The RIA database

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13201. 13201
       Lyons Capital GroupShreveport, LA · 287 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$166M
13202. 13202
       Burgess Chambers & Associates IncOrlando, FL · 22 clientsAsset manager
       Schwab 100%
       +00% 1 yr$166M
13203. 13203
       Mutual Trust Advisory GroupEstero, FL · 176 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$166M
13204. 13204
       Vestpointe Wealth Management, LLCScottsdale, AZ · 116 clientsWealth managerBank-affiliated
       Fidelity 100%
       +00% 1 yr$166M
13205. 13205
       Structure Wealth Management, LLCTampa, FL · 146 clientsWealth managerWrap sponsorHybrid
       Raymond James 100%
       +00% 1 yr$166M
13206. 13206
       Vision Financial Management, LLCCuyahoga Falls, OH · 449 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$166M
13207. 13207
       Feltl AdvisorsPlymouth, MN · 397 clientsWealth managerHybridFeltl & Company
       No custodian reported
       +00% 1 yr$166M
13208. 13208
       Black Horse Wealth Management19 clientsWealth manager
       Schwab 100%
       +00% 1 yr$166M
13209. 13209
       Wisdom Financial PlanningTampa, FL · 185 clientsWealth manager
       No custodian reported
       +00% 1 yr$166M
13210. 13210
       M.K. Brown Wealth AdvisoryOakwood, OH · 152 clientsWealth managerWrap sponsorHybrid
       Raymond James 100%
       +00% 1 yr$166M
13211. 13211
       Captar Private WealthSt. Louis Park, MN · 186 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$166M
13212. 13212
       Curtis Capital AdvisorsOverland Park, KS · 82 clientsWealth manager
       Schwab 100%
       +00% 1 yr$166M
13213. 13213
       Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
       Goldman Sachs 63%Schwab 37%
       +00% 1 yr$165M
13214. 13214
       Kissling Financial Services, LLCNew Castle, PA · 704 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13215. 13215
       Kagan Cocozza Asset Management139 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$165M
13216. 13216
       Olive Street Capital Partners LLCLos Angeles, CA · 8 clientsWealth manager
       Merrill / Bank of America 38%Schwab 36%Fidelity 25%
       +00% 1 yr$165M
13217. 13217
       First and Main Financial122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13218. 13218
       Red Swan Private ClientHouston, TX · 7 clientsAsset managerHybridRedswan Markets, LLC
       No custodian reported
       +00% 1 yr$165M
13219. 13219
       Peak Capital Management, LLCGreenwood Village, CO · 110 clientsWealth managerAffiliated broker-dealerPCF Capital Markets LLC
       Schwab 100%
       +00% 1 yr$165M
13220. 13220
       New England Schooner, Inc.Peabody, MA · 320 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$165M
13221. 13221
       Expressive Wealth LLCChicago, IL · 165 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13222. 13222
       Effective Assets124 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13223. 13223
       Morrissey Wealth Management LLCNorth Haven, CT · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13224. 13224
       Runnymede Capital Advisors, Inc.55 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13225. 13225
       Solas Bioventures Management, LLCChattanooga, TN · 12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$165M
13226. 13226
       Octo Capital, LLCBingham Farms, MI · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13227. 13227
       Breachway Investments, LLCCharlestown, RI · 243 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13228. 13228
       PR Wealth Management GroupEast Moline, IL · 460 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$165M
13229. 13229
       Conifer Infrastructure PartnersSewickley, PA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$165M
13230. 13230
       Financially Speaking IncGreenwood Village, CO · 295 clientsWealth manager
       No custodian reported
       +00% 1 yr$165M
13231. 13231
       Wilkinson Wealth Management, LLCTucson, AZ · 216 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13232. 13232
       The Keystone Financial Alliance, LLCAtlanta, GA · 119 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13233. 13233
       SLO Money ManagersAtascadero, CA · 148 clientsWealth manager
       Schwab 88%
       +00% 1 yr$165M
13234. 13234
       Womack Financial LLCDallas, TX · 141 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13235. 13235
       Shima Capital Management LLCIrvine, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$165M
13236. 13236
       Woodlock House Family Capital1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$165M
13237. 13237
       Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$165M
13238. 13238
       Demand Wealth61 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$165M
13239. 13239
       Sage Investment CounselFranklin, TN · 79 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13240. 13240
       Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
       Schwab 98%
       +00% 1 yr$165M