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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2401
NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
Citi 76%BNY 24%
$4.1B
2402
Thoroughbred Financial Services, LLCBrentwood, TN · 3,567 clientsBroker-dealer firmHybrid
Fidelity 100%
$4.0B
2403
Moors & Cabot, IncBoston, MA · 5,074 clientsBroker-dealer firmHybridMoors & Cabot, Inc.
No custodian reported
$4.0B
2404
Hudson Structured Capital Management LTD.Stamford, CT · 33 clientsPrivate fund adviser
No custodian reported
$4.0B
2405
Cardinal Capital Management, Inc.Winnipeg, Canada · 3,444 clientsWealth manager
Nbin 77%State Street 23%
$4.0B
2406
Altamont Capital PartnersPalo Alto, CA · 31 clientsPrivate fund adviser
No custodian reported
$4.0B
2407
Permcap Investment OfficeCharleston, SC · 65 clientsWealth manager
Schwab 63%Pershing 37%
$4.0B
2408
Waterous Energy Fund Management (US), LLCHouston, TX · 12 clientsPrivate fund adviser
No custodian reported
$4.0B
2409
Valor Advisors LLCMiami, FL · 66 clientsWealth manager
J.P. Morgan 80%
$4.0B
2410
BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
BNY 63%J.P. Morgan 37%
$4.0B
2411
Mainsail PartnersAustin, TX · 14 clientsPrivate fund adviser
No custodian reported
$4.0B
2412
Hanwha Asset Management (USA) LTD.San Francisco, CA · 4 clientsAsset managerAffiliated broker-dealer
J.P. Morgan 100%
$4.0B
2413
Intermede Investment Partners LimitedLondon, United Kingdom · 15 clientsAsset manager
BNP Paribas 37%Northern Trust 36%J.P. Morgan 27%
$4.0B
2414
Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsWealth managerAffiliated broker-dealer
Schwab 55%RBC 33%
$4.0B
2415
New Frontier Advisors, LLCBoston, MA · 122 clientsAsset manager
Schwab 84%
$4.0B
2416
Argent Capital Management LLCClayton, MO · 1,160 clientsWealth manager
Schwab 50%Commerce Bancshares 50%
$4.0B
2417
Corecap AdvisorsSouthfield, MI · 9,677 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
Schwab 99%
$4.0B
2418
Truarc Partners, LPNew York, NY · 23 clientsPrivate fund adviser
No custodian reported
$4.0B
2419
Tailwater CapitalDallas, TX · 21 clientsPrivate fund adviser
No custodian reported
$4.0B
2420
Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
State Street 84%
$4.0B
2421
Brentwood Private Equity, LLCLos Angeles, CA · 23 clientsPrivate fund adviser
No custodian reported
$4.0B
2422
Advus Financial Partners, LLCWinter Park, FL · 528 clientsAsset manager
Fidelity Management Trust 37%Fidelity 32%Empower Trust Co 30%
$4.0B
2423
IM Global Partner Fund Management LLCEl Segundo, CA · 15 clientsAsset managerHybridIM Global US Distributors LLC
No custodian reported
$4.0B
2424
Nordwand AdvisorsRadnor, PA · 67 clientsWealth manager
Fidelity 83%
$4.0B
2425
Team Hewins, LLCFoster City, CA · 576 clientsWealth manager
Schwab 85%
$4.0B
2426
Financial Integrity Advisors, LLCPhiladelphia, PA · 7 clientsAsset manager
BNY 100%
$4.0B
2427
Inspire Investing, LLCMeridian, ID · 455 clientsAsset managerHybrid
Goldman Sachs 58%Schwab 42%
$4.0B
2428
Pantera CapitalSan Francisco, CA · 35 clientsPrivate fund adviser
No custodian reported
$4.0B
2429
Stenham Asset Management LimitedSt. Peter Port, Guernsey · 158 clientsPrivate fund adviser
Northern Trust 69%J.P. Morgan 31%
$4.0B
2430
Glade Brook Capital Partners LLCGreenwich, CT · 40 clientsPrivate fund adviser
No custodian reported
$4.0B
2431
NWI Management LPNew York, NY · 10 clientsPrivate fund adviser
No custodian reported
$4.0B
2432
Sterling Investment Partners Advisers, LLCGreenwich, CT · 6 clientsPrivate fund adviser
No custodian reported
$3.9B
2433
Vernal Point Advisors, LLCSan Francisco, CA · 20 clientsWealth managerHybrid
J.P. Morgan 44%Fidelity 23%
$3.9B
2434
Ocean Park Asset Management, LLCSanta Monica, CA · 138 clientsAsset managerHybrid
Schwab 100%
$3.9B
2435
Madison Avenue Partners LPNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$3.9B
2436
Tiger Infrastructure Partners LPNew York, NY · 30 clientsPrivate fund adviser
No custodian reported
$3.9B
2437
Wealthcare Capital Management LLCRichmond, VA · 5,691 clientsWealth managerHybridSammons Financial Network, LLC
LPL Financial 50%Schwab 50%
$3.9B
2438
Pictet Asset Management (singapore) PTE LTDSingapore, Singapore · 24 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
J.P. Morgan 77%Northern Trust 23%
$3.9B
2439
Hildred Capital Management, LLCNew York, NY · 17 clientsPrivate fund adviser
No custodian reported
$3.9B
2440
Atalanta Sosnoff Management, LLCNew York, NY · 597 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
Morgan Stanley 78%
$3.9B

The RIA database

RIAs by state

The RIA database

RIAs by state