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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15841
Silk Invest LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
No custodian reported
$56M
15842
Szop Multistrat Management LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerChardan Capital Markets LLC, clears through Wedbush
No custodian reported
$56M
15843
Even Herd LLCOklahoma City, OK · 1 clientsAsset manager
No custodian reported
$56M
15844
Flying Point Asset Management LLC31 clientsWealth manager
Schwab 100%
$56M
15845
Bullseye Investment Group89 clientsWealth manager
Schwab 100%
$56M
15846
Oneascent CapitalBirmingham, AL · 3 clientsAsset manager
No custodian reported
$56M
15847
The L.T. Funds SAGeneva, Switzerland · 1 clientsPrivate fund adviser
No custodian reported
$55M
15848
Deerview Asset Management10 clientsAsset manager
No custodian reported
$55M
15849
Sidus Investment Management, LLCNew York, NY · 4 clientsPrivate fund adviser
No custodian reported
$55M
15850
REA FinancialOrlando, FL · 146 clientsWealth manager
Schwab 100%
$55M
15851
Kdhb V Capital Management, LLCAtlanta, GA · 3 clientsPrivate fund adviser
No custodian reported
$55M
15852
Groesbeck Investment Management CorpGlen Rock, NJ · 30 clientsWealth manager
No custodian reported
$55M
15853
JC Miano Investment Advisory ServiceUtica, NY · 51 clientsWealth manager
Morgan Stanley 63%Stifel, Nicolaus & Company, Incorporated 37%
$55M
15854
Westmore Asset ManagementPearl River, NY · 7 clientsWealth manager
J.P. Morgan 72%
$54M
15855
Ranger Alternative Management, L.P.Dallas, TX · 1 clientsAsset manager
No custodian reported
$54M
15856
Valorem LLCNew York, NYWealth manager
Goldman Sachs 79%
$54M
15857
AlphaNew York, NY · 19 clientsWealth manager
Morgan Stanley 81%
$54M
15858
Magnifina, LLCBedford Hills, NY · 13 clientsWealth manager
Schwab 60%Interactive Brokers 40%
$54M
15859
Crescent Park Management, L.P.14 clientsWealth manager
Schwab 100%
$54M
15860
Infinity Credit Advisory, LLCAtlanta, GA · 1 clientsPrivate fund adviser
No custodian reported
$54M
15861
LT Advisors LLCNew City, NY · 18 clientsWealth manager
Schwab 100%
$54M
15862
Harwood Private Equity LLPLondon, United Kingdom · 26 clientsAsset manager
No custodian reported
$53M
15863
YFP WealthNew Albany, OH · 232 clientsWealth manager
Altruist 100%
$53M
15864
Alchemy Investment Management LLPGandhinagar, Gujarat, India · 1 clientsPrivate fund adviser
No custodian reported
$53M
15865
Visdom Investment Group LLCRye Brook, NY · 10 clientsWealth manager
Schwab 47%J.P. Morgan 37%
$53M
15866
Westpark Capital, Inc.Los Angeles, CA · 265 clientsBroker-dealer firmHybridWestpark Capital, Inc.
No custodian reported
$53M
15867
C1 Advisors LLCPalo Alto, CA · 1 clientsAsset manager
No custodian reported
$53M
15868
KB & Partners Management Co LLCNew York, NY · 1 clientsPrivate fund adviserHybridKahn Brothers LLC, clears through Pershing
No custodian reported
$53M
15869
Royale Asset Management LLCWealth manager
UBS 100%
$53M
15870
Blue Marlin Holdco LLCBethesda, MD · 1 clientsPrivate fund adviser
No custodian reported
$53M
15871
Lowell Road Asset Management, Inc.Manhasset, NY · 124 clientsWealth manager
Schwab 99%
$53M
15872
Wealthpro, LLC95 clientsWealth managerHybrid
Pershing 67%Exeter Trust 33%
$52M
15873
Roosevelt Management Company LLCNew York, NY · 2 clientsAsset manager
No custodian reported
$52M
15874
Family Dynasty Advisors LLCLubbock, TX · 368 clientsWealth manager
Schwab 100%
$52M
15875
Qapital Invest, LLCNew York, NY · 38,446 clientsWealth managerHybridLightspeed Financial Services Group LLC, Wedbush & Co., LLC, clears through Interactive Brokers, Wedbush
Apex Fintech 89%
$52M
15876
Capital Management Advisors IncMarietta, GA · 115 clientsWealth manager
No custodian reported
$52M
15877
Universal Value AdvisorsReno, NV · 1 clientsAsset manager
No custodian reported
$52M
15878
42 AM, LLCNew York, NY · 3 clientsAsset manager
Truist Securities 100%
$52M
15879
Main Street Management CompanyAquebogue, NY · 112 clientsWealth managerHybrid
No custodian reported
$52M
15880
Acasta Partners UK LLPLondon, United Kingdom · 3 clientsPrivate fund adviser
No custodian reported
$52M

The RIA database

RIAs by state

The RIA database

RIAs by state