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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2281
TPG RE Finance Trust Management, L.P.Fort Worth, TX · 1 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
No custodian reported
$4.4B
2282
Greystone Bridge Lending Fund Manager LLCNew York, NY · 7 clientsPrivate fund adviser
No custodian reported
$4.4B
2283
Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
Northern Trust 35%Principal Financial Group 33%
$4.4B
2284
Locust Wood Capital Advisers, LLCNew York, NY · 18 clientsAsset managerHybridTriple A Partners LLC
No custodian reported
$4.4B
2285
Rockland Capital, LPThe Woodlands, TX · 10 clientsPrivate fund adviser
No custodian reported
$4.4B
2286
LGK Advisors, LLCNew York, NY · 17 clientsPrivate fund adviser
No custodian reported
$4.4B
2287
Eagletree Capital, LPNew York, NY · 30 clientsPrivate fund adviser
No custodian reported
$4.4B
2288
Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clientsWealth manager
Fidelity 60%Schwab 40%
$4.4B
2289
AcresUniondale, NY · 5 clientsPrivate fund adviser
No custodian reported
$4.4B
2290
Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
Schwab 59%
$4.4B
2291
AQR Arbitrage, LLCGreenwich, CT · 15 clientsPrivate fund adviserAffiliated broker-dealerAQR Investments, LLC
No custodian reported
$4.4B
2292
Drive Capital LLCColumbus, OH · 21 clientsPrivate fund adviser
No custodian reported
$4.4B
2293
RedwheelMiami, FL · 11 clientsAsset managerHybrid
J.P. Morgan 59%State Street 41%
$4.4B
2294
Syon Capital LLCSan Francisco, CA · 72 clientsWealth manager
Schwab 100%
$4.4B
2295
Human CapitalSan Francisco, CA · 52 clientsPrivate fund adviser
No custodian reported
$4.4B
2296
Advisory Alpha, LLCHolland, MI · 13,831 clientsWealth managerHybrid
Schwab 86%
$4.4B
2297
SCI Capital Partners LPLos Angeles, CA · 1 clientsPrivate fund adviser
No custodian reported
$4.4B
2298
Invesco Investment Advisers LLCDowners Grove, IL · 1,116 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
No custodian reported
$4.4B
2299
Ancala Partners LLCNew York, NY · 1 clientsAsset managerHybridAncala Partners LLP
No custodian reported
$4.4B
2300
Good Life Advisors, LLCCelebration, FL · 22,596 clientsWealth managerWrap sponsorHybrid
LPL Financial 100%
$4.4B
2301
Campbell & Company Investment Adviser LLCBaltimore, MD · 11 clientsAsset managerHybridCampbell Financial Services, LLC
Morgan Stanley 100%
$4.3B
2302
Quilvest Capital Partners Management, LLCNew York, NY · 79 clientsPrivate fund adviserHybridQuilvest (switzerland) LTD., Quilvest Capital Partners Securities LLC
No custodian reported
$4.3B
2303
Stonehill Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
No custodian reported
$4.3B
2304
Voyager Global Management LPNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$4.3B
2305
Waterton Investment Adviser, L.L.C.Chicago, IL · 17 clientsPrivate fund adviser
No custodian reported
$4.3B
2306
Northcrest Asset ManagementPlymouth, MNAsset managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
Schwab 57%Fidelity 43%
$4.3B
2307
Morgan Stanley | Eaton Vance CLO Manager LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
No custodian reported
$4.3B
2308
PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
Fidelity 51%Schwab 37%
$4.3B
2309
Kestra Investment Management, LLC.Austin, TX · 4 clientsAsset managerHybridKestra Investment Services, LLC
No custodian reported
$4.3B
2310
Prana Capital Management LPGreenwich, CT · 7 clientsPrivate fund adviser
No custodian reported
$4.3B
2311
Pallas Capital Advisors, LLCBraintree, MA · 1,221 clientsWealth managerWrap sponsorHybrid
Fidelity 100%
$4.3B
2312
360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
J.P. Morgan 25%Orbis Financial Corporation Limited 23%
$4.3B
2313
Coronation International LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
JPM Chase Bank N.A. London 100%
$4.3B
2314
New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
State Street 41%BNY 38%
$4.3B
2315
Trillium Asset ManagementBoston, MA · 2,043 clientsWealth manager
Schwab 81%
$4.3B
2316
Think InvestmentsSan Francisco, CA · 6 clientsPrivate fund adviser
No custodian reported
$4.3B
2317
Karpus Investment ManagementPittsford, NY · 1,859 clientsWealth manager
US Bancorp National Association 100%
$4.3B
2318
Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
Schwab 67%Fifth Third Bank 33%
$4.3B
2319
Sage Financial Group Inc.West Conshohocken, PA · 1,116 clientsWealth manager
Schwab 100%
$4.3B
2320
Aaron Wealth AdvisorsChicago, IL · 176 clientsWealth manager
Schwab 100%
$4.3B

The RIA database

RIAs by state

The RIA database

RIAs by state