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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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.

Filters1

627 firms manage $19.3 trillionMassachusetts

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. 426
    Partners Capital Investment Group, LLPBoston, MA · 886 clientsAsset manager
    Schwab 100%
    $51B
  2. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  3. 441
    SCS Capital Management LLCBoston, MA · 589 clientsWealth managerAffiliated broker-dealer
    Fidelity 54%Pershing 24%
    $49B
  4. 445
    Manulife Investment Management Private Markets (US) LLCBoston, MA · 63 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    Standard Chartered Bank 55%BNY 45%
    $48B
  5. 468
    General CatalystCambridge, MA · 49 clientsPrivate fund adviser
    No custodian reported
    $46B
  6. 476
    Panagora Asset Management IncBoston, MA · 99 clientsAsset managerAffiliated broker-dealer
    State Street 72%
    $44B
  7. 498
    Summit Partners, L.P.Boston, MA · 87 clientsPrivate fund adviser
    No custodian reported
    $42B
  8. 553
    55ipBoston, MA · 3,522 clientsAsset managerAffiliated broker-dealerJ.P. Morgan Securities LLC
    Fidelity 63%Schwab 37%
    $37B
  9. 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
  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. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  12. 676
    Berkshire Partners LLCBoston, MA · 37 clientsPrivate fund adviser
    No custodian reported
    $29B
  13. 720
    MDT Advisers, A Division of Federated Mdta LLCBoston, MA · 2,360 clientsAsset managerHybridFederated Securities Corp.
    UBS 100%
    $26B
  14. 748
    The Baupost Group, L.L.C.Boston, MA · 12 clientsPrivate fund adviserAffiliated broker-dealerLeerink Partners LLC, clears through Pershing
    No custodian reported
    $25B
  15. 754
    MML Investment Advisers, LLCSpringfield, MA · 56 clientsAsset managerHybridBarings LLC, Flourish Financial LLC
    No custodian reported
    $25B
  16. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  17. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  18. 799
    Capital Advisors Group, IncBoston, MA · 236 clientsAsset manager
    U.S. Bank 100%
    $23B
  19. 830
    THL Managers VII, LLCBoston, MA · 26 clientsPrivate fund adviser
    No custodian reported
    $21B
  20. 843
    Charlesbank Capital Partners, LLCBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $21B
  21. 869
    Audax Private EquityBoston, MA · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  22. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  23. 888
    Berkshire Property Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $19B
  24. 898
    Great Hill PartnersBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $19B
  25. 904
    Fidelity Diversifying Solutions LLCBoston, MA · 35 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    BNY 51%State Street 38%
    $19B
  26. 933
    Mackenzie InvestmentsBoston, MA · 53 clientsPrivate fund adviserHybridIG Wealth Management Inc., Mackenzie Financial Corporation
    CIBC Mellon 38%State Street 29%Master Trust Company of Japan 29%
    $18B
  27. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  28. 988
    RA Capital Management, LPBoston, MA · 13 clientsPrivate fund adviser
    Fidelity 100%
    $16B
  29. 994
    Bain Capital Asset Management, LPBoston, MA · 57 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $16B
  30. 1021
    Battery Management Corp.Boston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $16B
  31. 1023
    Weiss Asset ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $16B
  32. 1034
    Ballentine PartnersWaltham, MA · 353 clientsWealth manager
    Fidelity 100%
    $15B
  33. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  34. 1046
    Abry Partners II, LLCBoston, MA · 30 clientsPrivate fund adviser
    No custodian reported
    $15B
  35. 1077
    Congress Asset Management Company, LLPBoston, MA · 8,312 clientsAsset managerHybrid
    Fidelity 100%
    $14B
  36. 1113
    Abrams Capital Management, L.P.Boston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $14B
  37. 1119
    Mirova USBoston, MA · 24 clientsPrivate fund adviserAffiliated broker-dealerNatixis Investment Managers International, Natixis Tradex Solutions (ntex)
    No custodian reported
    $14B
  38. 1122
    Arclight Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
    No custodian reported
    $14B
  39. 1140
    Blackstone Life Sciences Advisors L.L.C.Cambridge, MA · 11 clientsPrivate fund adviserAffiliated broker-dealerBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $13B
  40. 1144
    RockpointBoston, MA · 39 clientsPrivate fund adviser
    No custodian reported
    $13B

RIAs by state