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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN 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 you
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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. 321
    Metropolitan West Asset Management LLCLOS Angeles, CA · 91 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    Northern Trust 54%BNY 28%
    $79B
  2. 322
    Viking Global Investors LPStamford, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $78B
  3. 323
    Tiger Global Management, LLCNew York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $78B
  4. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  5. 325
    Blackstone Property Advisors L.P.New York, NY · 116 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $77B
  6. 326
    Truist Advisory Services, Inc.Atlanta, GA · 129,307 clientsWealth managerBank-affiliatedHybridTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 88%
    $77B
  7. 327
    Pinebridge Investments LLCNew York, NY · 329 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    State Street 61%BNY 39%
    $77B
  8. 328
    Pgim LimitedLondon, United Kingdom · 274 clientsAsset managerHybridPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    BNY 48%
    $76B
  9. 329
    SLC ManagementWellesley Hills, MA · 280 clientsAsset managerHybridAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    Citi 100%
    $76B
  10. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  11. 331
    ALM First Financial Advisors LLCDallas, TX · 162 clientsAsset manager
    No custodian reported
    $76B
  12. 332
    Invesco Asset Management (japan) LimitedTokyo, Japan · 170 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    The Master Trust Bank of Japan, LTD. 45%Custody Bank of Japan, LTD. 41%
    $76B
  13. 333
    OC Investment Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $76B
  14. 334
    Brookfield Asset Management PIC Adviser (private Equity), L.P.Toronto, Ontario, Canada · 125 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $74B
  15. 335
    Clarion PartnersNew York, NY · 36 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $74B
  16. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsWealth managerBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    $73B
  17. 337
    Jpmorgan Funds LimitedLondon, United Kingdom · 23 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $72B
  18. 338
    H.I.G. Capital, LLCMiami, FL · 191 clientsPrivate fund adviser
    J.P. Morgan 87%
    $72B
  19. 339
    Goldman Sachs Asset Management Co., LTD.Minato-Ku, Tokyo, Japan · 264 clientsPrivate fund adviserAffiliated broker-dealerFolio Investments, Inc., Goldman Sachs & Co. LLC
    Custody Bank of Japan, LTD. 48%
    $72B
  20. 340
    World Investment Advisors, LLCLincroft, NJ · 23,021 clientsAsset managerHybridGoldman Sachs & Co. LLC, World Investments, LLC, clears through Pershing
    Fidelity 66%Empower Financial Services 34%
    $72B
  21. 341
    Caxton Associates LLPLondon, United Kingdom · 19 clientsPrivate fund adviser
    Citi 100%
    $72B
  22. 342
    Tiaa-Cref Tuition Financing, Inc.New York, NY · 9 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    BNY 78%
    $71B
  23. 343
    Blackstone Asset Based Finance Advisors LPNew York, NY · 113 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, L.L.C.
    BNY 74%Citi 26%
    $70B
  24. 344
    Adage Capital Management, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $70B
  25. 345
    Blackrock (singapore) LimitedSingapore, Singapore · 58 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 44%J.P. Morgan 40%
    $70B
  26. 346
    Meeder Public Funds, Inc.Dublin, OH · 582 clientsAsset managerHybridMeeder Distribution Services, Inc.
    U.S. Bank 61%Principal Financial Group 39%
    $70B
  27. 347
    Goldentree Asset Management LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 46%J.P. Morgan 28%State Street 26%
    $70B
  28. 348
    Blackstone Real Estate Special Situations Advisors L.L.C.New York, NY · 70 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Citi 82%
    $70B
  29. 349
    BettermentNew York, NY · 1,022,488 clientsWealth managerWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    $70B
  30. 350
    Sterling Capital Management LLCCharlotte, NC · 3,508 clientsAsset managerHybrid
    Truist Bank 53%Fidelity Management Trust Comapany 34%
    $69B
  31. 351
    Fulcrum Asset Management LLPLondon, United Kingdom · 26 clientsPrivate fund adviser
    State Street 100%
    $69B
  32. 352
    Russell InvestmentsSeattle, WA · 72 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    Pershing 76%Fidelity 24%
    $69B
  33. 353
    John Hancock Variable Trust Advisers LLCBoston, MA · 50 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    No custodian reported
    $69B
  34. 354
    Carlyle Global Credit Investment Management L.L.C.New York, NY · 155 clientsPrivate fund adviserHybridCarlyle Asia Limited, Carlyle Australia Equity Management PTY Limited
    No custodian reported
    $68B
  35. 355
    Jupiter Asset Management LimitedLondon, United Kingdom · 98 clientsPrivate fund adviser
    State Street 34%Merrill / Bank of America 31%
    $68B
  36. 356
    AHL Partners LLPLondon, United Kingdom · 132 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $68B
  37. 357
    Blue Owl Real Estate Capital LLCChicago, IL · 91 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    Northern Trust 64%State Street 26%
    $68B
  38. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsWealth managerBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    $68B
  39. 359
    Harbor Capital Advisors, Inc.Chicago, IL · 27 clientsAsset managerHybridHarbor Funds Distributors, Inc.
    No custodian reported
    $68B
  40. 360
    Stone Point Capital LLCGreenwich, CT · 59 clientsPrivate fund adviserHybridSPC Capital Markets LLC
    No custodian reported
    $68B

RIAs by state