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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. 721
    Csop Asset Management LimitedCentral, Hong Kong · 77 clientsAsset manager
    No custodian reported
    $26B
  2. 722
    Templeton Global Advisors LimitedNassau, Bahamas, The · 12 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 100%
    $26B
  3. 723
    Blue Owl Insurance SolutionsNew York, NY · 11 clientsAsset managerAffiliated broker-dealerBlue Owl Securities LLC
    J.P. Morgan 68%U.S. Bank 32%
    $26B
  4. 724
    Impax Asset Management, LTD.London, United Kingdom · 686 clientsPrivate fund adviser
    BNP Paribas S.A. 29%HSBC 22%
    $26B
  5. 725
    FMR Investment Management (UK) LimitedLondon, United Kingdom · 42 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Northern Trust 77%Brown Brothers Harriman & 23%
    $26B
  6. 726
    AGL Credit Management LLCNew York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $26B
  7. 727
    Cigna Investments, Inc.Bloomfield, CT · 82 clientsAsset managerAffiliated broker-dealerCigna Benefits Financing, Inc.
    J.P. Morgan 100%
    $26B
  8. 728
    Pretium Single-Family Rental Manager III, LLCNew York, NY · 26 clientsPrivate fund adviserHybridPretium Securities, LLC
    J.P. Morgan 100%
    $26B
  9. 729
    Audax Private DebtNew York, NY · 74 clientsPrivate fund adviser
    No custodian reported
    $26B
  10. 730
    Strategic Value Partners, LLCGreenwich, CT · 62 clientsPrivate fund adviser
    No custodian reported
    $26B
  11. 731
    KSL Capital PartnersDenver, CO · 60 clientsPrivate fund adviser
    No custodian reported
    $26B
  12. 732
    Palmer Square Capital Management LLCMission Woods, KS · 159 clientsPrivate fund adviserHybrid
    J.P. Morgan 40%BNY 33%Northern Trust 27%
    $26B
  13. 733
    CVC Advisors (u.s.) Inc.New York, NY · 20 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $26B
  14. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clientsWealth manager
    Interactive Brokers 59%Schwab 41%
    $25B
  15. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  16. 736
    Sompo Asset Management Co., LTD.Tokyo, Japan · 541 clientsAsset manager
    Custody Bank of Japan, LTD. 56%State Street 33%
    $25B
  17. 737
    Alkeon Capital Management, LLCNew York, NY · 34 clientsPrivate fund adviserHybridBreakwater Group Distribution Services, LLC
    No custodian reported
    $25B
  18. 738
    Pemberton Capital Advisors LLPLondon, United Kingdom · 83 clientsPrivate fund adviser
    No custodian reported
    $25B
  19. 739
    Pershing Square Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $25B
  20. 740
    Three Fifty Eight Investment Group, LLC1 clientsPrivate fund adviserHybrid
    No custodian reported
    $25B
  21. 741
    LPL Enterprise, LLCFort Mill, SC · 102,563 clientsBroker-dealer firmHybridCommonwealth Equity Services, LLC, LPL Financial LLC
    No custodian reported
    $25B
  22. 742
    Ruffer LLPLondon, United Kingdom · 5,250 clientsPrivate fund adviserAffiliated broker-dealerRuffer LLC
    Custodian 86%
    $25B
  23. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  24. 744
    W1m Wealth Management LimitedLondon, United Kingdom · 6,712 clientsPrivate fund adviser
    SEI 100%
    $25B
  25. 745
    Hermes Investment Management LimitedLondon, United Kingdom · 61 clientsPrivate fund adviserAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $25B
  26. 746
    Federated Hermes (UK) LLPLondon, United Kingdom · 18 clientsPrivate fund adviserAffiliated broker-dealerFederated Securities Corp.
    State Street 100%
    $25B
  27. 747
    Davenport & Company LLCRichmond, VA · 17,724 clientsBroker-dealer firmHybrid
    Pershing 100%
    $25B
  28. 748
    The Baupost Group, L.L.C.Boston, MA · 12 clientsPrivate fund adviserAffiliated broker-dealerLeerink Partners LLC, clears through Pershing
    No custodian reported
    $25B
  29. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsWealth managerPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  30. 750
    Jefferies Finance LLCNew York, NY · 60 clientsPrivate fund adviserHybridJefferies LLC
    State Street 67%BNY 33%
    $25B
  31. 751
    Fundsmith Investment Services LimitedBeaux Songes, Mauritius · 13 clientsPrivate fund adviser
    No custodian reported
    $25B
  32. 752
    Arga Investment Management, LPMiami, FL · 67 clientsAsset managerHybrid
    State Street 30%BNY 27%J.P. Morgan 25%
    $25B
  33. 753
    Gabelli Funds, LLCRYE, NY · 33 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $25B
  34. 754
    MML Investment Advisers, LLCSpringfield, MA · 56 clientsAsset managerHybridBarings LLC, Flourish Financial LLC
    No custodian reported
    $25B
  35. 755
    DWS Alternatives Global LimitedLondon, United Kingdom · 63 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    J.P. Morgan 42%Northern Trust 33%CIBC Mellon 25%
    $25B
  36. 756
    Macquarie Investment Management Europe LimitedLondon, United Kingdom · 43 clientsBroker-dealer firmAffiliated broker-dealerMacquarie Asset Management Credit Advisers US, LLC, Macquarie Asset Management Europe S.a R.L.
    No custodian reported
    $25B
  37. 757
    Belle Haven Investments, L.P.RYE Brook, NY · 27,602 clientsBroker-dealer firmHybrid
    Fidelity 35%Schwab 28%
    $24B
  38. 758
    Pgim Private Placement Investors, L.P.Newark, NJ · 33 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    J.P. Morgan 83%
    $24B
  39. 759
    First Command Advisory ServicesFort Worth, TX · 113,591 clientsWealth managerBank-affiliatedHybridFirst Command Brokerage Services, Inc.
    No custodian reported
    $24B
  40. 760
    Oneamerica Asset Management, LLCIndianapolis, IN · 8 clientsAsset managerHybridOneamerica Securities, Inc.
    No custodian reported
    $24B

RIAs by state