The RIA database

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4001. 4001
      Weatherly Asset ManagementDel Mar, CA · 381 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.7B
4002. 4002
      Patton Albertson Miller Group, LLCChattanooga, TN · 627 clientsWealth managerAffiliated broker-dealer
      Fidelity 50%Schwab 50%
      +00% 1 yr$1.7B
4003. 4003
      Renwave Kore, LLCGreenwich, CT · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4004. 4004
      Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
      Schwab 68%
      +00% 1 yr$1.7B
4005. 4005
      CPC Advisors, LLCAtlanta, GA · 981 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.7B
4006. 4006
      Adar1 Capital Management, LLCAustin, TX · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4007. 4007
      J.M. Forbes & Co. LLPBoston, MA · 1,076 clientsWealth manager
      SEI 100%
      +00% 1 yr$1.7B
4008. 4008
      Tailwind AdvisorsFort Worth, TX · 21 clientsWealth manager
      Fidelity 58%J.P. Morgan 42%
      +00% 1 yr$1.7B
4009. 4009
      Dominus Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4010. 4010
      Primus Capital Partners, Inc.Atlanta, GA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4011. 4011
      KMG Fiduciary Partners, LLCToledo, OH · 1,310 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.7B
4012. 4012
      PerpetuaCape Town, Western Cape, South Africa · 27 clientsAsset manager
      Standard Bank 65%Nedbank 35%
      +00% 1 yr$1.7B
4013. 4013
      U.S. Global Investors, Inc.San Antonio, TX · 11 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.7B
4014. 4014
      Quantitative Investment Management, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4015. 4015
      Founders Circle Capital, LLCCampbell, CA · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4016. 4016
      Conway Investment SolutionsSaint Louis, MO · 11 clientsPrivate fund adviserHybrid
      Schwab 100%
      +00% 1 yr$1.7B
4017. 4017
      Muller & Monroe Asset Management,llcChicago, IL · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4018. 4018
      Cannon Financial Strategists, Inc.Athens, GA · 1,015 clientsWealth managerHybridCannon Securities, Inc.
      Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
      +00% 1 yr$1.7B
4019. 4019
      Capitol Meridian Partners LPWashington, DC · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4020. 4020
      Orange Investment Advisors, Inc.Goshen, NY · 1,391 clientsWealth managerBank-affiliated
      Pershing 65%Northern Trust 35%
      +00% 1 yr$1.7B
4021. 4021
      Armstrong Advisory Group Inc.Needham, MA · 1,494 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.7B
4022. 4022
      Aterian Investment Management, LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4023. 4023
      Energize Capital LLCChicago, IL · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4024. 4024
      Island Investment Management LLCNew York, NY · 6 clientsPrivate fund adviserHybridAnubis Securities LLC
      No custodian reported
      +00% 1 yr$1.7B
4025. 4025
      Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
      Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
      +00% 1 yr$1.7B
4026. 4026
      West RIM Capital Associates II, L.P.Lehi, UT · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4027. 4027
      KBI Global Investors (north America) LTDDublin 1, Ireland · 14 clientsAsset managerHybrid
      Northern Trust 62%RBC 23%
      +00% 1 yr$1.7B
4028. 4028
      Philosophy Capital Management LLCAlamo, CA · 5 clientsPrivate fund adviser
      Goldman Sachs 82%
      +00% 1 yr$1.7B
4029. 4029
      Northern Trust Securities, IncChicago, IL · 2,053 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$1.7B
4030. 4030
      50t FundsNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4031. 4031
      Strategic Family Wealth Counselors, L.L.C.Fairfield, NJ · 312 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.7B
4032. 4032
      Levin Capital Strategies, L.P.New York, NY · 251 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.7B
4033. 4033
      Pickering Energy Partners LPHouston, TX · 13 clientsPrivate fund adviserHybridPEP Advisory LLC
      State Street 100%
      +00% 1 yr$1.7B
4034. 4034
      Indigo Partners LLCScottsdale, AZ · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4035. 4035
      Platform Investments, LLCKansas City, MO · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4036. 4036
      Hermes GPE (USA) IncNew York, NYAsset managerAffiliated broker-dealerFederated Securities Corp.
      No custodian reported
      +00% 1 yr$1.7B
4037. 4037
      Deltroit Asset Management (UK) LLPLondon, United Kingdom · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4038. 4038
      Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
      J.P. Morgan 50%UBS 36%
      +00% 1 yr$1.7B
4039. 4039
      Compass Group LLCNew York, NY · 7 clientsAsset managerHybridCG Compass (USA) LLC, clears through Pershing
      State Street 73%BNP Prime Services 27%
      +00% 1 yr$1.7B
4040. 4040
      Journey Advisory Group, LLCCovington, KY · 888 clientsWealth manager
      Schwab 74%Interactive Brokers 26%
      +00% 1 yr$1.7B