The RIA database

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5201. 5201
      BOK Financial AdvisorsTulsa, OK · 3,334 clientsBroker-dealer firmHybridBokf, NA, Cavanal Hill Distributors, Inc,
      Pershing 100%
      +00% 1 yr$1.1B
5202. 5202
      Brio Financial GroupSan Francisco, CA · 804 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.1B
5203. 5203
      Twin Oak ETF CompanyWellesley, MA · 5 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.1B
5204. 5204
      Seer Capital Management LPNew York, NY · 64 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.1B
5205. 5205
      Worthpointe626 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5206. 5206
      Bsip SLP GP, LLCFrisco, TX · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5207. 5207
      Sequent Asset Management, LLCHouston, TX · 335 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.1B
5208. 5208
      Form Wealth Advisors, LLCLake Geneva, WI · 794 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.1B
5209. 5209
      Stepp & Rothwell IncOverland Park, KS · 340 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5210. 5210
      Armbruster Capital Management, Inc.Pittsford, NY · 524 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5211. 5211
      Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
      Fidelity 47%Pershing 30%UBS 24%
      +00% 1 yr$1.1B
5212. 5212
      Freedom 3 Capital LLCNew York, NY · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5213. 5213
      Preston CapitalAliso Viejo, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5214. 5214
      Revolvercap Management, L.P.Teaneck, NJ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5215. 5215
      Nordea Investment Management North America, Inc.New York, NY · 1 clientsAsset managerAffiliated broker-dealerNordea Investment Management AB, Nordea Securities LLC
      State Street 100%
      +00% 1 yr$1.1B
5216. 5216
      DGS Capital ManagementJersey City, NJ · 400 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5217. 5217
      Connelly Capital Management LLCGuaynabo, PR · 3 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$1.1B
5218. 5218
      Goldstone Financial Group, LLCOakbrook Terrace, IL · 1,675 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5219. 5219
      Virtus Alternative Investment Advisers, LLCHartford, CT · 4 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
      No custodian reported
      +00% 1 yr$1.1B
5220. 5220
      Sator Grove Management Company, LLC2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5221. 5221
      Wndrco Capital Management LLCSan Francisco, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5222. 5222
      GR Financial Group, LLCTucson, AZ · 1,553 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.1B
5223. 5223
      Jamison Private Wealth Management, Inc.Milton, GA · 534 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5224. 5224
      Faithward Advisors, LLCLancaster, PA · 3,114 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5225. 5225
      Arohi Asset Management PTE LTD.Singapore, Singapore · 7 clientsPrivate fund adviser
      Kotak Mahindra Bank LTD. 53%Caceis Bank, Luxembourg Branch 26%
      +00% 1 yr$1.1B
5226. 5226
      Liberty One Investment ManagementLibertyville, IL · 10 clientsAsset managerHybrid
      Pershing 88%
      +00% 1 yr$1.1B
5227. 5227
      Timber Bay Partners, LLCCincinnati, OH · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5228. 5228
      Whitefort Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5229. 5229
      Post Road Group LLCStamford, CT · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5230. 5230
      Petiole USA LimitedNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.1B
5231. 5231
      Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
      State Street 42%
      +00% 1 yr$1.1B
5232. 5232
      Southern Financial Group, LLCBirmingham, AL · 1,146 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.1B
5233. 5233
      CoyleGlenview, IL · 439 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5234. 5234
      Dtcp USA LLCLas Vegas, NV · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5235. 5235
      Mack Real Estate Credit Strategies, L.P.New York, NY · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5236. 5236
      Sittner & Nelson, LLCEugene, OR · 475 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5237. 5237
      QP Global Family Offices, LLCGreenwich, CT · 15 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$1.0B
5238. 5238
      Counterpointe Investment Management LLCStamford, CTAsset manager
      Massachusetts Mutual Life Insurance 100%
      +00% 1 yr$1.0B
5239. 5239
      Matauro, LLCNew York, NY · 876 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5240. 5240
      Bayou City EnergyHouston, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B