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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761
Pictet Asset Management LimitedLondon, United Kingdom · 122 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
J.P. Morgan 57%Northern Trust 26%
$24B
762
GE Investment ManagementNorwalk, CT · 1 clientsPrivate fund adviser
No custodian reported
$24B
763
Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
Axos 62%Schwab 38%
$24B
764
Towers Watson Investment ManagementLondon, United Kingdom · 13 clientsPrivate fund adviserAffiliated broker-dealer
No custodian reported
$24B
765
Elmwood Asset Management LLCNew York, NY · 52 clientsPrivate fund adviser
No custodian reported
$24B
766
Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
Schwab 44%BNY 42%
$24B
767
Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
Northern Trust 36%State Street 35%
$24B
768
Bridgepoint LLCNew York, NY · 60 clientsPrivate fund adviser
No custodian reported
$24B
769
BGO US Real Estate LPNew York, NY · 264 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
No custodian reported
$24B
770
Providence Equity Partners L.L.C.Providence, RI · 41 clientsPrivate fund adviserAffiliated broker-dealerZ Square Partners Consulting Co., LTD.
No custodian reported
$24B
771
Precision Fiduciary Partners, LLCAustin, TX · 4,144 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
No custodian reported
$24B
772
T. Rowe Price Japan, Inc.Tokyo, Japan · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
State Street 82%
$24B
773
Bentallgreenoak (u.s.) Limited PartnershipSeattle, WA · 17 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
No custodian reported
$24B
774
Polen Capital Management, LLCBoca Raton, FL · 1,602 clientsAsset managerHybrid
Morgan Stanley 58%
$24B
775
Templeton Asset Management LTD.Singapore, Singapore · 78 clientsBroker-dealer firmAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
J.P. Morgan 44%Citi 29%BNY 27%
$24B
776
Commonfund Ocio, Inc.Norwalk, CT · 156 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
Fidelity 100%
$24B
777
China Asset Management (hong Kong) LimitedHong Kong, Hong Kong · 63 clientsPrivate fund adviserAffiliated broker-dealerCitic Securities Co., Limited, Mackenzie Financial Corporation
Industrial Bank Co., LTD., Hong Kong Branch 59%China Merchants Bank Co., LTD., Hong Kong Branch 33%
$24B
778
Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
Fidelity 74%Schwab 26%
$24B
779
FEGCincinnati, OH · 214 clientsAsset manager
Schwab 68%Northern Trust 32%
$24B
780
Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
Northern Trust 56%State Street 25%
$24B
781
Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsWealth managerAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
$24B
782
Accel-KkrMenlo Park, CA · 32 clientsPrivate fund adviser
No custodian reported
$24B
783
Systematica Investments Singapore PTE. LTDSingapore, Singapore · 38 clientsPrivate fund adviser
No custodian reported
$24B
784
Systematica Investments GP LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
No custodian reported
$24B
785
Systematica Investments LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
No custodian reported
$24B
786
Systematica Investments UK LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
No custodian reported
$24B
787
Moore Capital Management, LPNew York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealerParcel D Development, LLC
No custodian reported
$24B
788
Horsley Bridge Partners LLCSan Francisco, CA · 46 clientsPrivate fund adviser
No custodian reported
$24B
789
K1 Investment Management LLCManhattan Beach, CA · 26 clientsPrivate fund adviser
No custodian reported
$24B
790
Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
LPL Financial 39%Fidelity 34%Schwab 27%
$24B
791
Twentyfour Asset Management (US) LPNew York, NY · 24 clientsPrivate fund adviser
State Street 100%
$23B
792
Longfellow Investment Management Co. LLCBoston, MA · 161 clientsAsset manager
Northern Trust 47%BNY 27%State Street 26%
$23B
793
Adrian LEE & PartnersCo Dublin, Ireland · 11 clientsAsset manager
J.P. Morgan 47%State Street 31%BNY 22%
$23B
794
Wasatch Advisors LPSalt Lake City, UT · 239 clientsAsset managerHybrid
Northern Trust 41%BNY 33%State Street 26%
$23B
795
Oxford Financial Group, LTDCarmel, IN · 697 clientsWealth manager
Fidelity 100%
$23B
796
New Holland Capital, LLCNew York, NY · 34 clientsPrivate fund adviser
No custodian reported
$23B
797
Jordan Park Group LLCSan Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
Fidelity 63%Schwab 37%
$23B
798
Engineers Gate Manager LPNew York, NY · 5 clientsPrivate fund adviser
No custodian reported
$23B
799
Capital Advisors Group, IncBoston, MA · 236 clientsAsset manager
U.S. Bank 100%
$23B
800
Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
Schwab 80%
$23B

The RIA database

RIAs by state

The RIA database

RIAs by state