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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1041
Pomona CapitalNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerVoya Financial Advisors, Inc., Voya Financial Partners, LLC
No custodian reported
$15B
1042
Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
Schwab 72%LPL Financial 28%
$15B
1043
CV Advisors LLCAventura, FL · 159 clientsWealth manager
J.P. Morgan 63%Morgan Stanley 37%
$15B
1044
SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
Northern Trust 56%BNY 27%
$15B
1045
Gigafund22 clientsPrivate fund adviser
No custodian reported
$15B
1046
Abry Partners II, LLCBoston, MA · 30 clientsPrivate fund adviser
No custodian reported
$15B
1047
Wcas Management CorporationNew York, NY · 20 clientsPrivate fund adviser
No custodian reported
$15B
1048
The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
UBS 72%Schwab 28%
$15B
1049
Wolverine Asset Management, LLCChicago, IL · 3 clientsPrivate fund adviserHybridWolverine Execution Services, LLC, Wolverine Trading UK, Limited, clears through RBC Capital Markets, Goldman Sachs, BofA Securities
No custodian reported
$15B
1050
CI Global Investments Inc.Oakland, CA · 27 clientsPrivate fund adviserAffiliated broker-dealerCI Investments Inc.
RBC 100%
$15B
1051
Fiduciary Consulting GroupGreenwood Village, CO · 70 clientsAsset managerAffiliated broker-dealerMorgan Stanley Smith Barney LLC
No custodian reported
$15B
1052
Yousif Capital Management, LLCBloomfield Hills, MI · 444 clientsAsset manager
Comerica Bank 100%
$15B
1053
Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
Raymond James 53%US Bancorp 29%
$15B
1054
Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
Northern Trust 48%State Street 24%
$15B
1055
Antipodes Partners LimitedSydney, Australia · 53 clientsAsset manager
No custodian reported
$15B
1056
Pharo Management, Inc.New York, NY · 6 clientsPrivate fund adviser
No custodian reported
$15B
1057
Digital Bridge Advisors, LLCBoca Raton, FL · 48 clientsPrivate fund adviser
No custodian reported
$15B
1058
Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
Schwab 38%Fidelity 30%
$15B
1059
Napier Park Global Capital (US) LPNew York, NY · 59 clientsPrivate fund adviserHybridFEF Distributors, LLC
J.P. Morgan 100%
$15B
1060
Freestone Capital Management, LLCSeattle, WA · 2,994 clientsWealth manager
Schwab 100%
$15B
1061
Paamco Prisma, LLCNewport Beach, CA · 47 clientsPrivate fund adviser
BNY 100%
$14B
1062
Crow Holdings CapitalDallas, TX · 17 clientsPrivate fund adviserHybridCrow Holdings Securities, L.L.C.
No custodian reported
$14B
1063
Cliftonlarsonallen Wealth Advisors, LLCMinneapolis, MN · 7,354 clientsBroker-dealer firmHybrid
No custodian reported
$14B
1064
DRA Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
No custodian reported
$14B
1065
Pine Ridge Advisers LLCNew York, NY · 44 clientsAsset manager
Merrill / Bank of America 100%
$14B
1066
Prospera Financial Services, Inc.Dallas, TX · 18,584 clientsBroker-dealer firmHybrid
Wells Fargo 100%
$14B
1067
Principal Asset Management (asia)Wanchai, Hong Kong · 35 clientsPrivate fund adviserAffiliated broker-dealerEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
Citi 100%
$14B
1068
Ausbil Investment Management LimitedSydney, Australia · 43 clientsAsset managerAffiliated broker-dealer
No custodian reported
$14B
1069
M&g Investments (USA) Inc.Chicago, ILAsset manager
HSBC Bank PLC 97%
$14B
1070
Kelso & Company, L.P.New York, NY · 54 clientsPrivate fund adviser
No custodian reported
$14B
1071
Infrared Capital Partners LimitedLondon, United Kingdom · 40 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
HSBC Bank PLC 100%
$14B
1072
Sycamore PartnersNew York, NY · 33 clientsPrivate fund adviser
No custodian reported
$14B
1073
TSG Consumer Partners LPLarkspur, CA · 18 clientsPrivate fund adviser
No custodian reported
$14B
1074
Federated Equity Management Company of PennsylvaniaPittsburgh, PA · 14 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
No custodian reported
$14B
1075
BSP NY LLCNew York, NY · 37 clientsPrivate fund adviserHybridFranklin Distributors, LLC
State Street 30%J.P. Morgan 30%Bnym (luxembourg) S.A. 29%
$14B
1076
Amova Asset Management Asia LimitedSingapore, Singapore · 80 clientsPrivate fund adviserAffiliated broker-dealerAmova Securities Co., LTD.
State Street 39%Northern Trust 34%BNP Paribas 27%
$14B
1077
Congress Asset Management Company, LLPBoston, MA · 8,312 clientsAsset managerHybrid
Fidelity 100%
$14B
1078
Wellington Management Hong Kong LimitedCentral, Hong Kong, Hong Kong · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
State Street 34%J.P. Morgan 34%
$14B
1079
Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
Schwab 73%Fidelity 27%
$14B
1080
RTW Investments LPNew York, NY · 10 clientsPrivate fund adviser
No custodian reported
$14B

The RIA database

RIAs by state

The RIA database

RIAs by state