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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1121
Avoro Capital Advisors LLCNew York, NY · 3 clientsPrivate fund adviser
No custodian reported
$14B
1122
Arclight Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
No custodian reported
$14B
1123
The Riverside CompanyNew York, NY · 125 clientsPrivate fund adviser
J.P. Morgan 100%
$14B
1124
Alpha ArchitectNewtown Square, PA · 135 clientsAsset manager
Interactive Brokers 100%
$14B
1125
Trexquant Investment LPStamford, CT · 9 clientsAsset manager
Morgan Stanley 100%
$13B
1126
Partners Enterprise Capital LLCChicago, IL · 2 clientsPrivate fund adviser
No custodian reported
$13B
1127
Kestra Private Wealth Services, LLCAustin, TX · 20,230 clientsWealth managerHybridKestra Investment Services, LLC
Fidelity 100%
$13B
1128
The Mather Group, LLCChicago, IL · 4,773 clientsWealth manager
Fidelity 56%Schwab 44%
$13B
1129
STG Partners, LLCMenlo Park, CA · 25 clientsPrivate fund adviser
No custodian reported
$13B
1130
Haidar Capital Management LLCPearl River, NY · 3 clientsPrivate fund adviser
No custodian reported
$13B
1131
AcornsIrvine, CA · 8,158,329 clientsWealth managerWrap sponsorHybridAcorns Securities, LLC, clears through RBC Capital Markets
No custodian reported
$13B
1132
Capital Fund Management S.A.Paris, France · 15 clientsPrivate fund adviser
No custodian reported
$13B
1133
Eight Partners VC, LLCAustin, TX · 65 clientsPrivate fund adviser
No custodian reported
$13B
1134
Parthenon Capital PartnersSan Francisco, CA · 14 clientsPrivate fund adviser
No custodian reported
$13B
1135
Gaoteng Global Asset Management LimitedHong Kong, Hong Kong, Hong Kong · 22 clientsPrivate fund adviser
China Merchants Bank Co., LTD. 100%
$13B
1136
First Sentier Investors (UK) IM LimitedEdinburgh, United Kingdom · 24 clientsPrivate fund adviserAffiliated broker-dealer
No custodian reported
$13B
1137
Eagle Point Credit Management LLCGreenwich, CT · 91 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
BNY 52%Northern Trust 23%
$13B
1138
Asia Alternatives Management LLCSan Francisco, CA · 158 clientsPrivate fund adviser
No custodian reported
$13B
1139
Redding Ridge Asset Management (UK) LLPLondon, United Kingdom · 29 clientsPrivate fund adviserHybrid
No custodian reported
$13B
1140
Blackstone Life Sciences Advisors L.L.C.Cambridge, MA · 11 clientsPrivate fund adviserAffiliated broker-dealerBlackstone Securities Partners L.P., Currencies Direct LTD
No custodian reported
$13B
1141
Novacap Management Inc.Brossard, Quebec, Canada · 68 clientsPrivate fund adviser
No custodian reported
$13B
1142
G10 Capital LimitedLondon, United Kingdom · 40 clientsPrivate fund adviser
No custodian reported
$13B
1143
Smith Capital Investors, LLCDenver, CO · 6 clientsAsset managerHybrid
No custodian reported
$13B
1144
RockpointBoston, MA · 39 clientsPrivate fund adviser
No custodian reported
$13B
1145
Impresa Management LLCBoston, MA · 43 clientsPrivate fund adviserHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
No custodian reported
$13B
1146
Post Advisory Group, LLCLos Angeles, CA · 40 clientsAsset manager
Brown Brothers Harriman Investments 31%Northern Trust 25%J.P. Morgan 23%
$13B
1147
James Hambro & Partners LLPLondon, United Kingdom · 6,993 clientsWealth manager
Caceis Bank 51%Allfunds Bank S.a.u 49%
$13B
1148
Devenir Investment Advisors, LLCBloomington, MN · 44 clientsAsset manager
No custodian reported
$13B
1149
Whale Rock Capital ManagementBoston, MA · 19 clientsPrivate fund adviser
No custodian reported
$13B
1150
Ascensus Investment Advisors, LLCNeedham, MA · 27 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
BNY 100%
$13B
1151
Chartwell Investment Partners, LLCBerwyn, PA · 340 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
No custodian reported
$13B
1152
Sarofim Trust CoHouston, TX · 96 clientsWealth manager
SEI 46%J.P. Morgan 44%
$13B
1153
Alphacore Capital LLCLa Jolla, CA · 4,065 clientsWealth manager
Schwab 71%Fidelity 29%
$13B
1154
Valeo Financial Advisors, LLCCarmel, IN · 3,042 clientsWealth manager
Fidelity 100%
$13B
1155
Ivy Hill Asset Management, L.P.New York, NY · 18 clientsPrivate fund adviserAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
State Street 100%
$13B
1156
State Farm Investment Management Corp.Bloomington, IL · 3,575 clientsAsset managerHybridState Farm VP Management Corp.
No custodian reported
$13B
1157
Montrusco Bolton Investments Inc.Montreal, Quebec, Canada · 343 clientsAsset manager
National Bank Trust 85%
$13B
1158
Independent Financial Group, LLCSan Diego, CA · 26,635 clientsBroker-dealer firmHybrid
Pershing 100%
$13B
1159
Global Endowment Management, LPCharlotte, NC · 46 clientsPrivate fund adviser
BNY 100%
$13B
1160
Nephila Advisors LLCNashville, TN · 39 clientsPrivate fund adviser
No custodian reported
$13B

The RIA database

RIAs by state

The RIA database

RIAs by state