The RIA database

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4041. 4041
      Dorchester Capital Advisors, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4042. 4042
      Richbrook Advisors, LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4043. 4043
      The Hoerner Planning Group, LLCMiddleburg, VA · 432 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.7B
4044. 4044
      Dock Street Capital Management LLCWestport, CT · 60 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.7B
4045. 4045
      Bain Capital Partnership Strategies, LPBoston, MA · 7 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
      No custodian reported
      +00% 1 yr$1.7B
4046. 4046
      Blue Sea Capital LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
4047. 4047
      Martin & Company Investment CounselKnoxville, TN · 119 clientsAsset managerAffiliated broker-dealerFirst Horizon Advisors, Inc., First Horizon Bank, clears through National Financial Services (Fidelity)
      Northern Trust 52%First Horizon Bank 31%
      +00% 1 yr$1.7B
4048. 4048
      LPC Realty Advisors I, LLCChicago, ILAsset manager
      No custodian reported
      +00% 1 yr$1.6B
4049. 4049
      Personal CFO Solutions LLCChester, NJ · 653 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.6B
4050. 4050
      Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clientsWealth manager
      Schwab 60%Fidelity 28%
      +00% 1 yr$1.6B
4051. 4051
      MWP Advisory, LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4052. 4052
      Park Presidio Capital LLCSan Francisco, CA · 6 clientsPrivate fund adviser
      Citi 66%Morgan Stanley 34%
      +00% 1 yr$1.6B
4053. 4053
      Lyell Wealth Management LPMenlo Park, CA · 307 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4054. 4054
      ERA Partners LLCSan Francisco, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4055. 4055
      Strategic Wealth Partners, LTD.Independence, OH · 3,674 clientsWealth managerHybrid
      Schwab 85%
      +00% 1 yr$1.6B
4056. 4056
      Cordillera Investment Partners, L.P.San Francisco, CA · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4057. 4057
      Scarborough Capital ManagementAnnapolis, MD · 2,664 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.6B
4058. 4058
      Buck Wealth Strategies, LLCDenver, CO · 2,948 clientsWealth managerHybrid
      Fidelity 63%Schwab 37%
      +00% 1 yr$1.6B
4059. 4059
      ARS Wealth AdvisorsSt. Petersburg, FL · 1,071 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.6B
4060. 4060
      Steel Grove Capital Advisors, LLCMemphis, TN · 884 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4061. 4061
      Tree Line ManagementHong Kong, Hong Kong · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4062. 4062
      Willow WealthNew York, NY · 411 clientsPrivate fund adviserHybridWillow Wealth Markets LLC
      No custodian reported
      +00% 1 yr$1.6B
4063. 4063
      First Principles Group23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4064. 4064
      USA Financial ExchangeAda, MI · 10,265 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
      Axos 98%
      +00% 1 yr$1.6B
4065. 4065
      Ardsley PartnersNorwalk, CT · 11 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$1.6B
4066. 4066
      Penobscot Investment Management Company, Inc.Boston, MA · 562 clientsWealth manager
      Schwab 64%Fidelity 24%
      +00% 1 yr$1.6B
4067. 4067
      Forgelight LLCMiami, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4068. 4068
      Provenio CapitalNewport Beach, CA · 128 clientsWealth manager
      No custodian reported
      +00% 1 yr$1.6B
4069. 4069
      Zweig-Dimenna Associates LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4070. 4070
      TOM Johnson Investment Management, LLCOklahoma City, OK · 5,631 clientsWealth managerPublic-company owned
      Fidelity 51%Schwab 49%
      +00% 1 yr$1.6B
4071. 4071
      Rodgers & AssociatesLancaster, PA · 997 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
      Schwab 80%
      +00% 1 yr$1.6B
4072. 4072
      Shellback Capital, LPBoston, MA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4073. 4073
      Karpreilly, LLCGreenwich, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4074. 4074
      Wealhouse Capital Limited PartnershipToronto, Ontario, Canada · 10 clientsWealth manager
      Morgan Stanley 80%
      +00% 1 yr$1.6B
4075. 4075
      FS Fund Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$1.6B
4076. 4076
      Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
      Schwab 60%LPL Financial 25%
      +00% 1 yr$1.6B
4077. 4077
      Matisse CapitalPortland, OR · 358 clientsAsset manager
      Schwab 76%Vanguard 24%
      +00% 1 yr$1.6B
4078. 4078
      Third Avenue Management LLCNew York, NY · 17 clientsAsset managerHybrid
      Interactive Brokers 100%
      +00% 1 yr$1.6B
4079. 4079
      Telos Capital Management, Inc.San Diego, CA · 956 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4080. 4080
      Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
      U.S. Bank 82%
      +00% 1 yr$1.6B