The RIA database

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4961. 4961
      Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
      Fidelity 49%Pershing 44%
      +00% 1 yr$1.2B
4962. 4962
      Korhorn Financial GroupGranger, IN · 2,339 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.2B
4963. 4963
      Aubrey Capital ManagementEdinburgh, Mid Lothian, United Kingdom · 208 clientsPrivate fund adviserAffiliated broker-dealerLarrainvial Securities US LLC
      State Street 64%Pershing 36%
      +00% 1 yr$1.2B
4964. 4964
      Parliament Capital Management, LLCSan Juan, PR · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4965. 4965
      ATW Partners LLCNew York, NY · 39 clientsPrivate fund adviserAffiliated broker-dealerChardan Capital Markets LLC, clears through Wedbush
      No custodian reported
      +00% 1 yr$1.2B
4966. 4966
      Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4967. 4967
      Ab2 Capital Partners LLCHollywood, FLWealth manager
      Citi 51%J.P. Morgan 31%
      +00% 1 yr$1.1B
4968. 4968
      Viking Fund Management LLCMinot, ND · 12 clientsAsset managerHybridIntegrity Funds Distributor, LLC
      No custodian reported
      +00% 1 yr$1.1B
4969. 4969
      Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
      Fidelity 58%U.S. Bank 22%
      +00% 1 yr$1.1B
4970. 4970
      Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
      Schwab 85%
      +00% 1 yr$1.1B
4971. 4971
      Cityview Management Services, LLCLos Angeles, CA · 6 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.1B
4972. 4972
      Corre Partners Management, LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4973. 4973
      Accel Wealth ManagementWaverly, IA · 1,381 clientsWealth managerHybrid
      Schwab 72%Principal Securities 28%
      +00% 1 yr$1.1B
4974. 4974
      Lucid Advisors, Inc.Seattle, WA · 50 clientsAsset manager
      Fidelity Investments 100%
      +00% 1 yr$1.1B
4975. 4975
      Winston Capital Management LLCArlington, VA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4976. 4976
      Financial Partners Group, Inc.Overland Park, KS · 1,218 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.1B
4977. 4977
      Aether Investment Partners, LLCLittleton, CO · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4978. 4978
      ETZ Advisory LLC3 clientsWealth manager
      No custodian reported
      +00% 1 yr$1.1B
4979. 4979
      Virtus Real Estate LLCAustin, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4980. 4980
      Ironvine Capital Partners, LLCOmaha, NE · 170 clientsAsset manager
      Schwab 100%
      +00% 1 yr$1.1B
4981. 4981
      1ws Capital Advisors, LLCNew York, NY · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.1B
4982. 4982
      Mark Asset Management LPNew York, NY · 25 clientsAsset manager
      Goldman Sachs 42%J.P. Morgan 37%
      +00% 1 yr$1.1B
4983. 4983
      Liberty Hall Capital Partners, L.P.Charleston, SC · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4984. 4984
      Telemark Asset Management, LLCBoston, MA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4985. 4985
      Elgethun Capital ManagementSioux Falls, SD · 303 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
4986. 4986
      Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$1.1B
4987. 4987
      Infinitum Asset Management, LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4988. 4988
      Waterfront Wealth Inc.Overland Park, KS · 792 clientsWealth manager
      Wells Fargo 100%
      +00% 1 yr$1.1B
4989. 4989
      Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
      Schwab 81%
      +00% 1 yr$1.1B
4990. 4990
      Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
      Schwab 87%
      +00% 1 yr$1.1B
4991. 4991
      Capital Wealth Management, LLCWest Warwick, RI · 655 clientsWealth managerHybrid
      Schwab 86%
      +00% 1 yr$1.1B
4992. 4992
      Ignite Planners LLCSan Clemente, CA · 4,610 clientsWealth managerHybrid
      Schwab 97%
      +00% 1 yr$1.1B
4993. 4993
      Sterling Investors LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
4994. 4994
      Sonen Capital LLCSan Francisco, CA · 40 clientsAsset managerHybrid
      Wells Fargo 87%
      +00% 1 yr$1.1B
4995. 4995
      Oak Harvest Investment ServicesHouston, TX · 978 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
4996. 4996
      Carlyle Aviation Securities Partners LLCMiami, FL · 1 clientsAsset managerAffiliated broker-dealerTCG Capital Markets L.L.C.
      Citi 100%
      +00% 1 yr$1.1B
4997. 4997
      Yosemite Management, LLCSan Francisco, CA · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.1B
4998. 4998
      Castle Creek CapitalSan Diego, CA · 10 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$1.1B
4999. 4999
      PSC Manager LLCYardley, PA · 43 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5000. 5000
      747 Capital, LLCNew York, NY · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B