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.
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
16761 No custodian reported
+00% 1 yr$0 16762 No custodian reported
+00% 1 yr$0 16763 No custodian reported
+00% 1 yr$0 16764 Innovayte Capital Dallas, TX Asset manager Hybrid BHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab No custodian reported
+00% 1 yr$0 16765 No custodian reported
+00% 1 yr$0 16766 No custodian reported
+00% 1 yr$0 16767 No custodian reported
+00% 1 yr$0 16768 No custodian reported
+00% 1 yr$0 16769 No custodian reported
+00% 1 yr$0 16770 No custodian reported
+00% 1 yr$0 16771 No custodian reported
+00% 1 yr$0 16772 No custodian reported
+00% 1 yr$0 16773 No custodian reported
+00% 1 yr$0 16774 No custodian reported
+00% 1 yr$0 16775 No custodian reported
+00% 1 yr$0 16776 Lakpa LLC Vitacura, Santiago, Chile Asset manager No custodian reported
+00% 1 yr$0 16777 No custodian reported
+00% 1 yr$0 16778 No custodian reported
+00% 1 yr$0 16779 Russell Investments Seattle, WA · 1 clients Asset manager Hybrid Russell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC No custodian reported
+00% 1 yr$0 16780 Russell Investments Seattle, WA · 1 clients Asset manager Hybrid Russell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC No custodian reported
+00% 1 yr$0 16781 No custodian reported
+00% 1 yr$0 16782 No custodian reported
+00% 1 yr$0 16783 Senstomi Southfield, MI · 2 clients Asset manager No custodian reported
+00% 1 yr$0 16784 No custodian reported
+00% 1 yr$0 16785 Inter Advisors LLC Miami, FL Asset manager Hybrid Inter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing No custodian reported
+00% 1 yr$0 16786 No custodian reported
+00% 1 yr$0 16787 No custodian reported
+00% 1 yr$0 16788 No custodian reported
+00% 1 yr$0 16789 No custodian reported
+00% 1 yr$0 16790 No custodian reported
+00% 1 yr$0 16791 No custodian reported
+00% 1 yr$0 16792 No custodian reported
+00% 1 yr$0 16793 No custodian reported
+00% 1 yr$0 16794 No custodian reported
+00% 1 yr$0 16795 No custodian reported
+00% 1 yr$0 16796 No custodian reported
+00% 1 yr$0 16797 No custodian reported
+00% 1 yr$0 16798 No custodian reported
+00% 1 yr$0 16799 No custodian reported
+00% 1 yr$0 16800 Mezzi Menlo Park, CA · 317 clients Asset manager No custodian reported
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