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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.

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. 121
    John Hancock Investment Management LLCBoston, MA · 126 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    No custodian reported
    $212B
  2. 122
    Taula Capital Management (US) LLCSt Helier, Jersey · 6 clientsPrivate fund adviser
    No custodian reported
    $211B
  3. 123
    Taula Capital Management (jersey) LPSt Helier, Jersey · 6 clientsPrivate fund adviser
    No custodian reported
    $211B
  4. 124
    Taula Capital Management (difc) LTDSt Helier, Jersey · 4 clientsPrivate fund adviser
    No custodian reported
    $211B
  5. 125
    Northern Trust Global Investments LTDLondon, United Kingdom · 76 clientsPrivate fund adviserAffiliated broker-dealerNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 37%BNY 32%
    $208B
  6. 126
    Federated Investment CounselingPittsburgh, PA · 8,721 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    BNY 100%
    $207B
  7. 127
    Garda Capital PartnersWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $207B
  8. 128
    Abrdn Investments LimitedEdinburgh, United Kingdom · 468 clientsPrivate fund adviserAffiliated broker-dealerAberdeen Fund Distributors, LLC, Abrdn Investments Middle East Limited
    Citi 100%
    $207B
  9. 129
    T.rowe Price Investment Management, Inc.Baltimore, MD · 64 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    Northern Trust 48%
    $204B
  10. 130
    Olive Street Investment Advisers, LLCSt. Louis, MO · 2 clientsAsset managerHybridEdward D. Jones & Co., L.P., Edward Jones
    No custodian reported
    $204B
  11. 131
    IFM Investors PTY LTDMelbourne, Australia · 80 clientsPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD
    No custodian reported
    $203B
  12. 132
    DWS Investment Management Americas, Inc.New York, NY · 159 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    J.P. Morgan 52%BNY 29%
    $200B
  13. 133
    Hightower Advisors, LLCChicago, IL · 64,035 clientsWealth managerHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Fidelity 46%Schwab 36%
    $199B
  14. 134
    Stifel, Nicolaus & Company, IncorporatedSt Louis, MO · 236,191 clientsBroker-dealer firmHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $198B
  15. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsWealth managerHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    $195B
  16. 136
    Mackenzie InvestmentsToronto, Ontario, Canada · 484 clientsBroker-dealer firmHybridIG Wealth Management Inc., IPC Investment Corporation
    CIBC Mellon 98%
    $195B
  17. 137
    Gallagher Fiduciary Advisors, LLCRolling Meadows, IL · 6,120 clientsAsset managerHybridGBS Retirement Services, Inc.
    No custodian reported
    $195B
  18. 138
    Harbourvest Partners, LLCBoston, MA · 316 clientsPrivate fund adviserHybrid
    Northern Trust 100%
    $191B
  19. 139
    Invesco Asset Management LTD.Henley-On-Thames, United Kingdom · 206 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Northern Trust 30%HSBC Bank PLC 23%
    $188B
  20. 140
    Macquarie Investment Management Global LimitedSydney, Australia · 223 clientsAsset managerAffiliated broker-dealerMacquarie Asset Management Japan Co., LTD., Macquarie Bank Limited
    State Street 71%
    $187B
  21. 141
    Nuveen Fund Advisors, LLCChicago, IL · 235 clientsAsset managerHybridNuveen Securities, LLC
    No custodian reported
    $186B
  22. 142
    Western Asset Management CompanyPasadena, CA · 31,897 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    BNY 100%
    $185B
  23. 143
    Clearbridge Investments, LLCNew York, NY · 124,530 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    Morgan Stanley 100%
    $185B
  24. 144
    Artisan Partners Limited PartnershipMilwaukee, WI · 249 clientsAsset managerHybridApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    BNY 56%Northern Trust 24%
    $184B
  25. 145
    Blackstone Isg-I Advisors L.L.C.New York, NY · 44 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    BNY 70%Citi 29%
    $184B
  26. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B
  27. 147
    Thoma BravoChicago, IL · 153 clientsBroker-dealer firmHybridThoma Bravo Capital Markets, LLC
    No custodian reported
    $183B
  28. 148
    Focus Partners Wealth, LLCSt. Louis, MO · 62,466 clientsWealth managerAffiliated broker-dealerUptiq Treasury & Credit Solutions, LLC
    Schwab 62%Fidelity 38%
    $182B
  29. 149
    RBC Global Asset Management (UK) LimitedLondon, United Kingdom · 295 clientsPrivate fund adviserAffiliated broker-dealerRBC Capital Markets, LLC, RBC Europe Limited
    State Street 62%Brown Brothers Harriman & 38%
    $178B
  30. 150
    GC Advisors LLCChicago, IL · 144 clientsPrivate fund adviserHybrid
    BNY 56%
    $178B
  31. 151
    Sumitomo Mitsui DS Asset Management Company, LimitedMinato-Ku, Tokyo, Japan · 1,340 clientsPrivate fund adviserHybridSmbc Nikko Securities Inc.
    No custodian reported
    $178B
  32. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  33. 153
    Mariner Investment Group, LLCNew York, NY · 36 clientsPrivate fund adviserHybrid
    J.P. Morgan 77%SG Americas Securities 23%
    $176B
  34. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  35. 155
    Morgan Stanley Investment Management LimitedLondon, United Kingdom · 134 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    Mitsubishi UFJ Global Custody S.a 100%
    $175B
  36. 156
    TPG Global Advisors, LLCFort Worth, TX · 197 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $174B
  37. 157
    Blackrock Capital Management, Inc.Wilmington, DE · 13 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 34%SSB New York Institutional 30%
    $173B
  38. 158
    Insight InvestmentNew York, NY · 1,876 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 69%Northern Trust 31%
    $171B
  39. 159
    Jpmorgan Asset Management (asia Pacific) LimitedHong Kong, Hong Kong · 210 clientsPrivate fund adviserAffiliated broker-dealer
    J.P. Morgan 50%Citi 28%
    $170B
  40. 160
    Global Retirement Partners LLCSAN Rafael, CA · 28,693 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    LPL Financial 83%
    $170B

RIAs by state