The RIA database

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11681. 11681
       Easley Investment Consultants, Inc.Ridgeland, MS · 357 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$224M
11682. 11682
       Pacific Peak Advisors, LLCKetchum, ID · 186 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$224M
11683. 11683
       Gevers Wealth ManagementIssaquah, WA · 168 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11684. 11684
       BD Investment Partners, LLCRaleigh, NC · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$224M
11685. 11685
       Sterling Wealth Advisors, Inc.Plantation, FL · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11686. 11686
       Beacon Capital Advisory GroupCharlotte, NC · 184 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$224M
11687. 11687
       Noble Wealth Management, Inc.Newport Beach, CA · 233 clientsWealth managerHybrid
       Schwab 99%
       +00% 1 yr$223M
11688. 11688
       Valley Brook Capital GroupVenetia, PA · 204 clientsWealth manager
       Schwab 100%
       +00% 1 yr$223M
11689. 11689
       Branson Frank A IncPalo Alto, CA · 12 clientsWealth manager
       U. S. Bank 100%
       +00% 1 yr$223M
11690. 11690
       Wincap Financial LLCBoston, MA · 270 clientsWealth managerWrap sponsor
       Schwab 67%Fidelity 33%
       +00% 1 yr$223M
11691. 11691
       Spring Capital ManagementAmarillo, TX · 139 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$223M
11692. 11692
       Essential Investment Partners, LLCEnglewood, CO · 79 clientsWealth manager
       No custodian reported
       +00% 1 yr$223M
11693. 11693
       Whalen FinancialLas Vegas, NV · 400 clientsWealth manager
       Schwab 94%
       +00% 1 yr$223M
11694. 11694
       Tortuga Wealth ManagementTorrance, CA · 358 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$223M
11695. 11695
       Three Peaks Capital Management, LLCCastle Rock, CO · 72 clientsWealth manager
       BOK Financial 73%
       +00% 1 yr$223M
11696. 11696
       PGP Advisors, LLCKetchum, ID · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$223M
11697. 11697
       Davinci Financial DesignsColumbia, SC · 353 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$223M
11698. 11698
       Carey Wealth ManagementSan Ramon, CA · 102 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$223M
11699. 11699
       Aldebaran Financial IncKingsport, TN · 366 clientsWealth manager
       Schwab 100%
       +00% 1 yr$223M
11700. 11700
       Sharpepoint, LLCPhoenix, AZ · 491 clientsWealth manager
       Schwab 100%
       +00% 1 yr$223M
11701. 11701
       Crossgen Wealth LLCGreenville, NC · 150 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$223M
11702. 11702
       The Newcastle Network LPWellesley, MA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$223M
11703. 11703
       Milestones Private Investment Advisors LLCFairport, NY · 254 clientsWealth manager
       Schwab 100%
       +00% 1 yr$223M
11704. 11704
       Innealta Capital117 clientsAsset manager
       U.S. Bank 83%
       +00% 1 yr$222M
11705. 11705
       RWM Capital, LLCSugar Land, TX · 1,439 clientsWealth manager
       Schwab 100%
       +00% 1 yr$222M
11706. 11706
       KMT Wealth Management, LLCHermosa Beach, CAWealth manager
       Schwab 100%
       +00% 1 yr$222M
11707. 11707
       Capital Preservation Partners, Inc.Bronxville, NY · 417 clientsWealth manager
       No custodian reported
       +00% 1 yr$222M
11708. 11708
       Kerusso Capital Management, LLCWinston-Salem, NC · 22 clientsAsset manager
       State Street 49%First Horizon Advisors 26%J.P. Morgan 25%
       +00% 1 yr$222M
11709. 11709
       Flax Pond Capital, LLC120 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$222M
11710. 11710
       Q Capital Solutions233 clientsWealth manager
       Schwab 100%
       +00% 1 yr$222M
11711. 11711
       Colrain Capital LLCBoston, MA · 87 clientsWealth manager
       Pershing 46%Schwab 37%
       +00% 1 yr$222M
11712. 11712
       Maclean Capital Advisors, LLCIndian Wells, CA · 160 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$222M
11713. 11713
       Phillip James Financial Co.Plymouth, MN · 114 clientsWealth manager
       Schwab 100%
       +00% 1 yr$222M
11714. 11714
       Ring Mountain Capital, LLCTiburon, CA · 429 clientsWealth manager
       Schwab 100%
       +00% 1 yr$222M
11715. 11715
       Mangan Wealth ManagementSeattle, WA · 173 clientsWealth manager
       No custodian reported
       +00% 1 yr$222M
11716. 11716
       Bischoff Wealth Management Group, LLCGreenwood, IN · 378 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$222M
11717. 11717
       Sincerus Advisory169 clientsWealth manager
       Schwab 100%
       +00% 1 yr$222M
11718. 11718
       Cross Border Wealth, LLCNew York, NY · 531 clientsWealth manager
       Novia Global 43%Schwab 37%
       +00% 1 yr$222M
11719. 11719
       MFG Family Office LLCCdmx, Mexico · 5 clientsAsset manager
       J.P. Morgan 88%
       +00% 1 yr$222M
11720. 11720
       Via IV Investments, LLCBurr Ridge, IL · 532 clientsWealth manager
       Fidelity 87%
       +00% 1 yr$222M