The RIA database

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6241. 6241
      New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
      Fidelity 92%
      +00% 1 yr$768M
6242. 6242
      Shah Capital ManagementRaleigh, NC · 57 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$768M
6243. 6243
      Urban Fund Management, LLCPlano, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$768M
6244. 6244
      Community US Fund Management, Inc.10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$768M
6245. 6245
      Compass AdvisorsMelville, NY · 528 clientsWealth managerHybridCapfinancial Securities, LLC.
      Schwab 100%
      +00% 1 yr$767M
6246. 6246
      AcmeSan Francisco, CA · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$767M
6247. 6247
      Benchmark Plus ManagementGig Harbor, WA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$767M
6248. 6248
      Flowstone Partners, LLC1 clientsAsset managerHybridWillis Towers Watson Securities, LLC
      No custodian reported
      +00% 1 yr$767M
6249. 6249
      Ironwood Capital Advisors LLCAvon, CT · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$766M
6250. 6250
      Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$766M
6251. 6251
      Wisdomtree Digital Management, Inc.New York, NY · 1 clientsAsset managerHybridWisdomtree Securities, Inc.
      No custodian reported
      +00% 1 yr$766M
6252. 6252
      Coinfund Management LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$766M
6253. 6253
      Demming Financial Services Corp.Aurora, OH · 796 clientsWealth manager
      Schwab 100%
      +00% 1 yr$766M
6254. 6254
      T Ventures Management Co, LTD.Sydney NSW, Australia · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$766M
6255. 6255
      Blue Edge Capital, LLCRichmond, VA · 172 clientsWealth manager
      Schwab 100%
      +00% 1 yr$765M
6256. 6256
      Orange Investment Advisors, LLCWinter Park, FL · 3 clientsAsset manager
      Federal Home Loan Bank of Atlanta 100%
      +00% 1 yr$765M
6257. 6257
      Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$765M
6258. 6258
      Investment Performance Services LLCSavannah, GAAsset manager
      No custodian reported
      +00% 1 yr$764M
6259. 6259
      Lepercq De Neuflize Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridAccess Securities, LLC
      Schwab 100%
      +00% 1 yr$764M
6260. 6260
      Stonecastle Advisors, LLCNew York, NY · 5 clientsPrivate fund adviserHybridStonecastle Securities, LLC
      No custodian reported
      +00% 1 yr$763M
6261. 6261
      Tremont Realty Capital LLCNewton, MA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$763M
6262. 6262
      Jeppson Wealth Management, LLCManhattan Beach, CA · 994 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$763M
6263. 6263
      PerennialNew York, NY · 123 clientsWealth manager
      Schwab 100%
      +00% 1 yr$762M
6264. 6264
      Summit Wealth Group LLCExeter, NH · 456 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$762M
6265. 6265
      FSA Investment Group, LLCPensacola, FL · 61 clientsAsset managerAffiliated broker-dealerFSA Securities LLC
      Schwab 100%
      +00% 1 yr$762M
6266. 6266
      Ocean Endowment Partners, LLC7 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$761M
6267. 6267
      Stempoint Capital LPNew York, NY · 7 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$761M
6268. 6268
      Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
      Schwab 88%
      +00% 1 yr$761M
6269. 6269
      American Wealth ManagementReno, NV · 897 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$761M
6270. 6270
      SFG Wealth ManagementTowson, MD · 1,184 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$760M
6271. 6271
      Cyprium PartnersCleveland, OH · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$760M
6272. 6272
      Independent Family Office, LLCAlbany, NY · 43 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$760M
6273. 6273
      SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clientsWealth manager
      Schwab 61%Fidelity 39%
      +00% 1 yr$760M
6274. 6274
      Sciencast Management LPPrinceton, NJ · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$760M
6275. 6275
      Hughes Financial Services, LLCHerndon, VA · 840 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$760M
6276. 6276
      Invex Advisors LLCCoral Gables, FL · 80 clientsAsset managerHybridInvex, LLC.
      Pershing 100%
      +00% 1 yr$759M
6277. 6277
      Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$759M
6278. 6278
      US AgricultureCarmel, IN · 4 clientsAsset manager
      No custodian reported
      +00% 1 yr$759M
6279. 6279
      Provident Wealth Management, LLCBrentwood, TN · 328 clientsWealth manager
      Schwab 100%
      +00% 1 yr$759M
6280. 6280
      Harvest Investment Services, LLCOakbrook Terrace, IL · 1,508 clientsWealth manager
      Schwab 100%
      +00% 1 yr$758M