The RIA database

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14001. 14001
       Microvest Capital ManagementWashington, DC · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14002. 14002
       Olive Branch Capital, LLC142 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$140M
14003. 14003
       Savior WealthWellesley, MA · 218 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$140M
14004. 14004
       Excomp Asset Management LTDMelville, NY · 146 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14005. 14005
       Monroe Capital Real Estate Credit Advisors, LLCChicago, IL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14006. 14006
       Agman CapitalOmaha, NE · 2 clientsAsset manager
       Schwab 100%
       +00% 1 yr$140M
14007. 14007
       Hoya Capital Real Estate, LLCRowayton, CT · 12 clientsAsset manager
       Schwab 86%
       +00% 1 yr$140M
14008. 14008
       Heaton Financial, PCCedar City, UT · 336 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14009. 14009
       QM Advisors LLC161 clientsWealth manager
       Axos 71%Schwab 29%
       +00% 1 yr$140M
14010. 14010
       Bosman Wealth Management, LLCRedlands, CA · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14011. 14011
       Flagship Investment Management LLCHouston, TX · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14012. 14012
       Larson Williams Wealth Advisors, LLCCedar City, UT · 537 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14013. 14013
       Chipser Wealth Management, LLCDestin, FL · 107 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$140M
14014. 14014
       Fortis Portfolio Solutions, LLCChicago, IL · 276 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$140M
14015. 14015
       Claremont Financial Group,inc.Claremont, CA · 275 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$140M
14016. 14016
       Credentialed Wealth Advisors, LLCJohnstown, CO · 302 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$140M
14017. 14017
       Jemma Financial ServicesBaltimore, MD · 324 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$140M
14018. 14018
       Fairview Constitution Management IV LLCWest Hartford, CT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14019. 14019
       Tonka Capital Partners, LLCMinnetonka, MN · 1 clientsPrivate fund adviser
       Wells Fargo 100%
       +00% 1 yr$140M
14020. 14020
       Bluestar Wealth ManagementLake Mary, FL · 74 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14021. 14021
       Legacy PCG, LLCNewport, CA · 71 clientsWealth manager
       Schwab 84%
       +00% 1 yr$140M
14022. 14022
       Omega Capital Management, LLCFlanders, NJ · 171 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14023. 14023
       Kadita Partners PTE. LTD.Singapore, Singapore · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14024. 14024
       Imperity Wealth Alliance LLCMelville, NY · 363 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$140M
14025. 14025
       Ross Wealth Advisors, LLCColumbus, OH · 274 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$140M
14026. 14026
       Monetary Solutions, LTD.Dayton, OH · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14027. 14027
       Contrary Legacy LLC20 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14028. 14028
       Coombs Wealth Advisory, LLCBlue Bell, PA · 18 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14029. 14029
       Haverstock Capital LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14030. 14030
       Boyd Financial Strategies, Inc.Auburn, MA · 149 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14031. 14031
       Sikorski Wealth Management, LLCSan Diego, CA · 227 clientsWealth manager
       Schwab 100%
       +00% 1 yr$140M
14032. 14032
       Clarity Retirement & Wealth, LLCNew Bedford, MA · 329 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$140M
14033. 14033
       Alteris Capital Partners, LLCHouston, TX · 88 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$140M
14034. 14034
       Teza Capital Management LLCChicago, IL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$140M
14035. 14035
       Telos Partners LLCAvon, CT · 65 clientsWealth manager
       Schwab 87%
       +00% 1 yr$139M
14036. 14036
       Gross Domestic Product, Inc69 clientsWealth manager
       Schwab 100%
       +00% 1 yr$139M
14037. 14037
       Braeside Investments, LLCDallas, TX · 3 clientsPrivate fund adviser
       U.S. Bank 100%
       +00% 1 yr$139M
14038. 14038
       Encircle Financial Strategies242 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$139M
14039. 14039
       The Scott S. James CompanyFalls Church, VA · 139 clientsBroker-dealer firmHybridScott James Group, Inc., clears through Pershing
       Pershing 100%
       +00% 1 yr$139M
14040. 14040
       Beyond Wealth Management Group, LLCNew Paltz, NY · 327 clientsWealth manager
       Assetmark Brokerage 100%
       +00% 1 yr$139M