The RIA database

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13761. 13761
       Chung WU Investment Group, LLCSugar Land, TX · 127 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$147M
13762. 13762
       Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
       Axos 81%
       +00% 1 yr$147M
13763. 13763
       Edmp, Inc.Lutz, FL · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13764. 13764
       Blue Bear Financial, LLC163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13765. 13765
       FIT Wealth ManagementCentennial, CO · 214 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13766. 13766
       Outlook Capital Management, LLCArlington Heights, IL · 90 clientsWealth manager
       No custodian reported
       +00% 1 yr$147M
13767. 13767
       Chelsea Advisory Services, IncStaten Island, NY · 552 clientsWealth managerHybridChelsea Morgan Securities, Inc.
       Hilltop Securities 100%
       +00% 1 yr$147M
13768. 13768
       Rabe Investment Consulting GroupRichfield, OH · 142 clientsWealth managerWrap sponsor
       TradePMR / Robinhood 100%
       +00% 1 yr$147M
13769. 13769
       Horizon WealthDenver, CO · 163 clientsWealth managerWrap sponsorHybrid
       Schwab 83%
       +00% 1 yr$147M
13770. 13770
       Cross Border Financial Planning USA LLCPhiladelphia, PA · 166 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$147M
13771. 13771
       DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13772. 13772
       Wealthpoint AdvisorsCramerton, NC · 380 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13773. 13773
       Spark Financial AdvisorsRichmond, VA · 164 clientsWealth manager
       Fidelity 51%Altruist 32%
       +00% 1 yr$147M
13774. 13774
       Cross Shore Capital Management, LLCGreat Neck, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$147M
13775. 13775
       Elite Life Management LLCErie, PA · 91 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
       Schwab 100%
       +00% 1 yr$147M
13776. 13776
       Entelevest, LLCCoral Gables, FL · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13777. 13777
       The Prosperity PeopleBellevue, KY · 170 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13778. 13778
       Holbrook Global StrategiesPalo Alto, CA · 35 clientsWealth manager
       No custodian reported
       +00% 1 yr$147M
13779. 13779
       Heritage Capital, LLCWoodbridge, CT · 146 clientsWealth manager
       Axos 100%
       +00% 1 yr$147M
13780. 13780
       Koon Financial Planning & Consulting/kfp&cGreenwood, IN · 163 clientsWealth manager
       No custodian reported
       +00% 1 yr$147M
13781. 13781
       Proficient Wealth Counselors, LLCNorwood, MA · 189 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13782. 13782
       Bucher Wealth AdvisorsSan Mateo, CA · 60 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$147M
13783. 13783
       CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
       Schwab 64%Equity Trust 36%
       +00% 1 yr$147M
13784. 13784
       Hobbs Wealth ManagementZionsville, IN · 194 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13785. 13785
       Artience Capital Management, LLC34 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$147M
13786. 13786
       Money Managers, Inc.San Antonio, TX · 365 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$147M
13787. 13787
       Financial Advisory ServicesSalt Lake City, UT · 79 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13788. 13788
       Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
       Schwab 86%
       +00% 1 yr$147M
13789. 13789
       Stone Steps Financial, LLCEncinitas, CA · 138 clientsWealth manager
       Schwab 100%
       +00% 1 yr$147M
13790. 13790
       Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
       Fidelity 94%
       +00% 1 yr$147M
13791. 13791
       Robostrategy AdvisorsSan Juan, PR · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$147M
13792. 13792
       Moelis Capital Partners LLCNew York, NY · 7 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
       No custodian reported
       +00% 1 yr$147M
13793. 13793
       Pinnacle Strategic Wealth Management, LLC.King of Prussia, PA · 501 clientsWealth manager
       No custodian reported
       +00% 1 yr$146M
13794. 13794
       MFG Investments, LLCMedford, NJ · 344 clientsWealth managerHybrid
       Fidelity Distributors Company 100%
       +00% 1 yr$146M
13795. 13795
       Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$146M
13796. 13796
       Ulta Wealth Management, LLCLas Vegas, NV · 27 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$146M
13797. 13797
       J. Mark Nickell & Co.Brentwood, TN · 49 clientsWealth manager
       Schwab 100%
       +00% 1 yr$146M
13798. 13798
       The Wealth Advantage Group, Inc.Columbus, OH · 135 clientsWealth manager
       Schwab 100%
       +00% 1 yr$146M
13799. 13799
       Fort Advisors IncAustin, TX · 414 clientsWealth manager
       Schwab 100%
       +00% 1 yr$146M
13800. 13800
       Birdrock WealthAustin, TX · 211 clientsWealth manager
       Schwab 100%
       +00% 1 yr$146M