The RIA database

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7281. 7281
      Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
      Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
      +00% 1 yr$572M
7282. 7282
      Prevatt Capital LTDNassau, Bahamas, The · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$571M
7283. 7283
      Capital Markets IQ, LLC884 clientsWealth managerHybrid
      SEI 58%Schwab 42%
      +00% 1 yr$571M
7284. 7284
      Clean Yield Asset ManagementNorwich, VT · 257 clientsWealth manager
      Schwab 100%
      +00% 1 yr$571M
7285. 7285
      Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$571M
7286. 7286
      Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$571M
7287. 7287
      Tyro Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$571M
7288. 7288
      Loom Capital Management LLCNew York, NY · 27 clientsAsset manager
      Bank J. Safra Sarasin (bahamas) LTD. 67%
      +00% 1 yr$571M
7289. 7289
      Gumshoe Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$571M
7290. 7290
      TTP Investments, Inc.San Jose, CA · 382 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$571M
7291. 7291
      Goodhart Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$570M
7292. 7292
      Freif Advisors LLCDenver, CO · 1 clientsAsset managerHybridFCA Capital Markets LLC
      No custodian reported
      +00% 1 yr$570M
7293. 7293
      Bay Hills Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$570M
7294. 7294
      Lionstone Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$570M
7295. 7295
      Inca Investments, LLCMiami, FL · 2 clientsAsset manager
      State Street 100%
      +00% 1 yr$570M
7296. 7296
      Brilliant Advice, LLCCincinnati, OH · 144 clientsWealth manager
      Schwab 100%
      +00% 1 yr$570M
7297. 7297
      Tallwoods Partners, LLCChicago, IL · 8 clientsWealth manager
      Johnson Financial Group LLC DB JFG Family Office 100%
      +00% 1 yr$569M
7298. 7298
      Potentia WealthSan Jose, CA · 731 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$569M
7299. 7299
      Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$569M
7300. 7300
      Driftwood Advisors, LLCCoral Gables, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$569M
7301. 7301
      Merkle Retirement PlanningGrimes, IA · 1,019 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$569M
7302. 7302
      ACT Wealth Management, LLCAllen, TX · 264 clientsWealth manager
      Schwab 92%
      +00% 1 yr$569M
7303. 7303
      Generational Wealth AdvisorsRichardson, TX · 184 clientsWealth managerHybridGenerational Capital Markets Inc.
      Schwab 92%
      +00% 1 yr$569M
7304. 7304
      Freedom Investment Management, Inc.South Windsor, CT · 520 clientsWealth manager
      Schwab 100%
      +00% 1 yr$569M
7305. 7305
      Inveris US LLCCoral Gables, FL · 369 clientsAsset manager
      Pershing 48%J.P. Morgan 24%
      +00% 1 yr$568M
7306. 7306
      RIA Advisory Group, LLCDes Moines, IA · 1,996 clientsWealth manager
      Schwab 78%Fidelity 22%
      +00% 1 yr$568M
7307. 7307
      FCG Investment CompanyGermantown, TN · 351 clientsWealth manager
      Schwab 100%
      +00% 1 yr$568M
7308. 7308
      Scissortail Wealth Management, LLCTulsa, OK · 485 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$568M
7309. 7309
      Pier 88 Investment Partners, LLCSan Francisco, CA · 12 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$568M
7310. 7310
      S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clientsWealth manager
      Fidelity 80%
      +00% 1 yr$568M
7311. 7311
      Hillcrest Financial GroupThousand Oaks, CA · 347 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$568M
7312. 7312
      Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$568M
7313. 7313
      Turnbridge RE Fund Management Company I LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$568M
7314. 7314
      Mascoma Wealth ManagementHanover, NH · 477 clientsWealth managerBank-affiliated
      Fidelity Distributors Company 100%
      +00% 1 yr$568M
7315. 7315
      Prentice Wealth Management LLCRochester, NY · 1,029 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$568M
7316. 7316
      HMV Wealth Advisors, LLCShreveport, LA · 138 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$567M
7317. 7317
      Fiori Financial GroupFort Lauderdale, FL · 238 clientsWealth managerWrap sponsorHybrid
      Goldman Sachs 100%
      +00% 1 yr$567M
7318. 7318
      FrecSan Francisco, CA · 1,830 clientsWealth managerHybridFrec Securities LLC, clears through Apex Clearing
      No custodian reported
      +00% 1 yr$567M
7319. 7319
      White Wolf Capital Advisors, LLCMiami, FL · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$567M
7320. 7320
      Sumitomo Mitsui DS Asset Management (hong Kong) LimitedHong Kong, China · 16 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Securities Inc.
      No custodian reported
      +00% 1 yr$567M