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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2001
Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
Goldman Sachs 54%Merrill / Bank of America 29%
$5.4B
2002
TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clientsWealth manager
Schwab 100%
$5.4B
2003
Frost Investment Advisors, LLCSan Antonio, TX · 9 clientsAsset managerHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
Frost Bank 100%
$5.4B
2004
Western Wealth Management LLCGolden, CO · 11,253 clientsWealth managerHybrid
LPL Financial 87%
$5.4B
2005
Cove Hill Partners, L.P.Boston, MA · 11 clientsPrivate fund adviser
No custodian reported
$5.4B
2006
Mantle Ridge LPNew York, NY · 13 clientsPrivate fund adviser
No custodian reported
$5.3B
2007
Aliya Capital Partners LLCMiami, FL · 217 clientsPrivate fund adviserAffiliated broker-dealerLeste USA, LLC
Schwab 100%
$5.3B
2008
Mackenzie Investments Europe LimitedDublin 4, Ireland · 9 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
Northern Trust 100%
$5.3B
2009
David Vaughan Investments, LLCPeoria, IL · 1,240 clientsWealth managerBank-affiliated
Schwab 100%
$5.3B
2010
Arena Capital AdvisorsLos Angeles, CA · 40 clientsPrivate fund adviser
No custodian reported
$5.3B
2011
Polus Capital Management LimitedLondon, United Kingdom · 17 clientsPrivate fund adviserHybridBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca - Banca DI Credito Finanziario S.P.A.
No custodian reported
$5.3B
2012
Family Manage LLCNew York, NY · 761 clientsAsset manager
Pershing 97%
$5.3B
2013
Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
Schwab 99%
$5.3B
2014
Pictet North America Advisors SAGeneva 73, Switzerland · 800 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
Banque Pictet & CIE SA 100%
$5.3B
2015
Pamlico CapitalCharlotte, NC · 7 clientsPrivate fund adviser
No custodian reported
$5.3B
2016
BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
Schwab 61%Fidelity 39%
$5.3B
2017
Alera Investment Advisors, LLCDeerfield, IL · 2,466 clientsAsset managerHybridAlera Securities LLC
Fidelity 100%
$5.3B
2018
Rehmann WealthLansing, MI · 2,549 clientsWealth managerHybridRehmann Financial Network, LLC
No custodian reported
$5.3B
2019
Constitution Capital Equity Partners LPAndover, MA · 33 clientsPrivate fund adviserHybrid
No custodian reported
$5.3B
2020
Denham Capital Management LPBoston, MA · 12 clientsPrivate fund adviser
No custodian reported
$5.3B
2021
Alumina Investment ManagementCharlotte, NCAsset manager
BNY 100%
$5.3B
2022
MHR Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
No custodian reported
$5.3B
2023
Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
State Street 59%The Bank of NY Mellon 41%
$5.3B
2024
Dextra PartnersNew York, NY · 14 clientsPrivate fund adviser
No custodian reported
$5.3B
2025
Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
UBS 44%J.P. Morgan 23%
$5.3B
2026
Value Partners Hong Kong LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviser
No custodian reported
$5.2B
2027
Venture Visionary Partners LLCSylvania, OH · 2,810 clientsWealth managerHybrid
Schwab 100%
$5.2B
2028
Glendon Capital Management L.P.Santa Monica, CA · 4 clientsPrivate fund adviser
No custodian reported
$5.2B
2029
Zimmer Partners, LPNew York, NY · 16 clientsPrivate fund adviser
Barclays Capital 100%
$5.2B
2030
Investment Management GroupBillings, MT · 1,532 clientsAsset manager
Schwab 100%
$5.2B
2031
Spruce House Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$5.2B
2032
Forest Investment AssociatesAtlanta, GA · 16 clientsAsset manager
No custodian reported
$5.2B
2033
Standard Investments LLCNew York, NY · 14 clientsPrivate fund adviser
Merrill / Bank of America 100%
$5.2B
2034
HC Capital Partners, LLCWest Conshohocken, PA · 29 clientsPrivate fund adviser
No custodian reported
$5.2B
2035
Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
Schwab 64%Fidelity 36%
$5.2B
2036
Lovell MinnickRadnor, PA · 38 clientsPrivate fund adviserAffiliated broker-dealer
No custodian reported
$5.2B
2037
Skye Global Management LPWest Palm Beach, FL · 3 clientsPrivate fund adviser
Goldman Sachs 100%
$5.2B
2038
Twin Bridge Capital Partners, LLCChicago, IL · 13 clientsPrivate fund adviser
No custodian reported
$5.2B
2039
GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
Fidelity 66%J.P. Morgan 34%
$5.2B
2040
Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWealth managerWrap sponsorHybridD.A. Davidson & Co.
D.A. Davidson & 64%
$5.2B

The RIA database

RIAs by state

The RIA database

RIAs by state