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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2041
Profund Advisors LLCBethesda, MD · 118 clientsAsset managerHybridProfunds Distributors, Inc.
No custodian reported
$5.2B
2042
KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
Schwab 86%
$5.2B
2043
Paine Schwartz Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
No custodian reported
$5.2B
2044
Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
Schwab 28%UMB Bank 23%
$5.2B
2045
Bear Creek Asset Management, LLCDenver, CO · 189 clientsAsset managerHybridBear Creek Securities LLC
Pershing 100%
$5.2B
2046
Investcorp Corsair Infrastructure Partners, L.P.New York, NY · 15 clientsPrivate fund adviserHybridCorsair Advisors LLC, ICM Nominees Holding Limited
No custodian reported
$5.2B
2047
Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
State Street 71%
$5.2B
2048
Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
Pershing 83%
$5.2B
2049
Insigneo Advisory Services, LLCMiami, FL · 4,473 clientsAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing
Pershing 100%
$5.2B
2050
Asset Strategy Consultants LLCHunt Valley, MD · 48 clientsAsset manager
No custodian reported
$5.2B
2051
Jefferies Investment Advisers LLCNew York, NY · 2,020 clientsAsset managerHybridJefferies LLC
Pershing 100%
$5.2B
2052
Hines Capital Advisors LLCHouston, TX · 10 clientsPrivate fund adviserHybridHines Private Wealth Solutions LLC
No custodian reported
$5.1B
2053
Altamar Partners North America LLCNew York, NYAsset managerAffiliated broker-dealer
No custodian reported
$5.1B
2054
Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
State Street 38%TD Prime Services 32%BNY 31%
$5.1B
2055
Tectonic Advisors LLCFrisco, TX · 2,377 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
Schwab 56%Tbank 44%
$5.1B
2056
Gemspring Capital Management, LPWestport, CT · 15 clientsPrivate fund adviser
No custodian reported
$5.1B
2057
Nexus Capital Management LPLos Angeles, CA · 15 clientsPrivate fund adviser
No custodian reported
$5.1B
2058
NUT Tree Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
No custodian reported
$5.1B
2059
Starr Private Equity Partners, LLCNew York, NY · 25 clientsPrivate fund adviser
No custodian reported
$5.1B
2060
Crescent Real Estate LLCFort Worth, TX · 43 clientsPrivate fund adviser
No custodian reported
$5.1B
2061
Tomales Bay Capital43 clientsPrivate fund adviser
No custodian reported
$5.1B
2062
Corient IA LPMiami, FL · 187 clientsPrivate fund adviserAffiliated broker-dealerGlasfunds Securities, LLC
No custodian reported
$5.1B
2063
Serent Capital Management Company, L.L.C.San Francisco, CA · 13 clientsPrivate fund adviser
No custodian reported
$5.1B
2064
Duration Capital Partners LLCNew York, NY · 22 clientsPrivate fund adviser
No custodian reported
$5.1B
2065
White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
Northern Trust 52%BNY 48%
$5.1B
2066
DWS Investments Hong Kong LimitedHong Kong, China · 11 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG, Deutsche Bank Securities Inc.
BNY 100%
$5.1B
2067
Genter Capital ManagementLos Angeles, CA · 4,294 clientsWealth managerHybrid
Schwab 100%
$5.1B
2068
Baypine Holdings LPBoston, MA · 9 clientsPrivate fund adviser
No custodian reported
$5.1B
2069
Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
Schwab 65%Fidelity 35%
$5.1B
2070
Moran Wealth Management, LLCNaples, FL · 1,694 clientsWealth manager
Pershing 100%
$5.1B
2071
TaikoChicago, IL · 12 clientsAsset manager
Schwab 100%
$5.1B
2072
Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
Stonex Financial 86%
$5.1B
2073
Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
J.P. Morgan 35%Morgan Stanley 34%
$5.1B
2074
New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
Fidelity 53%Schwab 47%
$5.1B
2075
Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
Fidelity 60%Schwab 40%
$5.1B
2076
BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
Fidelity 74%Schwab 26%
$5.1B
2077
Carrington Capital Management, LLCOld Greenwich, CT · 14 clientsAsset manager
No custodian reported
$5.1B
2078
The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
Fidelity Distributors Company 53%Schwab 28%
$5.1B
2079
TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
Northern Trust 39%HSBC Securities Services 31%BNY 30%
$5.1B
2080
Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
State Street 54%Northern Trust 24%
$5.1B

The RIA database

RIAs by state

The RIA database

RIAs by state