Filters Firm type Wealth manager · 8,915 Private fund adviser · 4,686 Asset manager · 3,218 Broker-dealer firm · 391
Size $1B+ $100M–$1B Under $100M
Custodian Custodian Any custodian Charles Schwab (6,418) Fidelity (2,295) BNY Pershing (627) BNY (601) J.P. Morgan (528) Northern Trust (517) State Street (466) LPL Financial (378) Interactive Brokers (354) Raymond James (323) Morgan Stanley (290) Goldman Sachs (236) U.S. Bank (198) Altruist (187) SEI (185) Wells Fargo (180) Citi (166) Merrill / Bank of America (163) UBS (159) Fidelity Distributors Company (153) RBC (149) Axos (96) Vanguard (59) Apex Fintech (51) Matrix Trust (40) Capital Client Group (39) Empower Financial Services (36) Tiaa-Cref Individual & Institutional Services (36) TradePMR / Robinhood (31) Assetmark Brokerage (30) U.S. Bancorp Investments (29) Betterment (24) Stonex Financial (24) Ascensus Broker Dealer Services (22) Assetmark Trust (22) Ascensus Trust (21) Alpaca Securities (20) Fidelity Management Trust (20) Principal Securities (20) Fifth Third Bank (19) Jefferies (19) Wilmington Trust (19) Hilltop Securities (17) PNC Bank (17) CIBC Mellon (16) Principal Financial Group (16) Brown Brothers Harriman & (15) CIBC Mellon Trust (15) Comerica Bank (15) Nationwide Securities (15) Assetmark (13) Empower (13) MID Atlantic Trust (13) American Funds (12) Bank Vontobel AG (12) Empower Retirement (12) Fiduciary Trust (12) HSBC Bank PLC (12) National Bank Independent Network (12) Nationwide Investment Services (12) Reliance Trust (12) Banque Pictet & CIE SA (11) Stifel, Nicolaus & Company, Incorporated (11) Amalgamated Bank (10) BNP Paribas (10) PNC Wealth Management (10) Principal Custody Solutions (10) Robert W. Baird & Co. Incorporated (10) ADP Broker-Dealer (9) American Trust Custody (9) Broadridge Business Process Outsourcing (9) Empower Trust (9) Fifth Third Securities (9) John Hancock Distributors (9) The Master Trust Bank of Japan, LTD. (9) Truist Bank (9) UMB Financial Services (9) Computershare Trust Company (8) Empower Trust Company (8) HSBC (8) One More than one None reported
Broker-dealer Hybrid Affiliated No ties
Their broker-dealer clears through Their broker-dealer clears through… Pershing (147) National Financial Services (Fidelity) (95) RBC Capital Markets (27) Apex Clearing (15) Wedbush (15) Axos Clearing (12) Interactive Brokers (12) StoneX (10) Wells Fargo Clearing Services (10) Hilltop Securities (9) J.P. Morgan (9) Stifel (7) BofA Securities (6) Raymond James (5) Charles Schwab (3) LPL Financial (3) Vision Financial Markets (3) Goldman Sachs (2) Robinhood (2) Velocity Clearing (1) State State Every state Alabama (92) Alaska (9) Argentina (3) Arizona (212) Arkansas (57) Australia (38) Bahamas, The (3) Belgium (1) Bermuda (11) Bolivia (1) Brazil (24) British Virgin Islands (3) California (1,873) Canada (151) Cayman Islands (9) Chile (2) China (16) Colombia (2) Colorado (359) Connecticut (507) Croatia (1) Cyprus (1) Delaware (39) Denmark (5) District of Columbia (59) Dominican Republic (1) Estonia (3) Florida (1,090) France (7) Georgia (331) Germany (3) Ghana (1) Gibraltar (2) Greece (1) Guam (2) Guatemala (1) Guernsey (5) Hawaii (20) Hong Kong (74) Idaho (54) Illinois (684) India (27) Indiana (146) Iowa (91) Ireland (16) Isle of Man (1) Israel (8) Italy (1) Jamaica (1) Japan (17) Jersey (7) Kansas (134) Kentucky (85) Korea, South (6) Liechtenstein (1) Louisiana (82) Luxembourg (4) Maine (32) Malaysia (1) Malta (1) Maryland (227) Massachusetts (627) Mauritius (6) Mexico (12) Michigan (305) Minnesota (276) Mississippi (34) Missouri (196) Monaco (4) Montana (24) Nebraska (71) Netherlands (1) Nevada (77) New Hampshire (78) New Jersey (392) New Mexico (25) New York (2,591) New Zealand (2) North Carolina (288) North Dakota (9) Norway (2) Ohio (403) Oklahoma (84) Oregon (156) Pennsylvania (564) Peru (1) PR (49) Rhode Island (49) Romania (1) Saint Lucia (1) Singapore (43) South Africa (2) South Carolina (116) South Dakota (14) Spain (3) Sweden (4) Switzerland (64) Taiwan, Republic of China (3) Tennessee (227) Texas (1,081) Thailand (1) Trinidad and Tobago (1) Turkey (1) United Arab Emirates (8) United Kingdom (273) Uruguay (1) Utah (151) Vermont (33) VI (2) Virginia (300) Washington (271) West Virginia (12) Wisconsin (195) Wyoming (25) Atlas filters Growing 20%+ a year Broker-dealer affiliation Outside investor Succession signals Buyer signals Contacts on fileEvery investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
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16481 No custodian reported
+00% 1 yr$305K 16482 Schwab 100%
+00% 1 yr$280K 16483 Schwab 100%
+00% 1 yr$280K 16484 Binance 100%
+00% 1 yr$260K 16485 Mostt Inc. Sherman Oaks, CA · 1,230 clients Wealth manager No custodian reported
+00% 1 yr$254K 16486 No custodian reported
+00% 1 yr$229K 16487 BOA Capital Securities 100%
+00% 1 yr$228K 16488 No custodian reported
+00% 1 yr$219K 16489 Apex Fintech 100%
+00% 1 yr$198K 16490 Wells Fargo 100%
+00% 1 yr$180K 16491 Interactive Brokers 100%
+00% 1 yr$177K 16492 No custodian reported
+00% 1 yr$172K 16493 No custodian reported
+00% 1 yr$164K 16494 No custodian reported
+00% 1 yr$150K 16495 No custodian reported
+00% 1 yr$147K 16496 Interactive Brokers 100%
+00% 1 yr$143K 16497 Wing Newport Beach, CA · 23 clients Wealth manager Wrap sponsor Apex Fintech 100%
+00% 1 yr$128K 16498 Bank Julius BAR & Co.ag 100%
+00% 1 yr$105K 16499 No custodian reported
+00% 1 yr$100K 16500 No custodian reported
+00% 1 yr$100K 16501 No custodian reported
+00% 1 yr$100K 16502 No custodian reported
+00% 1 yr$100K 16503 Apex Fintech 100%
+00% 1 yr$100K 16504 No custodian reported
+00% 1 yr$95K 16505 Standard Bank 100%
+00% 1 yr$83K 16506 Betterment 100%
+00% 1 yr$76K 16507 No custodian reported
+00% 1 yr$75K 16508 Interactive Brokers 100%
+00% 1 yr$73K 16509 Binvesting Houston, TX · 6 clients Wealth manager Bank-affiliated Hybrid Banorte Securities International LTD, Casa De Bolsa Banorte, S.A. De C.V., clears through Pershing Pershing 100%
+00% 1 yr$52K 16510 Interactive Brokers 100%
+00% 1 yr$52K 16511 No custodian reported
+00% 1 yr$46K 16512 Alpaca Securities 100%
+00% 1 yr$40K 16513 Vantar New York, NY · 250 clients Wealth manager Hybrid No custodian reported
+00% 1 yr$40K 16514 Alpaca Securities 100%
+00% 1 yr$39K 16515 Alpaca Securities 100%
+00% 1 yr$36K 16516 Altruist 100%
+00% 1 yr$35K 16517 Alpaca Securities 100%
+00% 1 yr$34K 16518 Interactive Brokers 100%
+00% 1 yr$32K 16519 No custodian reported
+00% 1 yr$29K 16520 Rqd* Clearing 100%
+00% 1 yr$27K Previous 40 Page 413 of 431 Next 40