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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market
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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. 761
    Pictet Asset Management LimitedLondon, United Kingdom · 122 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 57%Northern Trust 26%
    $24B
  2. 762
    GE Investment ManagementNorwalk, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $24B
  3. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  4. 764
    Towers Watson Investment ManagementLondon, United Kingdom · 13 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $24B
  5. 765
    Elmwood Asset Management LLCNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $24B
  6. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  7. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  8. 768
    Bridgepoint LLCNew York, NY · 60 clientsPrivate fund adviser
    No custodian reported
    $24B
  9. 769
    BGO US Real Estate LPNew York, NY · 264 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  10. 770
    Providence Equity Partners L.L.C.Providence, RI · 41 clientsPrivate fund adviserAffiliated broker-dealerZ Square Partners Consulting Co., LTD.
    No custodian reported
    $24B
  11. 771
    Precision Fiduciary Partners, LLCAustin, TX · 4,144 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $24B
  12. 772
    T. Rowe Price Japan, Inc.Tokyo, Japan · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    State Street 82%
    $24B
  13. 773
    Bentallgreenoak (u.s.) Limited PartnershipSeattle, WA · 17 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  14. 774
    Polen Capital Management, LLCBoca Raton, FL · 1,602 clientsAsset managerHybrid
    Morgan Stanley 58%
    $24B
  15. 775
    Templeton Asset Management LTD.Singapore, Singapore · 78 clientsBroker-dealer firmAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    J.P. Morgan 44%Citi 29%BNY 27%
    $24B
  16. 776
    Commonfund Ocio, Inc.Norwalk, CT · 156 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    Fidelity 100%
    $24B
  17. 777
    China Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 63 clientsPrivate fund adviserAffiliated broker-dealerCitic Securities Co., Limited, Mackenzie Financial Corporation
    Industrial Bank Co., LTD., Hong Kong Branch 59%China Merchants Bank Co., LTD., Hong Kong Branch 33%
    $24B
  18. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  19. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  20. 780
    Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
    Northern Trust 56%State Street 25%
    $24B
  21. 781
    Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsWealth managerAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
    Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
    $24B
  22. 782
    Accel-KkrMenlo Park, CA · 32 clientsPrivate fund adviser
    No custodian reported
    $24B
  23. 783
    Systematica Investments Singapore PTE. LTDSingapore, Singapore · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  24. 784
    Systematica Investments GP LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  25. 785
    Systematica Investments LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  26. 786
    Systematica Investments UK LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  27. 787
    Moore Capital Management, LPNew York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealerParcel D Development, LLC
    No custodian reported
    $24B
  28. 788
    Horsley Bridge Partners LLCSAN Francisco, CA · 46 clientsPrivate fund adviser
    No custodian reported
    $24B
  29. 789
    K1 Investment Management LLCManhattan Beach, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $24B
  30. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  31. 791
    Twentyfour Asset Management (US) LPNew York, NY · 24 clientsPrivate fund adviser
    State Street 100%
    $23B
  32. 792
    Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
    Northern Trust 47%BNY 27%State Street 26%
    $23B
  33. 793
    Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
    J.P. Morgan 47%State Street 31%BNY 22%
    $23B
  34. 794
    Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
    Northern Trust 41%BNY 33%State Street 26%
    $23B
  35. 795
    Oxford Financial Group, LTDCarmel, IN · 697 clientsWealth manager
    Fidelity 100%
    $23B
  36. 796
    New Holland Capital, LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  37. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  38. 798
    Engineers Gate Manager LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $23B
  39. 799
    Capital Advisors Group, IncBoston, MA · 236 clientsAsset manager
    U.S. Bank 100%
    $23B
  40. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B

RIAs by state

RIA database: every SEC-registered investment adviser, by custodian, broker-dealer and type