The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

481. 481
     Element Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$43B
482. 482
     Polar CapitalLondon, United Kingdom · 35 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$43B
483. 483
     Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
     Fidelity 36%LPL Financial 28%
     +00% 1 yr$43B
484. 484
     Wells Fargo Investment Institute, Inc.Charlotte, NC · 12,216 clientsWealth managerBank-affiliatedHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
     Wells Fargo 100%
     +00% 1 yr$43B
485. 485
     Jasper Ridge Partners, L.P.Fort Worth, TX · 67 clientsAsset manager
     BNY 100%
     +00% 1 yr$43B
486. 486
     Vinva Investment ManagementSydney, NSW, Australia · 34 clientsAsset manager
     State Street 38%Northern Trust 25%
     +00% 1 yr$43B
487. 487
     Graham Capital Management, L.P.Rowayton, CT · 35 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$43B
488. 488
     Pacific Life Fund Advisors LLCNewport Beach, CA · 3 clientsAsset managerHybridPacific Select Distributors, LLC
     No custodian reported
     +00% 1 yr$43B
489. 489
     Cinven LimitedLondon, United Kingdom · 23 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$43B
490. 490
     Earnest Partners, LLCAtlanta, GA · 7,415 clientsAsset manager
     BNY 38%Northern Trust 36%State Street 26%
     +00% 1 yr$43B
491. 491
     Franklin Mutual Advisers, LLCShort Hills, NJ · 62 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
     Schwab 100%
     +00% 1 yr$43B
492. 492
     LidoLOS Angeles, CA · 13,800 clientsWealth managerHybridLido Securities, LLC
     Fidelity 70%Schwab 30%
     +00% 1 yr$43B
493. 493
     Ascension Investment ManagementSt. Louis, MO · 8 clientsAsset manager
     Northern Trust 56%State Street 44%
     +00% 1 yr$42B
494. 494
     Newton Investment Management LTDLondon, United Kingdom · 99 clientsPrivate fund adviserAffiliated broker-dealerBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
     BNY 61%Northern Trust 28%
     +00% 1 yr$42B
495. 495
     T.rowe Price Hong Kong LimitedCentral, Hong Kong · 73 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
     State Street 66%BNY 34%
     +00% 1 yr$42B
496. 496
     Penn Mutual Asset Management, LLCConshohocken, PA · 35 clientsAsset managerHybridHornor, Townsend & Kent, LLC
     BNY 100%
     +00% 1 yr$42B
497. 497
     Sunamerica Asset Management, LLCNew York, NY · 73 clientsAsset managerAffiliated broker-dealerDirected Services LLC
     No custodian reported
     +00% 1 yr$42B
498. 498
     Summit Partners, L.P.Boston, MA · 87 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$42B
499. 499
     CallanSAN Francisco, CA · 737 clientsAsset manager
     No custodian reported
     +00% 1 yr$42B
500. 500
     Pacer Advisors, Inc.Malvern, PA · 71 clientsBroker-dealer firmHybridPacer Financial, Inc.
     No custodian reported
     +00% 1 yr$42B
501. 501
     D.A. Davidson & Co.Great Falls, MT · 70,118 clientsBroker-dealer firmHybrid
     D.A. Davidson & 58%D.A. Davidson Trust Services 42%
     +00% 1 yr$42B
502. 502
     Alyeska Investment Group, L.P.Chicago, IL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$42B
503. 503
     Securian Asset Management, Inc.St Paul, MN · 45 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
     BNY 89%
     +00% 1 yr$42B
504. 504
     Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsWealth managerHybrid
     Schwab 70%
     +00% 1 yr$41B
505. 505
     Stepstone Group Real Assets LPLa Jolla, CA · 71 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$41B
506. 506
     Abrdn Inc.Philadelphia, PA · 166 clientsAsset managerHybridAberdeen Fund Distributors, LLC
     Master Trust Bank of Japan 39%Citi 30%J.P. Morgan 30%
     +00% 1 yr$41B
507. 507
     Ninety One North America, Inc.New York, NY · 2,303 clientsPrivate fund adviserHybrid
     State Street 62%
     +00% 1 yr$41B
508. 508
     Parnassus Investments, LLCSAN Francisco, CA · 30 clientsAsset managerHybridAMG Distributors, Inc.
     Northern Trust 40%
     +00% 1 yr$41B
509. 509
     Mawer Investment Management LTD.Calgary, Alberta, Canada · 6,075 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$41B
510. 510
     Morgan Stanley AIP GP LPWest Conshohocken, PA · 199 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
     BNY 45%State Street 39%
     +00% 1 yr$41B
511. 511
     Hudson Bay Capital Management LPStamford, CT · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$41B
512. 512
     Brandes Investment Partners, LPLa Jolla, CA · 13,504 clientsAsset managerHybrid
     State Street 48%Northern Trust 36%
     +00% 1 yr$41B
513. 513
     LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
     State Street 40%
     +00% 1 yr$41B
514. 514
     Franklin Templeton Investment Management LimitedLondon, United Kingdom · 142 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
     Citi 34%Northern Trust 29%
     +00% 1 yr$41B
515. 515
     Blackstone Tactical Opportunities Advisors L.L.C.New York, NY · 103 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
     Merrill / Bank of America 100%
     +00% 1 yr$40B
516. 516
     Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
     J.P. Morgan 64%
     +00% 1 yr$40B
517. 517
     Abrdn Asia LimitedSingapore, Singapore · 118 clientsPrivate fund adviserAffiliated broker-dealerAberdeen Fund Distributors, LLC, Abrdn Korea Co. Limited.
     Citi 27%J.P. Morgan 23%
     +00% 1 yr$40B
518. 518
     Calvert Research and ManagementWashington, DC · 1,915 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
     Morgan Stanley 48%J.P. Morgan 37%
     +00% 1 yr$40B
519. 519
     Cerity Partners Retirement Plan ConsultantsNew York, NY · 850 clientsAsset managerAffiliated broker-dealerCP Client Solutions LLC
     Northern Trust 34%U.S. Bank 26%
     +00% 1 yr$40B
520. 520
     BMO Private Investment Counsel Inc.Toronto, Ontario, Canada · 33,143 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Capital Markets Limited
     BMO Trust 100%
     +00% 1 yr$40B