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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2961
Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
Pershing 88%
$2.8B
2962
Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
Schwab 39%Raymond James 31%Fidelity 30%
$2.8B
2963
Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
SEI 82%
$2.8B
2964
Pointer Management, LLCChattanooga, TN · 6 clientsPrivate fund adviser
No custodian reported
$2.8B
2965
Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsWealth managerHybridIM Global US Distributors LLC
Schwab 57%Wells Fargo 43%
$2.8B
2966
Veta Investment Partners, LLCLawrence, KSAsset managerAffiliated broker-dealerAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
U.S. Bank 100%
$2.8B
2967
Blackstone Real Estate Advisors Europe L.P.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
No custodian reported
$2.8B
2968
Stone Hill Fiduciary Management, LLCGreat Neck, NY · 94 clientsAsset manager
Fidelity Management Trust 100%
$2.8B
2969
Johnson BrunettiWethersfield, CT · 6,044 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
Fidelity 100%
$2.8B
2970
LRI InvestmentsPalm Beach Gardens, FL · 582 clientsWealth managerHybrid
Pershing 0%
$2.8B
2971
Ohana AdvisorsSan Rafael, CA · 22 clientsWealth manager
No custodian reported
$2.8B
2972
ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
Fidelity 90%
$2.8B
2973
Cain International Advisers LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
No custodian reported
$2.8B
2974
Expand Financial, LLC1,858 clientsAsset manager
MID Atlantic Trust 44%Matrix Trust 44%
$2.8B
2975
MarinerOverland Park,, KS · 3,537 clientsWealth managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
Fidelity 100%
$2.8B
2976
Barwick & Partners, Inc.360 clientsAsset manager
Schwab 82%
$2.8B
2977
Stegner Investment Associates IncLouisville, KY · 235 clientsAsset manager
Lincoln Financial Group Trust 45%Schwab 34%
$2.8B
2978
Cordiant Capital Inc.Montreal, Canada · 8 clientsPrivate fund adviser
No custodian reported
$2.8B
2979
ArdianNew York, NY · 10 clientsPrivate fund adviserHybrid
No custodian reported
$2.8B
2980
Singerman Real Estate Management Company, L.P.Chicago, IL · 13 clientsPrivate fund adviser
No custodian reported
$2.8B
2981
Pretium Credit Management, LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerPretium Securities, LLC
No custodian reported
$2.8B
2982
Nexpoint Asset Management, L.P.Dallas, TX · 5 clientsAsset managerAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
No custodian reported
$2.8B
2983
GHK Capital Partners LPGreenwich, CT · 10 clientsPrivate fund adviser
No custodian reported
$2.8B
2984
Consonance Capital Partners, LPNew York, NY · 16 clientsPrivate fund adviser
No custodian reported
$2.8B
2985
Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsWealth managerPublic-company owned
Schwab 100%
$2.8B
2986
Holdco Asset Management, LPFort Lauderdale, FL · 4 clientsPrivate fund adviser
No custodian reported
$2.8B
2987
Raine Capital LLCNew York, NY · 40 clientsPrivate fund adviserHybridRaine Advisors India Private Limited, Raine Advisors Limited
No custodian reported
$2.8B
2988
Ryan ALM Advisers, LLC9 clientsAsset manager
Northern Trust 100%
$2.8B
2989
A16z Perennial Management, L.P.Menlo Park, CA · 73 clientsWealth manager
Fidelity 100%
$2.8B
2990
CDH Investment Advisory Private LimitedSingapore, Singapore · 5 clientsPrivate fund adviser
No custodian reported
$2.8B
2991
Falcons I, LLCAtlanta, GA · 1 clientsPrivate fund adviser
No custodian reported
$2.7B
2992
Peconic Partners LLCNew York, NY · 8 clientsPrivate fund adviser
J.P. Morgan 100%
$2.7B
2993
Arete Wealth Advisors, LLCChicago, IL · 5,426 clientsBroker-dealer firmHybridArete Wealth Management, LLC, clears through Pershing
No custodian reported
$2.7B
2994
Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsWealth managerHybrid
Schwab 100%
$2.7B
2995
Dearborn Partners L.L.C.Chicago, IL · 285 clientsAsset managerHybrid
Schwab 68%J.P. Morgan 32%
$2.7B
2996
DW Healthcare PartnersPark City, UT · 12 clientsPrivate fund adviser
No custodian reported
$2.7B
2997
Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
$2.7B
2998
Bison Wealth, LLCAtlanta, GA · 9,003 clientsWealth managerHybrid
Fidelity 65%Schwab 35%
$2.7B
2999
Black Chamber Partners, LLCWashington, DC · 9 clientsPrivate fund adviser
No custodian reported
$2.7B
3000
Serone Capital Management LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
BNY 69%Morgan Stanley 31%
$2.7B

The RIA database

RIAs by state

The RIA database

RIAs by state