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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2761
Conversant Capital LLCSummit, NJ · 24 clientsPrivate fund adviser
No custodian reported
$3.1B
2762
Nantahala Capital Management, LLCNew Canaan, CT · 11 clientsPrivate fund adviser
Northern Trust 100%
$3.1B
2763
Moorstone, L.P.New York, NY · 11 clientsPrivate fund adviser
No custodian reported
$3.1B
2764
Van ECK Absolute Return Advisers Corp.New York, NY · 14 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
No custodian reported
$3.1B
2765
Staley Capital Advisers IncPittsburgh, PA · 448 clientsWealth manager
Schwab 100%
$3.1B
2766
Sourcerock Group LLCDenver, CO · 9 clientsPrivate fund adviser
No custodian reported
$3.1B
2767
Earned Wealth Advisors, LLCWalnut Creek, CA · 1,875 clientsWealth manager
Schwab 76%Fidelity 24%
$3.1B
2768
Concentric Capital Strategies L.P.Stamford, CT · 9 clientsPrivate fund adviser
No custodian reported
$3.1B
2769
BPS Capital Management, Inc.Bloomington, MN · 72 clientsAsset manager
Banker's Bank 58%United Banker's Bank 42%
$3.1B
2770
Winthrop WealthBoston, MA · 2,481 clientsWealth managerWrap sponsor
LPL Financial 100%
$3.1B
2771
Windjammer Capital InvestorsNewport Beach, CA · 9 clientsPrivate fund adviser
No custodian reported
$3.1B
2772
Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
Fidelity Distributors Company 70%SEI 30%
$3.1B
2773
Logan Capital Management, Inc.Newtown Square, PA · 1,897 clientsAsset manager
Schwab 50%Truist 50%
$3.1B
2774
SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
Fidelity 76%Schwab 24%
$3.1B
2775
Ampersand Capital PartnersBoston, MA · 4 clientsPrivate fund adviser
No custodian reported
$3.1B
2776
Calera Capital Advisors, LPSan Francisco, CA · 15 clientsPrivate fund adviser
No custodian reported
$3.1B
2777
Cooper Creek Partners Management LLCNew York, NY · 7 clientsPrivate fund adviser
Northern Trust 82%
$3.1B
2778
Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
PNC Wealth Management 49%
$3.1B
2779
Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
State Street 77%Morgan Stanley 23%
$3.1B
2780
Red Door Wealth Management, LLCMemphis, TN · 955 clientsWealth manager
Schwab 100%
$3.1B
2781
Greywolf Capital Management LPPurchase, NY · 48 clientsPrivate fund adviser
No custodian reported
$3.1B
2782
Thompson Investment Management, Inc.Madison, WI · 485 clientsAsset manager
Schwab 73%Fidelity 27%
$3.1B
2783
Gleneagles Investment Advisors, LLCAtlanta, GA · 51 clientsWealth manager
No custodian reported
$3.1B
2784
PAN Capital Management LPHouston, TX · 11 clientsPrivate fund adviser
No custodian reported
$3.1B
2785
1900 WealthSan Antonio, TX · 496 clientsWealth managerBank-affiliated
Schwab 72%Fifth Third Securities 28%
$3.1B
2786
Cinctive Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$3.1B
2787
Emerald Lake Capital Management, L.P.Santa Monica, CA · 15 clientsPrivate fund adviser
No custodian reported
$3.1B
2788
GHP Investment Advisors IncDenver, CO · 1,234 clientsWealth manager
Schwab 100%
$3.1B
2789
Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
U.S. Bank 58%UBS 23%
$3.1B
2790
Leucadia Asset Management LLCNew York, NY · 15 clientsPrivate fund adviserHybridJefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc.
Morgan Stanley 100%
$3.1B
2791
Berkeley Partners Management, LLCOakland, CA · 3 clientsPrivate fund adviser
No custodian reported
$3.1B
2792
Z Capital Group, L.L.C.New York, NY · 25 clientsPrivate fund adviser
No custodian reported
$3.1B
2793
Crewe AdvisorsSalt Lake City, UT · 759 clientsWealth managerHybrid
Schwab 84%
$3.1B
2794
Gamut Capital Management, L.P.New York, NY · 17 clientsPrivate fund adviser
No custodian reported
$3.0B
2795
Clarivest Asset Management LLCSan Diego, CA · 29 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
U.S. Bank 100%
$3.0B
2796
Anson Funds Management LPDallas, TX · 6 clientsPrivate fund adviser
No custodian reported
$3.0B
2797
Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsWealth managerHybrid
Fidelity 84%
$3.0B
2798
Anthos CapitalSanta Monica, CA · 10 clientsPrivate fund adviser
No custodian reported
$3.0B
2799
PRP Real Assets Advisors, LLCWashington, DC · 23 clientsPrivate fund adviser
No custodian reported
$3.0B
2800
Abrams Bison Investments, L.L.C.Bethesda, MD · 3 clientsPrivate fund adviser
No custodian reported
$3.0B

The RIA database

RIAs by state

The RIA database

RIAs by state