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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1081
Great Mountain PartnersNew Haven, CT · 11 clientsPrivate fund adviser
No custodian reported
$14B
1082
Oaktree Fund Advisors, LLCLos Angeles, CA · 16 clientsAsset managerHybridOCM Investments, LLC
No custodian reported
$14B
1083
Meritage Group LPSan Francisco, CA · 12 clientsPrivate fund adviserHybrid
No custodian reported
$14B
1084
Federated Global Investment Management Corp.New York, NY · 83 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
BNY 100%
$14B
1085
Franklin Advisory Services, LLCSan Mateo, FL · 66 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
No custodian reported
$14B
1086
Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
U.S. Bank 70%
$14B
1087
Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
Schwab 79%
$14B
1088
Simplify Asset Management Inc.Las Vegas, NV · 44 clientsAsset manager
No custodian reported
$14B
1089
Related Fund Management, LLCNew York, NY · 41 clientsPrivate fund adviserHybridSand Capital LLC
Merrill / Bank of America 100%
$14B
1090
Redbird Capital Partners Management LLCNew York, NY · 48 clientsPrivate fund adviserHybridRedbird BD, LLC
No custodian reported
$14B
1091
Varagon Capital Partners, L.P.New York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
No custodian reported
$14B
1092
The Vistria Group, LPChicago, IL · 23 clientsPrivate fund adviser
No custodian reported
$14B
1093
Nautic Partners, LLCProvidence, RI · 18 clientsPrivate fund adviser
No custodian reported
$14B
1094
Brandywine Managers, LLCHockessin, DE · 43 clientsPrivate fund adviser
No custodian reported
$14B
1095
Linden Capital PartnersChicago, IL · 28 clientsPrivate fund adviser
No custodian reported
$14B
1096
Oak Hill Capital Management, LLCNew York, NY · 35 clientsPrivate fund adviser
No custodian reported
$14B
1097
Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
Fidelity 57%Schwab 43%
$14B
1098
Ullico Investment Advisors, Inc.Bethesda, MD · 25 clientsPrivate fund adviserHybridUllico Investment Company, LLC
U.S. Bank 57%BNY 28%
$14B
1099
Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
BNP Paribas 36%Citi 31%
$14B
1100
SRS Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviser
No custodian reported
$14B
1101
ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
Schwab 51%PNC Bank 26%Fidelity 23%
$14B
1102
Dynasty Wealth Management, LLCSt. Petersburg, FL · 17 clientsAsset managerHybridDynasty Securities, LLC
Fidelity 67%Schwab 33%
$14B
1103
Libremax Capital, LLCNew York, NY · 57 clientsPrivate fund adviser
J.P. Morgan 100%
$14B
1104
Capacuity LLCLake Mary, FL · 130 clientsAsset managerHybridCapacuity Securities, Inc.
No custodian reported
$14B
1105
Madison Investment Advisors, LLCMadison, WI · 16,164 clientsAsset managerHybridMFD Distributor, LLC
Schwab 40%UBS 30%Morgan Stanley 30%
$14B
1106
Columbia CapitalAlexandria, VA · 31 clientsPrivate fund adviser
No custodian reported
$14B
1107
Gresham Partners, LLCChicago, IL · 251 clientsPrivate fund adviser
Fidelity 100%
$14B
1108
Goldman Sachs Asset Management (singapore) PTE. LTD.Singapore, Singapore · 14 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
Northern Trust 100%
$14B
1109
Dolan McEniry Capital Management LLCChicago, IL · 6,403 clientsAsset managerAffiliated broker-dealer
Morgan Stanley 52%UBS 48%
$14B
1110
Sapient Capital LLCIndianapolis, IN · 1,017 clientsWealth manager
Pershing 100%
$14B
1111
Truston Asset ManagementSeoul, Korea, South · 185 clientsAsset manager
Woori Bank 89%
$14B
1112
Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
Fidelity 67%Schwab 33%
$14B
1113
Abrams Capital Management, L.P.Boston, MA · 8 clientsPrivate fund adviser
No custodian reported
$14B
1114
Aristeia Capital, LLCGreenwich, CT · 3 clientsPrivate fund adviser
J.P. Morgan 38%Goldman Sachs 34%
$14B
1115
Clearbrook Investment Consulting LLCNew York, NY · 1 clientsAsset managerHybrid
J.P. Morgan 70%BNY 30%
$14B
1116
Pinegrove Venture Partners, LLCMenlo Park, CA · 69 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
No custodian reported
$14B
1117
Centersquare Investment Management LLCConshohocken, PA · 101 clientsAsset managerHybrid
Northern Trust 30%BNY 28%Citi 25%
$14B
1118
Comgest Asset Management International LimitedDublin 2, Ireland · 19 clientsPrivate fund adviser
BNP Paribas 38%RBC 32%BNY 31%
$14B
1119
Mirova USBoston, MA · 24 clientsPrivate fund adviserAffiliated broker-dealerNatixis Investment Managers International, Natixis Tradex Solutions (ntex)
No custodian reported
$14B
1120
JMI Management, L.P.Baltimore, MD · 20 clientsPrivate fund adviser
No custodian reported
$14B

The RIA database

RIAs by state

The RIA database

RIAs by state