The RIA database

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10761. 10761
       Woodside Wealth ManagementSudbury, MA · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$267M
10762. 10762
       Live Oak Investment PartnersAustin, TX · 331 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$266M
10763. 10763
       Dynamic Wealth Group1 clientsAsset manager
       No custodian reported
       +00% 1 yr$266M
10764. 10764
       Harbour Wealth Management Group, Inc.Daniel Island, SC · 137 clientsWealth managerWrap sponsorHybrid
       Raymond James 100%
       +00% 1 yr$266M
10765. 10765
       Wisniewski Wealth ManagementDallas, TX · 273 clientsWealth manager
       Schwab 100%
       +00% 1 yr$266M
10766. 10766
       Tassel Capital Management, IncMatthews, NC · 245 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$266M
10767. 10767
       Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
       Empower Financial Services 61%
       +00% 1 yr$266M
10768. 10768
       Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
       Frost Brokerage Services 61%
       +00% 1 yr$266M
10769. 10769
       Road Capital Management LP6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$266M
10770. 10770
       Cerda Munoz Advisors, IncWhittier, CA · 675 clientsWealth manager
       Schwab 100%
       +00% 1 yr$266M
10771. 10771
       Brentview Investment Management, LLCRosemont, IL · 309 clientsAsset manager
       No custodian reported
       +00% 1 yr$266M
10772. 10772
       Raven Music Partners LLCPalm Beach Gardens, FL · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$265M
10773. 10773
       Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
       SEI 51%Schwab 49%
       +00% 1 yr$265M
10774. 10774
       Bernzott Capital AdvisorsCamarillo, CA · 214 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$265M
10775. 10775
       Spraker West Wealth Management, IncWinter Park, FL · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10776. 10776
       Ih2 Advisors & CompanyWilmington, DE · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$265M
10777. 10777
       Demeter Tactical Investments Corp.Prospect, KY · 396 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10778. 10778
       Livello Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
       Goldman Sachs 100%
       +00% 1 yr$265M
10779. 10779
       The Dala Group, LLCHoffman Estates, IL · 262 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$265M
10780. 10780
       Gordian Advisors, LLCTucson, AZ · 103 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10781. 10781
       Echelon GroupBoise, ID · 115 clientsAsset managerHybrid
       Schwab 100%
       +00% 1 yr$265M
10782. 10782
       Cornerstone AdvisorsTopeka, KS · 470 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10783. 10783
       Bright Wealth Management, LLCLewisville, TX · 180 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10784. 10784
       Kize Capital LPNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$265M
10785. 10785
       Dayah Capital LLCStamford, CT · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$265M
10786. 10786
       Innova AdvisorsCoral Gables, FL · 41 clientsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC
       Morgan Stanley 61%Raymond James 39%
       +00% 1 yr$265M
10787. 10787
       Sender Company & Partners, Inc.New York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$265M
10788. 10788
       Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
       Fidelity 99%
       +00% 1 yr$265M
10789. 10789
       Birch Financial GroupKeene, NH · 192 clientsWealth manager
       Altruist 90%
       +00% 1 yr$265M
10790. 10790
       Vantage Wealth PlanningReno, NV · 406 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10791. 10791
       C.W. O'conner Wealth Advisors, Inc.Duluth, GA · 135 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$265M
10792. 10792
       BNB Wealth Mangagement, LLCSilver Spring, MD · 480 clientsWealth managerWrap sponsorHybrid
       Raymond James 100%
       +00% 1 yr$265M
10793. 10793
       Imperium Wealth Management, LLCSan Antonio, TX · 186 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$265M
10794. 10794
       Wyze Wealth Advisors, LLCCanonsburg, PA · 138 clientsWealth manager
       Schwab 100%
       +00% 1 yr$265M
10795. 10795
       Fuller Investment Management CompanyPasadena, CA · 73 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$264M
10796. 10796
       The Salient Zarvona Energy Fund GP, L.P.Houston, TX · 4 clientsPrivate fund adviserHybridSalient Capital L.P.
       No custodian reported
       +00% 1 yr$264M
10797. 10797
       Patricof CoNew York, NY · 35 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$264M
10798. 10798
       ROI FinancialBeaverton, OR · 283 clientsWealth manager
       Schwab 100%
       +00% 1 yr$264M
10799. 10799
       Optimus Capital Advisors, LLCCoppell, TX · 194 clientsWealth manager
       Schwab 100%
       +00% 1 yr$264M
10800. 10800
       Wilon Wealth ManagementUrbandale, IA · 354 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$264M