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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.

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. 007
    J.P. Morgan Investment Management Inc.New York, NY · 128,965 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 31%State Street 25%BNY 23%
    $3.5T
  2. 009
    Goldman Sachs Asset Management, L.P.New York, NY · 121,325 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    Goldman Sachs 70%BNY 30%
    $2.6T
  3. 011
    Morgan StanleyPurchase, NY · 2,703,720 clientsBroker-dealer firmHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    Morgan Stanley 100%
    $2.0T
  4. 012
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · 1,838,984 clientsBroker-dealer firmHybridBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
    Merrill / Bank of America 100%
    $1.8T
  5. 015
    Blackrock Financial Management, IncNew York, NY · 1,309 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 32%
    $1.6T
  6. 022
    Blackrock Advisors, LLCNew York, NY · 189 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $1.1T
  7. 032
    Millennium Management LLCNew York, NY · 27 clientsPrivate fund adviser
    State Street 62%BNY 38%
    $721B
  8. 033
    Apollo Capital Management, L.P.New York, NY · 803 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    Citi 100%
    $718B
  9. 034
    Morgan Stanley Investment Management Inc.New York, NY · 22,803 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. International PLC
    State Street 40%Morgan Stanley 40%
    $702B
  10. 043
    UBS Asset Management (americas) LLCNew York, NY · 433,784 clientsAsset managerHybridUBS AG, UBS Asset Management (US) Inc.
    UBS 88%
    $588B
  11. 053
    J.P. Morgan Private Investments Inc.New York, NY · 1,278,255 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC, Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    $470B
  12. 056
    J.P. Morgan Securities LLCNew York, NY · 1,246,646 clientsBroker-dealer firmHybridJ.P. Morgan Institutional Investments Inc., Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    $430B
  13. 059
    BNY Mellon Investment Adviser, Inc.New York, NY · 91 clientsAsset managerHybridBNY Mellon Asset Management Canada, LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    No custodian reported
    $419B
  14. 061
    Kohlberg Kravis Roberts & Co. L.P.New York, NY · 218 clientsPrivate fund adviserHybridGlobal Atlantic Distributors, LLC, KKR Capital Markets (ireland) Limited
    U.S. Bank 100%
    $400B
  15. 062
    Neuberger Berman Investment Advisers LLCNew York, NY · 43,954 clientsAsset managerHybridNeuberger Berman BD LLC
    Fidelity 50%
    $399B
  16. 077
    NYL Investors LLCNew York, NY · 34 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 70%BNY 30%
    $329B
  17. 083
    RBC Capital Markets, LLCNew York, NY · 283,910 clientsBroker-dealer firmHybridRBC CMA LTD, RBC Dominion Securities, Inc.
    No custodian reported
    $310B
  18. 088
    Tiaa-Cref Investment Management LLCNew York, NY · 8 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $292B
  19. 093
    Voya Investment Management Co. LLCNew York, NY · 566 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    BNY 61%State Street 23%
    $275B
  20. 107
    Guggenheim Partners Investment Management, LLCNew York, NY · 440 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Citi 86%
    $241B
  21. 109
    Two Sigma Investments, LPNew York, NY · 42 clientsPrivate fund adviserHybridTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
    Morgan Stanley 100%
    $233B
  22. 112
    Squarepoint OPS LLCNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $227B
  23. 114
    Schonfeld Strategic Advisors LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $225B
  24. 118
    Jennison AssociatesNew York, NY · 6,083 clientsAsset managerHybridPrudential Investment Management Services LLC
    BNY 38%Northern Trust 33%State Street 28%
    $215B
  25. 119
    D. E. Shaw & Co., L.P.New York, NY · 23 clientsPrivate fund adviserHybridD.E. Shaw Securities, L.L.C.
    No custodian reported
    $213B
  26. 132
    DWS Investment Management Americas, Inc.New York, NY · 159 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    J.P. Morgan 52%BNY 29%
    $200B
  27. 143
    Clearbridge Investments, LLCNew York, NY · 124,530 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    Morgan Stanley 100%
    $185B
  28. 145
    Blackstone Isg-I Advisors L.L.C.New York, NY · 44 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    BNY 70%Citi 29%
    $184B
  29. 153
    Mariner Investment Group, LLCNew York, NY · 36 clientsPrivate fund adviserHybrid
    J.P. Morgan 77%SG Americas Securities 23%
    $176B
  30. 154
    HPS Investment Partners, LLCNew York, NY · 563 clientsPrivate fund adviserHybridHPS Securities, LLC
    BNY 57%J.P. Morgan 43%
    $176B
  31. 158
    Insight InvestmentNew York, NY · 1,876 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 69%Northern Trust 31%
    $171B
  32. 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
  33. 162
    Equitable Investment Management Group, LLCNew York, NY · 3 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $167B
  34. 164
    Alphadyne Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $165B
  35. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsWealth managerHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  36. 171
    Mackay Shields LLCNew York, NY · 354 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    BNY 66%
    $160B
  37. 172
    Exoduspoint Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $159B
  38. 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
  39. 183
    Schroder Investment Management North America IncNew York, NY · 426 clientsAsset managerHybridSchroder Fund Advisors LLC
    State Street 45%Northern Trust 29%BNY 25%
    $150B
  40. 185
    Icapital Advisors, LLCNew York, NY · 1,314 clientsPrivate fund adviserHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $150B

RIAs by state