The RIA database

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7521. 7521
      Wealth Advisors of Iowa, LLCWest Des Moines, IA · 550 clientsWealth managerWrap sponsor
      LPL Financial 66%Schwab 34%
      +00% 1 yr$539M
7522. 7522
      K Fund Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$539M
7523. 7523
      River Street Advisors, LLCAurora, IL · 492 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$539M
7524. 7524
      Black Knight Wealth Management, LLC444 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$539M
7525. 7525
      Access WealthEast Hanover, NJ · 373 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$539M
7526. 7526
      Mountain Hill Investment PartnersAtlantic Highlands, NJ · 174 clientsWealth manager
      Fidelity 68%
      +00% 1 yr$539M
7527. 7527
      Euphrates AdvisorsWashington, DC · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$539M
7528. 7528
      Gallacher Capital Management, LLCLone Tree, CO · 516 clientsWealth manager
      Fidelity Distributors Company 67%Schwab 33%
      +00% 1 yr$539M
7529. 7529
      Buska Wealth Management, LLCWausau, WI · 1,698 clientsWealth manager
      Lincoln Financial 99%
      +00% 1 yr$539M
7530. 7530
      Harbourvest Registered AdvisersBoston, MA · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$539M
7531. 7531
      Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWealth managerWrap sponsor
      Schwab 52%Fidelity 48%
      +00% 1 yr$538M
7532. 7532
      Deans Knight Capital ManagementVancouver, Canada · 61 clientsPrivate fund adviser
      RBC 36%Raymond James 28%CIBC Mellon Trust 26%
      +00% 1 yr$538M
7533. 7533
      Origin Credit Advisers, LLCDenver, CO · 2 clientsAsset managerAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$538M
7534. 7534
      Arkfeld Wealth Strategies, L.L.C.Omaha, NE · 937 clientsWealth manager
      Schwab 100%
      +00% 1 yr$538M
7535. 7535
      Troob Capital Management LLCRye Brook, NY · 6 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$538M
7536. 7536
      Weaver Capital Management, LLCSuwanee, GA · 203 clientsWealth manager
      Schwab 100%
      +00% 1 yr$538M
7537. 7537
      Alpha Partners Management, LLCNew York, NY · 31 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$538M
7538. 7538
      Rareview Capital LLCLas Vegas, NV · 37 clientsAsset manager
      Schwab 100%
      +00% 1 yr$538M
7539. 7539
      Antara Capital LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$537M
7540. 7540
      Aecom-Canyon Partners Real Estate Fund Advisors LLCDallas, TX · 3 clientsPrivate fund adviserHybridCP Investments, LLC
      No custodian reported
      +00% 1 yr$537M
7541. 7541
      BP Capital Energy Advisors, LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$537M
7542. 7542
      Redmond Asset Management, LLCHenrico, VA · 298 clientsWealth manager
      Schwab 43%Pershing 24%
      +00% 1 yr$537M
7543. 7543
      Hinds Financial Group IncLakewood, CO · 298 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$537M
7544. 7544
      Novapoint Capital LLCAtlanta, GA · 218 clientsWealth manager
      Schwab 100%
      +00% 1 yr$536M
7545. 7545
      Hendricks Wealth and Estate ManagementAlgonquin, IL · 919 clientsWealth manager
      Schwab 100%
      +00% 1 yr$536M
7546. 7546
      Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
      Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
      +00% 1 yr$536M
7547. 7547
      Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
      Interactive Brokers 65%Axos 35%
      +00% 1 yr$536M
7548. 7548
      Ninth Avenue Capital, LPKansas City, MO · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$536M
7549. 7549
      Bright Rock Capital Management LLCHanover, MA · 2 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$536M
7550. 7550
      Legacy Capital Group California, Inc.Los Gatos, CA · 231 clientsAsset managerHybrid
      Fidelity 100%
      +00% 1 yr$536M
7551. 7551
      Fairbridge Asset Management LLCDarien, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$535M
7552. 7552
      SPG Advisors LLCKirkland, WA · 692 clientsWealth manager
      No custodian reported
      +00% 1 yr$535M
7553. 7553
      Juniper Capital Advisors, L.P.Houston, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$535M
7554. 7554
      Triagen Wealth Management LLCCalabasas, CA · 351 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$535M
7555. 7555
      Financial Innovations, LLCAtlanta, GA · 353 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$535M
7556. 7556
      National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsWealth managerHybrid
      Schwab 63%
      +00% 1 yr$535M
7557. 7557
      Celeres Capital Advisors, LLCSan Juan, PR · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$535M
7558. 7558
      Peak Financial Management IncWellesley, MA · 353 clientsWealth manager
      Schwab 70%Fidelity 30%
      +00% 1 yr$534M
7559. 7559
      Mezzasalma AdvisorsTinton Falls, NJ · 373 clientsWealth manager
      Schwab 100%
      +00% 1 yr$534M
7560. 7560
      USA Financial Formulas CorporationAda, MI · 7,489 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
      Schwab 100%
      +00% 1 yr$534M