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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1681
Crestview PartnersNew York, NY · 37 clientsPrivate fund adviser
No custodian reported
$7.1B
1682
TAG Associates LLCNew York, NY · 90 clientsWealth manager
Schwab 100%
$7.1B
1683
Chicago Pacific FoundersChicago, IL · 33 clientsPrivate fund adviser
No custodian reported
$7.1B
1684
Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
CIBC Mellon 53%
$7.1B
1685
John W. Bristol & Co., Inc.New York, NY · 157 clientsWealth manager
Wilmington Trust 50%Fiduciary Trust Company International 50%
$7.1B
1686
Argo Infrastructure Partners LPNew York, NY · 26 clientsPrivate fund adviser
No custodian reported
$7.1B
1687
Jamestown, L.P.Atlanta, GA · 23 clientsPrivate fund adviser
No custodian reported
$7.1B
1688
Five Point Infrastructure LLCHouston, TX · 12 clientsPrivate fund adviser
No custodian reported
$7.1B
1689
Cross Ocean Partners Management LPGreenwich, CT · 40 clientsPrivate fund adviser
No custodian reported
$7.0B
1690
GLG LLCNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
State Street 53%Northern Trust 47%
$7.0B
1691
US Innovative Technology Capital Management, LLCCoraopolis, PA · 7 clientsPrivate fund adviser
No custodian reported
$7.0B
1692
Caspian Capital, LPNew York, NY · 13 clientsPrivate fund adviser
No custodian reported
$7.0B
1693
One Madison Group LLCNew York, NY · 5 clientsAsset manager
Morgan Stanley 100%
$7.0B
1694
J.P. Morgan Natural CapitalPortland, OR · 15 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
No custodian reported
$7.0B
1695
Windrose Health Investors, LLCNew York, NY · 12 clientsPrivate fund adviserAffiliated broker-dealerMTS Securities, LLC
No custodian reported
$7.0B
1696
Community Capital Management, LLCFort Lauderdale, FL · 83 clientsAsset managerHybrid
UBS 54%Northern Trust 46%
$7.0B
1697
Cannell & Spears LLCNew York, NY · 2,549 clientsWealth managerHybrid
Fiduciary Trust 42%Schwab 40%
$7.0B
1698
Galvanize Climate Solutions LLCSan Francisco, CA · 18 clientsPrivate fund adviser
No custodian reported
$7.0B
1699
Frazier Life Sciences Management, LPPalo Alto, CA · 8 clientsPrivate fund adviser
No custodian reported
$7.0B
1700
Trust Advisors, Inc.Houston, TX · 12 clientsPrivate fund adviser
Truist 84%
$7.0B
1701
Medley Partners Management LLCSan Francisco, CA · 18 clientsPrivate fund adviser
No custodian reported
$7.0B
1702
Hosking Partners LLPLondon, United Kingdom · 8 clientsAsset manager
Citi 54%State Street 46%
$7.0B
1703
Oceansound Partners, LPNew York, NY · 27 clientsPrivate fund adviser
No custodian reported
$6.9B
1704
Blue Owl Technology Credit Advisors II LLCNew York, NY · 2 clientsAsset managerHybridBlue Owl Securities LLC
No custodian reported
$6.9B
1705
Algebris Investments (US) Inc.Boston, MA · 5 clientsPrivate fund adviser
No custodian reported
$6.9B
1706
Mesirow Financial Private Equity Advisors, Inc.Chicago, IL · 17 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
BNY 100%
$6.9B
1707
Northside Capital Management LLCHood River, OR · 60 clientsWealth managerPublic-company owned
Schwab 59%Fidelity 41%
$6.9B
1708
Dakota Wealth, LLCPalm Beach Gardens, FL · 3,764 clientsWealth manager
Schwab 54%Fidelity 28%
$6.9B
1709
Conestoga Capital Advisors, LLCWayne, PA · 233 clientsAsset managerHybrid
BNY 56%Northern Trust 44%
$6.9B
1710
Smith Shellnut WilsonRidgeland, MS · 380 clientsAsset managerHybridB1capital Inc
Fnbb Capital Markets 45%Fidelity 31%First Horizon Bank 24%
$6.9B
1711
Stellex CapitalNew York, NY · 20 clientsPrivate fund adviser
No custodian reported
$6.9B
1712
Merewether Investment Management, LPDallas, TX · 9 clientsPrivate fund adviser
No custodian reported
$6.9B
1713
Pgim Custom Harvest LLCNewark, NJ · 8,702 clientsWealth managerPublic-company ownedHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
UBS 54%Merrill / Bank of America 24%Morgan Stanley 22%
$6.9B
1714
Pgim DC SolutionsNewark, NJ · 4 clientsPrivate fund adviserHybridPrudential Investment Management Services LLC
No custodian reported
$6.9B
1715
GMT Capital Corp.Atlanta, GA · 6 clientsPrivate fund adviser
Fidelity 48%Goldman Sachs 31%
$6.9B
1716
Naya Capital Management UK LimitedLondon, United Arab Emirates · 8 clientsPrivate fund adviser
Goldman Sachs 100%
$6.9B
1717
Abacus Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$6.9B
1718
Harbor Investment Advisory, LLCLutherville, MD · 3,540 clientsBroker-dealer firmHybrid
Pershing 100%
$6.9B
1719
Prowell Financial Management, LLCExton, PA · 74 clientsWealth manager
Schwab 100%
$6.9B
1720
Provident Trust CompanyWaukesha, WI · 1,037 clientsWealth manager
Northern Trust 100%
$6.9B

The RIA database

RIAs by state

The RIA database

RIAs by state