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
17121 No custodian reported
+00% 1 yr$0 17122 No custodian reported
+00% 1 yr$0 17123 No custodian reported
+00% 1 yr$0 17124 No custodian reported
+00% 1 yr$0 17125 No custodian reported
+00% 1 yr$0 17126 No custodian reported
+00% 1 yr$0 17127 No custodian reported
+00% 1 yr$0 17128 No custodian reported
+00% 1 yr$0 17129 No custodian reported
+00% 1 yr$0 17130 No custodian reported
+00% 1 yr$0 17131 Instinet, LLC New York, NY Broker-dealer firm Hybrid Delaware Distributors, L.P., Instinet Australia PTY Limited No custodian reported
+00% 1 yr$0 17132 No custodian reported
+00% 1 yr$0 17133 No custodian reported
+00% 1 yr$0 17134 No custodian reported
+00% 1 yr$0 17135 No custodian reported
+00% 1 yr$0 17136 No custodian reported
+00% 1 yr$0 17137 No custodian reported
+00% 1 yr$0 17138 No custodian reported
+00% 1 yr$0 17139 No custodian reported
+00% 1 yr$0 17140 Fmac Management LLC New York, NY Asset manager Hybrid Fortress Capital Formation LLC, Fortress Wealth Solutions LLC No custodian reported
+00% 1 yr$0 17141 Plootus New Haven, CT · 5,500 clients Asset manager No custodian reported
+00% 1 yr$0 17142 No custodian reported
+00% 1 yr$0 17143 No custodian reported
+00% 1 yr$0 17144 No custodian reported
+00% 1 yr$0 17145 No custodian reported
+00% 1 yr$0 17146 No custodian reported
+00% 1 yr$0 17147 No custodian reported
+00% 1 yr$0 17148 No custodian reported
+00% 1 yr$0 17149 No custodian reported
+00% 1 yr$0 17150 No custodian reported
+00% 1 yr$0 17151 No custodian reported
+00% 1 yr$0 17152 No custodian reported
+00% 1 yr$0 17153 NPW USA Oakville, Ontario, Canada Asset manager Hybrid Nour Private Wealth Inc. No custodian reported
+00% 1 yr$0 17154 No custodian reported
+00% 1 yr$0 17155 No custodian reported
+00% 1 yr$0 17156 No custodian reported
+00% 1 yr$0 17157 No custodian reported
+00% 1 yr$0 17158 No custodian reported
+00% 1 yr$0 17159 No custodian reported
+00% 1 yr$0 17160 No custodian reported
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