The RIA database

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5921. 5921
      Rosemawr Management LLCMiami Beach, FL · 13 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$844M
5922. 5922
      Inlight WealthAtlanta, GA · 229 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$843M
5923. 5923
      Bridge Net Lease Fund Manager LLCSandy, UT · 1 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$843M
5924. 5924
      Loomis Capital Management8 clientsWealth manager
      Pershing 87%
      +00% 1 yr$842M
5925. 5925
      Purkiss Capital Advisors, LLC409 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$842M
5926. 5926
      FAI Capital ManagementTampa, FL · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$842M
5927. 5927
      AUA Private Equity Partners, LLCWest Palm Beach, FL · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$842M
5928. 5928
      Stone House Investment Management, LLCTunkhannock, PA · 1,171 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$842M
5929. 5929
      Akkadian Ventures, Inc.San Francisco, CA · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$841M
5930. 5930
      Guggenheim Investment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
      Bank J. Safra Sarasin (bahamas) LTD. 100%
      +00% 1 yr$841M
5931. 5931
      Eagle Merchant PartnersAtlanta, GA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$841M
5932. 5932
      HPE Capital Management II, LLCCincinnati, OH · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$840M
5933. 5933
      Coinbase Asset Management, LLCStamford, CT · 6 clientsAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
      Coinbase Custody Trust Company 100%
      +00% 1 yr$840M
5934. 5934
      Chicory Wealth549 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$840M
5935. 5935
      TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
      Schwab 59%Assetmark 41%
      +00% 1 yr$840M
5936. 5936
      Adams Asset Advisors LLCDallas, TX · 118 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$839M
5937. 5937
      Openview Advisors, LLCBoston, MA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$839M
5938. 5938
      American Ventures IM LLCPalm Beach Gardens, FL · 27 clientsPrivate fund adviserHybridDominari Securities LLC
      No custodian reported
      +00% 1 yr$839M
5939. 5939
      Ancient Management LP D/b/a AncientNew York, NY · 3 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$839M
5940. 5940
      Concise Capital Management, L.P.Miami, FL · 4 clientsAsset manager
      State Street 100%
      +00% 1 yr$839M
5941. 5941
      Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
      Goldman Sachs 65%Fidelity 35%
      +00% 1 yr$838M
5942. 5942
      Acansa Investment Management Group, LLCTysons Corner, VAAsset manager
      BNY 100%
      +00% 1 yr$838M
5943. 5943
      Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
      BNY 32%PNC Bank 29%U.S. Bank 24%
      +00% 1 yr$838M
5944. 5944
      BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
      Rahn+bodmer 28%
      +00% 1 yr$838M
5945. 5945
      Torreyana CapitalLa Jolla, CA · 7 clientsAsset manager
      Morgan Stanley 100%
      +00% 1 yr$837M
5946. 5946
      Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
      Schwab 92%
      +00% 1 yr$837M
5947. 5947
      Market Street Wealth ManagementWest Chester, PA · 1,052 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$837M
5948. 5948
      Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$837M
5949. 5949
      Freegulliver, LLCNew Orleans, LA · 221 clientsWealth manager
      Schwab 100%
      +00% 1 yr$837M
5950. 5950
      Emerging Capital PartnersWashington, DC · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$837M
5951. 5951
      Peddock Capital Advisors, LLCBraintree, MA · 173 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$836M
5952. 5952
      Riverpark Advisors, LLCNew York, NY · 7 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$836M
5953. 5953
      Carr Financial GroupWorcester, MA · 625 clientsWealth manager
      Schwab 100%
      +00% 1 yr$836M
5954. 5954
      Financial Sense Advisors, Inc.San Diego, CA · 597 clientsWealth managerHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)
      Fidelity 100%
      +00% 1 yr$836M
5955. 5955
      Setpoint CapitalNew York, NY · 4 clientsPrivate fund adviser
      U.S. Bank 100%
      +00% 1 yr$835M
5956. 5956
      Novacap Management Financial Services Inc.Brossard, Quebec, Canada · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$835M
5957. 5957
      Ironarc Management, LLCAustin, TX · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$834M
5958. 5958
      Strategic Wealth Management GroupNew York, NY · 351 clientsWealth managerHybridMAY Capital Group, L.L.C.
      Schwab 100%
      +00% 1 yr$833M
5959. 5959
      FDX Advisors, Inc.Berwyn, PA · 1 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
      Pershing 85%
      +00% 1 yr$833M
5960. 5960
      Private Wealth Management, Inc.Memphis, TN · 131 clientsWealth manager
      Schwab 100%
      +00% 1 yr$832M