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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2881
Centerbook Partners LPGreenwich, CT · 9 clientsPrivate fund adviser
No custodian reported
$2.9B
2882
Renaissance Investment ManagementCovington, KY · 1,983 clientsAsset managerAffiliated broker-dealer
Morgan Stanley 100%
$2.9B
2883
Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
Schwab 51%Fidelity 49%
$2.9B
2884
Polychain Capital LPSan Francisco, CA · 19 clientsPrivate fund adviser
No custodian reported
$2.9B
2885
Sylebra Capital LLCPalo Alto, CA · 6 clientsPrivate fund adviser
No custodian reported
$2.9B
2886
Asset Management One USA Inc.New York, NY · 7 clientsAsset managerAffiliated broker-dealerGreenhill & Co., LLC, Mizuho Securities Co., LTD.
Mufg Alternative Fund Services (cayman) Limited 100%
$2.9B
2887
Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
Schwab 60%Fidelity 40%
$2.9B
2888
RRG Capital Management LLCLos Angeles, CA · 16 clientsPrivate fund adviser
No custodian reported
$2.9B
2889
Lynrock Lake LPRye Brook, NY · 3 clientsPrivate fund adviser
No custodian reported
$2.9B
2890
Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
Schwab 51%Fidelity 49%
$2.9B
2891
Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
Fidelity 86%
$2.9B
2892
CPS Investment AdvisorsLakeland, FL · 3,377 clientsWealth manager
Fidelity 100%
$2.9B
2893
Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
Fidelity 56%Schwab 44%
$2.9B
2894
Keywise Capital Management (HK) LimitedHong Kong, Hong Kong · 11 clientsAsset manager
Citi 100%
$2.9B
2895
DFW Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
No custodian reported
$2.9B
2896
RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
Fidelity 87%
$2.9B
2897
Westchester Capital Management, LLCValhalla, NY · 7 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
No custodian reported
$2.9B
2898
Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
$2.9B
2899
MAN Investment Partners (US) LPNew York, NY · 34 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
Barclays Bank PLC 100%
$2.9B
2900
Electric Capital Partners, LLCPalo Alto, CA · 30 clientsPrivate fund adviser
Anchorage Trust 64%
$2.9B
2901
Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
Fidelity Distributors Company 71%Schwab 29%
$2.9B
2902
LM Advisors LLCSan Diego, CA · 585 clientsWealth manager
Morgan Stanley 100%
$2.9B
2903
Capital Counsel LLCNew York, NY · 224 clientsWealth manager
BNY 100%
$2.9B
2904
Casdin Capital, LLCNew York, NY · 7 clientsPrivate fund adviser
No custodian reported
$2.9B
2905
Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
Fidelity 77%Schwab 23%
$2.9B
2906
Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
BNY 55%Northern Trust 45%
$2.9B
2907
Melqart Asset Management (UK) LTDLondon, United Kingdom · 6 clientsPrivate fund adviser
J.P. Morgan 61%
$2.9B
2908
Capstone Financial Advisors IncDowners Grove, IL · 1,072 clientsWealth manager
Schwab 100%
$2.9B
2909
Hollencrest Capital ManagementNewport Beach, CA · 477 clientsWealth manager
Schwab 100%
$2.9B
2910
Nx1 Capital LPNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$2.9B
2911
Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
Pershing 45%Schwab 43%
$2.9B
2912
Timothy Partners, LTD.Maitland, FL · 1 clientsBroker-dealer firmHybrid
No custodian reported
$2.9B
2913
Park West Asset Management LLCSan Francisco, CA · 9 clientsPrivate fund adviser
No custodian reported
$2.9B
2914
Waters, Parkerson & Co., LLCNew Orleans, LA · 794 clientsWealth manager
Schwab 100%
$2.9B
2915
Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
Associated Trust Company 68%
$2.9B
2916
Blockchain Capital, LLCSan Francisco, CA · 19 clientsPrivate fund adviser
No custodian reported
$2.9B
2917
Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
Fidelity Distributors Company 77%Schwab 23%
$2.9B
2918
Port Capital LLCChicago, IL · 482 clientsAsset manager
Pershing 85%
$2.9B
2919
Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
Schwab 83%
$2.9B
2920
Legacy Knight MFO, LLCDallas, TX · 53 clientsWealth manager
Goldman Sachs 100%
$2.8B

The RIA database

RIAs by state

The RIA database

RIAs by state