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.

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

1241
Cullen Capital Management, LLCNew York, NY · 8,417 clientsWealth managerHybrid
J.P. Morgan 44%UBS 30%Schwab 26%
$12B
1242
Krane Funds Advisors, LLCNew York, NY · 52 clientsAsset managerHybrid
Schwab 100%
$12B
1243
Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
Schwab 49%Fidelity 24%
$12B
1244
Cbre Investment Management Infrastructure Inc.Toronto, Ontario, Canada · 51 clientsPrivate fund adviserAffiliated broker-dealerCbre Capital Advisors, Inc.
No custodian reported
$12B
1245
Kennedy Lewis Management LPNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerKennedy Lewis Capital Markets LLC
No custodian reported
$12B
1246
Sprucegrove Investment Management LTDToronto, Ontario, Canada · 48 clientsAsset managerHybrid
State Street 46%J.P. Morgan 46%
$12B
1247
Everett Harris & CoLos Angeles, CA · 743 clientsWealth manager
Merrill / Bank of America 73%Schwab 27%
$12B
1248
Longview Partners LLPLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealer
BNY 50%Northern Trust 22%
$12B
1249
Longview Partners (guernsey) LimitedSt. Peter Port, Guernsey · 8 clientsPrivate fund adviserAffiliated broker-dealer
BNY 50%Northern Trust 22%
$12B
1250
Angel Oak Capital Advisors, LLCAtlanta, GA · 34 clientsAsset managerHybrid
U.S. Bank 68%BNY 32%
$11B
1251
Kinderhook Industries, LLCNew York, NY · 12 clientsPrivate fund adviser
No custodian reported
$11B
1252
Lasalle Investment ManagementChicago, IL · 25 clientsPrivate fund adviserHybridJones Lang Lasalle Securities, LLC, Lasalle Investment Management Distributors, LLC
No custodian reported
$11B
1253
Guinness Global InvestorsLondon, United Kingdom · 38 clientsPrivate fund adviser
No custodian reported
$11B
1254
The Windacre Partnership LLCHouston, TX · 3 clientsPrivate fund adviser
No custodian reported
$11B
1255
Artemis Real Estate PartnersChevy Chase, MD · 30 clientsPrivate fund adviserHybridBarings Securities LLC
No custodian reported
$11B
1256
Gerber/taylor Management LLCMemphis, TN · 95 clientsPrivate fund adviser
Schwab 100%
$11B
1257
QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsWealth managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
Fidelity 72%Pershing 28%
$11B
1258
Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
Northern Trust 54%Schwab 25%
$11B
1259
AB Private Credit Investors LLCAustin, TX · 30 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
Sanford C. Bernstein & Co. 100%
$11B
1260
Vanguard Personalized Indexing ManagementOakland, CA · 205 clientsAsset managerHybridVanguard Marketing Corporation
Schwab 64%Fidelity 36%
$11B
1261
PT Asset Management, LLCChicago, IL · 4 clientsAsset managerHybridPT Capital Partners Limited, Performance Trust Capital Partners, LLC, clears through Pershing
U.S. Bank 100%
$11B
1262
Heck Capital Advisors, LLCRhinelander, WI · 1,133 clientsAsset manager
Fidelity 69%
$11B
1263
Parvus Asset Management Jersey Limited16 clientsPrivate fund adviser
HSBC Bank PLC 84%
$11B
1264
Bridges Investment Management IncOmaha, NE · 1,875 clientsAsset manager
Bridges Trust 70%Schwab 30%
$11B
1265
One William Street Capital Management, LP.New York, NY · 21 clientsPrivate fund adviser
J.P. Morgan 100%
$11B
1266
Perigon Wealth Management, LLCSan Francisco, CA · 5,664 clientsWealth managerHybrid
Schwab 69%Fidelity 31%
$11B
1267
Guggenheim Corporate Funding, LLCNew York, NY · 32 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
BNY 83%
$11B
1268
Orchard Global Asset Management LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
State Street 100%
$11B
1269
Valueact Capital Management, L.P.San Francisco, CA · 18 clientsPrivate fund adviser
No custodian reported
$11B
1270
Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
Northern Trust 27%Butterfield 26%J.P. Morgan 25%
$11B
1271
Truebridge Capital PartnersChapel Hill, NC · 250 clientsPrivate fund adviser
No custodian reported
$11B
1272
New Mountain Finance Advisers, L.L.C.New York, NY · 13 clientsAsset managerHybrid
No custodian reported
$11B
1273
Corbin Capital Partners, L.P.New York, NY · 27 clientsPrivate fund adviser
Northern Trust 49%Citco Global Custody NV 40%
$11B
1274
Camden Asset ManagementLos Angeles, CA · 17 clientsPrivate fund adviser
State Street 45%BNY 28%
$11B
1275
Golden Gate CapitalSan Francisco, CA · 9 clientsPrivate fund adviser
No custodian reported
$11B
1276
Fermat Capital Management, LLCWestport, CT · 12 clientsAsset manager
J.P. Morgan 45%Citi 39%
$11B
1277
Stone Point Credit Adviser LLCGreenwich, CT · 31 clientsPrivate fund adviserHybridSPC Capital Markets LLC
BNY 100%
$11B
1278
Fondsmaeglerselskabet MAJ Invest A/sCopenhagen K, Denmark · 84 clientsBroker-dealer firm
Danske Bank 52%CIBC Mellon 48%
$11B
1279
BNY Mellon ETF Investment Adviser, LLCBoston, MA · 13 clientsAsset managerHybridBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
No custodian reported
$11B
1280
Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
Schwab 80%
$11B

The RIA database

RIAs by state

The RIA database

RIAs by state