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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441
SCS Capital Management LLCBoston, MA · 589 clientsWealth managerAffiliated broker-dealer
Fidelity 54%Pershing 24%
$49B
442
Gtcr LLCChicago, IL · 55 clientsPrivate fund adviser
No custodian reported
$49B
443
Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
Northern Trust 37%Vanguard 26%
$49B
444
Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsWealth managerBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
BNY 100%
$48B
445
Manulife Investment Management Private Markets (US) LLCBoston, MA · 63 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
Standard Chartered Bank 55%BNY 45%
$48B
446
Thrivent Asset Management, LLCMinneapolis, MN · 31 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
No custodian reported
$48B
447
Portfolio Advisors LLCDarien, CT · 114 clientsPrivate fund adviserAffiliated broker-dealerFS Investment Solutions, LLC
No custodian reported
$48B
448
Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWealth managerWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
RBC 100%
$48B
449
Platinum Equity Advisors, LLCBeverly Hills, CA · 150 clientsPrivate fund adviser
No custodian reported
$48B
450
Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
$47B
451
Ashmore Investment Management LTDLondon, United Kingdom · 101 clientsAsset managerHybridAshmore Investment Management (US) Corporation
Northern Trust 41%HSBC 30%Citi 27%
$47B
452
Stepstone Group Europe Alternative Investments LimitedDublin, Ireland · 115 clientsPrivate fund adviser
No custodian reported
$47B
453
Equitable Advisors, LLCNew York, NY · 76,027 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
LPL Financial 100%
$47B
454
Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
$47B
455
Francisco PartnersSAN Francisco, CA · 52 clientsPrivate fund adviser
No custodian reported
$47B
456
Bessemer Investment Management LLCNew York, NY · 11 clientsAsset managerHybridBessemer Investor Services, Inc.
No custodian reported
$47B
457
Pine River Capital Management L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
No custodian reported
$47B
458
Canso Investment Counsel LTD.Richmond Hill, Ontario, Canada · 105 clientsBroker-dealer firmAffiliated broker-dealerJesselton Capital Management Inc., Lysander Funds Limited
State Street 41%CIBC Mellon 34%RBC 25%
$47B
459
Davidson Kempner Capital Management LPNew York, NY · 95 clientsPrivate fund adviser
J.P. Morgan 52%U.S. Bank 48%
$47B
460
NLG Capital LLCMontpelier, VT · 10 clientsAsset managerHybridEquity Services, Inc.
J.P. Morgan 100%
$47B
461
New Mountain Capital, LLCNew York, NY · 14 clientsPrivate fund adviserHybrid
No custodian reported
$46B
462
Silver Point Capital, L.P.Greenwich, CT · 58 clientsPrivate fund adviser
No custodian reported
$46B
463
Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
BNY 53%Fidelity 47%
$46B
464
Blue Owl Credit Private Fund Advisors LLCNew York, NY · 154 clientsPrivate fund adviserHybridBlue Owl Securities LLC
State Street 100%
$46B
465
Sali Fund ServicesAustin, TX · 246 clientsPrivate fund adviserHybrid
Schwab 45%Goldman Sachs 30%BNY 24%
$46B
466
Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
Northern Trust 89%
$46B
467
Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
Fidelity 42%Schwab 37%
$46B
468
General CatalystCambridge, MA · 49 clientsPrivate fund adviser
No custodian reported
$46B
469
Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
U.S. Bank 59%
$45B
470
EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
Schwab 76%Fidelity Distributors Company 24%
$45B
471
Chevy Chase Trust CompanyBethesda, MD · 1,245 clientsPrivate fund adviser
Reliance Trust 100%
$45B
472
Meag New York CorporationNew York, NY · 47 clientsAsset manager
State Street 76%RBC 24%
$45B
473
Cifc Asset Management LLCMiami, FL · 150 clientsPrivate fund adviser
Barclays Capital 45%BNY 45%
$45B
474
Sands Capital Management, LLCArlington, VA · 269 clientsAsset manager
Northern Trust 41%State Street 22%
$44B
475
IFM Investors (US) Advisor, LLCNew York, NY · 14 clientsPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD
BNY 100%
$44B
476
Panagora Asset Management IncBoston, MA · 99 clientsAsset managerAffiliated broker-dealer
State Street 72%
$44B
477
Blackstone Alternative Credit Advisors LPNew York, NY · 136 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
BNP Paribas Securities Services Australia Branch 46%BNY 29%Citi 25%
$44B
478
Calamos Advisors LLCNaperville, IL · 1,957 clientsAsset managerHybridCalamos Financial Services LLC
Fidelity 69%U.S. Bank 31%
$44B
479
Apogem Capital LLCNew York, NY · 144 clientsPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
No custodian reported
$44B
480
Aristotle Capital Management, LLCLOS Angeles, CA · 5,167 clientsAsset managerHybrid
Schwab 69%BNY 31%
$44B

The RIA database

RIAs by state

The RIA database

RIAs by state