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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1641
Lyrical Asset Management LPNew York, NY · 391 clientsAsset managerHybrid
The Bank of NY Mellon 64%Northern Trust 36%
$7.4B
1642
Retirement and Wealth at Alliant, LLCWayne, PA · 222 clientsBroker-dealer firmHybrid
No custodian reported
$7.4B
1643
First National Advisers, LLCOmaha, NE · 1,145 clientsAsset managerAffiliated broker-dealerNorthland Securities, Inc.
First National Bank of Omaha 72%Raymond James 25%
$7.4B
1644
Surgocap Partners LPNew York, NY · 4 clientsPrivate fund adviser
No custodian reported
$7.4B
1645
Mariner IndependentOverland Park, KS · 4,307 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
Schwab 52%Fidelity 48%
$7.3B
1646
Spectrum EquityBoston, MA · 32 clientsPrivate fund adviser
No custodian reported
$7.3B
1647
Carval CLO Management LLCMinneapolis, MN · 17 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
No custodian reported
$7.3B
1648
Arbour Lane Capital Management LPStamford, CT · 15 clientsPrivate fund adviser
State Street 100%
$7.3B
1649
Dimension Capital Management LLCCoral Gables, FL · 564 clientsAsset manager
Pershing 58%Schwab 42%
$7.3B
1650
Cercano Management LLCBellevue, WA · 33 clientsPrivate fund adviser
Goldman Sachs 48%Fidelity 41%
$7.3B
1651
Badgley Phelps Wealth ManagersSeattle, WA · 1,356 clientsWealth managerAffiliated broker-dealer
Schwab 100%
$7.3B
1652
Peak Rock Capital LLCAustin, TX · 29 clientsPrivate fund adviser
No custodian reported
$7.3B
1653
Pacific Heights Asset Management, LLCSan Francisco, CA · 5 clientsAsset managerHybrid
No custodian reported
$7.3B
1654
Angeles Investment AdvisorsSanta Monica, CA · 61 clientsPrivate fund adviser
Schwab 63%BNY 37%
$7.3B
1655
Midcap Financial Services Capital Management, LLCBethesda, MD · 12 clientsPrivate fund adviser
No custodian reported
$7.3B
1656
Domain Capital Advisors, LLCAtlanta, GA · 33 clientsPrivate fund adviser
No custodian reported
$7.3B
1657
Top Tier Capital Partners, LLCSan Francisco, CA · 43 clientsPrivate fund adviser
No custodian reported
$7.3B
1658
HOF CapitalNew York, NY · 110 clientsPrivate fund adviserHybrid
No custodian reported
$7.3B
1659
Riverstone Investment Group LLCNew York, NY · 21 clientsPrivate fund adviser
No custodian reported
$7.2B
1660
Turim 21 Investimentos LtdaRio De Janeiro, RJ, Brazil · 539 clientsWealth manager
Santander 100%
$7.2B
1661
BondbloxxLarkspur, CA · 27 clientsAsset managerHybrid
No custodian reported
$7.2B
1662
BLS Capital Fondsmaeglerselskab A/sKlampenborg, Denmark · 6 clientsAsset manager
BNY 53%State Street 47%
$7.2B
1663
PPCChicago, IL · 9 clientsPrivate fund adviser
No custodian reported
$7.2B
1664
Flexstone Partners, LLCNew York, NY · 48 clientsPrivate fund adviserAffiliated broker-dealerNatixis Distribution, LLC
No custodian reported
$7.2B
1665
A&m CapitalGreenwich, CT · 14 clientsPrivate fund adviserAffiliated broker-dealerAlvarez & Marsal Securities, LLC
No custodian reported
$7.2B
1666
Invictus Capital PartnersWashington, DC · 29 clientsAsset manager
Computershare Trust Company 100%
$7.2B
1667
Evergreen Capital Management LLCBellevue, WA · 1,157 clientsWealth manager
Schwab 100%
$7.2B
1668
BDT & MSD BDC Management, LLCNew York, NY · 1 clientsAsset managerHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
No custodian reported
$7.2B
1669
Springs Capital (hong Kong) LimitedHong Kong, Hong Kong · 16 clientsAsset manager
Citi 67%
$7.2B
1670
Silversmith Capital PartnersBoston, MA · 24 clientsPrivate fund adviser
No custodian reported
$7.2B
1671
Sachem Head Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$7.2B
1672
Brown Brothers Harriman Mutual Fund Advisory DepartmentNew York, NY · 7 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
No custodian reported
$7.2B
1673
GrovestreetNewton, MA · 42 clientsPrivate fund adviser
No custodian reported
$7.1B
1674
Cassaday & Company, Inc.McLean, VA · 3,267 clientsWealth managerHybrid
Pershing 100%
$7.1B
1675
Tweedy, Browne Company LLCStamford, CT · 222 clientsAsset managerHybridAMG Distributors, Inc.
RBC 45%Pershing 43%
$7.1B
1676
Prairie Capital Management Group, LLCKansas City, MO · 531 clientsAsset managerAffiliated broker-dealer
No custodian reported
$7.1B
1677
Miller Investment Management, LPWest Conshohocken, PA · 183 clientsWealth managerHybrid
J.P. Morgan 83%
$7.1B
1678
Daemon Investment and Asset Management, LLCMiami, FL · 5 clientsPrivate fund adviser
No custodian reported
$7.1B
1679
Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
$7.1B
1680
Butterfly Equity LPBeverly Hills, CA · 23 clientsPrivate fund adviser
No custodian reported
$7.1B

The RIA database

RIAs by state

The RIA database

RIAs by state