The RIA database

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9281. 9281
      Sonata Capital Group IncSeattle, WA · 197 clientsWealth manager
      Schwab 100%
      +00% 1 yr$361M
9282. 9282
      Goldman Lancaster, Inc.Long Beach, CA · 392 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$361M
9283. 9283
      Outcome Driven Strategies, LLCHunt Valley, MD · 22 clientsAsset managerHybridIcapital Hong Kong LTD, Icapital Markets LLC
      No custodian reported
      +00% 1 yr$360M
9284. 9284
      Cascade Investment Advisors, Inc.Oregon City, OR · 177 clientsWealth manager
      Schwab 100%
      +00% 1 yr$360M
9285. 9285
      ACP Capital Management, LLCMiami, FL · 125 clientsWealth managerHybridACP Securities, LLC
      Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
      +00% 1 yr$360M
9286. 9286
      Jessup Wealth ManagementDayton, OH · 411 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$360M
9287. 9287
      Decker Retirement Planning Inc.Lehi, UT · 774 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$360M
9288. 9288
      U. S. Boston Capital CorporationLincoln, MA · 97 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$360M
9289. 9289
      BCO Wealth Management, LLCCarlsbad, NM · 552 clientsWealth managerHybrid
      SEI 100%
      +00% 1 yr$360M
9290. 9290
      Cook & Bynum Capital Management, LLCBirmingham, AL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$360M
9291. 9291
      Kessler Investment Group, LLCColumbus, IN · 558 clientsWealth manager
      Schwab 100%
      +00% 1 yr$360M
9292. 9292
      Lynk Capital Management Company, LLCJacksonville, FL · 5 clientsPrivate fund adviserHybrid
      U.S. Bank 90%
      +00% 1 yr$360M
9293. 9293
      Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clientsWealth manager
      Raymond James 87%
      +00% 1 yr$359M
9294. 9294
      Washington Park Capital Management, LLCPortland, OR · 194 clientsWealth manager
      Schwab 100%
      +00% 1 yr$359M
9295. 9295
      The David J. Yvars Group Inc.489 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$359M
9296. 9296
      Clearwave CapitalUpland, CA · 314 clientsWealth manager
      Fidelity 91%
      +00% 1 yr$359M
9297. 9297
      Seros Wealth PartnersGilbert, AZ · 457 clientsWealth manager
      Axos 53%Schwab 36%
      +00% 1 yr$359M
9298. 9298
      Abbot Financial Management, IncAndover, MA · 213 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$359M
9299. 9299
      Ayrton Capital LLCWestport, CT · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$359M
9300. 9300
      Ridgepath Capital Management LLCKnoxville, TN · 121 clientsWealth manager
      Schwab 100%
      +00% 1 yr$359M
9301. 9301
      TSA Wealth ManagementHouston, TX · 262 clientsWealth manager
      Schwab 100%
      +00% 1 yr$359M
9302. 9302
      Aurora Investment Managers, LLCNaples, FL · 200 clientsWealth manager
      Schwab 86%
      +00% 1 yr$359M
9303. 9303
      Robertson Opportunity Capital, LLCDallas, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$359M
9304. 9304
      Lifeway Financial CorporationPlano, TX · 168 clientsWealth manager
      Schwab 100%
      +00% 1 yr$359M
9305. 9305
      Cloverfields Capital Group, LPMinneapolis, MN · 58 clientsWealth manager
      Fidelity 55%Northern Trust 45%
      +00% 1 yr$359M
9306. 9306
      Flight Deck Capital, LPSan Francisco, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$359M
9307. 9307
      Ararat Capital Management LPWestport, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$359M
9308. 9308
      Silver Point Private Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$359M
9309. 9309
      Point Windward Advisors, Inc.New York, NY · 278 clientsWealth managerHybridBeech Hill Securities, Inc.
      Pershing 100%
      +00% 1 yr$359M
9310. 9310
      US Asset Management, LLCPittsburgh, PA · 48 clientsAsset manager
      Wilmington Trust 100%
      +00% 1 yr$358M
9311. 9311
      California Capital ManagementBurbank, CA · 352 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$358M
9312. 9312
      AIS Capital Management L.P.Wilton, CT · 44 clientsPrivate fund adviser
      FNZ Trust 100%
      +00% 1 yr$358M
9313. 9313
      Bluestem Financial Advisors, LLCSavoy, IL · 185 clientsWealth manager
      Schwab 100%
      +00% 1 yr$358M
9314. 9314
      Prufid Financial Advisors LLC30 clientsWealth manager
      Schwab 100%
      +00% 1 yr$358M
9315. 9315
      Pillar Financial Advisors, LLCLouisville, KY · 210 clientsWealth manager
      Schwab 100%
      +00% 1 yr$358M
9316. 9316
      Heritage Wealth ManagementHouston, TX · 218 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$358M
9317. 9317
      CA Adviser, LLCPhiladelphia, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$358M
9318. 9318
      Access Wealth Management, LLCLouisville, KY · 174 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$358M
9319. 9319
      McDonald Capital ManagementLubbock, TX · 183 clientsWealth managerBank-affiliated
      Schwab 88%
      +00% 1 yr$358M
9320. 9320
      Applied Capital LLCLittle Rock, AR · 687 clientsWealth manager
      Schwab 100%
      +00% 1 yr$358M