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
16921 No custodian reported
+00% 1 yr$0 16922 No custodian reported
+00% 1 yr$0 16923 No custodian reported
+00% 1 yr$0 16924 No custodian reported
+00% 1 yr$0 16925 No custodian reported
+00% 1 yr$0 16926 No custodian reported
+00% 1 yr$0 16927 No custodian reported
+00% 1 yr$0 16928 No custodian reported
+00% 1 yr$0 16929 No custodian reported
+00% 1 yr$0 16930 No custodian reported
+00% 1 yr$0 16931 No custodian reported
+00% 1 yr$0 16932 No custodian reported
+00% 1 yr$0 16933 No custodian reported
+00% 1 yr$0 16934 No custodian reported
+00% 1 yr$0 16935 No custodian reported
+00% 1 yr$0 16936 Wick Union City, NJ Asset manager No custodian reported
+00% 1 yr$0 16937 No custodian reported
+00% 1 yr$0 16938 No custodian reported
+00% 1 yr$0 16939 Edyn Philadelphia, PA Asset manager No custodian reported
+00% 1 yr$0 16940 No custodian reported
+00% 1 yr$0 16941 No custodian reported
+00% 1 yr$0 16942 No custodian reported
+00% 1 yr$0 16943 No custodian reported
+00% 1 yr$0 16944 No custodian reported
+00% 1 yr$0 16945 No custodian reported
+00% 1 yr$0 16946 No custodian reported
+00% 1 yr$0 16947 No custodian reported
+00% 1 yr$0 16948 No custodian reported
+00% 1 yr$0 16949 No custodian reported
+00% 1 yr$0 16950 No custodian reported
+00% 1 yr$0 16951 No custodian reported
+00% 1 yr$0 16952 No custodian reported
+00% 1 yr$0 16953 No custodian reported
+00% 1 yr$0 16954 No custodian reported
+00% 1 yr$0 16955 No custodian reported
+00% 1 yr$0 16956 No custodian reported
+00% 1 yr$0 16957 No custodian reported
+00% 1 yr$0 16958 No custodian reported
+00% 1 yr$0 16959 No custodian reported
+00% 1 yr$0 16960 No custodian reported
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