The RIA database

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8081. 8081
      Octogone NAMiami, FL · 97 clientsAsset manager
      J.P. Morgan 44%Morgan Stanley 37%
      +00% 1 yr$470M
8082. 8082
      BCS Private Wealth ManagementRumson, NJ · 224 clientsWealth manager
      Schwab 100%
      +00% 1 yr$470M
8083. 8083
      Taylor Hoffman Capital ManagementRichmond, VA · 521 clientsWealth manager
      Schwab 100%
      +00% 1 yr$470M
8084. 8084
      Arcataur Capital Management LLCMilwaukee, WI · 244 clientsWealth manager
      Schwab 100%
      +00% 1 yr$470M
8085. 8085
      Nova Financial ServicesTucson, AZ · 738 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$469M
8086. 8086
      Kingsbridge Wealth Management, Inc.Las Vegas, NV · 52 clientsWealth manager
      Schwab 97%
      +00% 1 yr$469M
8087. 8087
      Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clientsWealth manager
      Raymond James 99%
      +00% 1 yr$469M
8088. 8088
      Adapt Wealth Advisors, LLCAtlanta, GA · 463 clientsWealth managerAffiliated broker-dealerCanton Street Strategies, LLC
      Schwab 100%
      +00% 1 yr$469M
8089. 8089
      Speece Thorson Capital Group IncMinnetonka, MN · 30 clientsAsset manager
      Trustmark National Bank 35%Northern Trust 34%U.S. Bank 31%
      +00% 1 yr$469M
8090. 8090
      Advantage Advisers Management, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
      No custodian reported
      +00% 1 yr$469M
8091. 8091
      Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
      Schwab 69%Pershing 31%
      +00% 1 yr$469M
8092. 8092
      Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
      Schwab 91%
      +00% 1 yr$469M
8093. 8093
      Capco Asset Management, LLCTampa, FL · 83 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$469M
8094. 8094
      Pembrook Capital Management LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$469M
8095. 8095
      Hivemind Capital Partners LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$468M
8096. 8096
      Brown Financial AdvisoryFairhope, AL · 288 clientsWealth manager
      Schwab 100%
      +00% 1 yr$468M
8097. 8097
      Mangrove Equity PartnersTampa, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$468M
8098. 8098
      Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
      Schwab 70%Voya Financial Partners 30%
      +00% 1 yr$468M
8099. 8099
      Flagstone Financial Management, LLCLincoln, NE · 353 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$468M
8100. 8100
      Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsWealth managerHybrid
      Raymond James 64%
      +00% 1 yr$468M
8101. 8101
      North Branch Capital Management, L.P.Oak Brook, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$468M
8102. 8102
      Yukon Wealth Management, Inc.Overland Park, KS · 91 clientsWealth manager
      Schwab 100%
      +00% 1 yr$467M
8103. 8103
      Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$467M
8104. 8104
      Sands Capital Horizons, LLCArlington, VA · 1 clientsWealth manager
      BNY 100%
      +00% 1 yr$467M
8105. 8105
      Coston, McIsaac & Shea Financial AdvisorsBar Harbor, ME · 1,254 clientsWealth manager
      Schwab 100%
      +00% 1 yr$467M
8106. 8106
      Edgewater Capital PartnersIndependence, OH · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$467M
8107. 8107
      Widmann Financial ServicesBowie, MD · 551 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$467M
8108. 8108
      Z3 Capital PartnersRichmond, VA · 311 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$467M
8109. 8109
      Clear Sky Advisers, LLCBellaire, TX · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$467M
8110. 8110
      Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$467M
8111. 8111
      Wealthvalues, LLCRedwood City, CA · 25 clientsWealth manager
      SEI 83%
      +00% 1 yr$467M
8112. 8112
      Closed Loop Capital ManagementNew York, NY · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$466M
8113. 8113
      Alpha Solutions Investment AdvisorsSouth San Francisco, CA · 490 clientsWealth manager
      No custodian reported
      +00% 1 yr$466M
8114. 8114
      Peter Kimmelman Asset Management LPNew York, NY · 52 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$466M
8115. 8115
      Access Fiduciary Services, LLC6 clientsAsset manager
      Alerus Retirement & Benefits 100%
      +00% 1 yr$466M
8116. 8116
      Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$466M
8117. 8117
      Consilium Wealth Advisory, LLC120 clientsWealth manager
      Schwab 100%
      +00% 1 yr$466M
8118. 8118
      Adit Ventures Management, LLCNew York, NY · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$466M
8119. 8119
      Alta Fundamental Advisers LLCNew York, NY · 18 clientsAsset manager
      Goldman Sachs 100%
      +00% 1 yr$466M
8120. 8120
      BcasBedford, NH · 294 clientsWealth managerHybrid
      Schwab 82%
      +00% 1 yr$466M