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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. 681
    Winslow Capital Management LLCMinneapolis, MN · 1,882 clientsAsset managerAffiliated broker-dealerNuveen Securities, LLC
    State Street 63%Northern Trust 37%
    $29B
  2. 682
    Atlanta CapitalAtlanta, GA · 9,277 clientsAsset managerAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    BNY 46%Northern Trust 29%State Street 25%
    $29B
  3. 683
    HPS Advisors, LLCNew York, NY · 2 clientsAsset managerHybridHPS Securities, LLC
    No custodian reported
    $29B
  4. 684
    First Sentier Investors (ireland) LimitedDublin 2, Ireland · 21 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $28B
  5. 685
    Rothschild and Co Wealth Management UK LimitedLondon, United Kingdom · 4,430 clientsPrivate fund adviser
    Rothschild & Co Bank International Limited 100%
    $28B
  6. 686
    Sage Advisory Services LTD CoAustin, TX · 14,363 clientsAsset manager
    Morgan Stanley 65%Northern Trust 35%
    $28B
  7. 687
    Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsWealth managerPublic-company owned
    Schwab 52%Pershing 48%
    $28B
  8. 688
    Benefit Street Partners L.L.C.New York, NY · 74 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    No custodian reported
    $28B
  9. 689
    Pretium Residential Credit Management, LLCNew York, NY · 36 clientsPrivate fund adviserHybridPretium Securities, LLC
    U.S. Bancorp Investments 79%
    $28B
  10. 690
    Baker Brothers InvestmentsNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $28B
  11. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  12. 692
    Jacobs Levy Equity ManagementFlorham Park, NJ · 75 clientsAsset manager
    State Street 78%Northern Trust 22%
    $28B
  13. 693
    Arini Capital Management US LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $28B
  14. 694
    Anchorage Capital Advisors, L.P.New York, NY · 116 clientsPrivate fund adviser
    BNY 69%Goldman Sachs 31%
    $28B
  15. 695
    The Palisades Group, LLCAustin, TX · 5 clientsAsset manager
    Computershare Trust Company 100%
    $28B
  16. 696
    Towerbrook Capital PartnersNew York, NY · 62 clientsPrivate fund adviserHybridTowerbrook Financial, L.P.
    No custodian reported
    $28B
  17. 697
    Bregal Investments, Inc.New York, NY · 44 clientsPrivate fund adviserAffiliated broker-dealerBregal Sagemount Credit Solutions GP LLC, Bregal Sagemount Credit Solutions O General Partner Limited
    No custodian reported
    $28B
  18. 698
    AAMChicago, IL · 123 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
    U.S. Bank 69%BNY 31%
    $27B
  19. 699
    The Baldwin Group Wealth Advisors, LLCTampa, FL · 2,134 clientsAsset managerHybridThe Baldwin Group Securities, LLC
    LPL Financial 79%
    $27B
  20. 700
    Kirkoswald Asset Management LLCNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $27B
  21. 701
    Hrtg GPE, LLCWilson, WY · 22 clientsPrivate fund adviser
    No custodian reported
    $27B
  22. 702
    Smartx Advisory SolutionsWest Palm Beach, FL · 61 clientsAsset managerHybridHedgeco Securities, LLC
    Schwab 84%
    $27B
  23. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  24. 704
    Plante Moran Financial AdvisorsSouthfield, MI · 4,009 clientsWealth managerHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
    No custodian reported
    $27B
  25. 705
    Aristotle Pacific Capital, LLCNewport Beach, CA · 15 clientsAsset managerHybrid
    BNY 82%
    $27B
  26. 706
    Aquarian Holdings Investment Management LLCNew York, NY · 16 clientsAsset manager
    BNY 43%U.S. Bank 25%
    $27B
  27. 707
    Wellth Advisory Services, LLC3,887 clientsAsset managerHybrid
    Principal Securities 59%Empower Financial Services 41%
    $27B
  28. 708
    Alpha Wave Global, LPMiami, FL · 23 clientsPrivate fund adviser
    No custodian reported
    $27B
  29. 709
    Brown Advisory LTD.London, United Kingdom · 986 clientsAsset manager
    SEI 58%BNY 42%
    $27B
  30. 710
    Arax Advisory PartnersNew York, NY · 15,662 clientsWealth managerHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 58%Schwab 32%
    $27B
  31. 711
    Arcline Investment Management LPNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $26B
  32. 712
    Allstate Investment Management CompanyChicago, IL · 97 clientsAsset manager
    BNY 100%
    $26B
  33. 713
    Summit Financial, LLCParsippany, NJ · 18,393 clientsWealth managerWrap sponsorHybridLS Securities, LLC
    Fidelity 60%Schwab 23%
    $26B
  34. 714
    CFI PartnersChicago, IL · 6 clientsAsset manager
    BNY 100%
    $26B
  35. 715
    Invesco Hong Kong LimitedHong Kong, China · 77 clientsAsset managerAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Bank Consortium Trust Company Limited 100%
    $26B
  36. 716
    Summit Rock Advisors, LPNew York, NY · 72 clientsPrivate fund adviser
    Sanford C. Bernstein & Co. 51%Schwab 49%
    $26B
  37. 717
    Fred Alger Management, LLCNew York, NY · 3,068 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    J.P. Morgan 53%Northern Trust 47%
    $26B
  38. 718
    Driehaus Capital Management LLCChicago, IL · 90 clientsAsset managerHybrid
    BNY 62%State Street 25%
    $26B
  39. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsWealth managerBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  40. 720
    MDT Advisers, A Division of Federated Mdta LLCBoston, MA · 2,360 clientsAsset managerHybridFederated Securities Corp.
    UBS 100%
    $26B

RIAs by state