Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'IN Blackstone Q3 earnings: private wealth AUM hits record $330 billion
AtlasFinancial ADVSR
Open free

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. 561
    Greystar Investment Group, LLCCharleston, SC · 69 clientsPrivate fund adviserHybrid
    No custodian reported
    $36B
  2. 562
    BBR Partners, LLCNew York, NY · 245 clientsWealth manager
    Schwab 100%
    $36B
  3. 563
    Hudson AdvisorsDallas, TX · 86 clientsPrivate fund adviser
    No custodian reported
    $36B
  4. 564
    Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
    BNY 61%Schwab 24%
    $36B
  5. 565
    Stone Ridge Asset Management LLCNew York, NY · 72 clientsAsset managerHybridOne Vanderbilt Securities LLC
    HSBC Bank USA 100%
    $36B
  6. 566
    Guidestone Capital ManagementDallas, TX · 27 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
    No custodian reported
    $36B
  7. 567
    VoloridgeJupiter, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $36B
  8. 568
    Beutel, Goodman & Company LTD.Toronto, ONT., Canada · 1,847 clientsAsset managerAffiliated broker-dealer
    RBC 65%CIBC Mellon 35%
    $36B
  9. 569
    Eagle Capital Management LLCNew York, NY · 2,279 clientsAsset managerHybrid
    Northern Trust 54%State Street 46%
    $36B
  10. 570
    GI PartnersScottsdale, AZ · 29 clientsPrivate fund adviser
    No custodian reported
    $36B
  11. 571
    Lone Star FundsDallas, TX · 31 clientsPrivate fund adviser
    No custodian reported
    $36B
  12. 572
    Blackstone Credit Systematic Strategies LLCNew York, NY · 44 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Citi 62%BNY 38%
    $36B
  13. 573
    Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Assetmark Trust 100%
    $36B
  14. 574
    HBK Capital ManagementDallas, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $36B
  15. 575
    New Enterprise AssociatesMenlo Park, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $36B
  16. 576
    Arini Capital Management LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $36B
  17. 577
    Eaton Vance Advisers International LTD.London, United Kingdom · 42 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 81%
    $36B
  18. 578
    Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
    Northern Trust 72%BNY 28%
    $36B
  19. 579
    Castlelake, L.P.Minneapolis, MN · 50 clientsPrivate fund adviser
    No custodian reported
    $35B
  20. 580
    Aksia LLCNew York, NY · 142 clientsAsset manager
    State Street 66%Northern Trust 34%
    $35B
  21. 581
    Exeter Property Group, LLCRadnor, PA · 16 clientsPrivate fund adviserAffiliated broker-dealerEQT Partners BD, LLC
    No custodian reported
    $35B
  22. 582
    Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
    Principal Securities 48%U.S. Bank 35%
    $35B
  23. 583
    Fayez Sarofim & Co.Houston, TX · 2,997 clientsAsset manager
    Fidelity Distributors Company 100%
    $35B
  24. 584
    Alight Financial Advisors, LLCCharlotte, NC · 195,957 clientsBroker-dealer firmHybridAlight Financial Solutions, LLC, clears through Pershing, Apex Clearing
    No custodian reported
    $35B
  25. 585
    Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    BNY 62%
    $35B
  26. 586
    Russell InvestmentsSeattle, WA · 105 clientsPrivate fund adviserHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    State Street 38%Brown Brothers Harriman 36%Northern Trust 25%
    $35B
  27. 587
    Virtus Fixed Income Advisers, LLCHartford, CT · 220 clientsAsset managerHybridVP Distributors LLC
    Citi 100%
    $35B
  28. 588
    Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWealth managerWrap sponsorHybridSanctuary Securities, Inc.
    Pershing 50%Schwab 37%
    $35B
  29. 589
    Schroders Capital Management (US) Inc.New York, NY · 138 clientsPrivate fund adviserHybridSchroder Fund Advisors LLC
    No custodian reported
    $35B
  30. 590
    King Street Capital Management, L.P.New York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $35B
  31. 591
    Stancorp Investment Advisers, Inc.Portland, OR · 96,128 clientsAsset managerHybridStancorp Equities, Inc.
    Reliance Trust 66%Schwab 34%
    $35B
  32. 592
    Brevan Howard US Investment Management LPNew York, NY · 10 clientsPrivate fund adviserHybridBrevan Howard US LLC
    No custodian reported
    $34B
  33. 593
    Rreef America L.L.C.Chicago, IL · 120 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    State Street 36%Northern Trust 33%J.P. Morgan 32%
    $34B
  34. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
    Schwab 75%
    $34B
  35. 595
    Roark Capital Management, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $34B
  36. 596
    Old Mission Asset Management LLCChicago, IL · 5 clientsPrivate fund adviserHybridOld Mission Capital, LLC, Old Mission Europe LLP, clears through Goldman Sachs
    No custodian reported
    $34B
  37. 597
    Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
    BNY 83%
    $34B
  38. 598
    Voya Alternative Asset Management LLCNew York, NY · 56 clientsPrivate fund adviserHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $34B
  39. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
    Fidelity 50%Schwab 50%
    $34B
  40. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B

RIAs by state