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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4241
Goehring & Rozencwajg Associates, LLCNew York, NY · 4 clientsAsset managerHybrid
Northern Trust 53%BNY 47%
$1.5B
4242
22c Capital LLCBoca Raton, FL · 13 clientsPrivate fund adviser
No custodian reported
$1.5B
4243
Opus Capital ManagementCincinnati, OH · 430 clientsWealth manager
Schwab 100%
$1.5B
4244
Bristol Gate Capital Partners Inc.Toronto, Canada · 724 clientsPrivate fund adviser
UBS 65%RBC 35%
$1.5B
4245
Regal Healthcare Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviser
No custodian reported
$1.5B
4246
Cougar Global InvestmentsToronto, Canada · 8,630 clientsAsset managerAffiliated broker-dealerCarillon Fund Distributors, Inc., Cebile Capital LLP
Raymond James 100%
$1.5B
4247
John G. Ullman & Associates, IncHorseheads, NY · 1,009 clientsWealth manager
Schwab 69%Morgan Stanley 31%
$1.5B
4248
Ariel Alternatives, LLCChicago, IL · 6 clientsPrivate fund adviserHybridAriel Distributors, LLC
No custodian reported
$1.5B
4249
Frontrange Capital Advisers, LLCDenver, CO · 27 clientsPrivate fund adviser
No custodian reported
$1.5B
4250
Clough Capital Partners, LPBoston, MA · 10 clientsAsset managerHybrid
Schwab 100%
$1.5B
4251
Ashmore Investment Advisors LimitedLondon, United Kingdom · 27 clientsPrivate fund adviserHybridAshmore Investment Management (US) Corporation
No custodian reported
$1.5B
4252
Excelsior Renewable Energy Management Company LPExcelsior, MN · 2 clientsPrivate fund adviser
No custodian reported
$1.5B
4253
Ancient Art, L.P.Austin, TX · 1 clientsPrivate fund adviser
No custodian reported
$1.5B
4254
Levine Leichtman Strategic Capital, LLCBeverly Hills, CA · 1 clientsAsset manager
No custodian reported
$1.5B
4255
Platte River EquityDenver, CO · 15 clientsPrivate fund adviser
No custodian reported
$1.5B
4256
Allen Capital Group, LLCGrand Island, NE · 2,274 clientsWealth manager
Schwab 100%
$1.5B
4257
Kintra Wealth, LLCWilliamsport, PA · 2,914 clientsWealth managerHybrid
Fidelity 100%
$1.5B
4258
Drive Wealth AdvisersLehi, UT · 1,112 clientsWealth manager
Fidelity Distributors Company 100%
$1.5B
4259
Carnelian Asset Management & Advisors Private LimitedMumbai, Maharashtra, India · 4,540 clientsWealth manager
Nuvama Custodial Services Limited 100%
$1.5B
4260
Class VI Family Office, LLCDenver, CO · 201 clientsWealth managerHybridClass VI Securities, LLC
Schwab 100%
$1.5B
4261
Forusall31,237 clientsAsset manager
MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
$1.5B
4262
Salem Partners Wealth Management, LLCLos Angeles, CA · 49 clientsWealth managerHybridSalem Partners, LLC
Schwab 100%
$1.5B
4263
Santa Lucia Asset Management PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserHybrid
Citi 100%
$1.5B
4264
Stony Point CapitalNew York, NY · 5 clientsAsset manager
Morgan Stanley 58%Citi 42%
$1.5B
4265
Fosun Asset Management LimitedHong Kong, Hong Kong · 8 clientsAsset managerAffiliated broker-dealerFosun International Securities Limited
BNP Paribas S.A. 63%
$1.5B
4266
Tower Bridge AdvisorsWest Conshohocken, PA · 807 clientsWealth manager
Schwab 100%
$1.5B
4267
Linear B Partners LPNew York, NY · 2 clientsPrivate fund adviser
No custodian reported
$1.5B
4268
The Informed Momentum Company LLCSolana Beach, CA · 7 clientsAsset managerAffiliated broker-dealerRoth Capital Partners, LLC
State Street 66%Northern Trust 22%
$1.5B
4269
Urban Financial Advisory CorporationChicago, IL · 260 clientsWealth manager
No custodian reported
$1.5B
4270
Mill Capital Management, LLCConcord, NC · 106 clientsWealth manager
Schwab 100%
$1.5B
4271
Mountaingate Management Co., LLCDenver, CO · 13 clientsPrivate fund adviser
No custodian reported
$1.5B
4272
Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
UBS 46%Northern Trust 27%Truist Bank 26%
$1.5B
4273
Kyobo Life Asset Management (america) Co., LTD.New York, NY · 1 clientsAsset managerAffiliated broker-dealer
J.P. Morgan 100%
$1.5B
4274
Pine Grove Financial GroupWoodbury, MN · 1,404 clientsWealth manager
Schwab 100%
$1.5B
4275
Whitney & CompanyRochester, NY · 739 clientsWealth manager
Fidelity 100%
$1.5B
4276
Brookside Equity Partners LLCStamford, CT · 20 clientsPrivate fund adviser
No custodian reported
$1.5B
4277
Retirement Investment Advisors IncOklahoma City, OK · 1,431 clientsWealth managerBank-affiliatedAffiliated broker-dealerNFP Property & Casualty Services, Inc.
SEI 100%
$1.5B
4278
Springcoast Capital Partners, L.P.New York, NY · 10 clientsPrivate fund adviser
No custodian reported
$1.5B
4279
Archford Capital Strategies, LLCSwansea, IL · 861 clientsWealth managerHybrid
Pershing 100%
$1.5B
4280
CCS Partners LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
No custodian reported
$1.5B

The RIA database

RIAs by state

The RIA database

RIAs by state