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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1961
Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
PNC Bank 50%Amalgamated Bank 29%
$5.5B
1962
Waldron Private WealthBridgeville, PA · 517 clientsWealth manager
Fidelity 87%
$5.5B
1963
CQS (US), LLCNew York, NY · 15 clientsPrivate fund adviserHybridJohn Hancock Distributors LLC
No custodian reported
$5.5B
1964
MJ RetirementCarmel, IN · 193 clientsAsset manager
Fidelity 75%Empower Retirement 25%
$5.5B
1965
Frontier Asset Management, LLCSheridan, WY · 3,240 clientsAsset manager
Fidelity 75%Schwab 25%
$5.5B
1966
BrockenbroughRichmond, VA · 568 clientsPrivate fund adviser
Schwab 100%
$5.5B
1967
Integrum Holdings LPNew York, NY · 12 clientsPrivate fund adviser
No custodian reported
$5.5B
1968
Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
Fidelity 44%U.S. Bank 24%
$5.5B
1969
Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
Schwab 83%
$5.5B
1970
Lime RockWestport, CT · 23 clientsPrivate fund adviser
No custodian reported
$5.5B
1971
Bansk Group LLCNew York, NY · 20 clientsPrivate fund adviser
No custodian reported
$5.5B
1972
Calamos Wealth Management LLCNaperville, IL · 4,308 clientsWealth managerHybridCalamos Financial Services LLC
Fidelity 100%
$5.5B
1973
Vestal Point Capital, LPNew York, NY · 3 clientsPrivate fund adviser
Goldman Sachs 43%Morgan Stanley 42%
$5.5B
1974
Monomoy Capital Management, L.P.Greenwich, CT · 20 clientsPrivate fund adviser
No custodian reported
$5.5B
1975
Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
State Street 31%BNY 26%Northern Trust 23%
$5.5B
1976
Altos Ventures Management, Inc.Burlingame, CA · 59 clientsPrivate fund adviser
No custodian reported
$5.4B
1977
Palestra Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$5.4B
1978
Sentry Management IncWichita Falls, TX · 88 clientsAsset manager
Federal Home Loan Bank of Dallas 44%The Independent Bankerbank 36%
$5.4B
1979
Stwd Investment Management, LLCMiami Beach, FL · 9 clientsPrivate fund adviserAffiliated broker-dealerStarwood Capital, L.L.C.
No custodian reported
$5.4B
1980
Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
Schwab 94%
$5.4B
1981
Aquatic Capital Management LLCChicago, IL · 4 clientsPrivate fund adviser
No custodian reported
$5.4B
1982
Motive Capital Management, LLCNew York, NY · 39 clientsPrivate fund adviser
No custodian reported
$5.4B
1983
Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
Matrix Trust 52%Empower Trust Company 26%
$5.4B
1984
True North Advisors, LLCDallas, TX · 1,068 clientsWealth manager
Schwab 81%
$5.4B
1985
Integrity Alliance, LLCUrbandale, IA · 10,885 clientsBroker-dealer firmHybridIntegrity Capital, LLC
Schwab 56%Pershing 27%
$5.4B
1986
Stockbridge InvestorsBoston, MA · 2 clientsPrivate fund adviser
Brown Brothers Harriman & 100%
$5.4B
1987
Tailwind CapitalNew York, NY · 22 clientsPrivate fund adviser
No custodian reported
$5.4B
1988
Fenimore Asset Management, Inc.Cobleskill, NY · 682 clientsAsset managerHybridFenimore Securities, Inc.
Schwab 100%
$5.4B
1989
Wellington Funds (US) LLCBoston, MA · 16 clientsPrivate fund adviserAffiliated broker-dealerWellington Funds Distributors Inc.
No custodian reported
$5.4B
1990
Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
BNY 66%CIBC Mellon Trust 34%
$5.4B
1991
Constellation Wealth AdvisorsCincinnati, OH · 417 clientsWealth manager
Schwab 100%
$5.4B
1992
HQ Capital Private Equity LLCMiami, FL · 50 clientsPrivate fund adviser
No custodian reported
$5.4B
1993
First Sentier InvestorsGeorge Town, Grand Cayman, Cayman Islands · 11 clientsPrivate fund adviserHybrid
No custodian reported
$5.4B
1994
Bain Capital Insurance Solutions, LPBoston, MA · 13 clientsPrivate fund adviserHybridBain Capital Markets, LLC
U.S. Bank 100%
$5.4B
1995
Quiet Capital Management, LLCSan Francisco, CA · 62 clientsPrivate fund adviser
No custodian reported
$5.4B
1996
Blackstone Alternative Investment Advisors LLCNew York, NY · 1 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
No custodian reported
$5.4B
1997
Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
J.P. Morgan 69%Northern Trust 31%
$5.4B
1998
Cornell CapitalNew York, NY · 20 clientsPrivate fund adviser
No custodian reported
$5.4B
1999
Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
J.P. Morgan 81%
$5.4B
2000
Cohen & Steers UK LimitedLondon, United Kingdom · 69 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
J.P. Morgan 54%State Street 31%
$5.4B

The RIA database

RIAs by state

The RIA database

RIAs by state