The RIA database

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8521. 8521
      Broadview Real Estate Partners, LLCStamford, CT · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$425M
8522. 8522
      Paradigm Investment Advisory, LLCBridgewater, NJ · 645 clientsWealth managerWrap sponsorHybrid
      LPL Financial 81%
      +00% 1 yr$425M
8523. 8523
      Ashdon Investment Management, LLCTullahoma, TN · 63 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$425M
8524. 8524
      Forward Consumer Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$425M
8525. 8525
      TCW Asset Backed Finance Management Company LLCLos Angeles, CA · 1 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
      No custodian reported
      +00% 1 yr$425M
8526. 8526
      Lifemark Securities Corp.Rochester, NY · 1,053 clientsBroker-dealer firmHybrid
      Fidelity 55%Schwab 45%
      +00% 1 yr$425M
8527. 8527
      Macdougall Financial CounselingDelmont, PA · 124 clientsWealth manager
      No custodian reported
      +00% 1 yr$425M
8528. 8528
      Gamma Asset Management LLCSan Juan, PR · 103 clientsAsset managerHybridGamma Securities, LLC
      AV Securities 29%Pershing 28%Interactive Brokers 23%
      +00% 1 yr$425M
8529. 8529
      Spring Lane CapitalBoston, MA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$425M
8530. 8530
      Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$425M
8531. 8531
      Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$425M
8532. 8532
      Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clientsWealth manager
      Schwab 91%
      +00% 1 yr$424M
8533. 8533
      Smart Money Group, LLCEastland, TX · 571 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$424M
8534. 8534
      Blackdiamond Wealth Management, LLCNew York, NY · 379 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$424M
8535. 8535
      Apollo S3 RIC Management, L.P.New York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$424M
8536. 8536
      First City Capital Management IncSavannah, GA · 251 clientsWealth manager
      Schwab 100%
      +00% 1 yr$424M
8537. 8537
      Castle Coast Wealth, LLCLa Jolla, CA · 306 clientsWealth manager
      Schwab 100%
      +00% 1 yr$424M
8538. 8538
      Geneva Partners, LLCLake Geneva, WI · 565 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$424M
8539. 8539
      Sindia Capital Advisers, LLCSomers Point, NJ · 13 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$423M
8540. 8540
      Heritage Family Offices, LLPScottsdale, AZ · 250 clientsWealth manager
      Schwab 100%
      +00% 1 yr$423M
8541. 8541
      Sagevest Wealth ManagementMcLean, VA · 150 clientsWealth manager
      Schwab 100%
      +00% 1 yr$423M
8542. 8542
      Zarvona Energy LLCHouston, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$423M
8543. 8543
      Valiant Wealth, LLCWest Des Moines, IA · 207 clientsWealth manager
      Schwab 100%
      +00% 1 yr$423M
8544. 8544
      Blakeslee & Blakeslee Financial Advisers Inc.San Luis Obispo, CA · 807 clientsWealth managerWrap sponsorHybridBlakeslee and Blakeslee Inc.
      No custodian reported
      +00% 1 yr$423M
8545. 8545
      Capital Wealth InvestmentsScranton, PA · 469 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$423M
8546. 8546
      McCarthy Asset Management, Inc.Redwood Shores, CA · 218 clientsWealth manager
      Schwab 100%
      +00% 1 yr$422M
8547. 8547
      Marek Capital Management LPNew York, NYAsset manager
      J.P. Morgan 100%
      +00% 1 yr$422M
8548. 8548
      Forza Wealth ManagementSarasota, FL · 129 clientsWealth manager
      Schwab 100%
      +00% 1 yr$422M
8549. 8549
      Congress Park Capital LLCSaratoga Springs, NY · 145 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$422M
8550. 8550
      Adirondack Capital Advisors, LLCSyracuse, NY · 489 clientsWealth manager
      Schwab 100%
      +00% 1 yr$422M
8551. 8551
      Once Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$422M
8552. 8552
      The Estate Planners GroupYardley, PA · 342 clientsWealth manager
      No custodian reported
      +00% 1 yr$422M
8553. 8553
      TrufpCumming, GA · 820 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$422M
8554. 8554
      Primetrust Advisors LLCGreenville, SC · 32 clientsAsset manager
      Principal Trust 65%Transamerica Retirement Solutions 24%
      +00% 1 yr$422M
8555. 8555
      Adaptive InvestmentsAlpharetta, GA · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$421M
8556. 8556
      JGB Capital Management L.P.Westport, CT · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$421M
8557. 8557
      Giverny Capital AdvisorsPrinceton, NJ · 190 clientsWealth manager
      No custodian reported
      +00% 1 yr$421M
8558. 8558
      Odyssey Group Wealth AdvisorsLancaster, PA · 245 clientsWealth manager
      Altruist 100%
      +00% 1 yr$421M
8559. 8559
      Graham, Bordelon, Golson & Gilbert, Inc.Monroe, LA · 207 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$421M
8560. 8560
      Rubicon AdvisorsRedding, CA · 1,391 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$421M