The RIA database

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4601. 4601
      Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clientsWealth manager
      Eleuthrian Trust 88%
      +00% 1 yr$1.3B
4602. 4602
      GGP Management, L.P.Santa Monica, CA · 13 clientsPrivate fund adviserHybridGoodgame Advisors LLC
      No custodian reported
      +00% 1 yr$1.3B
4603. 4603
      Core Capital Partners9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4604. 4604
      The Coury FirmPittsburgh, PA · 252 clientsWealth manager
      Schwab 87%
      +00% 1 yr$1.3B
4605. 4605
      Newlight Partners LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4606. 4606
      Clark Asset Management, LLC275 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4607. 4607
      Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
      LPL Financial 52%Schwab 48%
      +00% 1 yr$1.3B
4608. 4608
      Chilton Investment Company, Inc.Stamford, CT · 9 clientsAsset manager
      Northern Trust 66%Morgan Stanley 34%
      +00% 1 yr$1.3B
4609. 4609
      Iron Gate Global AdvisorsNorth Salt Lake, UT · 1,792 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4610. 4610
      Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
      Schwab 84%
      +00% 1 yr$1.3B
4611. 4611
      Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg, VA · 709 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4612. 4612
      Allie Family Office LLCMiami, FL · 51 clientsAsset manager
      J.P. Morgan 72%Goldman Sachs 28%
      +00% 1 yr$1.3B
4613. 4613
      North Castle Partners, LLCNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4614. 4614
      Live Oak Private Wealth, LLCWilmington, NC · 494 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$1.3B
4615. 4615
      Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
      Schwab 55%Fidelity 25%
      +00% 1 yr$1.3B
4616. 4616
      River Partners Capital Management, LPNew York, NY · 227 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.3B
4617. 4617
      Wallington Asset ManagementIndianapolis, IN · 337 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4618. 4618
      Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
      Schwab 58%Fidelity 42%
      +00% 1 yr$1.3B
4619. 4619
      AWM Investment Company IncNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4620. 4620
      Professional Planning GroupWesterly, RI · 1,292 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.3B
4621. 4621
      Paragon Capital ManagementDenver, CO · 188 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4622. 4622
      Otro CapitalNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4623. 4623
      Savoie Capital LLCChicago, IL · 12 clientsWealth manager
      Schwab 46%Merrill / Bank of America 45%
      +00% 1 yr$1.3B
4624. 4624
      Chequers Financial Management LLCSan Francisco, CA · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4625. 4625
      Capital Investment Services of America IncMilwaukee, WI · 937 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4626. 4626
      Valley National Advisers IncBethlehem, PA · 1,391 clientsBroker-dealer firmHybridValley National Investments, Inc., clears through National Financial Services (Fidelity), Charles Schwab
      No custodian reported
      +00% 1 yr$1.3B
4627. 4627
      Virtue Capital Management, LLCBrentwood, TN · 5,770 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.3B
4628. 4628
      Barnes Pettey Financial Advisors, LLCClarksdale, MS · 3,303 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.3B
4629. 4629
      Navellier & Associates IncReno, NV · 1,321 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.3B
4630. 4630
      Topsail Wealth Management LLCCharlotte, NC · 210 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.3B
4631. 4631
      Northampton Capital PartnersMiami, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4632. 4632
      OFS CLO Management II, LLCChicago, IL · 6 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
      No custodian reported
      +00% 1 yr$1.3B
4633. 4633
      Triplepoint Advisers LLCMenlo Park, CA · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.3B
4634. 4634
      RCM GA Manager LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4635. 4635
      Metacapital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4636. 4636
      Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
      Schwab 89%
      +00% 1 yr$1.3B
4637. 4637
      Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
      Northern Trust 66%BNY 34%
      +00% 1 yr$1.3B
4638. 4638
      Madison PartnersMadison, WI · 2,077 clientsWealth manager
      Fidelity 89%
      +00% 1 yr$1.3B
4639. 4639
      Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
      Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
      +00% 1 yr$1.3B
4640. 4640
      Swan Capital Management, LLCDurango, CO · 8 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.3B