The RIA database

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1561. 1561
      City of London Investment Management Company LimitedLondon, United Kingdom · 33 clientsPrivate fund adviser
      State Street 53%Northern Trust 25%
      +00% 1 yr$8.1B
1562. 1562
      Annex Wealth Management, LLCBrookfield, WI · 6,802 clientsWealth manager
      Schwab 72%Fidelity 28%
      +00% 1 yr$8.1B
1563. 1563
      Crestwood AdvisorsBoston, MA · 1,128 clientsWealth managerAffiliated broker-dealer
      Fidelity 83%
      +00% 1 yr$8.0B
1564. 1564
      Context Capital Management LLCGreenwich, CT · 3 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$8.0B
1565. 1565
      Blackstone Isg-Ii Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
      No custodian reported
      +00% 1 yr$8.0B
1566. 1566
      Howard Capital Management, LLCAlpharetta, GA · 10,608 clientsWealth managerHybrid
      Axos 54%Fidelity 46%
      +00% 1 yr$8.0B
1567. 1567
      Patria Private Equity (europe) LimitedEdinburgh, United Kingdom · 46 clientsPrivate fund adviserAffiliated broker-dealer
      Societe Generale - Luxembourg 100%
      +00% 1 yr$8.0B
1568. 1568
      Trive Capital Management LLCDallas, TX · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.0B
1569. 1569
      Cion Ares Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
      No custodian reported
      +00% 1 yr$8.0B
1570. 1570
      Balbec Capital Management LPScottsdale, AZ · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.0B
1571. 1571
      Carmel PartnersSan Francisco, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.0B
1572. 1572
      Guggenheim InvestmentsNew York, NY · 107 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$8.0B
1573. 1573
      FPA Real Estate Advisers Group, LLCIrvine, CA · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.0B
1574. 1574
      RFG Advisory, LLCVestavia Hills, AL · 17,410 clientsWealth managerHybrid
      Schwab 66%Fidelity 34%
      +00% 1 yr$8.0B
1575. 1575
      Polunin Capital Partners LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
      State Street 94%
      +00% 1 yr$8.0B
1576. 1576
      BV Investment Partners, L.P.Boston, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1577. 1577
      ICG Advisors, LLCLos Angeles, CA · 70 clientsWealth manager
      RBC 100%
      +00% 1 yr$7.9B
1578. 1578
      Loancore Capital Credit Advisor LLCGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1579. 1579
      Orion Resource Partners (USA), LPNew York, NY · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1580. 1580
      Timessquare Capital Management, LLCNew York, NY · 51 clientsAsset managerHybridAMG Distributors, Inc.
      No custodian reported
      +00% 1 yr$7.9B
1581. 1581
      Flexpoint Ford, LLCMiami, FL · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1582. 1582
      PCM Management Advisor, LLCChagrin Falls, OH · 24 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
      No custodian reported
      +00% 1 yr$7.9B
1583. 1583
      Huntington Financial AdvisorsColumbus, OH · 42,398 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$7.9B
1584. 1584
      RBC Private Counsel (USA) Inc.Toronto, On, Canada · 5,967 clientsWealth managerBank-affiliatedHybridPhillips, Hager & North Investment Funds LTD., RBC Capital Markets, LLC
      RBC 91%
      +00% 1 yr$7.9B
1585. 1585
      D.F. Dent and Company, Inc.Baltimore, MD · 1,185 clientsWealth managerHybrid
      Fidelity 57%PNC Wealth Management 43%
      +00% 1 yr$7.9B
1586. 1586
      Kensico Capital Management Corp.Greenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1587. 1587
      Mirae Asset Global Investments (hong Kong) LimitedHong Kong, Hong Kong · 88 clientsPrivate fund adviserAffiliated broker-dealerMirae Asset Securities (HK) Limited, Mirae Asset Securities Co., LTD.
      No custodian reported
      +00% 1 yr$7.9B
1588. 1588
      Montanova Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1589. 1589
      Westbridge Capital US Advisors, LPSan Mateo, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1590. 1590
      Odyssey Investment Partners, LLCNew York, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.9B
1591. 1591
      Ingalls Investment Management, LLCNew York, NY · 4,453 clientsWealth managerHybridIngalls & Snyder, LLC
      Ingalls & Snyder 69%Schwab 24%
      +00% 1 yr$7.8B
1592. 1592
      Harbert Fund Advisors, LLCBirmingham, AL · 44 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.8B
1593. 1593
      Hunter Point Capital LPNew York, NY · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.8B
1594. 1594
      Confluence Financial PartnersMcMurray, PA · 5,228 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$7.8B
1595. 1595
      Guggenheim Funds Distributors, LLCChicago, IL · 1 clientsBroker-dealer firmHybridGuggenheim Investor Services, LLC, Guggenheim Partners Japan, LTD., clears through Pershing
      No custodian reported
      +00% 1 yr$7.8B
1596. 1596
      Fifth Third Wealth Advisors LLCCincinnati, OH · 1,498 clientsAsset managerAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
      Fidelity 53%Fifth Third Bank 47%
      +00% 1 yr$7.8B
1597. 1597
      Amova Asset Management Americas, Inc.New York, NY · 8 clientsPrivate fund adviserHybridAmova Securities Co., LTD.
      Northern Trust 100%
      +00% 1 yr$7.8B
1598. 1598
      QICNew York, NY · 21 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$7.8B
1599. 1599
      WGI DM, LLCBoston, MA · 24 clientsAsset manager
      BNY 41%Northern Trust 30%State Street 30%
      +00% 1 yr$7.8B
1600. 1600
      Elmtree Funds, LLCSt. Louis, MO · 16 clientsPrivate fund adviserHybridHPS Securities, LLC
      No custodian reported
      +00% 1 yr$7.8B