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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1201
Conrad Siegel Investment AdvisorsHarrisburg, PA · 570 clientsAsset manager
Tiaa-Cref 41%Schwab 34%Empower Advisory Group 24%
$12B
1202
Gilder Gagnon Howe & Co. LLCNew York, NY · 5,749 clientsBroker-dealer firmHybrid
Fidelity 100%
$12B
1203
Soltis Investment Advisors, LLCSt. George, UT · 5,414 clientsWealth manager
Fidelity 75%Schwab 25%
$12B
1204
The Energy & Minerals Group LPHouston, TX · 57 clientsPrivate fund adviser
No custodian reported
$12B
1205
Investcorp Credit Management US LLCNew York, NY · 42 clientsPrivate fund adviserHybridInvestcorp Asia Financial Services PTE LTD., Investcorp Asset Advisory Services Limited
State Street 100%
$12B
1206
Forvis Mazars Wealth Advisors, LLCSpringfield, MO · 4,584 clientsWealth managerAffiliated broker-dealerForvis Mazars Capital Advisors, LLC
Schwab 100%
$12B
1207
Slate Path Capital LPNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$12B
1208
Pointstate Capital LPNew York, NY · 19 clientsPrivate fund adviser
No custodian reported
$12B
1209
Coller EQTNew York, NY · 33 clientsPrivate fund adviserAffiliated broker-dealerEQT Partners BD, LLC
No custodian reported
$12B
1210
Vontobel Swiss Financial AdvisersZurich, Switzerland · 2,583 clientsBroker-dealer firmHybridBank Vontobel AG, Vontobel Securities LTD.
Bank Vontobel AG 100%
$12B
1211
Sentinel Pension Advisors, LLC.Wakefield, MA · 2,056 clientsAsset managerHybridSentinel Securities, LLC.
No custodian reported
$12B
1212
Christian Brothers Investment Services, Inc.Chicago, IL · 1 clientsAsset managerHybrid
No custodian reported
$12B
1213
Canyon Capital Advisors LLCDallas, TX · 28 clientsPrivate fund adviserHybridCP Investments, LLC
No custodian reported
$12B
1214
Canyon CLO Advisors LPDallas, TX · 27 clientsPrivate fund adviserHybridCP Investments, LLC
No custodian reported
$12B
1215
Goldberg Lindsay & Co. LLCNew York, NY · 17 clientsPrivate fund adviser
No custodian reported
$12B
1216
Hub Investment Partners, LLCAustin, TX · 6,127 clientsWealth managerAffiliated broker-dealerHub International Investment Services Inc.
Schwab 87%
$12B
1217
Levine Leichtman Capital Partners, LLCBeverly Hills, CA · 56 clientsPrivate fund adviser
No custodian reported
$12B
1218
Paradigm Operations LPSan Francisco, CA · 8 clientsPrivate fund adviser
No custodian reported
$12B
1219
First Sentier Investors (UK) Funds LimitedLondon, United Kingdom · 17 clientsPrivate fund adviserAffiliated broker-dealer
No custodian reported
$12B
1220
FTV CapitalSan Francisco, CA · 18 clientsPrivate fund adviser
No custodian reported
$12B
1221
Stonebridge Advisors LLCWilton, CT · 255 clientsAsset managerHybridFirst Trust Portfolios L.P.
Schwab 44%UBS 43%
$12B
1222
Akre Capital Management, LLCMiddleburg, VA · 220 clientsAsset managerHybrid
Schwab 58%Fidelity 42%
$12B
1223
Entrust Global Partners LLCNew York, NY · 90 clientsPrivate fund adviser
Royal Bank of Canada (channel Islands) Limited 99%
$12B
1224
137 Ventures Management, LLCSan Francisco, CA · 50 clientsPrivate fund adviser
No custodian reported
$12B
1225
Octopus Energy GenerationLondon, United Kingdom · 17 clientsAsset manager
No custodian reported
$12B
1226
Perceptive AdvisorsNew York, NY · 26 clientsPrivate fund adviser
Merrill / Bank of America 100%
$12B
1227
Sparx Asset Management Co., LTD.Tokyo, Japan · 98 clientsBroker-dealer firm
Citi 100%
$12B
1228
Kline Hill Partners LPGreenwich, CT · 36 clientsPrivate fund adviser
No custodian reported
$12B
1229
Yacktman Asset Management LPAustin, TX · 636 clientsAsset managerHybridAMG Distributors, Inc.
Goldman Sachs 75%UBS 25%
$12B
1230
Gamco Asset Management Inc.Greenwich, CT · 2,042 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
J.P. Morgan 55%Wells Fargo 45%
$12B
1231
Bimini Advisors, LLCVero Beach, FL · 1 clientsPrivate fund adviser
No custodian reported
$12B
1232
Winton Capital Management LTD.London, United Kingdom · 36 clientsPrivate fund adviserHybrid
J.P. Morgan 38%Goldman Sachs 31%BNY 30%
$12B
1233
Bricktown Capital, LLCDetroit, MI · 28 clientsAsset manager
State Street 46%Comerica Bank 35%
$12B
1234
Greenhaven Associates IncPurchase, NY · 132 clientsWealth manager
J.P. Morgan 100%
$12B
1235
CS McKeeWarrendale, PA · 554 clientsAsset managerHybridSanctuary Securities, Inc.
Northern Trust 100%
$12B
1236
TPG Solutions AdvisorsFort Worth, TX · 35 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
No custodian reported
$12B
1237
Novacap Management US Inc.Brossard, Quebec, Canada · 54 clientsPrivate fund adviser
No custodian reported
$12B
1238
Evergreen Investment AdvisorsChicago, IL · 3 clientsPrivate fund adviser
No custodian reported
$12B
1239
Gateway Investment Advisers, LLCCincinnati, OH · 318 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
Schwab 41%Northern Trust 40%
$12B
1240
Curi Capital, LLCChicago, IL · 2,960 clientsWealth managerHybrid
Fidelity 82%
$12B

The RIA database

RIAs by state

The RIA database

RIAs by state