The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

41. 041
    Nomura Asset Management Co., LTD.Tokyo, Japan · 1,712 clientsPrivate fund adviserAffiliated broker-dealer
    The Master Trust Bank of Japan, LTD. 65%Mitsubishi UFJ Trust and Banking 35%
    +00% 1 yr$602B
42. 042
    Federated Investment Management CompanyPittsburgh, PA · 71 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    +00% 1 yr$590B
43. 043
    UBS Asset Management (americas) LLCNew York, NY · 433,784 clientsAsset managerHybridUBS AG, UBS Asset Management (US) Inc.
    UBS 88%
    +00% 1 yr$588B
44. 044
    Citadel Advisors LLCMiami, FL · 37 clientsPrivate fund adviserHybridCitadel Clearing LLC, Citadel Institutional Finance Company LTD.
    No custodian reported
    +00% 1 yr$571B
45. 045
    Metlife Investment Management, LLCWhippany, NJ · 317 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    J.P. Morgan 100%
    +00% 1 yr$564B
46. 046
    MFS Investment ManagementBoston, MA · 355 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    State Street 29%Brown Brothers Harriman & 25%
    +00% 1 yr$514B
47. 047
    Franklin Advisers, Inc.SAN Mateo, CA · 25,120 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    UBS 46%BNY 32%J.P. Morgan 22%
    +00% 1 yr$509B
48. 048
    Columbia Management Investment Advisers, LLCBoston, MA · 4,251 clientsAsset managerHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    J.P. Morgan 69%
    +00% 1 yr$502B
49. 049
    Raymond James & Associates, Inc.St. Petersburg, FL · 531,617 clientsBroker-dealer firmHybridCarillon Fund Distributors, Inc., Greensledge Capital Markets LLC
    Raymond James 100%
    +00% 1 yr$501B
50. 050
    Jpmorgan Asset Management (UK) LimitedLondon, United Kingdom · 542 clientsPrivate fund adviserAffiliated broker-dealerJ.P. Morgan Securities LLC, J.P. Morgan Securities PLC
    J.P. Morgan 47%Northern Trust 27%State Street 26%
    +00% 1 yr$484B
51. 051
    Allspring Global Investments, LLCCharlotte, NC · 10,401 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Northern Trust 36%State Street 25%
    +00% 1 yr$476B
52. 052
    Asset Management One Co., LTD.Tokyo, Japan · 1,406 clientsAsset managerAffiliated broker-dealerMizuho Securities Co., LTD.
    The Master Trust Bank of Japan ,LTD. 63%Custody Bank of Japan, LTD. 37%
    +00% 1 yr$471B
53. 053
    J.P. Morgan Private Investments Inc.New York, NY · 1,278,255 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC, Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    +00% 1 yr$470B
54. 054
    Dodge & COXSAN Francisco, CA · 740 clientsAsset managerHybrid
    Northern Trust 43%BNY 36%
    +00% 1 yr$467B
55. 055
    Ares Management LLCLOS Angeles, CA · 702 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    BNY 63%Citi 23%
    +00% 1 yr$459B
56. 056
    J.P. Morgan Securities LLCNew York, NY · 1,246,646 clientsBroker-dealer firmHybridJ.P. Morgan Institutional Investments Inc., Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    +00% 1 yr$430B
57. 057
    Principal Asset ManagementDES Moines, IA · 8,205 clientsAsset managerHybridEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
    State Street 51%BNY 49%
    +00% 1 yr$428B
58. 058
    U.S. Bancorp Asset Management, Inc.Minneapolis, MN · 881 clientsAsset managerHybridBtig, LLC, U.S. Bancorp Advisors, LLC
    U.S. Bank 71%
    +00% 1 yr$427B
59. 059
    BNY Mellon Investment Adviser, Inc.New York, NY · 91 clientsAsset managerHybridBNY Mellon Asset Management Canada, LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    No custodian reported
