The RIA database

Name: The RIA database
Creator: Financial ADVSR

Firms we cover Atlas screener Wealth Manager database This month’s movers Custodian profiles RIA statistics

Registered RIAs: 17,210
Regulatory AUM: $177.9T
Use more than one custodian: 4,024
Hybrid: 3,733

Where their clients’ assets sit. Select a custodian to filter the list.

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17,210 firms manage $177.9 trillion

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1761
Matthews International Capital Management, LLCSan Francisco, CA · 38 clientsAsset managerHybridMatthews Global Investors (hong Kong) Limited
No custodian reported
$6.6B
1762
Cortec Group Management Services, LLCNew York, NY · 12 clientsPrivate fund adviser
No custodian reported
$6.6B
1763
Southpoint Capital Advisors LPNew York, NY · 2 clientsPrivate fund adviser
No custodian reported
$6.6B
1764
Qcam Currency Asset Management AGZUG, Switzerland · 9 clientsAsset manager
No custodian reported
$6.6B
1765
Greycourt & Co., Inc.Pittsburgh, PA · 44 clientsWealth manager
Northern Trust 69%
$6.6B
1766
G Squared Equity Management LPChicago, IL · 16 clientsPrivate fund adviser
No custodian reported
$6.6B
1767
Turn/river Management, L.P.San Francisco, CA · 20 clientsPrivate fund adviser
No custodian reported
$6.6B
1768
Coronation Investment Management International (PTY) LTDClaremont, Cape Town, South Africa · 9 clientsPrivate fund adviser
JPM Chase Bank N.A. London 81%
$6.6B
1769
Bernhard Capital Partners Management, LPBaton Rouge, LA · 23 clientsPrivate fund adviser
No custodian reported
$6.6B
1770
T. Rowe Price (canada), Inc.Baltimore, MD · 27 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
BNY 100%
$6.6B
1771
Level Four Advisory ServicesDallas, TX · 15,720 clientsWealth managerBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
Raymond James 89%
$6.5B
1772
K2/d&s Management Co., L.L.C.Stamford, CT · 72 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Securities, LLC
The Master Trust Bank of Japan, LTD 100%
$6.5B
1773
Shelton Capital ManagementDenver, CO · 1,500 clientsAsset managerHybridRFS Partners
Raymond James 43%Schwab 42%
$6.5B
1774
Sendero Wealth Management, LLCSan Antonio, TX · 369 clientsWealth managerHybridSendero Securities, LLC, clears through Pershing
Pershing 86%
$6.5B
1775
Omnicap Group LLCEl Segundo, CA · 6 clientsAsset manager
No custodian reported
$6.5B
1776
Foxhaven Asset Management, LPCharlottesville, VA · 5 clientsPrivate fund adviser
No custodian reported
$6.5B
1777
Osaic Institutions, Inc.Meriden, CT · 16,312 clientsBroker-dealer firmHybridLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
Pershing 100%
$6.5B
1778
Kornitzer Capital Management, Inc.Mission, KS · 2,008 clientsAsset managerHybrid
Great Plains Trust 100%
$6.5B
1779
Highvista Private Capital Management LLCBoston, MA · 63 clientsPrivate fund adviser
Silicon Valley Bank 100%
$6.5B
1780
Jensen Investment Management Inc.Lake Oswego, OR · 411 clientsAsset managerHybrid
Pershing 100%
$6.5B
1781
Greenspring Advisors, LLCTowson, MD · 1,837 clientsWealth manager
Fidelity 52%Schwab 34%
$6.5B
1782
Avior Wealth Management, LLCOmaha, NE · 4,894 clientsWealth managerHybrid
Schwab 71%Fidelity 29%
$6.5B
1783
Level EquityNew York, NY · 18 clientsPrivate fund adviser
No custodian reported
$6.5B
1784
Douglass Winthrop Advisors LLCNew York, NY · 1,327 clientsWealth managerPublic-company owned
Schwab 50%Pershing 50%
$6.5B
1785
Arnhold LLCNew York, NY · 91 clientsAsset manager
Merrill / Bank of America 100%
$6.4B
1786
Nassau Global Credit LLCNew York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealer1851 Securities, Inc
Computershare Corporate Trust 90%
$6.4B
1787
NWF Advisory Services IncLos Angeles, CA · 11,433 clientsWealth managerHybrid
Pershing 100%
$6.4B
1788
Certares Management LLCNew York, NY · 21 clientsPrivate fund adviser
No custodian reported
$6.4B
1789
Tetragon Partners L.P.New York, NY · 47 clientsPrivate fund adviser
UBS 72%Merrill / Bank of America 28%
$6.4B
1790
Truepoint, Inc.Cincinnati, OH · 1,934 clientsWealth manager
Fidelity 100%
$6.4B
1791
ORG Portfolio Management LLCBeachwood, OH · 10 clientsAsset manager
Northern Trust 89%
$6.4B
1792
Glenview Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
No custodian reported
$6.4B
1793
Txre Advisers, LLCDallas, TX · 21 clientsPrivate fund adviser
No custodian reported
$6.4B
1794
Allianz Capital Partners of America LLCNew York, NY · 11 clientsAsset manager
No custodian reported
$6.4B
1795
AndersenMcLean, VA · 612 clientsWealth managerPublic-company owned
Schwab 82%
$6.3B
1796
Global Alpha Capital Management LTD.Montreal, QC, Canada · 137 clientsAsset managerHybrid
Desjardins 24%
$6.3B
1797
Maple Rock Capital Partners Inc.Toronto, Canada · 3 clientsPrivate fund adviser
No custodian reported
$6.3B
1798
Ethos Capital LPBoston, MA · 12 clientsPrivate fund adviser
No custodian reported
$6.3B
1799
Missionsquare RetirementWashington, DC · 40,527 clientsWealth managerHybridIcma-Rc Services, LLC
Vantagetrust 100%
$6.3B
1800
Madison International Realty Holdings, LLCNew York, NY · 26 clientsPrivate fund adviser
No custodian reported
$6.3B

The RIA database

RIAs by state

The RIA database

RIAs by state