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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. 641
    Knights of Columbus Asset Advisors LLCNew Haven, CT · 6,094 clientsAsset managerHybrid
    BNY 89%
    $31B
  2. 642
    40/86 Advisors, Inc.Carmel, IN · 13 clientsAsset managerAffiliated broker-dealerBankers Life Securities, Inc.
    Northern Trust 100%
    $30B
  3. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  4. 644
    Affinius Capital LLCSAN Antonio, TX · 111 clientsPrivate fund adviser
    No custodian reported
    $30B
  5. 645
    Paloma Partners Management CompanyGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $30B
  6. 646
    PNC Wealth ManagementPittsburgh, PA · 164,105 clientsBroker-dealer firmHybridHarris Williams LLC, Harris Williams Primary Fund Placement LLC
    Fidelity 100%
    $30B
  7. 647
    &partnersNashville, TN · 62,194 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $30B
  8. 648
    Fuller & Thaler Asset Management IncSAN Mateo, CA · 6,124 clientsAsset manager
    Morgan Stanley 48%UBS 26%Northern Trust 26%
    $30B
  9. 649
    Innovator Capital Management, LLCWheaton, IL · 1 clientsAsset managerHybrid
    No custodian reported
    $30B
  10. 650
    PSG Equity L.L.C.Boston, MA · 56 clientsPrivate fund adviserAffiliated broker-dealerZ Square Partners Consulting Co., LTD.
    No custodian reported
    $30B
  11. 651
    HB WealthAtlanta, GA · 5,459 clientsWealth manager
    Schwab 88%
    $30B
  12. 652
    Onex Credit Partners, LLCEnglewood Cliffs, NJ · 81 clientsPrivate fund adviser
    CIBC Mellon 98%
    $30B
  13. 653
    Davis Selected Advisers LPTucson, AZ · 109 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $30B
  14. 654
    BTG Pactual Asset Management US , LLCNew York, NY · 616 clientsPrivate fund adviserHybridBTG Pactual Argentina S.A.U., BTG Pactual Capital S.A. De C.V. Sofom, clears through Pershing
    CF Secured 88%
    $30B
  15. 655
    Gotham Asset Management, LLCNew York, NY · 289 clientsAsset managerHybrid
    Merrill / Bank of America 43%Pershing 31%Morgan Stanley 26%
    $30B
  16. 656
    Advanced Capital GroupMinneapolis, MN · 366 clientsAsset managerAffiliated broker-dealerAlera Securities LLC
    Schwab 95%
    $30B
  17. 657
    Apollo Credit Management, LLCNew York, NY · 8 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $30B
  18. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsWealth managerBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  19. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  20. 660
    Beach Point Capital Management LPSanta Monica, CA · 75 clientsPrivate fund adviser
    State Street 67%BNY 33%
    $30B
  21. 661
    ETF ArchitectNewtown Square, PA · 222 clientsAsset manager
    Interactive Brokers 100%
    $30B
  22. 662
    Jpmorgan Alternative Asset ManagementNew York, NY · 329 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 70%Northern Trust 30%
    $30B
  23. 663
    Epoch Investment Partners, Inc.New York, NY · 757 clientsAsset managerAffiliated broker-dealerTD Financial Products LLC, TD Private Client Wealth LLC, clears through Pershing
    CIBC Mellon 49%
    $30B
  24. 664
    Franklin Templeton Institutional, LLCNew York, NY · 113 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 44%State Street 40%
    $30B
  25. 665
    Diamond Hill Capital Management, LLCColumbus, OH · 3,192 clientsAsset managerHybrid
    Goldman Sachs 32%State Street 23%J.P. Morgan 23%
    $29B
  26. 666
    Life Cycle Investment Partners LimitedLondon, United Kingdom · 27 clientsAsset manager
    State Street 100%
    $29B
  27. 667
    Invesco Senior Secured Management, Inc.New York, NY · 51 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    State Street 30%Euroclear 28%U.S. Bank 23%
    $29B
  28. 668
    Voleon Capital Management LPBerkeley, CA · 22 clientsPrivate fund adviserAffiliated broker-dealerVoleon Securities Markets LLC
    J.P. Morgan 100%
    $29B
  29. 669
    Cornerstone PartnersCharlottesville, VA · 22 clientsAsset managerAffiliated broker-dealer
    Northern Trust 100%
    $29B
  30. 670
    Neuberger Berman Singapore PTE. LimitedSingapore, Singapore · 58 clientsPrivate fund adviserAffiliated broker-dealerNeuberger Berman BD LLC
    Northern Trust 39%BNY 32%J.P. Morgan 29%
    $29B
  31. 671
    Valic Financial Advisors, Inc.Houston, TX · 293,026 clientsBroker-dealer firmHybridCorebridge Capital Services, Inc.
    The Variable Annuity Life Insurance 40%Fidelity 37%Valic Trust Company 23%
    $29B
  32. 672
    Partners Group (USA) Inc.New York, NY · 58 clientsAsset managerHybrid
    No custodian reported
    $29B
  33. 673
    Wafra Inc.New York, NY · 106 clientsPrivate fund adviser
    Royal Bank of Canada (CI) LTD 100%
    $29B
  34. 674
    Addenda CapitalMontreal, Quebec, Canada · 336 clientsAsset managerAffiliated broker-dealerCo-Operators Financial Investment Services Inc.
    CIBC Mellon Trust 85%
    $29B
  35. 675
    Ameritas Investment Partners, Inc.Lincoln, NE · 2,513 clientsAsset managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 100%
    $29B
  36. 676
    Berkshire Partners LLCBoston, MA · 37 clientsPrivate fund adviser
    No custodian reported
    $29B
  37. 677
    DBX Advisors LLCNew York, NY · 1 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    No custodian reported
    $29B
  38. 678
    Quantum Capital GroupHouston, TX · 71 clientsPrivate fund adviser
    No custodian reported
    $29B
  39. 679
    Diameter Capital Partners LPNew York, NY · 44 clientsPrivate fund adviser
    No custodian reported
    $29B
  40. 680
    Third Point LLCNew York, NY · 65 clientsPrivate fund adviser
    BNY 100%
    $29B

RIAs by state