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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.

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. 729
    Audax Private DebtNew York, NY · 74 clientsPrivate fund adviser
    No custodian reported
    $26B
  2. 733
    CVC Advisors (u.s.) Inc.New York, NY · 20 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $26B
  3. 737
    Alkeon Capital Management, LLCNew York, NY · 34 clientsPrivate fund adviserHybridBreakwater Group Distribution Services, LLC
    No custodian reported
    $25B
  4. 739
    Pershing Square Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $25B
  5. 750
    Jefferies Finance LLCNew York, NY · 60 clientsPrivate fund adviserHybridJefferies LLC
    State Street 67%BNY 33%
    $25B
  6. 753
    Gabelli Funds, LLCRYE, NY · 33 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $25B
  7. 757
    Belle Haven Investments, L.P.RYE Brook, NY · 27,602 clientsBroker-dealer firmHybrid
    Fidelity 35%Schwab 28%
    $24B
  8. 765
    Elmwood Asset Management LLCNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $24B
  9. 768
    Bridgepoint LLCNew York, NY · 60 clientsPrivate fund adviser
    No custodian reported
    $24B
  10. 769
    BGO US Real Estate LPNew York, NY · 264 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  11. 787
    Moore Capital Management, LPNew York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealerParcel D Development, LLC
    No custodian reported
    $24B
  12. 791
    Twentyfour Asset Management (US) LPNew York, NY · 24 clientsPrivate fund adviser
    State Street 100%
    $23B
  13. 796
    New Holland Capital, LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  14. 798
    Engineers Gate Manager LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $23B
  15. 803
    Cbre Investment ManagementNew York, NY · 31 clientsPrivate fund adviserHybridCbre Capital Advisors, Inc.
    No custodian reported
    $23B
  16. 808
    MPC Capital Advisors, LLCRockville Centre, NY · 33 clientsAsset manager
    No custodian reported
    $23B
  17. 817
    CVC Secondary Partners (u.s.), LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $22B
  18. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  19. 822
    Davis Selected Advisers - NY, Inc.New York, NY · 37 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $22B
  20. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B
  21. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsWealth managerPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  22. 836
    MSD Partners, L.P.New York, NY · 77 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $21B
  23. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  24. 841
    Park Square Capital USA LPNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $21B
  25. 855
    Centiva Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $21B
  26. 856
    Orbimed Advisors LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $21B
  27. 857
    Offit CapitalNew York, NY · 378 clientsWealth manager
    Schwab 100%
    $21B
  28. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  29. 861
    Harvest Partners, LPNew York, NY · 45 clientsPrivate fund adviser
    State Street 100%
    $20B
  30. 862
    Bessemer Venture PartnersLarchmont, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  31. 863
    Rokos Capital Management (US) LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $20B
  32. 868
    Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
    BNY 100%
    $20B
  33. 872
    Blackstone Alternative Solutions L.L.C.New York, NY · 54 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  34. 873
    Bxmt Advisors L.L.C.New York, NY · 2 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  35. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  36. 879
    Record Currency Management IncNew York, NY · 1 clientsAsset managerAffiliated broker-dealerInte Securities LLC
    No custodian reported
    $20B
  37. 881
    Royalty Pharma Sub-Manager, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $20B
  38. 883
    Park Avenue Securities LLCNew York, NY · 82,118 clientsBroker-dealer firmHybrid
    No custodian reported
    $20B
  39. 885
    Egerton Capital (US), LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $20B
  40. 890
    PDT Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $19B

RIAs by state