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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2081
First Foundation AdvisorsIrvine, CA · 1,316 clientsWealth managerBank-affiliated
Schwab 100%
$5.1B
2082
Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
Northern Trust 50%BNY 50%
$5.1B
2083
Trueplan Benefit and Retirement AdvisorsRensselaer, NY · 48 clientsBroker-dealer firmHybrid
No custodian reported
$5.1B
2084
Percheron CapitalSan Francisco, CA · 14 clientsPrivate fund adviser
No custodian reported
$5.1B
2085
TCG Crossover Management, LLCPalo Alto, CA · 3 clientsPrivate fund adviser
No custodian reported
$5.1B
2086
Wellspring Family OfficeCleveland, OH · 148 clientsWealth manager
Fidelity 100%
$5.1B
2087
Three Bell Capital LLCDallas, TX · 628 clientsAsset manager
Schwab 100%
$5.1B
2088
Newport Group Consulting, LLCLake Mary, FL · 3,761 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
Ascensus Trust 100%
$5.1B
2089
Maplelane Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
No custodian reported
$5.0B
2090
Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
Fidelity 57%Schwab 43%
$5.0B
2091
Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsWealth managerHybrid
Schwab 100%
$5.0B
2092
Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
$5.0B
2093
TFO Family Office PartnersPhoenix, AZ · 306 clientsWealth manager
Schwab 100%
$5.0B
2094
Cain, Watters & Associates, LLCFrisco, TX · 3,397 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
Schwab 55%T Bank 45%
$5.0B
2095
MSR Capital Partners, LLCNew York, NY · 10 clientsPrivate fund adviser
No custodian reported
$5.0B
2096
Wellspring Capital Advisors, LLC14 clientsAsset manager
No custodian reported
$5.0B
2097
RiverbridgeMinneapolis, MN · 3,656 clientsWealth managerHybrid
Schwab 100%
$5.0B
2098
Coastal Bridge AdvisorsWestport, CT · 1,997 clientsWealth managerAffiliated broker-dealer
Pershing 66%Fidelity 34%
$5.0B
2099
Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
Northern Trust 55%State Street 24%
$5.0B
2100
Kirkoswald Capital Management LimitedLondon, United Kingdom · 17 clientsPrivate fund adviser
No custodian reported
$5.0B
2101
Finepoint Capital LPBoston, MA · 2 clientsPrivate fund adviser
No custodian reported
$5.0B
2102
Rockbridge Capital, LLCColumbus, OH · 23 clientsPrivate fund adviserHybrid
No custodian reported
$5.0B
2103
Stifel Independent Advisors, LLCSt Louis, MO · 7,902 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
No custodian reported
$5.0B
2104
SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
Schwab 57%Fidelity 43%
$5.0B
2105
Graham Partners, LLCNewtown Square, PA · 31 clientsPrivate fund adviser
No custodian reported
$5.0B
2106
Fiera Capital (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
No custodian reported
$5.0B
2107
Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
Schwab 54%Pershing 42%
$5.0B
2108
Gulf International Bank (UK) LimitedLondon, United Kingdom · 6 clientsAsset managerAffiliated broker-dealerGIB Capital
HSBC Bank PLC 100%
$5.0B
2109
Advance Capital Management IncSouthfield, MI · 7,365 clientsWealth manager
Schwab 100%
$5.0B
2110
JVP ManagementNew York, NY · 49 clientsPrivate fund adviser
TD Bank 49%Flagstar Bank 28%Valley National Bank 23%
$5.0B
2111
Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
BNY 35%J.P. Morgan 22%
$5.0B
2112
Hound PartnersNew York, NY · 10 clientsPrivate fund adviser
No custodian reported
$5.0B
2113
Slavic Mutual Funds Management Corp.Boca Raton, FL · 655 clientsAsset manager
Fidelity 76%American Trust Custody 24%
$5.0B
2114
Avenue Capital Management II, L.P.New York, NY · 35 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
No custodian reported
$5.0B
2115
Empyrean Capital Partners, LPLos Angeles, CA · 4 clientsPrivate fund adviser
No custodian reported
$5.0B
2116
Northcoast Asset Management LLCStamford, CT · 4,486 clientsWealth managerAffiliated broker-dealer
Fidelity 100%
$5.0B
2117
Maseco Private WealthLondon, United Kingdom · 3,510 clientsWealth managerPublic-company owned
Pershing 82%
$5.0B
2118
Southstate Private Capital Management LLCColumbia, SC · 712 clientsAsset managerHybridSouthstate Securities Corp., clears through Pershing
Southstate Bank 79%
$5.0B
2119
Destination Wealth ManagementWalnut Creek, CA · 2,299 clientsWealth manager
Schwab 100%
$4.9B
2120
Vittoria and Partners LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
No custodian reported
$4.9B

The RIA database

RIAs by state

The RIA database

RIAs by state