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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3321
Sentry, LLCMemphis, TN · 74 clientsAsset manager
Regions Bank, Trust Department 59%Fidelity 41%
$2.3B
3322
AIP Management USNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$2.3B
3323
Belzberg & Co.New York, NY · 117 clientsPrivate fund adviserHybridBelzberg Capital LLC
J.P. Morgan 62%Goldman Sachs 38%
$2.3B
3324
Magnus Financial Group LLCNew York, NY · 1,158 clientsWealth manager
Schwab 67%Fidelity 33%
$2.3B
3325
Capita Financial Network, LLCDraper, UT · 2,888 clientsWealth manager
Schwab 99%
$2.3B
3326
Matrix Capital Management Company, LPPortsmouth, NH · 4 clientsPrivate fund adviser
No custodian reported
$2.3B
3327
PPC Enterprises LLCNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$2.3B
3328
Woodley FarraIndianapolis, IN · 1,652 clientsWealth manager
Schwab 83%
$2.3B
3329
Revelation Capital Management, LLCSausalito, CA · 7 clientsPrivate fund adviser
No custodian reported
$2.3B
3330
Bronte CapitalBondi Junction, Australia · 4 clientsPrivate fund adviser
No custodian reported
$2.3B
3331
Milliman Advisors, LLCSeattle, WA · 39 clientsAsset managerAffiliated broker-dealerMilliman Investment Management Services LLC, clears through Wedbush
No custodian reported
$2.3B
3332
Greensledge Advisors LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGreensledge Asia Limited, Greensledge Capital Markets Europe LLP
No custodian reported
$2.3B
3333
Oxford Lane Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
No custodian reported
$2.3B
3334
Arlington Partners LLCBirmingham, AL · 16 clientsPrivate fund adviser
No custodian reported
$2.3B
3335
Tiptree Advisors, LLCNew York, NY · 19 clientsAsset manager
5001 Kingsley Dr. MD 1mob2j 85%
$2.3B
3336
Louisbourg InvestmentsDieppe, New Brunswick, Canada · 248 clientsAsset manager
National Bank Trust 56%CIBC Mellon 44%
$2.3B
3337
Sageview Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
No custodian reported
$2.3B
3338
Summit Financial Strategies IncColumbus, OH · 1,026 clientsWealth manager
Schwab 83%
$2.3B
3339
McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clientsWealth manager
Fidelity Distributors Company 50%Schwab 50%
$2.3B
3340
Summit Wealth GroupColorado Springs, CO · 3,117 clientsWealth managerWrap sponsorHybrid
SEI 100%
$2.3B
3341
Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clientsWealth manager
Schwab 67%Pershing 33%
$2.3B
3342
EFG Private Wealth Management (americas) Corp.Miami, FL · 479 clientsAsset managerHybridEFG Capital International Corp.
EFG Bank AG 44%Pershing 42%
$2.3B
3343
Garnet Credit Management LLCNew York, NY · 5 clientsPrivate fund adviser
No custodian reported
$2.3B
3344
WIL, LLCPalo Alto, CA · 8 clientsPrivate fund adviser
No custodian reported
$2.3B
3345
RSW InvestmentsSummit, NJ · 1,412 clientsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
Morgan Stanley 41%UBS 31%
$2.3B
3346
T. Rowe Price Singapore Private LTDSingapore, Singapore · 12 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
HSBC Bank PLC 60%
$2.3B
3347
TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
SEI 49%
$2.3B
3348
Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
BNY 99%
$2.3B
3349
Summit Global Investments, LLCBountiful, UT · 7,475 clientsAsset managerHybrid
Interactive Brokers 98%
$2.3B
3350
Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsWealth managerHybrid
Schwab 78%
$2.3B
3351
Securis Investment Partners LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
No custodian reported
$2.3B
3352
KA Credit Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
No custodian reported
$2.3B
3353
Jana Partners Management, LPNew York, NY · 8 clientsPrivate fund adviser
No custodian reported
$2.3B
3354
Cornerstone Management, Inc.Duluth, GA · 286 clientsAsset manager
Schwab 100%
$2.3B
3355
Fidelis CapitalTampa, FL · 232 clientsWealth manager
Fidelity 100%
$2.3B
3356
Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWealth managerWrap sponsor
Fidelity 100%
$2.3B
3357
Clocktower Group, L.P.Santa Monica, CA · 50 clientsPrivate fund adviser
No custodian reported
$2.3B
3358
Lazard Asset Management Canada IncNew York, NY · 12 clientsAsset managerAffiliated broker-dealerLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
RBC 35%State Street 34%BNY 31%
$2.3B
3359
Sellwood Investment Partners LLCPortland, OR · 72 clientsAsset manager
Schwab 71%
$2.3B
3360
Gamma Investing LLC1,975 clientsAsset managerAffiliated broker-dealerRobert W Baird Gmbh, Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated 100%
$2.3B

The RIA database

RIAs by state

The RIA database

RIAs by state