The RIA database

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7481. 7481
      Sierra Ocean, LLCRipon, CA · 181 clientsWealth manager
      Schwab 100%
      +00% 1 yr$545M
7482. 7482
      Penobscot Financial AdvisorsPortland, ME · 562 clientsWealth managerWrap sponsor
      Schwab 90%
      +00% 1 yr$545M
7483. 7483
      TSW II Capital Advisors, LLCChattanooga, TN · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$545M
7484. 7484
      Oneascent Family OfficesBirmingham, AL · 78 clientsAsset manager
      Schwab 100%
      +00% 1 yr$544M
7485. 7485
      Newstone Capital Partners, LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$544M
7486. 7486
      Golden Reserve Retirement, LLCDublin, OH · 2,008 clientsWealth manager
      Schwab 100%
      +00% 1 yr$544M
7487. 7487
      Goodreid Investment Counsel Corp.Toronto, Canada · 404 clientsWealth manager
      Fidelity Clearing Canada ULC 68%Scotia Itrade 32%
      +00% 1 yr$544M
7488. 7488
      Farol Investment Advisers LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$544M
7489. 7489
      Andrews, Lucia Wealth Management LLCDanville, CA · 197 clientsWealth manager
      Schwab 71%Fidelity 29%
      +00% 1 yr$543M
7490. 7490
      Marion Wealth ManagementMonroeville, PA · 456 clientsWealth manager
      Schwab 100%
      +00% 1 yr$543M
7491. 7491
      Palumbo Wealth Management LLCGreat Neck, NY · 289 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$543M
7492. 7492
      Prosperity PlanningNorth Kansas City, MO · 406 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$543M
7493. 7493
      Fountainhead Financial, LLCChicago, IL · 100 clientsWealth manager
      Schwab 100%
      +00% 1 yr$543M
7494. 7494
      Headwater Investment Consulting,inc.McMinnville, OR · 649 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$543M
7495. 7495
      Common Cents PlanningGlen Mills, PA · 463 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$542M
7496. 7496
      Juno Financial Group LLCRichmond, VA · 321 clientsWealth manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$542M
7497. 7497
      Beacon Investment Advisors LLCGaithersburg, MD · 127 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$542M
7498. 7498
      Tandem Financial, LLCGreenwood Village, CO · 457 clientsWealth manager
      Schwab 92%
      +00% 1 yr$542M
7499. 7499
      Cibolo Energy Partners, LLCHouston, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$542M
7500. 7500
      Shorehaven Wealth Partners, LLCRed Bank, NJ · 396 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$542M
7501. 7501
      Affiliated Financial Advisors IncMilwaukee, WI · 898 clientsWealth manager
      Schwab 100%
      +00% 1 yr$541M
7502. 7502
      Gettings Busch Wealth ManagementLafayette, IN · 884 clientsWealth manager
      Schwab 100%
      +00% 1 yr$541M
7503. 7503
      Aristides Capital LLCLouisville, KY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$541M
7504. 7504
      Andalusian Credit Partners, LLCNew York, NY · 2 clientsAsset managerHybrid
      J.P. Morgan 100%
      +00% 1 yr$541M
7505. 7505
      Northmarq Fund Management, LLCLake Oswego, OR · 8 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$541M
7506. 7506
      Relation Wealth Management, Inc.Tulsa, OK · 126 clientsAsset manager
      Schwab 68%Transamerica Retirement Advisors 32%
      +00% 1 yr$541M
7507. 7507
      Venrex Investment Management LLPLondon, United Kingdom · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$541M
7508. 7508
      Compound Family Offices, LLCSarasota, FL · 140 clientsWealth manager
      Schwab 100%
      +00% 1 yr$541M
7509. 7509
      Dividend Assets Capital, LLCRidgeland, SC · 401 clientsWealth manager
      Schwab 100%
      +00% 1 yr$541M
7510. 7510
      Gray Private Wealth, LLCCanton, MA · 296 clientsWealth manager
      Schwab 100%
      +00% 1 yr$541M
7511. 7511
      Consilium Investment Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$541M
7512. 7512
      CAZ Investments Registered Adviser LLCHouston, TX · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$541M
7513. 7513
      Ahoy CapitalPalo Alto, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$540M
7514. 7514
      Oakwood Real Estate Partners, LLCDenver, CO · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$540M
7515. 7515
      Herold Advisors, Inc.New York, NY · 563 clientsBroker-dealer firmHybridHerold & Lantern Investments, Inc., clears through Pershing
      Pershing 100%
      +00% 1 yr$540M
7516. 7516
      Lk&a Investment CounselPasadena, CA · 83 clientsWealth manager
      U.S. Bank 41%Schwab 40%
      +00% 1 yr$540M
7517. 7517
      Spirit of America Management CorpSyosset, NY · 21 clientsAsset managerHybridDavid Lerner Associates, Inc., clears through RBC Capital Markets
      RBC 100%
      +00% 1 yr$540M
7518. 7518
      WBI Investments, LLCRed Bank, NJ · 796 clientsWealth manager
      Pershing 88%
      +00% 1 yr$540M
7519. 7519
      Dynamic Financial GroupCedar Falls, IA · 866 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$540M
7520. 7520
      NCM Capital Management, LLCRamsey, NJ · 252 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$539M