The RIA database

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8441. 8441
      Neostellar Advisors LLCNew York, NY · 1 clientsAsset managerHybridThe Klein Group, LLC
      No custodian reported
      +00% 1 yr$433M
8442. 8442
      Greenbridge Partners LLCLakeland, FL · 648 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$433M
8443. 8443
      Alphacentric Advisors LLCSan Juan, PR · 6 clientsAsset managerHybridALT Fund Distributors LLC
      No custodian reported
      +00% 1 yr$433M
8444. 8444
      BGV VC Management LLCMenlo Park, CA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$433M
8445. 8445
      Lightspeed FactionPalo Alto, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$433M
8446. 8446
      Cotulla Holdings LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$433M
8447. 8447
      Lisanti Capital Growth LLCNew York, NY · 18 clientsAsset managerAffiliated broker-dealerDinosaur Financial Group, L.l.c
      Northern Trust 39%State Street 35%BNY 26%
      +00% 1 yr$432M
8448. 8448
      Engaged CapitalNewport Beach, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$432M
8449. 8449
      Third North Capital LPNew York, NY · 4 clientsAsset manager
      Morgan Stanley 100%
      +00% 1 yr$432M
8450. 8450
      Tred Avon Family Wealth, LLCEaston, MD · 347 clientsWealth manager
      No custodian reported
      +00% 1 yr$432M
8451. 8451
      Heitman International HK LimitedCentral Hong Kong, Hong Kong · 16 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
      No custodian reported
      +00% 1 yr$432M
8452. 8452
      Argentarii, LLCCincinnati, OH · 125 clientsWealth manager
      Goldman Sachs 100%
      +00% 1 yr$432M
8453. 8453
      FSB Premier Wealth Management, Inc.Waterloo, IA · 934 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$432M
8454. 8454
      Music Row Wealth ManagementNashville, TN · 349 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$432M
8455. 8455
      Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
      Schwab 95%
      +00% 1 yr$432M
8456. 8456
      Intermarket CorporationNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$432M
8457. 8457
      Foreword Capital, LPSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$431M
8458. 8458
      NBZ Investment Advisors, LLCKnoxville, TN · 199 clientsWealth manager
      Schwab 100%
      +00% 1 yr$431M
8459. 8459
      ETF Portfolio Partners, Inc.Leawood, KS · 443 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$431M
8460. 8460
      Prospect Financial Services LLCMelville, NY · 613 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$431M
8461. 8461
      MWM Group LLCCedarhurst, NY · 364 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$431M
8462. 8462
      Republic CapitalNew York, NY · 102 clientsPrivate fund adviserAffiliated broker-dealerOpendeal Broker LLC, Opendeal Portal LLC, clears through Apex Clearing
      No custodian reported
      +00% 1 yr$431M
8463. 8463
      Causey Public Finance17 clientsAsset manager
      No custodian reported
      +00% 1 yr$431M
8464. 8464
      Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$431M
8465. 8465
      Steadmont Advisors, LLCBirmingham, AL · 339 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$431M
8466. 8466
      Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsWealth managerAffiliated broker-dealerArrowroot Partners, LLC
      Schwab 100%
      +00% 1 yr$431M
8467. 8467
      White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$431M
8468. 8468
      Swmg, LLCFort Worth, TX · 429 clientsWealth managerHybrid
      Pershing 99%
      +00% 1 yr$430M
8469. 8469
      Castle Wealth ManagementBoynton Beach, FL · 251 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$430M
8470. 8470
      Diker Management LLCNew York, NY · 18 clientsWealth manager
      J.P. Morgan 100%
      +00% 1 yr$430M
8471. 8471
      Power Wealth ManagementAlpharetta, GA · 253 clientsWealth manager
      Schwab 100%
      +00% 1 yr$430M
8472. 8472
      Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
      Schwab 90%
      +00% 1 yr$430M
8473. 8473
      Compass Financial Group, Inc.Deerfield Beach, FL · 120 clientsWealth manager
      Schwab 100%
      +00% 1 yr$430M
8474. 8474
      Navigate Wealth Management, LLCBirmingham, AL · 274 clientsWealth manager
      Schwab 100%
      +00% 1 yr$430M
8475. 8475
      Shayne & Jacobs, LLCNashville, TN · 169 clientsWealth manager
      Schwab 100%
      +00% 1 yr$429M
8476. 8476
      Qbox Fiduciary Solutions, LLCFort Wayne, IN · 314 clientsAsset manager
      Matrix Trust 58%American Trust Custody 42%
      +00% 1 yr$429M
8477. 8477
      Radian Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$429M
8478. 8478
      Square Wave CapitalBrooklyn, NY · 3 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$429M
8479. 8479
      Symphony Financial Services, Inc.Akron, OH · 641 clientsWealth managerHybrid
      LPL Financial 87%
      +00% 1 yr$429M
8480. 8480
      Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
      U.S. Bank 60%
      +00% 1 yr$429M