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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. 161
    Franklin Templeton Fund Adviser, LLCNew York, NY · 125 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $167B
  2. 162
    Equitable Investment Management Group, LLCNew York, NY · 3 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $167B
  3. 163
    CorientMiami, FL · 26,586 clientsWealth managerAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    $165B
  4. 164
    Alphadyne Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $165B
  5. 165
    GQG PartnersFort Lauderdale, FL · 6,445 clientsAsset managerHybrid
    J.P. Morgan 36%Northern Trust 30%State Street 23%
    $164B
  6. 166
    Keyridge Asset Management LimitedDublin 1, Ireland · 36 clientsAsset managerAffiliated broker-dealer
    Citi 74%
    $163B
  7. 167
    CIBC Global Asset ManagementToronto, ON, Canada · 10,439 clientsPrivate fund adviserAffiliated broker-dealer'firstcaribbean International Trust Company (bahamas) Limited, CIBC Bank and Trust Company (cayman) Limited
    CIBC Mellon Trust 87%
    $163B
  8. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsWealth managerHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  9. 169
    NB Alternatives Advisers LLCDallas, TX · 379 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    Merrill / Bank of America 84%
    $160B
  10. 170
    Santander Asset Management SA SgiicMadrid, Spain · 293 clientsPrivate fund adviser
    No custodian reported
    $160B
  11. 171
    Mackay Shields LLCNew York, NY · 354 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    BNY 66%
    $160B
  12. 172
    Exoduspoint Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $159B
  13. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  14. 174
    HSBC Global Asset Management (USA) Inc.New York, NY · 95 clientsAsset managerHybridHSBC Securities (USA) Inc.
    U.S. Bank 59%Market Securities Services Hong Kong 41%
    $157B
  15. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  16. 176
    Boston Management and ResearchBoston, MA · 72 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $155B
  17. 177
    Candriam S.C.A.Strassen, Luxembourg · 474 clientsPrivate fund adviserAffiliated broker-dealerNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 80%
    $155B
  18. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  19. 179
    Brookfield Asset Management PIC Canada, LPToronto, Ontario, Canada · 139 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $152B
  20. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsWealth managerBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  21. 181
    Hartford FundsWayne, PA · 75 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $152B
  22. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  23. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  24. 184
    Bridgewater Associates, LPWestport, CT · 93 clientsPrivate fund adviser
    BNY 88%
    $150B
  25. 185
    Icapital Advisors, LLCNew York, NY · 1,314 clientsPrivate fund adviserHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $150B
  26. 186
    HSBC Global Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 295 clientsAsset manager
    The Hongkong and Shanghai Banking Corporation Limited 100%
    $149B
  27. 187
    WilshireSanta Monica, CA · 760,289 clientsAsset managerHybrid
    American Enterprise Investment Services 100%
    $149B
  28. 188
    Eastspring Investments (singapore) LimitedSingapore, Singapore · 185 clientsPrivate fund adviser
    BNY 39%State Street 25%HSBC Continental Europe S.a., Germany 24%
    $146B
  29. 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
  30. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  31. 191
    Baillie Gifford Overseas LTDEdinburgh, United Kingdom · 255 clientsAsset managerHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    State Street 35%BNY 30%
    $144B
  32. 192
    Global Infrastructure Management, LLCNew York, NY · 162 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    J.P. Morgan 100%
    $142B
  33. 193
    Nuveen Alternatives Advisors LLCNew York, NY · 113 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $142B
  34. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  35. 195
    APG Asset Management US, IncNew York, NY · 1 clientsPrivate fund adviser
    State Street 100%
    $141B
  36. 196
    Innocap Global Investment Management (ireland) LTDDublin, Ireland · 39 clientsAsset managerAffiliated broker-dealerHedgemark Securities LLC
    No custodian reported
    $141B
  37. 197
    TPG Capital Advisors, LLCFort Worth, TX · 126 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $141B
  38. 198
    Blackrock Asset Management North Asia LimitedHong Kong, China · 74 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 43%JPM Chase - Sydney 37%
    $140B
  39. 199
    LMR Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $140B
  40. 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

RIAs by state