39B
  18. 538
    Silchester International InvestorsLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $39B
  19. 539
    Investure, LLCCharlottesville, VA · 38 clientsPrivate fund adviser
    Northern Trust 100%
    $39B
  20. 540
    First Manhattan Co. LLCNew York, NY · 6,294 clientsWealth managerWrap sponsorHybridFirst Manhattan Securities LLC, clears through Pershing
    Pershing 100%
    $38B
  21. 541
    Accel Management Co. L.l.cPalo Alto, CA · 83 clientsPrivate fund adviser
    No custodian reported
    $38B
  22. 542
    Advice and Planning ServicesNew York, NY · 72,503 clientsBroker-dealer firmHybridNuveen Securities, LLC
    Pershing 100%
    $38B
  23. 543
    Polar Asset Management Partners Inc.Toronto, Canada · 19 clientsPrivate fund adviser
    UBS 98%
    $38B
  24. 544
    Hilltop Securities Asset Management, LLCDallas, TX · 60 clientsAsset managerHybridHilltop Securities Inc., Momentum Independent Network Inc.
    No custodian reported
    $38B
  25. 545
    Nomura Corporate Research and Asset Management IncNew York, NY · 66 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    State Street 74%BNY 26%
    $38B
  26. 546
    Creative Planning Institutional Advisors, LLCNewport Beach, CA · 915 clientsAsset manager
    Fidelity 73%Empower Financial Services 27%
    $38B
  27. 547
    Voya Retirement Advisors, LLCWindsor, CT · 7,672 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    Voya Instutional Trust 47%
    $37B
  28. 548
    Dragoneer Investment Group, LLCSAN Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $37B
  29. 549
    Sound Point Capital Management, LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 75%Northern Trust 25%
    $37B
  30. 550
    Hotchkis and Wiley Capital Management, LLCLOS Angeles, CA · 98 clientsAsset managerHybrid
    Northern Trust 34%BNY 30%
    $37B
  31. 551
    MIC Capital Management UK LLPLondon, United Kingdom · 57 clientsPrivate fund adviser
    No custodian reported
    $37B
  32. 552
    Rockefeller Capital ManagementNew York, NY · 6,490 clientsWealth managerHybridRockefeller Financial LLC
    Fidelity 100%
    $37B
  33. 553
    55ipBoston, MA · 3,522 clientsAsset managerAffiliated broker-dealerJ.P. Morgan Securities LLC
    Fidelity 63%Schwab 37%
    $37B
  34. 554
    Steward Partners Investment Advisory, LLCStamford, CT · 42,763 clientsBroker-dealer firmHybridSteward Partners Investment Solutions, LLC
    Raymond James 100%
    $37B
  35. 555
    Oppenheimer & Co. Inc.New York, NY · 39,036 clientsBroker-dealer firmHybridOppenheimer Europe LTD, Oppenheimer Investments Asia Limited
    Oppenheimer & Co. 100%
    $37B
  36. 556
    ASB Capital Management LLCBethesda, MD · 83 clientsPrivate fund adviser
    BNY 36%Chevy Chase Trust 26%
    $37B
  37. 557
    Coller Investment Management LTDSt. Peter Port, Guernsey · 33 clientsPrivate fund adviser
    No custodian reported
    $37B
  38. 558
    Woodline Partners LPSAN Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $37B
  39. 559
    Scout Investments, Inc.Kansas City, MO · 328 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $37B
  40. 560
    Shenkman Capital Management, Inc.New York, NY · 159 clientsAsset manager
    The Bank of NY Mellon 63%
    $37B

RIAs by state