The RIA database

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13721. 13721
       Harvest Financial PartnersPaoli, PA · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13722. 13722
       Compass Financial Group, Inc.Dublin, OH · 158 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$149M
13723. 13723
       Column Park Asset Management, LPCocoa Beach, FL · 6 clientsPrivate fund adviser
       EQ 100%
       +00% 1 yr$149M
13724. 13724
       Wagner Wealth Management, Corp.Conyngham, PA · 261 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13725. 13725
       Peerless WealthColumbus, OH · 220 clientsWealth managerHybrid
       Schwab 82%
       +00% 1 yr$149M
13726. 13726
       Quantum Financial Partners LLCOverland Park, KS · 395 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13727. 13727
       Beacon Hill Wealth Management LTDVictoria, BC, Canada · 180 clientsWealth managerWrap sponsor
       Pershing 100%
       +00% 1 yr$149M
13728. 13728
       Curtis Wealth Management LLCHenderson, NV · 105 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$149M
13729. 13729
       Sonnet, LLCSpring, TX · 269 clientsWealth manager
       Schwab 97%
       +00% 1 yr$148M
13730. 13730
       Accumulator Operations LLCCoral Gables, FL · 12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$148M
13731. 13731
       Arborfi Advisors, LLCAnn Arbor, MI · 101 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13732. 13732
       Prestige Wealth ManagementSouthlake, TX · 297 clientsWealth managerWrap sponsor
       Fidelity 91%
       +00% 1 yr$148M
13733. 13733
       Dellora Investments LPGreenwich, CT · 5 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$148M
13734. 13734
       Townsend Financial PlanningMt. Sterling, KY · 160 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$148M
13735. 13735
       Tsai Capital Corporation52 clientsWealth manager
       Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
       +00% 1 yr$148M
13736. 13736
       Tax Efficient Asset Management Solution, Inc.Newport Beach, CA · 87 clientsWealth manager
       Schwab 88%
       +00% 1 yr$148M
13737. 13737
       Skyline Financial NorthwestPortland, OR · 133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13738. 13738
       Dreher Financial PartnersSouthern Pines, NC · 184 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13739. 13739
       Quorus Inc.Westport, CT · 174 clientsWealth managerPublic-company owned
       Schwab 99%
       +00% 1 yr$148M
13740. 13740
       Hundredfold Advisors, LLCVirginia Beach, VA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$148M
13741. 13741
       Stavis Wealth Transfer SolutionsHouston, TX · 21 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$148M
13742. 13742
       Mueller WealthMishicot, WI · 395 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13743. 13743
       Nich Capital Partners, Inc.69 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$148M
13744. 13744
       Broadwing Capital Advisors, Inc.Larkspur, CA · 63 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13745. 13745
       Axia Wealth Management IncBend, OR · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13746. 13746
       Total Wealth SolutionsLos Altos, CA · 82 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$148M
13747. 13747
       Barrett Wealth Connection LLCSpring Grove, IL · 177 clientsWealth manager
       Schwab 81%
       +00% 1 yr$148M
13748. 13748
       Paller Financial Services, Inc.Centennial, CO · 161 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13749. 13749
       Geovest Advisors IncFairport, NY · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13750. 13750
       Perkins Capital Management IncWayzata, MN · 133 clientsWealth manager
       RBC 100%
       +00% 1 yr$148M
13751. 13751
       Bulwark Capital Corporation71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13752. 13752
       Fairfax Global Investment Management LLC277 clientsAsset managerHybridFXI Barbados LTD, Lightspeed Financial Services Group LLC, clears through Interactive Brokers, Wedbush
       Axos 61%Schwab 39%
       +00% 1 yr$148M
13753. 13753
       Catchment Capital, L.P.New York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$148M
13754. 13754
       Tuve Investment Management, Inc.Waterloo, IA · 523 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13755. 13755
       Flyover Capital Partners, LLCKansas City, MO · 7 clientsPrivate fund adviserAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
       No custodian reported
       +00% 1 yr$148M
13756. 13756
       Financial Avenues97 clientsWealth manager
       Schwab 91%
       +00% 1 yr$148M
13757. 13757
       AWH Capital, L.P.Dallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$148M
13758. 13758
       Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
       SEI 89%
       +00% 1 yr$148M
13759. 13759
       Stembrook Asset Management, LLCRed Bank, NJ · 37 clientsWealth manager
       Schwab 100%
       +00% 1 yr$148M
13760. 13760
       Renaissance AdvisorsRidgeland, MS · 343 clientsWealth manager
       RBC 100%
       +00% 1 yr$147M