The RIA database

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10721. 10721
       Capitol Financial Consultants, Inc.McLean, VA · 107 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$269M
10722. 10722
       LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
       Schwab 58%UMB Financial Services 42%
       +00% 1 yr$269M
10723. 10723
       AjovistaBoston, MA · 4 clientsAsset manager
       BNY 100%
       +00% 1 yr$269M
10724. 10724
       Dunn Capital ManagementStuart, FL · 1 clientsPrivate fund adviserHybridDunn Securities, LLC
       No custodian reported
       +00% 1 yr$269M
10725. 10725
       Diversified Resources, LLCWarwick, RI · 640 clientsBroker-dealer firmHybrid
       SEI 100%
       +00% 1 yr$269M
10726. 10726
       Dorado Wealth Management LLC76 clientsWealth manager
       No custodian reported
       +00% 1 yr$269M
10727. 10727
       Schear Investment Advisers, LLCCincinnati, OH · 92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$269M
10728. 10728
       Peak Financial AdvisorsDenver, CO · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$269M
10729. 10729
       Stonebridge Capital Management IncLos Angeles, CA · 212 clientsWealth manager
       Schwab 100%
       +00% 1 yr$269M
10730. 10730
       CSR CapitalDallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$269M
10731. 10731
       Byrne Asset Management, LLCKingston, NJ · 168 clientsWealth manager
       Schwab 100%
       +00% 1 yr$269M
10732. 10732
       Awani Capital Management LPWashington, DC · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$269M
10733. 10733
       Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
       Schwab 88%
       +00% 1 yr$269M
10734. 10734
       Memphis Capital Management, LLCMemphis, TN · 3 clientsPrivate fund adviserHybridStonewall Investments Tennessee Inc.
       No custodian reported
       +00% 1 yr$269M
10735. 10735
       Remora Capital PartnersNashville, TN · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$269M
10736. 10736
       Athos Private Wealth LLCHolladay, UT · 146 clientsWealth manager
       Schwab 100%
       +00% 1 yr$268M
10737. 10737
       Astra Wealth PartnersJersey City, NJ · 138 clientsWealth manager
       Schwab 100%
       +00% 1 yr$268M
10738. 10738
       Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$268M
10739. 10739
       CWS Capital Partners LLCNewport Beach, CA · 28 clientsPrivate fund adviserHybridClayton, Williams & Sherwood Investments
       No custodian reported
       +00% 1 yr$268M
10740. 10740
       JMK & Associates, LLCSpokane, WA · 1,453 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$268M
10741. 10741
       Karl KapitalSan Francisco, CA · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$268M
10742. 10742
       BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
       Fidelity 69%Schwab 31%
       +00% 1 yr$268M
10743. 10743
       Invested AdvisorsState College, PA · 283 clientsWealth manager
       Fidelity 85%
       +00% 1 yr$268M
10744. 10744
       Reliant Investment Partners, LLCPinehurst, NC · 696 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$268M
10745. 10745
       Viewpoint Capital ManagementSeattle, WA · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$268M
10746. 10746
       Tradelink Capital LLCChicago, IL · 2 clientsPrivate fund adviserAffiliated broker-dealerTradelink Securities, LLC, Tradelink Worldwide LTD
       No custodian reported
       +00% 1 yr$268M
10747. 10747
       Soviero Asset Management, LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$268M
10748. 10748
       Variant Private Wealth LLCTysons, VA · 205 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$267M
10749. 10749
       Riverplace Capital Management IncJacksonville, FL · 165 clientsWealth manager
       Schwab 100%
       +00% 1 yr$267M
10750. 10750
       Matriarch Wealth Management, LLC71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$267M
10751. 10751
       Retirementadvice | JKAAnaheim, CA · 256 clientsWealth manager
       Schwab 100%
       +00% 1 yr$267M
10752. 10752
       LAS Olas Capital Advisors, LLCFort Lauderdale, FL · 7 clientsPrivate fund adviserHybridLAS Olas Capital Partners, LLC
       Schwab 100%
       +00% 1 yr$267M
10753. 10753
       C.m.bidwell & Associates LTD165 clientsWealth manager
       Schwab 75%First Hawaiian Bank 25%
       +00% 1 yr$267M
10754. 10754
       Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
       Schwab 90%
       +00% 1 yr$267M
10755. 10755
       Terra Partners Asset ManagementNaxxar, Malta · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$267M
10756. 10756
       WIN Advisors, IncPalm Beach Gardens, FL · 1,941 clientsWealth managerHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
       Pershing 100%
       +00% 1 yr$267M
10757. 10757
       Lionhunter Capital Management LLCNew York, NYWealth manager
       Schwab 100%
       +00% 1 yr$267M
10758. 10758
       GQG Private Capital Solutions LLCTacoma, WA · 4 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$267M
10759. 10759
       Decathlon Capital Management II, LLCPark City, UT · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$267M
10760. 10760
       Prosser Creek Asset Management LLCCorte Madera, CA · 3 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$267M