The RIA database

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9601. 9601
      Kilner Capital Advisors, LLCGaithersburg, MD · 230 clientsWealth manager
      Schwab 100%
      +00% 1 yr$337M
9602. 9602
      Alterna Capital Partners LLC3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$337M
9603. 9603
      Journey Financial Group, Inc.Buffalo Grove, IL · 330 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9604. 9604
      ADG Wealth Management Group, LLCMetairie, LA · 569 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$336M
9605. 9605
      RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
      Principal Securities 35%Schwab 31%
      +00% 1 yr$336M
9606. 9606
      Colony Capital Investment Advisors, LLCBoca Raton, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$336M
9607. 9607
      Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
      Schwab 99%
      +00% 1 yr$336M
9608. 9608
      Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
      Wells Fargo 53%Schwab 47%
      +00% 1 yr$336M
9609. 9609
      Agate Pass Investment, LLCBainbridge Island, WA · 124 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9610. 9610
      Loon Lake Capital Management LPBoston, MA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$336M
9611. 9611
      Treasure Valley Financial PlanningMeridian, ID · 541 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9612. 9612
      Cogent Strategic Wealth LLCChicago, IL · 102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9613. 9613
      Intrepid Investment Management, LLCHouston, TX · 9 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$336M
9614. 9614
      LEH III Management LLCEnglewood, CO · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$336M
9615. 9615
      Bennett Selby Investments, L.P.97 clientsWealth manager
      No custodian reported
      +00% 1 yr$336M
9616. 9616
      Shared Vision Wealth Group192 clientsWealth manager
      Fidelity 50%Schwab 50%
      +00% 1 yr$336M
9617. 9617
      Peachtree Investment Partners, LLC263 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9618. 9618
      Cross Rapids Capital LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$336M
9619. 9619
      First Dallas Securities, Inc.Dallas, TX · 266 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$336M
9620. 9620
      Apricus Wealth LLCBeaufort, SC · 100 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9621. 9621
      Mid-American Wealth Advisory GroupKansas City, MO · 958 clientsWealth manager
      Schwab 100%
      +00% 1 yr$336M
9622. 9622
      Seix CLO Management LLCPark Ridge, NJ · 2 clientsPrivate fund adviserAffiliated broker-dealerVP Distributors LLC
      No custodian reported
      +00% 1 yr$336M
9623. 9623
      Personal Financial Profiles IncCoral Springs, FL · 229 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$335M
9624. 9624
      The Menard Financial Group, LLCHouston, TX · 128 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$335M
9625. 9625
      Cion Grosvenor Management, LLCNew York, NY · 2 clientsAsset managerAffiliated broker-dealerCion Securities, LLC
      No custodian reported
      +00% 1 yr$335M
9626. 9626
      BVP Management Company, LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$335M
9627. 9627
      Trisperity Advisors, LLCKaty, TX · 264 clientsWealth manager
      Schwab 100%
      +00% 1 yr$335M
9628. 9628
      Livet Wealth, LLCSpanish Fork, UT · 138 clientsWealth manager
      Schwab 100%
      +00% 1 yr$335M
9629. 9629
      Aspenridge Wealth AdvisorsFort Worth, TX · 383 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$335M
9630. 9630
      Pillsbury Lake Capital, LLC4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$335M
9631. 9631
      Gotham Green Partners, LLCSanta Monica, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$335M
9632. 9632
      Abra Capital Management, LPSan Francisco, CA · 277 clientsAsset manager
      Fireblocks 100%
      +00% 1 yr$335M
9633. 9633
      Baer Wealth ManagementMarietta, GA · 308 clientsWealth manager
      Schwab 93%
      +00% 1 yr$335M
9634. 9634
      Weik Capital ManagementWyomissing, PA · 195 clientsWealth manager
      Schwab 100%
      +00% 1 yr$335M
9635. 9635
      Wealthharbor Capital Group, LLCMetairie, LA · 252 clientsAsset manager
      Pershing 50%MG Trust Company 50%
      +00% 1 yr$335M
9636. 9636
      Neuberger Berman Loan Advisers Europe II LPChicago, IL · 1 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
      No custodian reported
      +00% 1 yr$335M
9637. 9637
      GinjerParis, France · 35 clientsAsset manager
      No custodian reported
      +00% 1 yr$335M
9638. 9638
      North RUN Capital, LPBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$335M
9639. 9639
      Slayton Lewis IncSalt Lake City, UT · 77 clientsWealth manager
      No custodian reported
      +00% 1 yr$334M
9640. 9640
      American Capital Advisory, LLCKetchum, ID · 384 clientsWealth manager
      Schwab 100%
      +00% 1 yr$334M