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The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA 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.

Filters1

16 firms manage $598 billionCIBC Mellon

Open in the Atlas screener

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

  1. 136
    Mackenzie InvestmentsToronto, Ontario, Canada · 484 clientsBroker-dealer firmHybridIG Wealth Management Inc., IPC Investment Corporation
    CIBC Mellon 98%
    $195B
  2. 297
    Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada · 207 clientsAsset managerHybrid
    State Street 45%RBC 33%
    $86B
  3. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsWealth managerBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    $68B
  4. 458
    Canso Investment Counsel LTD.Richmond Hill, Ontario, Canada · 105 clientsBroker-dealer firmAffiliated broker-dealerJesselton Capital Management Inc., Lysander Funds Limited
    State Street 41%CIBC Mellon 34%RBC 25%
    $47B
  5. 568
    Beutel, Goodman & Company LTD.Toronto, ONT., Canada · 1,847 clientsAsset managerAffiliated broker-dealer
    RBC 65%CIBC Mellon 35%
    $36B
  6. 652
    Onex Credit Partners, LLCEnglewood Cliffs, NJ · 81 clientsPrivate fund adviser
    CIBC Mellon 98%
    $30B
  7. 663
    Epoch Investment Partners, Inc.New York, NY · 757 clientsAsset managerAffiliated broker-dealerTD Financial Products LLC, TD Private Client Wealth LLC, clears through Pershing
    CIBC Mellon 49%
    $30B
  8. 755
    DWS Alternatives Global LimitedLondon, United Kingdom · 63 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    J.P. Morgan 42%Northern Trust 33%CIBC Mellon 25%
    $25B
  9. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  10. 906
    Letko, Brosseau & Associates Inc.Montreal, Quebec, Canada · 2,186 clientsAsset manager
    RBC 73%CIBC Mellon 27%
    $19B
  11. 933
    Mackenzie InvestmentsBoston, MA · 53 clientsPrivate fund adviserHybridIG Wealth Management Inc., Mackenzie Financial Corporation
    CIBC Mellon 38%State Street 29%Master Trust Company of Japan 29%
    $18B
  12. 1278
    Fondsmaeglerselskabet MAJ Invest A/sCopenhagen K, Denmark · 84 clientsBroker-dealer firm
    Danske Bank 52%CIBC Mellon 48%
    $11B
  13. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  14. 2485
    Grandeur Peak Global AdvisorsSalt Lake City, UT · 17 clientsAsset managerHybrid
    BNY 51%State Street 43%
    $3.8B
  15. 3336
    Louisbourg InvestmentsDieppe, New Brunswick, Canada · 248 clientsAsset manager
    National Bank Trust 56%CIBC Mellon 44%
    $2.3B
  16. 6306
    Nymbus Capital Inc.Montreal, Quebec, Canada · 93 clientsAsset manager
    Nbin 73%Interactive Brokers 26%
    $751M

RIAs by state