The RIA database

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13241. 13241
       TCMGermantown, TN · 496 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$165M
13242. 13242
       Pollock Planning Associates Inc66 clientsWealth manager
       Schwab 100%
       +00% 1 yr$165M
13243. 13243
       Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
       Pershing 34%
       +00% 1 yr$164M
13244. 13244
       Floyd Financial Group LLCSpringfield, MO · 689 clientsWealth manager
       Schwab 100%
       +00% 1 yr$164M
13245. 13245
       RDM Capital Associates IncRed Bank, NJ · 127 clientsWealth manager
       Pershing 100%
       +00% 1 yr$164M
13246. 13246
       Naples Money Management LLCNaples, FL · 184 clientsWealth manager
       Fidelity 79%
       +00% 1 yr$164M
13247. 13247
       Nobscot Investment Management LLCWellesley, MA · 10 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$164M
13248. 13248
       Lexington Avenue Capital Management, LLC74 clientsAsset manager
       Schwab 100%
       +00% 1 yr$164M
13249. 13249
       Perea CapitalHouston, TX · 25 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$164M
13250. 13250
       Eagle Wealth Advisors101 clientsWealth manager
       No custodian reported
       +00% 1 yr$164M
13251. 13251
       Vericimetry Advisors LLC1 clientsAsset manager
       No custodian reported
       +00% 1 yr$164M
13252. 13252
       TLS Advisors LLCMiami, FL · 2 clientsPrivate fund adviserHybridTradelink Securities, LLC
       No custodian reported
       +00% 1 yr$164M
13253. 13253
       EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$164M
13254. 13254
       ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
       Vanguard 87%
       +00% 1 yr$164M
13255. 13255
       McKinley Money, LLCEau-Claire, WI · 162 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$164M
13256. 13256
       River Raisin Investment Partners, Inc.Monroe, MI · 574 clientsWealth manager
       Schwab 100%
       +00% 1 yr$164M
13257. 13257
       Curtis Financial Planning76 clientsWealth manager
       Schwab 100%
       +00% 1 yr$164M
13258. 13258
       Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$163M
13259. 13259
       Capital IP Investment Partners LP18 clientsAsset manager
       Inspira Financial Trust 100%
       +00% 1 yr$163M
13260. 13260
       The Carroll Group, Inc.8 clientsWealth manager
       No custodian reported
       +00% 1 yr$163M
13261. 13261
       Risley Capital Management LLCEllisville, MO · 160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M
13262. 13262
       Foundry Wealth Advisors, LLCBaltimore, MD · 66 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M
13263. 13263
       Bell City Wealth, Inc.Hillsboro, OH · 347 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$163M
13264. 13264
       Nihon Global Growth Partners Management, Inc.New York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$163M
13265. 13265
       Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
       Fidelity 71%Schwab 29%
       +00% 1 yr$163M
13266. 13266
       Archambo Financial Advisors, Inc.Bartlesville, OK · 197 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$163M
13267. 13267
       Libertas Wealth Management Group, Inc.Columbus, OH · 319 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$163M
13268. 13268
       Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
       Altruist 65%Schwab 35%
       +00% 1 yr$163M
13269. 13269
       Decamilla Capital Management LLCSacramento, CA · 155 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M
13270. 13270
       Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
       Hilltop Securities 100%
       +00% 1 yr$163M
13271. 13271
       Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$163M
13272. 13272
       Five Eleven PartnersGarden City, NY · 5 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$163M
13273. 13273
       Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
       Fidelity 54%Axos 46%
       +00% 1 yr$163M
13274. 13274
       1207 Capital Group, LLCJuneau, AK · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$163M
13275. 13275
       Westrock Asset Management, LLCLittle Rock, AR · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$163M
13276. 13276
       Sagace Wealth ManagementSt. Petersburg, FL · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M
13277. 13277
       Marquee Capital AdvisorsChicago, IL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$163M
13278. 13278
       Four Financial ManagementAnn Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
       LPL Financial 100%
       +00% 1 yr$163M
13279. 13279
       MCS Family Wealth Advisors65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M
13280. 13280
       Lewinter Wealth Advisors, LLC85 clientsWealth manager
       Schwab 100%
       +00% 1 yr$163M