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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561
Greystar Investment Group, LLCCharleston, SC · 69 clientsPrivate fund adviserHybrid
No custodian reported
$36B
562
BBR Partners, LLCNew York, NY · 245 clientsWealth manager
Schwab 100%
$36B
563
Hudson AdvisorsDallas, TX · 86 clientsPrivate fund adviser
No custodian reported
$36B
564
Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
BNY 61%Schwab 24%
$36B
565
Stone Ridge Asset Management LLCNew York, NY · 72 clientsAsset managerHybridOne Vanderbilt Securities LLC
HSBC Bank USA 100%
$36B
566
Guidestone Capital ManagementDallas, TX · 27 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
No custodian reported
$36B
567
VoloridgeJupiter, FL · 5 clientsPrivate fund adviser
No custodian reported
$36B
568
Beutel, Goodman & Company LTD.Toronto, ONT., Canada · 1,847 clientsAsset managerAffiliated broker-dealer
RBC 65%CIBC Mellon 35%
$36B
569
Eagle Capital Management LLCNew York, NY · 2,279 clientsAsset managerHybrid
Northern Trust 54%State Street 46%
$36B
570
GI PartnersScottsdale, AZ · 29 clientsPrivate fund adviser
No custodian reported
$36B
571
Lone Star FundsDallas, TX · 31 clientsPrivate fund adviser
No custodian reported
$36B
572
Blackstone Credit Systematic Strategies LLCNew York, NY · 44 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
Citi 62%BNY 38%
$36B
573
Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
Assetmark Trust 100%
$36B
574
HBK Capital ManagementDallas, TX · 7 clientsPrivate fund adviser
J.P. Morgan 100%
$36B
575
New Enterprise AssociatesMenlo Park, CA · 27 clientsPrivate fund adviser
No custodian reported
$36B
576
Arini Capital Management LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
No custodian reported
$36B
577
Eaton Vance Advisers International LTD.London, United Kingdom · 42 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
BNY 81%
$36B
578
Strategic Investment Management, LLCArlington, VA · 82 clientsAsset manager
Northern Trust 72%BNY 28%
$36B
579
Castlelake, L.P.Minneapolis, MN · 50 clientsPrivate fund adviser
No custodian reported
$35B
580
Aksia LLCNew York, NY · 142 clientsAsset manager
State Street 66%Northern Trust 34%
$35B
581
Exeter Property Group, LLCRadnor, PA · 16 clientsPrivate fund adviserAffiliated broker-dealerEQT Partners BD, LLC
No custodian reported
$35B
582
Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
Principal Securities 48%U.S. Bank 35%
$35B
583
Fayez Sarofim & Co.Houston, TX · 2,997 clientsAsset manager
Fidelity Distributors Company 100%
$35B
584
Alight Financial Advisors, LLCCharlotte, NC · 195,957 clientsBroker-dealer firmHybridAlight Financial Solutions, LLC, clears through Pershing, Apex Clearing
No custodian reported
$35B
585
Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
BNY 62%
$35B
586
Russell InvestmentsSeattle, WA · 105 clientsPrivate fund adviserHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
State Street 38%Brown Brothers Harriman 36%Northern Trust 25%
$35B
587
Virtus Fixed Income Advisers, LLCHartford, CT · 220 clientsAsset managerHybridVP Distributors LLC
Citi 100%
$35B
588
Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWealth managerWrap sponsorHybridSanctuary Securities, Inc.
Pershing 50%Schwab 37%
$35B
589
Schroders Capital Management (US) Inc.New York, NY · 138 clientsPrivate fund adviserHybridSchroder Fund Advisors LLC
No custodian reported
$35B
590
King Street Capital Management, L.P.New York, NY · 73 clientsPrivate fund adviser
No custodian reported
$35B
591
Stancorp Investment Advisers, Inc.Portland, OR · 96,128 clientsAsset managerHybridStancorp Equities, Inc.
Reliance Trust 66%Schwab 34%
$35B
592
Brevan Howard US Investment Management LPNew York, NY · 10 clientsPrivate fund adviserHybridBrevan Howard US LLC
No custodian reported
$34B
593
Rreef America L.L.C.Chicago, IL · 120 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
State Street 36%Northern Trust 33%J.P. Morgan 32%
$34B
594
Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
Schwab 75%
$34B
595
Roark Capital Management, LLCAtlanta, GA · 14 clientsPrivate fund adviser
No custodian reported
$34B
596
Old Mission Asset Management LLCChicago, IL · 5 clientsPrivate fund adviserHybridOld Mission Capital, LLC, Old Mission Europe LLP, clears through Goldman Sachs
No custodian reported
$34B
597
Kayne Anderson Capital Advisors, L.P.Houston, TX · 113 clientsPrivate fund adviserHybridKA Associates, LLC
BNY 83%
$34B
598
Voya Alternative Asset Management LLCNew York, NY · 56 clientsPrivate fund adviserHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
No custodian reported
$34B
599
Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
Fidelity 50%Schwab 50%
$34B
600
Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
CIBC Mellon Trust 52%
$34B

The RIA database

RIAs by state

The RIA database

RIAs by state