The RIA database

Name: The RIA database
Creator: Financial ADVSR

Firms we cover Atlas screener Wealth Manager database This month’s movers Custodian profiles RIA 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.

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17,210 firms manage $177.9 trillion

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3961
Invictus Private Wealth, LLC485 clientsWealth managerHybrid
Schwab 100%
$1.7B
3962
Colbeck Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
No custodian reported
$1.7B
3963
Broadwood Capital, IncNew York, NY · 2 clientsPrivate fund adviser
No custodian reported
$1.7B
3964
Clarkston Capital Partners, LLCRochester, MI · 142 clientsAsset managerHybrid
Schwab 51%State Street 49%
$1.7B
3965
Accurate Wealth Management, LLCWesley Chapel, FL · 2,612 clientsWealth managerWrap sponsorHybridAAG Capital, Inc.
Schwab 85%
$1.7B
3966
Housatonic PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
No custodian reported
$1.7B
3967
Quest Investment Management, LLCLake Oswego, OR · 125 clientsAsset manager
No custodian reported
$1.7B
3968
Linse Capital LLCSan Juan, PR · 18 clientsPrivate fund adviser
No custodian reported
$1.7B
3969
P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
State Street 66%BNP Paribas 27%
$1.7B
3970
Corient SHC Partners (US) LPPhiladelphia, PA · 39 clientsWealth managerAffiliated broker-dealer
Fidelity 100%
$1.7B
3971
The Praedium Group LLCBoca Raton, FL · 17 clientsPrivate fund adviser
No custodian reported
$1.7B
3972
Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWealth managerWrap sponsor
Ameriprise 60%UBS 40%
$1.7B
3973
Seelaus Asset Management, LLCChatham, NJ · 273 clientsAsset managerHybridR. Seelaus & Co., LLC
U.S. Bancorp Investments 39%BNY 37%
$1.7B
3974
American InfrastructureFoster City, CA · 8 clientsPrivate fund adviser
No custodian reported
$1.7B
3975
Stephens Group Asset Management, LLCLittle Rock, AR · 225 clientsWealth manager
Schwab 100%
$1.7B
3976
North Peak Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
Morgan Stanley 100%
$1.7B
3977
Oldfield Partners LLPLondon, United Kingdom · 7 clientsAsset manager
Northern Trust 100%
$1.7B
3978
KBS Capital Advisors, LLCNewport Beach, CA · 1 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
No custodian reported
$1.7B
3979
Liontree Investment Management, LLCNew York, NY · 4 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
No custodian reported
$1.7B
3980
Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsWealth managerPublic-company owned
Schwab 74%J.P. Morgan 26%
$1.7B
3981
Gilbert & Cook, Inc.West Des Moines, IA · 901 clientsWealth managerWrap sponsor
Schwab 100%
$1.7B
3982
Raffa Investment Advisers252 clientsAsset manager
Schwab 100%
$1.7B
3983
Rothschild Wealth LLCOakbrook, IL · 3,656 clientsWealth managerHybridRothschild Investment LLC
Schwab 67%Pershing 33%
$1.7B
3984
Prescott General Partners LLCBoca Raton, FL · 1 clientsPrivate fund adviser
No custodian reported
$1.7B
3985
Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
Morgan Stanley 47%UBS 35%
$1.7B
3986
Corundum Group, Inc.Colorado Springs, CO · 157 clientsPrivate fund adviser
RBC 100%
$1.7B
3987
CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clientsWealth manager
Fidelity Distributors Company 75%Schwab 25%
$1.7B
3988
MAG CapRidgeland, MS · 1,566 clientsWealth managerHybrid
Raymond James 100%
$1.7B
3989
Signal Advisors Wealth, LLCDetroit, MI · 4,816 clientsWealth managerHybrid
Schwab 58%Fidelity 42%
$1.7B
3990
Wellington Consulting Services IncChantilly, VA · 9,324 clientsWealth manager
Schwab 100%
$1.7B
3991
Advisors Preferred LLCRockville, MD · 22 clientsAsset managerHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
No custodian reported
$1.7B
3992
Petredis Investment AdvisorsWarrendale, PA · 535 clientsWealth managerWrap sponsor
Wells Fargo 100%
$1.7B
3993
Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
$1.7B
3994
LEE Financial Company, LLCDallas, TX · 443 clientsWealth manager
Schwab 54%Fidelity 46%
$1.7B
3995
Smith Affiliated Capital Corp.New York, NY · 195 clientsAsset manager
Northern Trust 80%
$1.7B
3996
Clearwater Capital PartnersHoffman Estates, IL · 1,041 clientsWealth managerWrap sponsor
Schwab 100%
$1.7B
3997
Argonne Capital Group, LLCAtlanta, GA · 19 clientsPrivate fund adviser
No custodian reported
$1.7B
3998
Ember InfrastructureNew York, NY · 11 clientsPrivate fund adviser
No custodian reported
$1.7B
3999
Trace Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
No custodian reported
$1.7B
4000
Transom Capital GroupEl Segundo, CA · 11 clientsPrivate fund adviser
No custodian reported
$1.7B

The RIA database

RIAs by state

The RIA database

RIAs by state