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
IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 know
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. 281
    Wellington Alternative InvestmentsBoston, MA · 124 clientsPrivate fund adviserAffiliated broker-dealerWellington Funds Distributors Inc.
    No custodian reported
    $92B
  2. 282
    Blackstone Alternative Asset Management L.P.New York, NY · 181 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Northern Trust 39%Citco Canada 35%RBC 25%
    $92B
  3. 283
    Assetmark, Inc.Concord, CA · 456,452 clientsWealth managerWrap sponsorHybridAssetmark Brokerage, LLC
    Assetmark Trust 100%
    $92B
  4. 284
    Advent International, L.P.Boston, MA · 133 clientsPrivate fund adviser
    No custodian reported
    $92B
  5. 285
    Capstone Investment Advisors, LLCNew York, NY · 31 clientsPrivate fund adviser
    Morgan Stanley 42%BNY 39%
    $92B
  6. 286
    AST Investment Services, Inc.Shelton, CT · 1 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    No custodian reported
    $91B
  7. 287
    Aegon Asset Management USCedar Rapids, IA · 80 clientsAsset managerHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC
    Citi 65%J.P. Morgan 35%
    $89B
  8. 288
    Symetra Investment Management CompanyFarmington, CT · 10 clientsAsset managerAffiliated broker-dealerSymetra Securities, Inc.
    J.P. Morgan 67%Sumitomo Mitsui Trust Bank (u.s.a.) Limited 33%
    $89B
  9. 289
    Wisdomtree Asset Management, Inc.New York, NY · 2 clientsAsset managerHybridCeres Securities, LLC, Wisdomtree Securities, Inc.
    No custodian reported
    $88B
  10. 290
    III Capital ManagementBoca Raton, FL · 21 clientsPrivate fund adviserHybridAVM, L.P., clears through Pershing
    BNY 100%
    $88B
  11. 291
    Morningstar Investment Management LLCChicago, IL · 515,981 clientsAsset manager
    Lincoln Financial Group Trust 47%Schwab 33%
    $88B
  12. 292
    PantheonSAN Francisco, CA · 157 clientsPrivate fund adviserHybridPantheon Securities, LLC
    State Street 100%
    $88B
  13. 293
    Clayton, Dubilier & Rice, LLCNew York, NY · 42 clientsPrivate fund adviser
    No custodian reported
    $87B
  14. 294
    Fortress Investment GroupNew York, NY · 353 clientsPrivate fund adviserHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    J.P. Morgan 100%
    $87B
  15. 295
    Cohen & Steers Capital Management Inc.New York, NY · 177 clientsAsset managerHybridCohen & Steers Securities, LLC
    State Street 33%BNY 28%
    $86B
  16. 296
    Leonard Green & Partners, L.P.LOS Angeles, CA · 117 clientsPrivate fund adviser
    No custodian reported
    $86B
  17. 297
    Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada · 207 clientsAsset managerHybrid
    State Street 45%RBC 33%
    $86B
  18. 298
    Proshare Advisors LLCBethesda, MD · 145 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $85B
  19. 299
    Mercer Global Advisors Inc.Denver, CO · 36,172 clientsWealth managerHybridHeim, Young & Associates, Inc.
    Schwab 73%Fidelity 27%
    $84B
  20. 300
    Clearlake Capital Group, L.P.Santa Monica, CA · 148 clientsPrivate fund adviserHybridClearlake Capital Markets, LLC
    U.S. Bank 100%
    $84B
  21. 301
    Nationwide Fund AdvisorsColumbus, OH · 129 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $83B
  22. 302
    Global X Management Company LLCNew York, NY · 146 clientsAsset managerHybridMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD.
    No custodian reported
    $83B
  23. 303
    Nippon Life Global Investors Americas, Inc.New York, NY · 146 clientsAsset manager
    State Street 57%BNY 33%
    $83B
  24. 304
    Schroder Investment Management North America LTDLondon, United Kingdom · 111 clientsAsset managerAffiliated broker-dealer
    State Street 42%BNY 35%Northern Trust 23%
    $83B
  25. 305
    Sequoia Capital Operations, LLCMenlo Park, CA · 60 clientsPrivate fund adviser
    No custodian reported
    $82B
  26. 306
    Park Avenue Institutional Advisers LLCNew York, NY · 24 clientsAsset managerHybridPark Avenue Securities LLC
    J.P. Morgan 100%
    $82B
  27. 307
    StonepeakNew York, NY · 125 clientsPrivate fund adviserHybridStonepeak Securities LLC
    BNY 100%
    $82B
  28. 308
    Pzena Investment Management LLCNew York, NY · 245 clientsAsset managerHybridPzena Financial Services, LLC
    State Street 60%BNY 40%
    $81B
  29. 309
    TCW Asset Management Company LLCLOS Angeles, CA · 200 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    State Street 37%J.P. Morgan 35%BNY 28%
    $81B
  30. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  31. 311
    Grantham Mayo Van Otterloo & Co LLCBoston, MA · 170 clientsAsset managerHybrid
    State Street 71%BNY 23%
    $81B
  32. 312
    Strategic Partners Fund Solutions Advisors L.P.New York, NY · 75 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B
  33. 313
    Galliard Capital ManagementMinneapolis, MN · 188 clientsAsset managerAffiliated broker-dealerAllspring Funds Distributor, LLC
    BNY 100%
    $80B
  34. 314
    Blackstone Infrastructure Advisors L.L.C.New York, NY · 38 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $80B
  35. 315
    Centerbridge Partners, L.P.New York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $80B
  36. 316
    Kestra Advisory Services, LLCAustin, TX · 117,403 clientsWealth managerHybridKestra Investment Services, LLC
    Fidelity 100%
    $80B
  37. 317
    Lexington Partners L.P.New York, NY · 157 clientsPrivate fund adviser
    No custodian reported
    $79B
  38. 318
    AXA Investment Managers US IncNew York, NY · 60 clientsAsset managerHybridBNP Paribas Securities Corp.
    BNY 39%Citi 34%BNP Paribas SA 27%
    $79B
  39. 319
    Starwood Capital Group Management, L.L.C.Miami Beach, FL · 258 clientsPrivate fund adviserHybridStarwood Capital, L.L.C.
    No custodian reported
    $79B
  40. 320
    Cresset Asset Management, LLCChicago, IL · 4,911 clientsWealth managerBank-affiliated
    Fidelity 53%Pershing 39%
    $79B

RIAs by state