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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16801 ASK Dolly Denver, CO · 877 clients Asset manager No custodian reported
+00% 1 yr$0 16802 Benefi Chicago, IL Asset manager No custodian reported
+00% 1 yr$0 16803 8figures Dover, DE · 100 clients Asset manager No custodian reported
+00% 1 yr$0 16804 No custodian reported
+00% 1 yr$0 16805 No custodian reported
+00% 1 yr$0 16806 No custodian reported
+00% 1 yr$0 16807 No custodian reported
+00% 1 yr$0 16808 Clera Bakersfield, CA · 2 clients Asset manager No custodian reported
+00% 1 yr$0 16809 No custodian reported
+00% 1 yr$0 16810 Apollo MPS Management, LLC New York, NY Asset manager Hybrid Apollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing No custodian reported
+00% 1 yr$0 16811 No custodian reported
+00% 1 yr$0 16812 No custodian reported
+00% 1 yr$0 16813 Astor 298 clients Asset manager No custodian reported
+00% 1 yr$0 16814 No custodian reported
+00% 1 yr$0 16815 No custodian reported
+00% 1 yr$0 16816 No custodian reported
+00% 1 yr$0 16817 No custodian reported
+00% 1 yr$0 16818 No custodian reported
+00% 1 yr$0 16819 No custodian reported
+00% 1 yr$0 16820 No custodian reported
+00% 1 yr$0 16821 Eggz Charlemont, MA Asset manager No custodian reported
+00% 1 yr$0 16822 No custodian reported
+00% 1 yr$0 16823 No custodian reported
+00% 1 yr$0 16824 No custodian reported
+00% 1 yr$0 16825 No custodian reported
+00% 1 yr$0 16826 No custodian reported
+00% 1 yr$0 16827 No custodian reported
+00% 1 yr$0 16828 No custodian reported
+00% 1 yr$0 16829 SSC Houston, TX Asset manager No custodian reported
+00% 1 yr$0 16830 Savile Private Wealth LLC San Juan, PR Asset manager Affiliated broker-dealer Savile Capital Markets LLC, clears through RBC Capital Markets, StoneX No custodian reported
+00% 1 yr$0 16831 No custodian reported
+00% 1 yr$0 16832 No custodian reported
+00% 1 yr$0 16833 No custodian reported
+00% 1 yr$0 16834 No custodian reported
+00% 1 yr$0 16835 No custodian reported
+00% 1 yr$0 16836 No custodian reported
+00% 1 yr$0 16837 No custodian reported
+00% 1 yr$0 16838 No custodian reported
+00% 1 yr$0 16839 No custodian reported
+00% 1 yr$0 16840 No custodian reported
+00% 1 yr$0 Previous 40 Page 421 of 431 Next 40