The RIA database

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12521. 12521
       Ridgeline Wealth Advisors, LLC.Raleigh, NC · 199 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12522. 12522
       Public Equity Partners2 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$189M
12523. 12523
       Bledsoe Asset Management, LLCPhoenix, AZ · 341 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12524. 12524
       Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$189M
12525. 12525
       KRS Capital Management, LLCBloomfield Hills, MI · 42 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12526. 12526
       Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
       BNY 54%Wells Fargo 31%
       +00% 1 yr$189M
12527. 12527
       Seed Wealth Management, Inc.34 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12528. 12528
       Union Square Capital Partners, LLCKennett Square, PA · 1 clientsAsset managerAffiliated broker-dealerChatham Financial Securities LLC
       No custodian reported
       +00% 1 yr$189M
12529. 12529
       Pile Wealth ManagementIndianapolis, IN · 86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12530. 12530
       Hahn Financial GroupSioux Falls, SD · 1,861 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12531. 12531
       McCulley Financial Group, LLCWestchester, IL · 169 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12532. 12532
       Ivy League Financial Advisors LLCRockville, MD · 103 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12533. 12533
       Orvieto Partners, L.P.Boston, MA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$189M
12534. 12534
       Nearside Advisors, LLCIndianapolis, IN · 113 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12535. 12535
       Siler Wealth ManagementLongwood, FL · 664 clientsWealth manager
       Schwab 100%
       +00% 1 yr$189M
12536. 12536
       Highroad Wealth Advisors, LLCCoos Bay, OR · 111 clientsWealth manager
       Altruist 100%
       +00% 1 yr$189M
12537. 12537
       Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
       NPB 87%
       +00% 1 yr$189M
12538. 12538
       Wright Wealth LLCAtlanta, GA · 242 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12539. 12539
       Wilshire Quinn Capital, Inc.San Diego, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$188M
12540. 12540
       Trailhead Planners, LLCEdina, MN · 151 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12541. 12541
       Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
       Schwab 75%Fidelity 25%
       +00% 1 yr$188M
12542. 12542
       Vine Capital Management, LLC168 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$188M
12543. 12543
       ColarionMountain Brook, AL · 96 clientsWealth manager
       Schwab 60%
       +00% 1 yr$188M
12544. 12544
       Timber Point Capital ManagementWhite Plains, NY · 3 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$188M
12545. 12545
       Métier Capital, LLCAsset manager
       Fidelity 100%
       +00% 1 yr$188M
12546. 12546
       Cross State Financial Group LLCAlbuquerque, NM · 406 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12547. 12547
       Frank Financial AdvisorsCarlsbad, CA · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12548. 12548
       Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12549. 12549
       Financial Consultants Group IncCumming, GA · 245 clientsWealth manager
       Axos 100%
       +00% 1 yr$188M
12550. 12550
       Arca Investment Management, LLCMarina Del Rey, CA · 8 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$188M
12551. 12551
       KFG, LLCRapid City, SD · 101 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12552. 12552
       Heritage Financial Advisors, LLCWaterville, OH · 220 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12553. 12553
       Finsym Partners, LLC90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12554. 12554
       Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
       Goldman Sachs 96%
       +00% 1 yr$188M
12555. 12555
       The Westchester Group, LLC23 clientsAsset manager
       No custodian reported
       +00% 1 yr$188M
12556. 12556
       Hoffman, Alan N. Investment Management75 clientsWealth manager
       Schwab 100%
       +00% 1 yr$188M
12557. 12557
       PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
       Fidelity 100%
       +00% 1 yr$188M
12558. 12558
       Liftpoint Family Wealth Advisors, LLCFar Hills, NJ · 64 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$188M
12559. 12559
       Lanx Management, LLCWhite Plains, NY · 15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$188M
12560. 12560
       Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$188M