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RB 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 youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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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

2,591 firms manage $37.7 trillionNew York

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. 189
    Blackstone Management Partners L.L.C.New York, NY · 36 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $146B
  2. 192
    Global Infrastructure Management, LLCNew York, NY · 162 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    J.P. Morgan 100%
    $142B
  3. 193
    Nuveen Alternatives Advisors LLCNew York, NY · 113 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $142B
  4. 195
    APG Asset Management US, IncNew York, NY · 1 clientsPrivate fund adviser
    State Street 100%
    $141B
  5. 199
    LMR Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $140B
  6. 200
    Franklin Templeton Private Portfolio Group, LLCNew York, NY · 179,738 clientsWealth managerPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    Morgan Stanley 59%
    $140B
  7. 204
    Capula Investment US LPNew York, NY · 8 clientsPrivate fund adviserHybridMontec Securities LLC
    BNY 100%
    $137B
  8. 205
    First Eagle Investment Management, LLCNew York, NY · 44 clientsAsset managerHybridFEF Distributors, LLC
    State Street 48%BNY 41%
    $136B
  9. 208
    Goldman Sachs & Co. LLCNew York, NY · 46,268 clientsBroker-dealer firmHybridFolio Investments, Inc., Goldman Sachs (asia) Finance
    Goldman Sachs 100%
    $134B
  10. 209
    Aflac Asset Management LLCNew York, NY · 9 clientsAsset manager
    BNY 100%
    $133B
  11. 211
    Blackstone Real Estate Advisors L.P.New York, NY · 72 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $131B
  12. 216
    Van ECK Associates Corp.New York, NY · 145 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    J.P. Morgan 55%BNY 45%
    $126B
  13. 218
    General Atlantic Service Company, L.P.New York, NY · 651 clientsPrivate fund adviserHybridGA Capital Markets BD, LLC
    No custodian reported
    $125B
  14. 226
    New York Life Investment Management LLCNew York, NY · 933 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Merrill / Bank of America 64%Morgan Stanley 22%
    $121B
  15. 227
    Lazard Asset Management LLCNew York, NY · 5,110 clientsAsset managerHybridLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    State Street 32%BNY 26%
    $121B
  16. 233
    TPG Angelo GordonNew York, NY · 366 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    U.S. Bank 53%BNY 33%
    $116B
  17. 243
    Warburg Pincus LLCNew York, NY · 76 clientsPrivate fund adviser
    No custodian reported
    $109B
  18. 247
    BAM Credit and Insurance Solutions Advisor LLCNew York, NY · 32 clientsAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    J.P. Morgan 61%BNY 39%
    $107B
  19. 253
    Brookfield Asset Management PIC US, LLCNew York, NY · 127 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    U.S. Bank 100%
    $105B
  20. 259
    Oak Hill Advisors, L.P.New York, NY · 152 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
    BNY 100%
    $101B
  21. 260
    Blackstone Credit BDC Advisors LLCNew York, NY · 2 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $101B
  22. 262
    Rockefeller Capital ManagementNew York, NY · 50,292 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $100B
  23. 271
    Renaissance Technologies LLCNew York, NY · 14 clientsPrivate fund adviserHybridRenaissance Institutional Management LLC
    No custodian reported
    $96B
  24. 273
    Blue Owl Gpsc Advisors LLCNew York, NY · 169 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    No custodian reported
    $95B
  25. 278
    Coatue Management, L.L.C.New York, NY · 126 clientsPrivate fund adviser
    No custodian reported
    $93B
  26. 279
    Cerberus Capital Management, L.P.New York, NY · 257 clientsPrivate fund adviser
    BNY 55%U.S. Bank 45%
    $92B
  27. 280
    Insight Venture PartnersNew York, NY · 181 clientsPrivate fund adviser
    No custodian reported
    $92B
  28. 282
    Blackstone Alternative Asset Management L.P.New York, NY · 181 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Northern Trust 39%Citco Canada 35%RBC 25%
    $92B
  29. 285
    Capstone Investment Advisors, LLCNew York, NY · 31 clientsPrivate fund adviser
    Morgan Stanley 42%BNY 39%
    $92B
  30. 289
    Wisdomtree Asset Management, Inc.New York, NY · 2 clientsAsset managerHybridCeres Securities, LLC, Wisdomtree Securities, Inc.
    No custodian reported
    $88B
  31. 293
    Clayton, Dubilier & Rice, LLCNew York, NY · 42 clientsPrivate fund adviser
    No custodian reported
    $87B
  32. 294
    Fortress Investment GroupNew York, NY · 353 clientsPrivate fund adviserHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    J.P. Morgan 100%
    $87B
  33. 295
    Cohen & Steers Capital Management Inc.New York, NY · 177 clientsAsset managerHybridCohen & Steers Securities, LLC
    State Street 33%BNY 28%
    $86B
  34. 302
    Global X Management Company LLCNew York, NY · 146 clientsAsset managerHybridMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD.
    No custodian reported
    $83B
  35. 303
    Nippon Life Global Investors Americas, Inc.New York, NY · 146 clientsAsset manager
    State Street 57%BNY 33%
    $83B
  36. 306
    Park Avenue Institutional Advisers LLCNew York, NY · 24 clientsAsset managerHybridPark Avenue Securities LLC
    J.P. Morgan 100%
    $82B
  37. 307
    StonepeakNew York, NY · 125 clientsPrivate fund adviserHybridStonepeak Securities LLC
    BNY 100%
    $82B
  38. 308
    Pzena Investment Management LLCNew York, NY · 245 clientsAsset managerHybridPzena Financial Services, LLC
    State Street 60%BNY 40%
    $81B
  39. 312
    Strategic Partners Fund Solutions Advisors L.P.New York, NY · 75 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B
  40. 314
    Blackstone Infrastructure Advisors L.L.C.New York, NY · 38 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B

RIAs by state