SEC Form ADV

Registered Investment Advisers

A registered investment adviser (RIA) is a firm registered with the U.S. Securities and Exchange Commission to advise clients on securities. Altss tracks 42,652 RIAs, each matched to its SEC Form ADV filing with CRD number, regulatory assets under management, and private-fund activity. This directory lists the 100 largest by AUM — the full register is available with an Altss account.

$1.8T AUM

21.Merrill Lynch

Bank / Wealth / Trust · New York, United States

RIACRD 7691
$1.8T AUM

22.Merrill Lynch

Asset Manager · New York, United States

RIACRD 7691
$1.7T AUM

23.GEODE CAPITAL MANAGEMENT, LLC

RIA · Boston, United States

RIACRD 115504
Charles Schwab logo
$1.7T AUM

24.Charles Schwab

Single Family Office · San Francisco, United States

RIACRD 106753
$1.6T AUM

25.BlackRock Financial Management

family office

RIAPrivate fundsCRD 107105
Wellington Management logo
$1.4T AUM

26.Wellington Management

Generic · Boston, United States

RIAPrivate fundsCRD 106595
$1.4T AUM

27.SSGA Funds Management, Inc.

Asset Manager · Boston, United States

RIAPrivate fundsCRD 111242
Northern Trust logo
$1.2T AUM

28.Northern Trust

Bank / Wealth / Trust · Chicago, United States

RIAPrivate fundsCRD 105780
Northern Trust Investments logo
$1.2T AUM

29.Northern Trust Investments

Bank / Wealth / Trust · Chicago, United States

RIAPrivate fundsCRD 105780
$1.2T AUM

30.Northern Trust Investments

RIA · Chicago, United States

RIAPrivate fundsCRD 105780
The Northern Trust Company logo
$1.2T AUM

31.The Northern Trust Company

Pension Fund · Chicago, United States

RIAPrivate fundsCRD 105780
$1.2T AUM

32.CAPTRUST

Asset Manager · Raleigh, United States

RIAPrivate fundsCRD 175112
$1.1T AUM

33.PGIM

Asset Manager · Newark, United States

RIAPrivate fundsCRD 105676
BlackRock Alternative Advisors logo
$1.1T AUM

34.BlackRock Alternative Advisors

Hedge Funds · New York, United States

RIACRD 106614
Edward Jones logo
$1.0T AUM

35.Edward Jones

Bank / Wealth / Trust · Mississauga, Canada

RIACRD 250
Managed Account Advisors logo
$995.0B AUM

36.Managed Account Advisors

Bank / Wealth / Trust · Jersey City, United States

RIACRD 142558
UBS logo
$915.8B AUM

37.UBS

Bank / Wealth / Trust · Zurich, Switzerland

RIACRD 8174
$915.8B AUM

38.UBS Financial Services

Asset Manager · Zürich, Switzerland

RIACRD 8174
$873.9B AUM

39.Mellon Investments Corporation

Single Family Office · Pittsburgh, United States

RIACRD 105764
LPL Financial logo
$819.1B AUM

40.LPL Financial

Bank / Wealth / Trust · San Diego, United States

RIACRD 6413

Top 40 of 42,652

How this directory is built

Each firm is matched to its SEC Form ADV registration by name and location, then verified against its CRD number — including advisers that register under a subsidiary entity (KKR via KKR Credit Advisors, Blackstone via Blackstone ISG-I Advisors). Regulatory AUM and private-fund activity come straight from the filing. See the methodology for how Altss sources and verifies data, and the glossary for terms like Form ADV, CRD, and regulatory AUM.

Refreshed from SEC Form ADV filings; pages typically updated within 30 days.

What is a registered investment adviser (RIA)?

An RIA is a firm registered with the U.S. Securities and Exchange Commission (or a state regulator) to advise clients on securities for compensation. Registration is recorded on SEC Form ADV under a unique CRD number.

How does Altss decide a firm is an RIA?

Altss matches each firm in its database to a Form ADV filing by normalized name and location, confirmed by CRD. Large managers often register under a subsidiary name, so the match accounts for those entity relationships rather than relying on the brand name alone.

Can I see all registered investment advisers?

This public directory lists the 100 largest by regulatory AUM. The full register — searchable by CRD, AUM, state, and private-fund activity — is available with an Altss account.

Track RIA filings, AUM, and private funds

Altss matches every adviser to its Form ADV record. Request access for CRD-level detail, AUM history, and the funds each adviser runs.

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