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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2641
Cohen Klingenstein, LLCNew York, NY · 112 clientsPrivate fund adviser
Oppenheimer & Co. 100%
$3.4B
2642
Upfront VenturesLos Angeles, CA · 25 clientsPrivate fund adviser
No custodian reported
$3.4B
2643
Seafarer Capital Partners, LLCLarkspur, CA · 2 clientsAsset managerHybrid
No custodian reported
$3.4B
2644
Sumeru Equity PartnersSan Mateo, CA · 9 clientsPrivate fund adviser
No custodian reported
$3.4B
2645
Diversis Capital Management, L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
No custodian reported
$3.4B
2646
Westfuller Advisors, LLCNew York, NY · 88 clientsAsset managerAffiliated broker-dealerCeladon Financial Group LLC, clears through RBC Capital Markets, Wedbush
Pershing 69%Northern Trust 31%
$3.4B
2647
Five Arrows Managers North America LLCManhattan Beach, CA · 11 clientsPrivate fund adviserAffiliated broker-dealerRothschild & Co US Inc.
No custodian reported
$3.4B
2648
Banneker Partners LLCSan Francisco, CA · 10 clientsPrivate fund adviser
No custodian reported
$3.4B
2649
Colony Family Offices, LLCCharlotte, NC · 656 clientsWealth manager
Fidelity 100%
$3.4B
2650
Proprium Capital Partners, L.P.Stamford, CT · 10 clientsPrivate fund adviser
No custodian reported
$3.4B
2651
North Star Asset Management IncNeenah, WI · 3,554 clientsWealth manager
Schwab 100%
$3.4B
2652
Stokes Family Office LLCNew Orleans, LA · 795 clientsWealth manager
Fidelity 100%
$3.4B
2653
Summitry, LLCFoster City, CA · 1,327 clientsWealth manager
Schwab 100%
$3.4B
2654
Ducenta Squared Asset ManagementEl Segundo, CA · 457 clientsAsset manager
State Street 48%
$3.3B
2655
Marble Capital LPHouston, TX · 17 clientsPrivate fund adviser
No custodian reported
$3.3B
2656
Warwick Capital Partners (US) LPStamford, CT · 9 clientsPrivate fund adviser
No custodian reported
$3.3B
2657
Newspring CapitalRadnor, PA · 27 clientsPrivate fund adviser
No custodian reported
$3.3B
2658
Recognize Partners LPNew York, NY · 5 clientsPrivate fund adviser
No custodian reported
$3.3B
2659
Red Cedar Investment ManagementGrand Rapids, MI · 26 clientsAsset manager
US Bancorp 58%Schwab 26%
$3.3B
2660
Lasalle Investment Management SecuritiesBaltimore, MD · 12 clientsPrivate fund adviserAffiliated broker-dealer
Sumitome Mitsui Trust Bank (u.s.a.) Limited 38%J.P. Morgan 36%State Street 26%
$3.3B
2661
Meeder Asset Management, Inc.Dublin, OH · 233 clientsAsset managerHybridMeeder Distribution Services, Inc.
Huntington National Bank 100%
$3.3B
2662
VWH Capital Management, LPDallas, TX · 11 clientsPrivate fund adviser
No custodian reported
$3.3B
2663
Apollo Investment Management, L.P.New York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
No custodian reported
$3.3B
2664
Aris InvestingGlenview, IL · 9 clientsAsset manager
Schwab 100%
$3.3B
2665
Sovereign Investment Advisors LLCPhoenix, AZ · 41 clientsAsset manager
Schwab 100%
$3.3B
2666
Stratos Investment Management, LLCBeachwood, OH · 3 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
Fidelity 76%Schwab 24%
$3.3B
2667
Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsWealth managerAffiliated broker-dealerSchneider Downs Corporate Finance, LP
Schwab 62%American Trust Investment Services 38%
$3.3B
2668
Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
State Street 43%Northern Trust 30%BNY 27%
$3.3B
2669
Certuity, LLCNorth Palm Beach, FL · 520 clientsWealth manager
Schwab 100%
$3.3B
2670
Praxis Investment Management, Inc.Goshen, IN · 1 clientsAsset managerHybrid
No custodian reported
$3.3B
2671
XML Financial GroupBethesda, MD · 2,944 clientsWealth managerWrap sponsorHybridXML Securities, LLC
Wells Fargo 69%Fidelity 31%
$3.3B
2672
Smash Ventures Management Company LPWest Hollywood, CA · 21 clientsPrivate fund adviser
No custodian reported
$3.3B
2673
Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
Northern Trust 45%State Street 28%BNY 27%
$3.3B
2674
Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsWealth managerBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
National Bank Independent Network 90%
$3.3B
2675
Patria Capital Partners LLPEdinburgh, United Kingdom · 27 clientsPrivate fund adviserAffiliated broker-dealer
No custodian reported
$3.3B
2676
Atalan Capital Partners, LPNew York, NY · 6 clientsPrivate fund adviser
No custodian reported
$3.3B
2677
Innovia Wealth, LLCGrand Rapids, MI · 804 clientsWealth manager
Fidelity 74%Schwab 26%
$3.3B
2678
Knightsbridge Advisers LLCBartlesville, OK · 25 clientsPrivate fund adviser
No custodian reported
$3.3B
2679
Focused Investors LLCLos Angeles, CA · 3 clientsAsset manager
Northern Trust 53%UBS 47%
$3.3B
2680
Formentera Partners LPAustin, TX · 15 clientsPrivate fund adviser
No custodian reported
$3.3B

The RIA database

RIAs by state

The RIA database

RIAs by state