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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16721 Hyve New York, NY Asset manager No custodian reported
+00% 1 yr$0 16722 GW Asena PTY LTD Melbourne, Victoria, Australia Asset manager Hybrid Giles Wade Private Wealth PTY LTD No custodian reported
+00% 1 yr$0 16723 No custodian reported
+00% 1 yr$0 16724 No custodian reported
+00% 1 yr$0 16725 Truedge Asset Management LLC Indianapolis, IN Asset manager Hybrid Peak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services No custodian reported
+00% 1 yr$0 16726 No custodian reported
+00% 1 yr$0 16727 No custodian reported
+00% 1 yr$0 16728 No custodian reported
+00% 1 yr$0 16729 No custodian reported
+00% 1 yr$0 16730 No custodian reported
+00% 1 yr$0 16731 No custodian reported
+00% 1 yr$0 16732 No custodian reported
+00% 1 yr$0 16733 No custodian reported
+00% 1 yr$0 16734 No custodian reported
+00% 1 yr$0 16735 No custodian reported
+00% 1 yr$0 16736 No custodian reported
+00% 1 yr$0 16737 Svvy Phoenix, AZ Asset manager No custodian reported
+00% 1 yr$0 16738 No custodian reported
+00% 1 yr$0 16739 No custodian reported
+00% 1 yr$0 16740 No custodian reported
+00% 1 yr$0 16741 No custodian reported
+00% 1 yr$0 16742 No custodian reported
+00% 1 yr$0 16743 No custodian reported
+00% 1 yr$0 16744 No custodian reported
+00% 1 yr$0 16745 No custodian reported
+00% 1 yr$0 16746 Nectarine San Diego, CA · 3,210 clients Asset manager Hybrid No custodian reported
+00% 1 yr$0 16747 No custodian reported
+00% 1 yr$0 16748 No custodian reported
+00% 1 yr$0 16749 No custodian reported
+00% 1 yr$0 16750 No custodian reported
+00% 1 yr$0 16751 No custodian reported
+00% 1 yr$0 16752 No custodian reported
+00% 1 yr$0 16753 No custodian reported
+00% 1 yr$0 16754 No custodian reported
+00% 1 yr$0 16755 Cove Santa Clara, CA · 2,127 clients Asset manager No custodian reported
+00% 1 yr$0 16756 No custodian reported
+00% 1 yr$0 16757 No custodian reported
+00% 1 yr$0 16758 No custodian reported
+00% 1 yr$0 16759 No custodian reported
+00% 1 yr$0 16760 No custodian reported
+00% 1 yr$0 Previous 40 Page 419 of 431 Next 40