The RIA database

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2201. 2201
      Shelter Growth Capital Partners LLCStamford, CT · 40 clientsAsset manager
      Wilmington Trust 86%
      +00% 1 yr$4.7B
2202. 2202
      Acre Manager, LLCNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.7B
2203. 2203
      Clearwater Advisors, LLCBoise, ID · 32 clientsAsset manager
      U.S. Bancorp Investments 75%BNY 25%
      +00% 1 yr$4.7B
2204. 2204
      Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsWealth managerHybridDfpg Investments, LLC, Wade Read Capital, LLC
      Schwab 52%Fidelity 48%
      +00% 1 yr$4.6B
2205. 2205
      Forza Investment Group, LPSummit, NJ · 14 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$4.6B
2206. 2206
      CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
      LPL Financial 88%
      +00% 1 yr$4.6B
2207. 2207
      Heritage Investors Management CorpBethesda, MD · 762 clientsWealth manager
      7501 Wisconsin Avenue, Suite 1500w 100%
      +00% 1 yr$4.6B
2208. 2208
      Clean Energy Transition LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$4.6B
2209. 2209
      C-Bridge Capital LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2210. 2210
      Verdence Capital Advisors, LLCHunt Valley, MD · 1,876 clientsWealth manager
      Fidelity 86%
      +00% 1 yr$4.6B
2211. 2211
      Caxton Associates (USA) LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2212. 2212
      Bowen, Hanes & Co IncPonte Vedra Beach, FL · 114 clientsAsset manager
      Principal Custody Solutions 85%
      +00% 1 yr$4.6B
2213. 2213
      Summit Partners Public Asset Management, LLCBoston, MA · 13 clientsPrivate fund adviser
      Merrill / Bank of America 52%Morgan Stanley 48%
      +00% 1 yr$4.6B
2214. 2214
      PantheonLondon, United Kingdom · 24 clientsPrivate fund adviserAffiliated broker-dealerPantheon Securities, LLC
      No custodian reported
      +00% 1 yr$4.6B
2215. 2215
      Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
      Fifth Third Bank 60%Fidelity 26%
      +00% 1 yr$4.6B
2216. 2216
      Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
      BNY 63%J.P. Morgan 25%
      +00% 1 yr$4.6B
2217. 2217
      Seven Bridges Advisors LLCNew York, NY · 171 clientsWealth manager
      No custodian reported
      +00% 1 yr$4.6B
2218. 2218
      Haussmann 1864 Capital Management LLCNew York, NY · 12 clientsAsset managerAffiliated broker-dealerBernstein Institutional Services LLC, SG Americas Securities, LLC
      J.P. Morgan 100%
      +00% 1 yr$4.6B
2219. 2219
      Fundstrat CapitalNew York, NY · 3 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$4.6B
2220. 2220
      Stable Asset Management LPNew York, NY · 15 clientsAsset manager
      State Street 76%
      +00% 1 yr$4.6B
2221. 2221
      BTC Capital ManagementDes Moines, IA · 80 clientsAsset manager
      Bankers Trust 93%
      +00% 1 yr$4.6B
2222. 2222
      1932 Investment ManagementNewark, NJ · 5 clientsAsset manager
      No custodian reported
      +00% 1 yr$4.6B
2223. 2223
      Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
      Northern Trust 67%
      +00% 1 yr$4.6B
2224. 2224
      Castleark Management LLCChicago, IL · 66 clientsAsset manager
      BNY 41%Northern Trust 34%
      +00% 1 yr$4.6B
2225. 2225
      Arbor Realty Collateral Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2226. 2226
      Twin Focus Capital Partners, LLCBoston, MA · 83 clientsWealth manager
      Schwab 53%Fidelity 37%
      +00% 1 yr$4.6B
2227. 2227
      Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
      Northern Trust 37%State Street 30%
      +00% 1 yr$4.6B
2228. 2228
      Deepcurrents Investment Group LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2229. 2229
      MCR Fund Management LLCDallas, TX · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2230. 2230
      Portman Square Capital LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2231. 2231
      GSV Equity Holdings, LLCKnoxville, TN · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2232. 2232
      Sandbrook Capital Management LPStamford, CT · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2233. 2233
      Hull Street EnergyBethesda, MD · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2234. 2234
      Tenex Capital Management, L.P.New York, NY · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2235. 2235
      Corvex Management LPNew York, NY · 10 clientsPrivate fund adviser
      Goldman Sachs 68%Merrill / Bank of America 32%
      +00% 1 yr$4.6B
2236. 2236
      QHP Capital, L.P.Raleigh, NC · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2237. 2237
      Wharton Business Group, LLCMalvern, PA · 119 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
      Schwab 100%
      +00% 1 yr$4.6B
2238. 2238
      Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
      Schwab 23%J.P. Morgan 22%
      +00% 1 yr$4.6B
2239. 2239
      Thompson Street Capital Manager LLCSt. Louis, MO · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B
2240. 2240
      Waud Capital PartnersChicago, IL · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.6B