The RIA database

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5761. 5761
      Martin Investment Management, LLCPalm Beach Gardens, FL · 281 clientsAsset manager
      State Street 70%J.P. Morgan 30%
      +00% 1 yr$888M
5762. 5762
      BIN Yuan Capital LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$888M
5763. 5763
      Remy Investors & Consultants, LLCLos Angeles, CA · 29 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$888M
5764. 5764
      Bernicke Wealth ManagementAltoona, WI · 868 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$887M
5765. 5765
      Atika Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$887M
5766. 5766
      Corinthia Global ManagementNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$887M
5767. 5767
      Strata Wealth Advisors, LLCDallas, TX · 227 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$886M
5768. 5768
      Insight Equity Management Company LLCSouthlake, TX · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$886M
5769. 5769
      Covington Investment Advisors, Inc.Ligonier, PA · 236 clientsWealth manager
      Schwab 100%
      +00% 1 yr$886M
5770. 5770
      CFM Wealth Partners LLCAustin, TX · 280 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$886M
5771. 5771
      Robert Harrell, IncorporatedAustin, TX · 67 clientsAsset manager
      SEI 67%
      +00% 1 yr$885M
5772. 5772
      Pearson Financial ServicesDennis, MA · 500 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$885M
5773. 5773
      New World Advisors LLCHingham, MA · 105 clientsWealth manager
      Fiduciary Trust 55%Schwab 45%
      +00% 1 yr$885M
5774. 5774
      United Capital Management of Kansas, Inc.Salina, KS · 1,655 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$885M
5775. 5775
      BOW Street LLCNew York, NY · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$885M
5776. 5776
      Pilgrim Global Advisors LLCReno, NV · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$884M
5777. 5777
      Basepoint Wealth, LLCCedar Rapids, IA · 1,263 clientsWealth managerWrap sponsor
      Pershing 75%Fidelity 25%
      +00% 1 yr$884M
5778. 5778
      Lebenthal Diversified Asset Management Inc.Hauppauge, NYAsset managerHybridLebenthal Financial Services, Inc.
      Raymond James 53%Schwab 47%
      +00% 1 yr$884M
5779. 5779
      Sage Rhino Capital LLCMenlo Park, CA · 196 clientsWealth manager
      Fidelity 73%Schwab 27%
      +00% 1 yr$884M
5780. 5780
      CastellanLouisville, KY · 23 clientsWealth manager
      Schwab 100%
      +00% 1 yr$882M
5781. 5781
      Intelligence Driven Advisers, LLCCarlsbad, CA · 660 clientsWealth manager
      Schwab 100%
      +00% 1 yr$882M
5782. 5782
      Optas, LLCDripping Springs, TX · 137 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$882M
5783. 5783
      All Star FinancialMinneapolis, MN · 558 clientsWealth managerBank-affiliated
      Fidelity 95%
      +00% 1 yr$882M
5784. 5784
      Freedom AdvisoryGuaynabo, PR · 528 clientsWealth manager
      Schwab 88%
      +00% 1 yr$881M
5785. 5785
      Roscommon Analytics LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$881M
5786. 5786
      Lyonross Capital Management, LLCWhite Plains, NYWealth manager
      Royal Bank of Canada 90%
      +00% 1 yr$881M
5787. 5787
      Bayshore CapitalTampa, FL · 43 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$879M
5788. 5788
      Park Place Capital CorporationHomewood, AL · 610 clientsWealth managerBank-affiliatedHybridPark Place Capital Securities Corp.
      Schwab 60%Fifth Third Bank 40%
      +00% 1 yr$879M
5789. 5789
      Transatlantique Private Wealth LLCNew York, NY · 411 clientsWealth managerBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
      Interactive Brokers 41%Banque Transatlantique Paris 38%
      +00% 1 yr$879M
5790. 5790
      Alongside, LLCAustin, TX · 2,122 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$879M
5791. 5791
      Chatham Capital Group IncSavannah, GA · 250 clientsWealth manager
      Schwab 100%
      +00% 1 yr$878M
5792. 5792
      Milestone Investment Advisors, LLCMiddleton, WI · 414 clientsWealth manager
      Schwab 99%
      +00% 1 yr$878M
5793. 5793
      Seymour Asset Management LLCNew York, NY · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$878M
5794. 5794
      Noesis Capital Management CorpBoca Raton, FL · 374 clientsWealth manager
      Schwab 96%
      +00% 1 yr$877M
5795. 5795
      Montz Harcus Wealth ManagementNew Orleans, LA · 687 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$876M
5796. 5796
      True Green Capital Management LLCWestport, CT · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$876M
5797. 5797
      Icon Advisers, Inc.Greenwood Village, CO · 297 clientsAsset managerHybrid
      Schwab 56%Innovayte 44%
      +00% 1 yr$876M
5798. 5798
      CGC Financial ServicesLake Oswego, OR · 1,151 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$876M
5799. 5799
      Green Cities Investment Management, LLCPortland, OR · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$875M
5800. 5800
      Quint Capital ManagementNew York, NY · 80 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$875M