The RIA database

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10561. 10561
       Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
       Schwab 70%Fidelity 30%
       +00% 1 yr$278M
10562. 10562
       Edenbrook Capital, LLCMount Kisco, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$278M
10563. 10563
       Guardian Asset Advisors, LLCMechanicsburg, PA · 1,201 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$278M
10564. 10564
       International Money Matters PVT LTDBengaluru, Karnataka, India · 646 clientsWealth manager
       No custodian reported
       +00% 1 yr$278M
10565. 10565
       Beacon Capital, LLCCedar Rapids, IA · 629 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M
10566. 10566
       Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M
10567. 10567
       Citadel Investment Advisory Inc118 clientsWealth manager
       No custodian reported
       +00% 1 yr$278M
10568. 10568
       Ironwood Investment Management, LLCBoston, MA · 289 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M
10569. 10569
       Spectrum Financial ManagementSan Rafael, CA · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M
10570. 10570
       Future PositiveNew York, NY · 17 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$278M
10571. 10571
       First Financial Advisory Services IncWesterly, RI · 521 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$278M
10572. 10572
       Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
       LPL Financial 73%Fidelity 23%
       +00% 1 yr$278M
10573. 10573
       Midtown Investment Advisors LLCMiami, FL · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$278M
10574. 10574
       Accordant Advisory Group, Inc.Annapolis, MD · 189 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$278M
10575. 10575
       Auspicious Financial Planning, LLCSan Ramon, CA · 193 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$278M
10576. 10576
       Claren Road Private Credit Solutions LLCNew York, NYAsset manager
       Barclays Bank PLC 72%J.P. Morgan 28%
       +00% 1 yr$278M
10577. 10577
       Macco Financial Group, Inc.Green Bay, WI · 322 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$278M
10578. 10578
       Oasis AdvisorsForest City, IA · 5,051 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$278M
10579. 10579
       Heritage HoldingBoston, MA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$278M
10580. 10580
       Harbor Island Capital LLCTopsfield, MA · 14 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M
10581. 10581
       Universal Financial Advisors, LLCSt. Louis, MO · 331 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$277M
10582. 10582
       Teucrium Investment Advisors, LLCBurlington, VT · 13 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$277M
10583. 10583
       HBE Wealth Management, LLCLincoln, NE · 258 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$277M
10584. 10584
       Kilter Group413 clientsWealth manager
       Schwab 100%
       +00% 1 yr$277M
10585. 10585
       Delta Capital Management, LLCMaitland, FL · 108 clientsAsset manager
       No custodian reported
       +00% 1 yr$277M
10586. 10586
       Tyner Capital Management Investment Counsel, Inc.Signal Mountain, TN · 63 clientsWealth manager
       Schwab 100%
       +00% 1 yr$277M
10587. 10587
       Milestone Investments, Inc.Charlotte, NC · 91 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$277M
10588. 10588
       Buckman Advisory Group LLCLittle Silver, NJ · 868 clientsWealth managerWrap sponsorHybridBuckman, Buckman & Reid, Inc.
       RBC 100%
       +00% 1 yr$277M
10589. 10589
       Planguide FinancialSouthlake, TX · 10 clientsAsset manager
       Tiaa-Cref Individual & Institutional Services 100%
       +00% 1 yr$277M
10590. 10590
       Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsWealth managerHybridCalton & Associates, Inc.
       Hilltop Securities 59%Franklin Distributors 41%
       +00% 1 yr$277M
10591. 10591
       Wilmington Capital Securities, LLCGarden City, NY · 177 clientsBroker-dealer firmHybridWilmington Capital Securities, LLC
       No custodian reported
       +00% 1 yr$277M
10592. 10592
       Johkim Capital Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$277M
10593. 10593
       The Retirement Guys FormulaMaumee, OH · 1,155 clientsWealth managerHybridPeak Brokerage Services, LLC, clears through Wells Fargo Clearing Services
       Schwab 100%
       +00% 1 yr$277M
10594. 10594
       Walleye Partners LLCMadison, WI · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$277M
10595. 10595
       JFR Financial Services, Inc.Trenton, MI · 597 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$277M
10596. 10596
       Westbourne Investments, Inc.Alexandria, VA · 175 clientsWealth manager
       Schwab 92%
       +00% 1 yr$276M
10597. 10597
       Centerpoint Advisory Group, LLCOverland Park, KS · 276 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$276M
10598. 10598
       Hazelview Securities (US) LLCNew York, NY · 4 clientsAsset manager
       BNY 80%
       +00% 1 yr$276M
10599. 10599
       Episteme CapitalLondon, United Kingdom · 22 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$276M
10600. 10600
       Simplifi, Inc.San Diego, CA · 301 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M