The RIA database

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5161. 5161
      Providence Capital Advisors, LLCCharlotte, NC · 429 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.1B
5162. 5162
      Occidental Asset Management, LLCBurlingame, CA · 908 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5163. 5163
      Forester Capital, L.L.C.Stamford, CT · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5164. 5164
      Hendershot Investments, Inc.526 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5165. 5165
      Trinity Alps CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$1.1B
5166. 5166
      Balboa Wealth Partners, Inc.Scottsdale, AZ · 1,127 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5167. 5167
      Foguth Wealth Management, LLC.Brighton, MI · 2,690 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5168. 5168
      Concord Wealth PartnersAbingdon, VA · 1,274 clientsWealth managerHybrid
      Schwab 73%Fidelity 27%
      +00% 1 yr$1.1B
5169. 5169
      Jackson Wealth Management, LLCLake Mary, FL · 900 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5170. 5170
      AC Wealth PartnersBerwyn, PA · 428 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
      Fidelity 88%
      +00% 1 yr$1.1B
5171. 5171
      Yeske Buie Inc.Vienna, VA · 469 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5172. 5172
      Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clientsWealth manager
      TradePMR / Robinhood 100%
      +00% 1 yr$1.1B
5173. 5173
      ACK Asset Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5174. 5174
      St. Clair Advisors, LLCMayfield Heights, OH · 133 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5175. 5175
      Almitas Capital LLCSanta Monica, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5176. 5176
      Marquette Wealth ManagementMinnetonka, MN · 229 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5177. 5177
      RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
      Fidelity Distributors Company 59%Fifth Third Bank 25%
      +00% 1 yr$1.1B
5178. 5178
      Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
      Northern Trust 75%Wilmington Trust 25%
      +00% 1 yr$1.1B
5179. 5179
      The Raelipskie PartnershipWaterloo, Canada · 1,008 clientsWealth managerBank-affiliated
      Nbin 100%
      +00% 1 yr$1.1B
5180. 5180
      Fiduciary Benefits Group309 clientsAsset manager
      Tiaa-Cref Individual & Institutional Services 68%
      +00% 1 yr$1.1B
5181. 5181
      Wedbush Fund Advisers, LLCPasadena, CA · 4 clientsAsset managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
      No custodian reported
      +00% 1 yr$1.1B
5182. 5182
      Pinnbrook Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5183. 5183
      Caltius Capital Management, LPLos Angeles, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5184. 5184
      Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5185. 5185
      NPA Asset Management, LLCFair Lawn, NJ · 2,746 clientsBroker-dealer firmHybridNationwide Planning Associates Inc.
      No custodian reported
      +00% 1 yr$1.1B
5186. 5186
      Spectrum Investment Advisors, Inc.Mequon, WI · 465 clientsAsset manager
      Schwab 100%
      +00% 1 yr$1.1B
5187. 5187
      Isto Advisors, LLCTroy, MI · 404 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5188. 5188
      Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
      Pershing 47%Schwab 40%
      +00% 1 yr$1.1B
5189. 5189
      Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
      J.P. Morgan 99%
      +00% 1 yr$1.1B
5190. 5190
      Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
      Pershing 65%Merrill / Bank of America 22%
      +00% 1 yr$1.1B
5191. 5191
      Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsWealth managerHybrid
      Fidelity 63%Schwab 37%
      +00% 1 yr$1.1B
5192. 5192
      Talson Capital Management L.P.Stamford, CT · 36 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$1.1B
5193. 5193
      McGuire Wealth ManagementWakefield, RI · 314 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$1.1B
5194. 5194
      Hanson & Doremus Investment ManagementBurlington, VT · 622 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5195. 5195
      Beekman Investment AdvisorsNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5196. 5196
      Talon LLCSan Juan, PR · 1,921 clientsWealth manager
      Fidelity Distributors Company 67%Schwab 29%
      +00% 1 yr$1.1B
5197. 5197
      Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
      Pershing 68%Northern Trust 24%
      +00% 1 yr$1.1B
5198. 5198
      Avidity Partners Management LPDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5199. 5199
      Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$1.1B
5200. 5200
      Clearview Financial PartnersRadnor, PA · 669 clientsWealth managerHybrid
      LPL Financial 58%Schwab 42%
      +00% 1 yr$1.1B