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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. 601
    Pacific Way Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $34B
  2. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  3. 603
    Sona Asset Management (US) LLCNew York, NY · 20 clientsPrivate fund adviser
    Goldman Sachs 39%Barclays Bank PLC 32%BNP Paribas, London Branch 27%
    $33B
  4. 604
    BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsWealth managerBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 100%
    $33B
  5. 605
    ECPSummit, NJ · 64 clientsPrivate fund adviser
    No custodian reported
    $33B
  6. 606
    D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
    State Street 80%
    $33B
  7. 607
    Redding Ridge Asset Management LLCNew York, NY · 85 clientsPrivate fund adviserHybrid
    State Street 100%
    $33B
  8. 608
    The Putnam Advisory Company, LLCBoston, MA · 91 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 81%
    $33B
  9. 609
    Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
    BNY 41%State Street 33%Goldman Sachs 26%
    $33B
  10. 610
    The Variable Annuity Life Insurance CompanyHouston, TX · 36 clientsAsset managerHybridCorebridge Capital Services, Inc., Valic Financial Advisors, Inc.
    No custodian reported
    $33B
  11. 611
    First Sentier Investors (hong Kong) LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $33B
  12. 612
    26northNew York, NY · 62 clientsPrivate fund adviser
    J.P. Morgan 51%BNY 30%
    $33B
  13. 613
    Fidelity Management & Research (hong Kong) LimitedHong Kong, Hong Kong · 26 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    State Street 100%
    $33B
  14. 614
    Morrison US, LLCWellington, New Zealand · 10 clientsAsset managerHybrid
    No custodian reported
    $33B
  15. 615
    Ares Commercial Real Estate Management LLCLOS Angeles, CA · 10 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Wells Fargo 100%
    $32B
  16. 616
    ADP Strategic Plan Services, LLCRoseland, NJ · 110,773 clientsAsset managerHybridADP Broker-Dealer, Inc.
    ADP Retirement Trust Services 100%
    $32B
  17. 617
    Jain Global LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $32B
  18. 618
    SVB Asset ManagementSAN Francisco, CA · 458 clientsAsset managerAffiliated broker-dealerFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    U.S. Bank 100%
    $32B
  19. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $32B
  20. 620
    Research AffiliatesNewport Beach, CA · 32 clientsAsset manager
    No custodian reported
    $32B
  21. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  22. 622
    Eagle Strategies LLCNew York, NY · 133,900 clientsWealth managerWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $32B
  23. 623
    First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  24. 624
    Magnetar Financial LLCEvanston, IL · 67 clientsPrivate fund adviser
    No custodian reported
    $32B
  25. 625
    Twentyfour Asset Management LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    State Street 100%
    $32B
  26. 626
    Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsWealth managerBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
    Goldman Sachs 83%
    $32B
  27. 627
    Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
    Schwab 79%
    $32B
  28. 628
    Constellation Investments, Inc.Montgomery, OH · 14 clientsAsset managerHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    U.S. Bank 100%
    $31B
  29. 629
    Brigade Capital UK LLPLondon, United Kingdom · 1 clientsPrivate fund adviser
    No custodian reported
    $31B
  30. 630
    Invesco Managed Accounts, LLCSeattle, WA · 17,443 clientsAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.
    Morgan Stanley 44%UBS 33%Fidelity 23%
    $31B
  31. 631
    Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    HSBC Securities Services 64%Zurcher Kantonalbank 36%
    $31B
  32. 632
    Touchstone Advisors IncCincinnati, OH · 40 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $31B
  33. 633
    BC Partners PE L.P.New York, NY · 4 clientsPrivate fund adviserHybridBC Partners Securities LLC
    No custodian reported
    $31B
  34. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  35. 635
    L CattertonGreenwich, CT · 88 clientsPrivate fund adviser
    No custodian reported
    $31B
  36. 636
    Allspring Global Investments (UK) LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealer
    Northern Trust 75%BNY 25%
    $31B
  37. 637
    TJC LPNew York, NY · 48 clientsPrivate fund adviser
    No custodian reported
    $31B
  38. 638
    Blackrock International LimitedEdinburgh, United Kingdom · 34 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Northern Trust 59%J.P. Morgan 34%
    $31B
  39. 639
    Blackstone CLO Management LLCNew York, NY · 78 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $31B
  40. 640
    Ptma Investment AdvisorsNaperville, IL · 161 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 78%UMB Bank 22%
    $31B

RIAs by state