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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3001
CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
Schwab 66%
$2.7B
3002
DC Global VenturesMenlo Park, CA · 10 clientsPrivate fund adviser
No custodian reported
$2.7B
3003
Rembert Pendleton JacksonVienna, VA · 1,458 clientsWealth managerBank-affiliated
Schwab 100%
$2.7B
3004
1789 Capital ManagementPalm Beach, FL · 26 clientsPrivate fund adviserHybridFarvahar Capital LLC
No custodian reported
$2.7B
3005
KBS Realty Advisors, LLCNewport Beach, CA · 3 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
No custodian reported
$2.7B
3006
RTD Financial Advisors IncPhiladelphia, PA · 837 clientsWealth manager
Schwab 78%
$2.7B
3007
Sound Point Commercial Real Estate Finance LLCNew York, NY · 8 clientsAsset manager
BNY 100%
$2.7B
3008
PPM Loan Management Company 2, LLCChicago, IL · 8 clientsPrivate fund adviserAffiliated broker-dealerJackson National Life Distributors LLC
No custodian reported
$2.7B
3009
Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWealth managerWrap sponsor
Pershing 100%
$2.7B
3010
EIR Partners Capital, LPMiami, FL · 14 clientsPrivate fund adviser
No custodian reported
$2.7B
3011
PNC Steel City Advisors, LLCPittsburgh, PA · 4 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
No custodian reported
$2.7B
3012
Innocap Investment Advisers, LLC.New York, NY · 13 clientsAsset managerHybridHedgemark Securities LLC
No custodian reported
$2.7B
3013
Mangrove PartnersGreenwich, CT · 3 clientsPrivate fund adviser
HSBC Private Banking 100%
$2.7B
3014
ARS Investment Partners, LLCNew York, NY · 380 clientsWealth managerAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
Pershing 100%
$2.7B
3015
1988 Asset Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
No custodian reported
$2.7B
3016
Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
J.P. Morgan 51%
$2.7B
3017
Giverny CapitalMontreal, Canada · 5,042 clientsPrivate fund adviser
National Bank Independent Network (nbin) 100%
$2.7B
3018
Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
$2.7B
3019
1sharpe Capital LLCSan Francisco, CA · 7 clientsPrivate fund adviser
No custodian reported
$2.7B
3020
MCP Management, LPAustin, TX · 13 clientsPrivate fund adviser
No custodian reported
$2.7B
3021
TCW PT Management Company LLCLos Angeles, CA · 5 clientsPrivate fund adviserHybridTCW Asia Limited, TCW Funds Distributors LLC
No custodian reported
$2.7B
3022
Hook Mill Capital Partners, LPNew York, NY · 8 clientsPrivate fund adviser
No custodian reported
$2.7B
3023
3i CorporationNew York, NY · 9 clientsAsset manager
No custodian reported
$2.7B
3024
Advanced Portfolio Management, LLCNew York, NY · 8 clientsAsset manager
Interactive Brokers 100%
$2.7B
3025
Global Atlantic Investment Advisors, LLCIndianapolis, IN · 16 clientsAsset managerHybridGlobal Atlantic Distributors, LLC
No custodian reported
$2.7B
3026
Duncan Williams Asset Management, LLCMemphis, TN · 2,238 clientsAsset managerHybrid
Schwab 100%
$2.7B
3027
Inatai Investment Management Co. LLCSeattle, WA · 3 clientsPrivate fund adviser
No custodian reported
$2.7B
3028
Breakthrough PropertiesLos Angeles, CA · 12 clientsPrivate fund adviser
No custodian reported
$2.7B
3029
NPF Investment AdvisorsGrand Rapids, MI · 993 clientsWealth manager
Fidelity 85%
$2.7B
3030
RXR Asset Management LLCUniondale, NY · 78 clientsPrivate fund adviser
No custodian reported
$2.7B
3031
Gobi Capital LLCBeverly Hills, CA · 8 clientsPrivate fund adviser
BNY 100%
$2.7B
3032
Gennx360 Management Company, LLCNew York, NY · 15 clientsPrivate fund adviser
No custodian reported
$2.7B
3033
Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
Fifth Third Bancorp (lincoln) 37%State Street 28%
$2.7B
3034
Precision Capital Advisors, LLCGreenwich, CT · 42 clientsPrivate fund adviserHybridPCA Capital Securities, LLC
No custodian reported
$2.7B
3035
Multicoin Capital Management, LLCAustin, TX · 18 clientsPrivate fund adviser
No custodian reported
$2.7B
3036
Capital Dynamics, Inc.New York, NY · 27 clientsPrivate fund adviserHybridCapital Dynamics Broker Dealer LLC, Capital Dynamics Gmbh
No custodian reported
$2.7B
3037
Analyst Portfolio Management LTD.Tel Aviv, Israel · 2,192 clientsAsset manager
No custodian reported
$2.7B
3038
Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsWealth managerBank-affiliatedHybridValley Financial Management, Inc.
Schwab 65%Pershing 24%
$2.7B
3039
W Capital PartnersNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerBNP Paribas Securities Corp.
No custodian reported
$2.7B
3040
Main Street Research LLCLakeville, CT · 1,031 clientsWealth manager
Schwab 100%
$2.7B

The RIA database

RIAs by state

The RIA database

RIAs by state