The RIA database

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8601. 8601
      Castleview Partners, LLCDallas, TX · 594 clientsWealth managerHybrid
      Schwab 73%Fidelity 27%
      +00% 1 yr$417M
8602. 8602
      Seven Mile Advisory LLCTallahassee, FL · 36 clientsWealth manager
      Schwab 100%
      +00% 1 yr$417M
8603. 8603
      Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$417M
8604. 8604
      Lakemore Partners Management US LLCDifc, United Arab Emirates · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$417M
8605. 8605
      Strategic Asset Management Group AdvisorsPompano Beach, FL · 126 clientsWealth managerWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$416M
8606. 8606
      Two Prime Inc.30 clientsAsset manager
      Fidelity 98%
      +00% 1 yr$416M
8607. 8607
      Market Investment Group, LLCWichita, KS · 1,814 clientsWealth manager
      Schwab 68%Lincoln Financial Investment Services 32%
      +00% 1 yr$416M
8608. 8608
      Cultivation Capital, LLCSt. Louis, MO · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$416M
8609. 8609
      Highview Capital Management, LLCBuffalo Grove, IL · 97 clientsWealth manager
      Pershing 100%
      +00% 1 yr$416M
8610. 8610
      Bard Associates IncChicago, IL · 181 clientsWealth manager
      Fidelity 58%Schwab 42%
      +00% 1 yr$416M
8611. 8611
      Jeffrey N. Mehler, CFP LLCEssex, CT · 177 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$416M
8612. 8612
      JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clientsWealth manager
      Schwab 100%
      +00% 1 yr$416M
8613. 8613
      SGL Financial, LLCBuffalo Grove, IL · 884 clientsWealth manager
      No custodian reported
      +00% 1 yr$416M
8614. 8614
      Allard Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
      Lombard Odier 84%
      +00% 1 yr$416M
8615. 8615
      McCollum Christoferson Group, LLCAmherst, NY · 350 clientsWealth manager
      Schwab 100%
      +00% 1 yr$416M
8616. 8616
      Slotnik Capital, LLCDallas, TX · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$416M
8617. 8617
      Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
      Interactive Brokers 87%
      +00% 1 yr$416M
8618. 8618
      Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
      Schwab 70%
      +00% 1 yr$415M
8619. 8619
      Broadcrest Asset Management, LLCWinter Park, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$415M
8620. 8620
      Goodman Advisory Group, LLCNeedham, MA · 380 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$415M
8621. 8621
      First Wilshire Securities Management, Inc.Pasadena, CA · 286 clientsWealth manager
      Schwab 100%
      +00% 1 yr$415M
8622. 8622
      Ferguson Shapiro LLCDecatur, GA · 332 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$415M
8623. 8623
      Landseer Advisors LLCPrinceton, NJ · 18 clientsAsset manager
      No custodian reported
      +00% 1 yr$415M
8624. 8624
      Whetstone Capital AdvisorsMission Woods, KS · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$415M
8625. 8625
      Flywheel Private Wealth LLCLos Altos, CA · 121 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$415M
8626. 8626
      Center Capital Partners LLCBeverly Hills, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$415M
8627. 8627
      Ellington Credit Company Management LLCOld Greenwich, CT · 1 clientsPrivate fund adviserHybridArmstrong Securities LLC
      No custodian reported
      +00% 1 yr$415M
8628. 8628
      Lock 8 PartnersNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$415M
8629. 8629
      Momentum AdvisorsNew York, NY · 370 clientsWealth manager
      Schwab 100%
      +00% 1 yr$415M
8630. 8630
      Western Financial CorporationSan Diego, CA · 180 clientsWealth manager
      Schwab 100%
      +00% 1 yr$414M
8631. 8631
      Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWealth managerWrap sponsorHybrid
      Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
      +00% 1 yr$414M
8632. 8632
      Garner Asset Management Corporation112 clientsWealth manager
      Schwab 100%
      +00% 1 yr$414M
8633. 8633
      Mokosak Advisory Group, LLCUrbandale, IA · 490 clientsWealth manager
      Schwab 100%
      +00% 1 yr$414M
8634. 8634
      Gold Coast Wealth Management, LLCJericho, NY · 157 clientsWealth managerHybrid
      Schwab 63%Merrill / Bank of America 32%
      +00% 1 yr$414M
8635. 8635
      Oak Asset Management, LLCWestlake Village, CA · 251 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$414M
8636. 8636
      Autilus Partners LLCSanta Monica, CA · 6 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$414M
8637. 8637
      Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
      Fidelity 76%Schwab 24%
      +00% 1 yr$414M
8638. 8638
      Clearwell GroupTampa, FL · 60 clientsWealth manager
      Fidelity 84%
      +00% 1 yr$414M
8639. 8639
      TED Buchan & CompanySan Diego, CA · 383 clientsWealth manager
      Pershing 100%
      +00% 1 yr$413M
8640. 8640
      Caird InvestmentsDallas, TX · 1 clientsAsset manager
      Federal Home Loan Bank 100%
      +00% 1 yr$413M