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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17161 No custodian reported
+00% 1 yr$0 17162 Oneup London, United Kingdom · 60 clients Asset manager No custodian reported
+00% 1 yr$0 17163 No custodian reported
+00% 1 yr$0 17164 No custodian reported
+00% 1 yr$0 17165 No custodian reported
+00% 1 yr$0 17166 No custodian reported
+00% 1 yr$0 17167 No custodian reported
+00% 1 yr$0 17168 No custodian reported
+00% 1 yr$0 17169 No custodian reported
+00% 1 yr$0 17170 No custodian reported
+00% 1 yr$0 17171 No custodian reported
+00% 1 yr$0 17172 No custodian reported
+00% 1 yr$0 17173 No custodian reported
+00% 1 yr$0 17174 No custodian reported
+00% 1 yr$0 17175 Nantas Montevideo, Montevideo, Uruguay Asset manager Affiliated broker-dealer No custodian reported
+00% 1 yr$0 17176 No custodian reported
+00% 1 yr$0 17177 No custodian reported
+00% 1 yr$0 17178 No custodian reported
+00% 1 yr$0 17179 No custodian reported
+00% 1 yr$0 17180 No custodian reported
+00% 1 yr$0 17181 No custodian reported
+00% 1 yr$0 17182 No custodian reported
+00% 1 yr$0 17183 No custodian reported
+00% 1 yr$0 17184 No custodian reported
+00% 1 yr$0 17185 No custodian reported
+00% 1 yr$0 17186 No custodian reported
+00% 1 yr$0 17187 PGM Inc. Montreal, Quebec, Canada Asset manager Hybrid National Bank Financial Inc., PGM Global Inc. No custodian reported
+00% 1 yr$0 17188 No custodian reported
+00% 1 yr$0 17189 No custodian reported
+00% 1 yr$0 17190 No custodian reported
+00% 1 yr$0 17191 No custodian reported
+00% 1 yr$0 17192 No custodian reported
+00% 1 yr$0 17193 No custodian reported
+00% 1 yr$0 17194 No custodian reported
+00% 1 yr$0 17195 Artisan Partners UK LLP London, United Kingdom Asset manager Affiliated broker-dealer Apel Financial Distribution Services LTD, Artisan Partners Distributors LLC No custodian reported
+00% 1 yr$0 17196 No custodian reported
+00% 1 yr$0 17197 No custodian reported
+00% 1 yr$0 17198 No custodian reported
+00% 1 yr$0 17199 No custodian reported
+00% 1 yr$0 17200 BX Reit Advisors L.L.C. New York, NY · 2 clients Asset manager Hybrid Blackstone Securities Partners L.P., Currencies Direct LTD No custodian reported
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