The RIA database

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7961. 7961
      Xebec Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$484M
7962. 7962
      Graney& King, LLCLatham, NY · 791 clientsBroker-dealer firmHybrid
      LPL Financial 100%
      +00% 1 yr$484M
7963. 7963
      Mountain Pacific Advisors, LLCBellevue, WA · 2 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$484M
7964. 7964
      Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWealth managerWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$484M
7965. 7965
      Legacy Financial Independent Advisors LLCLouisville, KY · 749 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$484M
7966. 7966
      Locus Investment Group, LTD.Port Louis, Mauritius · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$484M
7967. 7967
      Militia Investments, LLCAustin, TX · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$484M
7968. 7968
      Exodus Wealth, LLCFort Lauderdale, FL · 2,249 clientsWealth managerHybridFortune Financial Services, Inc.
      Schwab 100%
      +00% 1 yr$484M
7969. 7969
      Morton Brown Family Wealth LLCAllentown, PA · 272 clientsWealth manager
      Schwab 100%
      +00% 1 yr$483M
7970. 7970
      Paradiem, LLCCovington, LA · 140 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$483M
7971. 7971
      Altman AdvisorsChicago, IL · 184 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$483M
7972. 7972
      Usadvisors Wealth Management, LLCEden Prairie, MN · 1,901 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$483M
7973. 7973
      Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
      J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
      +00% 1 yr$483M
7974. 7974
      Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clientsWealth manager
      Fidelity 71%Schwab 29%
      +00% 1 yr$483M
7975. 7975
      Joyce Wealth Management, LLCHouston, TX · 193 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$483M
7976. 7976
      Van Strum & Towne IncSan Francisco, CA · 101 clientsWealth manager
      Schwab 68%U.S. Bank 32%
      +00% 1 yr$483M
7977. 7977
      Valen Private Capital, LLC.Paoli, PA · 89 clientsWealth managerHybrid
      Goldman Sachs 100%
      +00% 1 yr$483M
7978. 7978
      Astoria Strategic Wealth, Inc.177 clientsWealth manager
      Schwab 100%
      +00% 1 yr$483M
7979. 7979
      Monte Financial Group, LLCGuilford, CT · 434 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$482M
7980. 7980
      The Lewis Financial GroupAshburn, VA · 308 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$482M
7981. 7981
      Physicians Financial Services, Inc.Raleigh, NC · 216 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
      Schwab 100%
      +00% 1 yr$482M
7982. 7982
      Ping Capital Management, Inc.New York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$482M
7983. 7983
      Ss&h Financial Advisors, Inc.Troy, MI · 116 clientsWealth manager
      Schwab 100%
      +00% 1 yr$482M
7984. 7984
      Oakstreet Wealth Management, Inc.Magnolia, TX · 58 clientsAsset manager
      No custodian reported
      +00% 1 yr$482M
7985. 7985
      Emet Capital ManagementNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$482M
7986. 7986
      AMJ Financial Wealth Management LLCLeesburg, VA · 470 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$482M
7987. 7987
      Cross Financial AdvisorsPortland, OR · 1,873 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$482M
7988. 7988
      15 Wealth Advisors LLCMundelein, IL · 687 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$481M
7989. 7989
      IP Financial Advisory Services LLCCharlotte, NC · 2,001 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$481M
7990. 7990
      HS Wealth PartnersNashville, TN · 285 clientsWealth managerWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$481M
7991. 7991
      Onyxpoint Global Management LPNew York, NY · 5 clientsPrivate fund adviser
      J.P. Morgan 50%Northern Trust 50%
      +00% 1 yr$481M
7992. 7992
      Pinnacle Peak Private Client Group, LLCScottsdale, AZ · 708 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$481M
7993. 7993
      Aureon Management LLCNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$481M
7994. 7994
      Thurston AdvisorsVero Beach, FL · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$481M
7995. 7995
      Harbor Advisory CorporationPortsmouth, NH · 144 clientsWealth manager
      Schwab 56%Pershing 44%
      +00% 1 yr$481M
7996. 7996
      Eaton-Cambridge Inc.Phoenix, AZ · 311 clientsWealth manager
      Schwab 100%
      +00% 1 yr$481M
7997. 7997
      Orange Avenue Advisors LLCOrlando, FL · 1 clientsPrivate fund adviserAffiliated broker-dealerTelesis Securities LLC
      No custodian reported
      +00% 1 yr$481M
7998. 7998
      Courage Miller Partners, LLCNorfolk, VA · 228 clientsWealth manager
      Schwab 100%
      +00% 1 yr$481M
7999. 7999
      Lion Point Capital, LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$481M
8000. 8000
      Nine Ten Capital ManagementChicago, IL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$481M