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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16561 No custodian reported
+00% 1 yr$0 16562 Nationwide Securities, LLC Columbus, OH · 108 clients Broker-dealer firm Hybrid Nationwide Fund Distributors LLC, Nationwide Investment Services Corporation No custodian reported
+00% 1 yr$0 16563 No custodian reported
+00% 1 yr$0 16564 No custodian reported
+00% 1 yr$0 16565 No custodian reported
+00% 1 yr$0 16566 No custodian reported
+00% 1 yr$0 16567 MMA Securities LLC New York, NY · 10,839 clients Broker-dealer firm Hybrid MMC Securities (ireland) Limited, MMC Securities LLC, clears through Pershing No custodian reported
+00% 1 yr$0 16568 No custodian reported
+00% 1 yr$0 16569 Demarche Overland Park, KS · 40 clients Asset manager No custodian reported
+00% 1 yr$0 16570 No custodian reported
+00% 1 yr$0 16571 No custodian reported
+00% 1 yr$0 16572 No custodian reported
+00% 1 yr$0 16573 No custodian reported
+00% 1 yr$0 16574 No custodian reported
+00% 1 yr$0 16575 No custodian reported
+00% 1 yr$0 16576 No custodian reported
+00% 1 yr$0 16577 No custodian reported
+00% 1 yr$0 16578 No custodian reported
+00% 1 yr$0 16579 No custodian reported
+00% 1 yr$0 16580 No custodian reported
+00% 1 yr$0 16581 No custodian reported
+00% 1 yr$0 16582 No custodian reported
+00% 1 yr$0 16583 No custodian reported
+00% 1 yr$0 16584 No custodian reported
+00% 1 yr$0 16585 No custodian reported
+00% 1 yr$0 16586 No custodian reported
+00% 1 yr$0 16587 No custodian reported
+00% 1 yr$0 16588 No custodian reported
+00% 1 yr$0 16589 No custodian reported
+00% 1 yr$0 16590 No custodian reported
+00% 1 yr$0 16591 No custodian reported
+00% 1 yr$0 16592 No custodian reported
+00% 1 yr$0 16593 No custodian reported
+00% 1 yr$0 16594 No custodian reported
+00% 1 yr$0 16595 No custodian reported
+00% 1 yr$0 16596 No custodian reported
+00% 1 yr$0 16597 No custodian reported
+00% 1 yr$0 16598 No custodian reported
+00% 1 yr$0 16599 No custodian reported
+00% 1 yr$0 16600 No custodian reported
+00% 1 yr$0 Previous 40 Page 415 of 431 Next 40