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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. 315
    Centerbridge Partners, L.P.New York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $80B
  2. 317
    Lexington Partners L.P.New York, NY · 157 clientsPrivate fund adviser
    No custodian reported
    $79B
  3. 318
    AXA Investment Managers US IncNew York, NY · 60 clientsAsset managerHybridBNP Paribas Securities Corp.
    BNY 39%Citi 34%BNP Paribas SA 27%
    $79B
  4. 323
    Tiger Global Management, LLCNew York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $78B
  5. 325
    Blackstone Property Advisors L.P.New York, NY · 116 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $77B
  6. 327
    Pinebridge Investments LLCNew York, NY · 329 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    State Street 61%BNY 39%
    $77B
  7. 335
    Clarion PartnersNew York, NY · 36 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $74B
  8. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsWealth managerBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    $73B
  9. 342
    Tiaa-Cref Tuition Financing, Inc.New York, NY · 9 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    BNY 78%
    $71B
  10. 343
    Blackstone Asset Based Finance Advisors LPNew York, NY · 113 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, L.L.C.
    BNY 74%Citi 26%
    $70B
  11. 347
    Goldentree Asset Management LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 46%J.P. Morgan 28%State Street 26%
    $70B
  12. 348
    Blackstone Real Estate Special Situations Advisors L.L.C.New York, NY · 70 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Citi 82%
    $70B
  13. 349
    BettermentNew York, NY · 1,022,488 clientsWealth managerWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    $70B
  14. 354
    Carlyle Global Credit Investment Management L.L.C.New York, NY · 155 clientsPrivate fund adviserHybridCarlyle Asia Limited, Carlyle Australia Equity Management PTY Limited
    No custodian reported
    $68B
  15. 364
    Brookfield Public Securities Group LLCNew York, NY · 428 clientsAsset managerHybridBrookfield Private Advisors LLC, Brookfield Private Wealth LLC
    J.P. Morgan 64%BNY 36%
    $66B
  16. 369
    Blue Owl Credit Advisors LLCNew York, NY · 26 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $65B
  17. 376
    CVC Credit Partners, LLCNew York, NY · 121 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $62B
  18. 378
    Quantinno Capital Management LPNew York, NY · 8,264 clientsWealth manager
    Fidelity 54%Schwab 32%
    $61B
  19. 382
    LGT Capital Partners (USA) Inc.New York, NY · 2 clientsAsset managerHybridLGT Bank LTD
    BNP Paribas, New York Branch 54%BNP Paribas Securities Services 46%
    $60B
  20. 383
    MIO Partners, Inc.New York, NY · 1,050 clientsPrivate fund adviser
    BNY 100%
    $60B
  21. 388
    Marshall Wace North America L.P.New York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $59B
  22. 390
    Blackstone Private Credit Strategies LLCNew York, NY · 95 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 73%J.P. Morgan 27%
    $58B
  23. 392
    Alpinvest US Holdings, LLCNew York, NY · 136 clientsPrivate fund adviserHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $58B
  24. 394
    Brown Brothers Harriman Credit Partners, LLCNew York, NY · 64 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    Brown Brothers Harriman & 59%Northern Trust 27%
    $57B
  25. 396
    Tenaron Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $56B
  26. 398
    Citigroup Global Markets Inc.New York, NY · 59,829 clientsBroker-dealer firmHybridBank Handlowy W Warszawie S.A. (poland), Citi Mexico Casa De Bolsa, S.A. De C.v., Grupo Financiero Citi Mexico
    Pershing 83%
    $56B
  27. 399
    Churchill Asset Management LLCNew York, NY · 72 clientsAsset managerHybridNuveen Securities, LLC
    J.P. Morgan 76%
    $56B
  28. 401
    Rafferty Asset Management, LLCNew York, NY · 133 clientsAsset managerHybrid
    No custodian reported
    $55B
  29. 407
    Veritas Capital Fund Management, L.L.C.New York, NY · 35 clientsPrivate fund adviserHybridVeritas Capital Securities L.L.C.
    No custodian reported
    $54B
  30. 412
    Sculptor Capital LPNew York, NY · 98 clientsPrivate fund adviser
    U.S. Bank 100%
    $53B
  31. 420
    Blackstone Liquid Credit Advisors I LLCNew York, NY · 56 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 50%
    $52B
  32. 427
    Thrive CapitalNew York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $50B
  33. 429
    Holocene Advisors, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $50B
  34. 431
    Segal Marco AdvisorsNew York, NY · 129 clientsAsset manager
    No custodian reported
    $50B
  35. 436
    ICG Investments IncNew York, NY · 115 clientsPrivate fund adviser
    U.S. Bank 62%J.P. Morgan 38%
    $50B
  36. 439
    Macquarie Infrastructure PartnersNew York, NY · 65 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.a R.L.
    No custodian reported
    $49B
  37. 453
    Equitable Advisors, LLCNew York, NY · 76,027 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    LPL Financial 100%
    $47B
  38. 456
    Bessemer Investment Management LLCNew York, NY · 11 clientsAsset managerHybridBessemer Investor Services, Inc.
    No custodian reported
    $47B
  39. 459
    Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
    J.P. Morgan 52%U.S. Bank 48%
    $47B
  40. 461
    New Mountain Capital, LLCNew York, NY · 14 clientsPrivate fund adviserHybrid
    No custodian reported
    $46B

RIAs by state