The RIA database

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1001. 1001
      Fs/kkr Advisor, LLCPhiladelphia, PA · 3 clientsAsset managerHybridFS Investment Solutions, LLC, Global Atlantic Distributors, LLC
      No custodian reported
      +00% 1 yr$16B
1002. 1002
      First Sentier Investors International IM LimitedEdinburgh, United Kingdom · 16 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$16B
1003. 1003
      Wilmington Funds Management CorporationWilmington, DE · 10 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
      No custodian reported
      +00% 1 yr$16B
1004. 1004
      50 South Capital Advisors, LLCChicago, IL · 139 clientsPrivate fund adviserHybridNorthern Trust Securities, Inc.
      No custodian reported
      +00% 1 yr$16B
1005. 1005
      Silverbay Capital Management LLCNew York, NY · 2 clientsAsset managerHybridBreakwater Group Distribution Services, LLC
      No custodian reported
      +00% 1 yr$16B
1006. 1006
      FartherSan Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
      Schwab 61%Fidelity 39%
      +00% 1 yr$16B
1007. 1007
      Ark InvestSt. Petersburg, FL · 61 clientsAsset managerHybrid
      State Street 100%
      +00% 1 yr$16B
1008. 1008
      Morgan Stanley Infrastructure Inc.New York, NY · 21 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
      No custodian reported
      +00% 1 yr$16B
1009. 1009
      One Queen Capital Inc.Toronto, Ontario, Canada · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1010. 1010
      Maverick Capital LTDDallas, TX · 19 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$16B
1011. 1011
      Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsWealth managerPublic-company ownedAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$16B
1012. 1012
      Msref Real Estate Advisor, Inc.New York, NY · 26 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
      No custodian reported
      +00% 1 yr$16B
1013. 1013
      Whitebox Advisors LLCMinneapolis, MN · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1014. 1014
      OEP Capital Advisors, L.P.New York, NY · 35 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$16B
1015. 1015
      Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
      Fidelity 74%
      +00% 1 yr$16B
1016. 1016
      E Fund Management (hong Kong) Co., LimitedHong Kong, Hong Kong · 67 clientsPrivate fund adviserAffiliated broker-dealerGF Securities Co., Limited
      Icbc (asia) Trustee Company Limited 49%J.P. Morgan 35%
      +00% 1 yr$16B
1017. 1017
      Stanhope Capital, LLPLondon, United Kingdom · 182 clientsAsset managerAffiliated broker-dealerCorient Dealing and Treasury Serivices (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
      No custodian reported
      +00% 1 yr$16B
1018. 1018
      Soroban Capital Partners LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1019. 1019
      Mason Investment Advisory Services IncReston, VA · 1,147 clientsAsset manager
      Pershing 100%
      +00% 1 yr$16B
1020. 1020
      Greenbriar Equity GroupGreenwich, CT · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1021. 1021
      Battery Management Corp.Boston, MA · 60 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1022. 1022
      Blackstone Strategic Capital Advisors, L.L.C.New York, NY · 21 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
      No custodian reported
      +00% 1 yr$16B
1023. 1023
      Weiss Asset ManagementBoston, MA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$16B
1024. 1024
      Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
      State Street 65%Northern Trust 35%
      +00% 1 yr$16B
1025. 1025
      Primerica AdvisorsDuluth, GA · 67,816 clientsBroker-dealer firmHybridPfsl Investments Canada LTD., Primerica Brokerage Services, Inc., clears through Pershing
      Pershing 100%
      +00% 1 yr$16B
1026. 1026
      Evercore Wealth Management, LLCNew York, NY · 791 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
      Evercore Trust Company 89%
      +00% 1 yr$16B
1027. 1027
      Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
      Schwab 70%Fidelity 30%
      +00% 1 yr$15B
1028. 1028
      IntechWest Palm Beach, FL · 26 clientsAsset managerHybrid
      BNY 51%BNP Paribas Securities Services Australia 49%
      +00% 1 yr$15B
1029. 1029
      Allianz Global Investors Asia Pacific LimitedHong Kong, Hong Kong · 69 clientsPrivate fund adviserAffiliated broker-dealerAllianz Global Investors (schweiz) AG, Allianz Global Investors Middle East Limited
      BNY 79%
      +00% 1 yr$15B
1030. 1030
      AEA QP Advisers LLCNew York, NY · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$15B
1031. 1031
      Tishman Speyer Properties, L.P.New York, NY · 78 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$15B
1032. 1032
      IRA Group, Inc.Atlanta, GA · 302 clientsAsset manager
      Fidelity Distributors Company 100%
      +00% 1 yr$15B
1033. 1033
      Banner Ridge PartnersNew York, NY · 35 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$15B
1034. 1034
      Ballentine PartnersWaltham, MA · 353 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$15B
1035. 1035
      Peak XV Partners Operations LLCTrianon, Mauritius · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$15B
1036. 1036
      C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
      J.P. Morgan 55%BNY 25%
      +00% 1 yr$15B
1037. 1037
      Cavanal Hill Investment Management, Inc.Tulsa, OK · 3 clientsAsset managerHybridBOK Financial Securities, Inc., Bokf, NA
      Bokf 100%
      +00% 1 yr$15B
1038. 1038
      CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
      Fidelity 54%Schwab 46%
      +00% 1 yr$15B
1039. 1039
      Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
      BNY 87%
      +00% 1 yr$15B
1040. 1040
      Blackstone Ireland LimitedDublin 2, Ireland · 50 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
      Credit Suisse Services AG 100%
      +00% 1 yr$15B