The RIA database

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5241. 5241
      Baker Ellis Asset Management LLCVancouver, WA · 343 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.0B
5242. 5242
      Nassau Private Credit LLCDarien, CT · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
      J.P. Morgan 100%
      +00% 1 yr$1.0B
5243. 5243
      Morling Financial Advisors, LLCFremont, CA · 349 clientsWealth manager
      Fidelity 52%Schwab 48%
      +00% 1 yr$1.0B
5244. 5244
      Quona Capital Management LLCWashington, DC · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5245. 5245
      Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
      Fidelity 75%
      +00% 1 yr$1.0B
5246. 5246
      Weaver Consulting Group, LLCHuntington Beach, CA · 1,114 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5247. 5247
      High Probability Advisors, LLCPittsford, NY · 398 clientsWealth manager
      Schwab 76%
      +00% 1 yr$1.0B
5248. 5248
      Manchester Financial IncWestlake Village, CA · 1,102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5249. 5249
      Weatherford Capital ManagementTampa, FL · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5250. 5250
      Three Bridge Wealth AdvisorsLos Altos, CA · 71 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5251. 5251
      Marble Wealth, LLCMontgomery, AL · 314 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5252. 5252
      Paragon Financial AdvisorsCollege Station, TX · 458 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5253. 5253
      RPG Investment Advisory, LLCPleasanton, CA · 953 clientsWealth manager
      Schwab 55%Interactive Brokers 45%
      +00% 1 yr$1.0B
5254. 5254
      Biglari Capital Corp.San Antonio, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5255. 5255
      Cifc Investment Management LLCMiami, FL · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5256. 5256
      Fitzroy Investment Advisors LLCAventura, FL · 81 clientsWealth manager
      No custodian reported
      +00% 1 yr$1.0B
5257. 5257
      Stelac Capital Partners LLCNew York, NY · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5258. 5258
      ESP Investment Advisors LLCDallas, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5259. 5259
      Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
      LPL Financial 68%Vanguard 32%
      +00% 1 yr$1.0B
5260. 5260
      LS BDC Adviser, LLCMiami, FL · 1 clientsAsset manager
      BNY 100%
      +00% 1 yr$1.0B
5261. 5261
      Dream U.S. Manager LLCDenver, CO · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5262. 5262
      Clearhaven Partners LPBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5263. 5263
      Violich Capital ManagementMill Valley, CA · 116 clientsWealth manager
      Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
      +00% 1 yr$1.0B
5264. 5264
      Argos Wealth Advisors LLC244 clientsWealth manager
      Schwab 94%
      +00% 1 yr$1.0B
5265. 5265
      Newfront Retirement Services, Inc.San Mateo, CA · 106 clientsAsset manager
      Fidelity Management Trust 74%Empower Financial Services 26%
      +00% 1 yr$1.0B
5266. 5266
      Ashe Capital Management, LPEnglewood Cliffs, NJ · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5267. 5267
      MPM Wealth AdvisorsHolland, OH · 1,118 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5268. 5268
      Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
      Fidelity 64%
      +00% 1 yr$1.0B
5269. 5269
      Rogers Wealth Group, Inc.Fort Worth, TX · 434 clientsWealth manager
      Schwab 56%Matrix Trust 44%
      +00% 1 yr$1.0B
5270. 5270
      1543 Capital LPGreenwich, CT · 21 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5271. 5271
      Bainbridge Partners LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5272. 5272
      Rodgers Brothers, Inc.Harmony, PA · 506 clientsWealth manager
      RBC 89%
      +00% 1 yr$1.0B
5273. 5273
      Toews Asset ManagementNorthfield, NJ · 129 clientsAsset managerHybrid
      Schwab 92%
      +00% 1 yr$1.0B
5274. 5274
      Peninsula Capital Partners, L.L.C.Southfield, MI · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5275. 5275
      Fierston Financial Group IncWest Hartford, CT · 315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5276. 5276
      Prosight CapitalDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5277. 5277
      3(38) Investment FiduciariesSimi Valley, CA · 207 clientsAsset manager
      Empower Financial Services 100%
      +00% 1 yr$1.0B
5278. 5278
      Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
      Fidelity 99%
      +00% 1 yr$1.0B
5279. 5279
      Beryl Capital Management, LLCRedondo Beach, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5280. 5280
      William Mack & Associates IncTroy, MI · 965 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B