Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 saysTA Top 15 States for Average Individual Income Taxes, 2025
AtlasFinancial ADVSR
Open free

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. 241
    Janney Montgomery Scott LLCPhiladelphia, PA · 243,808 clientsBroker-dealer firmHybridGlobal Atlantic Distributors, LLC
    No custodian reported
    $110B
  2. 242
    Harris | OakmarkChicago, IL · 2,320 clientsAsset managerHybridHarris Associates Securities L.P., Natixis Distribution, LLC
    Pershing 64%Northern Trust 36%
    $109B
  3. 243
    Warburg Pincus LLCNew York, NY · 76 clientsPrivate fund adviser
    No custodian reported
    $109B
  4. 244
    Natixis Advisors, LLCBoston, MA · 115,562 clientsWealth managerBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    Edward Jones 100%
    $109B
  5. 245
    Stepstone Group LPLa Jolla, CA · 561 clientsPrivate fund adviser
    No custodian reported
    $108B
  6. 246
    Lighthouse Investment Partners, LLCPalm Beach Gardens, FL · 139 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands Limited 100%
    $107B
  7. 247
    BAM Credit and Insurance Solutions Advisor LLCNew York, NY · 32 clientsAsset managerHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    J.P. Morgan 61%BNY 39%
    $107B
  8. 248
    Conning, Inc.Hartford, CT · 161 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    J.P. Morgan 50%State Street 32%
    $107B
  9. 249
    Tudor Investment CorporationStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $107B
  10. 250
    Andreessen HorowitzMenlo Park, CA · 119 clientsPrivate fund adviser
    No custodian reported
    $106B
  11. 251
    Vista Equity Partners Management, LLCSAN Francisco, CA · 128 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $106B
  12. 252
    Principal Real EstateDES Moines, IA · 681 clientsAsset managerAffiliated broker-dealerEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
    Wells Fargo 100%
    $106B
  13. 253
    Brookfield Asset Management PIC US, LLCNew York, NY · 127 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    U.S. Bank 100%
    $105B
  14. 254
    RBC Global Asset Management (u.s.) Inc.Minneapolis, MN · 245 clientsAsset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC
    J.P. Morgan 40%U.S. Bank 39%
    $104B
  15. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  16. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B
  17. 257
    Lincoln Financial Investments CorporationRadnor, PA · 129 clientsAsset managerHybridLincoln Financial Distributors, Inc.
    State Street 100%
    $102B
  18. 258
    Sixth Street Advisers, LLCDallas, TX · 177 clientsPrivate fund adviserHybridSixth Street BD, LLC
    BNY 32%Citi 23%
    $102B
  19. 259
    Oak Hill Advisors, L.P.New York, NY · 152 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
    BNY 100%
    $101B
  20. 260
    Blackstone Credit BDC Advisors LLCNew York, NY · 2 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $101B
  21. 261
    Bracebridge Capital, LLCBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $100B
  22. 262
    Rockefeller Capital ManagementNew York, NY · 50,292 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $100B
  23. 263
    Brookfield Renewable Energy Group LLCToronto, Ontario, Canada · 125 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $99B
  24. 264
    Neuberger Berman Europe LimitedLondon, United Kingdom · 241 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    BNY 41%Northern Trust 23%
    $98B
  25. 265
    Pathway Capital Management, LPIrvine, CA · 120 clientsAsset manager
    No custodian reported
    $98B
  26. 266
    Ares Capital Management LLCLOS Angeles, CA · 46 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    State Street 70%BNY 30%
    $98B
  27. 267
    Fiducient Advisors LLCChicago, IL · 1,239 clientsAsset manager
    Schwab 50%U.S. Bank 35%
    $98B
  28. 268
    Eaton Vance ManagementBoston, MA · 3,826 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 53%State Street 47%
    $97B
  29. 269
    WCM Investment ManagementLaguna Beach, CA · 6,735 clientsAsset managerHybrid
    J.P. Morgan 100%
    $97B
  30. 270
    Bain Capital Private Equity, LPBoston, MA · 36 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $96B
  31. 271
    Renaissance Technologies LLCNew York, NY · 14 clientsPrivate fund adviserHybridRenaissance Institutional Management LLC
    No custodian reported
    $96B
  32. 272
    GCM Grosvenor L.P.Chicago, IL · 394 clientsPrivate fund adviserHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $95B
  33. 273
    Blue Owl Gpsc Advisors LLCNew York, NY · 169 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    No custodian reported
    $95B
  34. 274
    Numeric Investors LLCBoston, MA · 120 clientsPrivate fund adviserHybridMAN Investments Inc.
    Citi 76%
    $94B
  35. 275
    PPM America IncChicago, IL · 46 clientsAsset managerHybridJackson National Life Distributors LLC
    BNY 68%
    $94B
  36. 276
    Fort Washington Investment Advisors IncCincinnati, OH · 755 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    BNY 100%
    $93B
  37. 277
    Doubleline Capital LPTampa, FL · 102 clientsAsset managerHybrid
    Northern Trust 39%BNY 38%
    $93B
  38. 278
    Coatue Management, L.L.C.New York, NY · 126 clientsPrivate fund adviser
    No custodian reported
    $93B
  39. 279
    Cerberus Capital Management, L.P.New York, NY · 257 clientsPrivate fund adviser
    BNY 55%U.S. Bank 45%
    $92B
  40. 280
    Insight Venture PartnersNew York, NY · 181 clientsPrivate fund adviser
    No custodian reported
    $92B

RIAs by state