    +00% 1 yr$419B
60. 060
    Mitsubishi UFJ Trust and Banking CorporationTokyo, Japan · 32,595 clientsAsset managerAffiliated broker-dealerMorgan Stanley Mufg Securities Co., LTD
    The Master Trust Bank of Japan, LTD. 85%
    +00% 1 yr$407B
61. 061
    Kohlberg Kravis Roberts & Co. L.P.New York, NY · 218 clientsPrivate fund adviserHybridGlobal Atlantic Distributors, LLC, KKR Capital Markets (ireland) Limited
    U.S. Bank 100%
    +00% 1 yr$400B
62. 062
    Neuberger Berman Investment Advisers LLCNew York, NY · 43,954 clientsAsset managerHybridNeuberger Berman BD LLC
    Fidelity 50%
    +00% 1 yr$399B
63. 063
    Robert W. Baird & Co. IncorporatedMilwaukee, WI · 241,359 clientsBroker-dealer firmHybridBaird Strategas LLC, Robert W. Baird Gmbh
    Robert W. Baird & Co. Incorporated 100%
    +00% 1 yr$394B
64. 064
    Barings LLCCharlotte, NC · 417 clientsAsset managerHybridBarings Securities LLC
    Citi 76%BNY 24%
    +00% 1 yr$393B
65. 065
    Raymond James Financial Services Advisors, IncSaint Petersburg, FL · 508,439 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    +00% 1 yr$390B
66. 066
    Loomis, Sayles & Company, L.P.Boston, MA · 24,675 clientsAsset managerHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    BNY 42%Northern Trust 34%State Street 24%
    +00% 1 yr$387B
67. 067
    Fisher InvestmentsPlano, TX · 199,922 clientsWealth manager
    Schwab 53%Fidelity 47%
    +00% 1 yr$387B
68. 068
    Janus Henderson InvestorsDenver, CO · 7,475 clientsAsset managerHybridJanus Henderson Distributors US LLC, Janus Henderson Services US LLC
    J.P. Morgan 100%
    +00% 1 yr$380B
69. 069
    Dimensional Fund Advisors LTDLondon, United Kingdom · 100 clientsAsset managerHybridDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 46%BNY 39%
    +00% 1 yr$365B
70. 070
    DFA Australia LimitedSydney, Australia · 100 clientsAsset managerAffiliated broker-dealerDFA Securities LLC, Dimensional Fund Advisors Canada ULC
    State Street 46%BNY 39%
    +00% 1 yr$362B
71. 071
    Arrowstreet Capital, Limited PartnershipBoston, MA · 162 clientsPrivate fund adviser
    State Street 49%Northern Trust 26%
    +00% 1 yr$351B
72. 072
    Fiam LLCSmithfield, RI · 596 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Brown Brothers Harriman & 39%
    +00% 1 yr$348B
73. 073
    Pgim Investments LLCNewark, NJ · 44 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    No custodian reported
    +00% 1 yr$345B
74. 074
    Vanguard Advisers, Inc.Malvern, PA · 791,528 clientsWealth managerBank-affiliatedHybridVanguard Marketing Corporation
    Vanguard 100%
    +00% 1 yr$345B
75. 075
    Nisa Investment Advisors, LLCSt. Louis, MO · 440 clientsAsset manager
    Northern Trust 32%BNY 28%State Street 26%
    +00% 1 yr$344B
76. 076
    Pictet Asset Management SAGeneva, Switzerland · 575 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    UBS 41%Banque Pictet & CIE S.A. 39%
    +00% 1 yr$331B
77. 077
    NYL Investors LLCNew York, NY · 34 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    J.P. Morgan 70%BNY 30%
    +00% 1 yr$329B
78. 078
    Cambridge Associates, LLCBoston, MA · 604 clientsAsset manager
    No custodian reported
    +00% 1 yr$327B
79. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clientsWealth manager
    Fidelity Distributors Company 31%Schwab 26%
    +00% 1 yr$326B
80. 080
    Allspring Funds Management, LLCCharlotte, NC · 10,118 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Wells Fargo 64%Morgan Stanley 26%
    +00% 1 yr$325B