The RIA database

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14121. 14121
       Ridgeline Research LLC1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$137M
14122. 14122
       Forefront Asset Management, LLCVirginia Beach, VA · 322 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$137M
14123. 14123
       Directional Asset Management, LLCArlington Heights, IL · 48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14124. 14124
       Ascension Wealth Partners, LLCPleasant Hill, CA · 40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14125. 14125
       PVA Financial, LLC49 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14126. 14126
       Cooke Wealth Management, LLCIrvine, CA · 114 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14127. 14127
       Coordinated Capital Securities, Inc.Fort Atkinson, WI · 186 clientsBroker-dealer firmHybrid
       Wells Fargo 100%
       +00% 1 yr$137M
14128. 14128
       Central Wealth Management LLCMadison, WI · 166 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14129. 14129
       Lewis Capital Management60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14130. 14130
       River Crescent Advisors, LLCSuffolk, VA · 140 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$137M
14131. 14131
       Champion Advisors LLC51 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$137M
14132. 14132
       Springboard Asset Management LLCCheshire, CT · 98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14133. 14133
       Black Walnut Wealth ManagementTraverse City, MI · 86 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$137M
14134. 14134
       Rand Capital ManagementBuffalo, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerManning & Napier Investor Services, Inc.
       No custodian reported
       +00% 1 yr$137M
14135. 14135
       Beyond Investing LLC1 clientsAsset managerAffiliated broker-dealerBeyond Animal S.A.
       No custodian reported
       +00% 1 yr$137M
14136. 14136
       Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
       Schwab 94%
       +00% 1 yr$137M
14137. 14137
       Re-Envision WealthNew York, NY · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$137M
14138. 14138
       Old Barn Capital LLCAsset manager
       GPP Group 100%
       +00% 1 yr$137M
14139. 14139
       ELE Advisory Services, IncSouthfield, MI · 1,156 clientsWealth managerHybridELE Wealth Solutions, Inc.
       Schwab 100%
       +00% 1 yr$137M
14140. 14140
       Aventus Investment Advisors, Inc.Naples, FL · 145 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14141. 14141
       Vanweelden Wealth Management, LLCWest Chester Township, OH · 203 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14142. 14142
       Harborpoint Wealth PartnersVirginia Beach, VA · 280 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14143. 14143
       Brooker Wealth ManagementOakland, CA · 57 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$136M
14144. 14144
       Bridgelight Capital LLCScottsdale, AZ · 173 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$136M
14145. 14145
       Galileo Investment ManagementNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$136M
14146. 14146
       St. Bernard Financial Services, Inc.Russellville, AR · 798 clientsBroker-dealer firmHybridSt. Bernard Financial Services, Inc.
       No custodian reported
       +00% 1 yr$136M
14147. 14147
       ICW Holdings, LLC36 clientsAsset manager
       Interactive Brokers 70%Schwab 30%
       +00% 1 yr$136M
14148. 14148
       Strategic Portfolio Solutions, LLCDallas, TX · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14149. 14149
       Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
       Fidelity 66%Schwab 34%
       +00% 1 yr$136M
14150. 14150
       Fithian LLCNew York, NY · 74 clientsAsset manager
       Schwab 52%BNY 27%
       +00% 1 yr$136M
14151. 14151
       Professional Wealth Management Services LLCStatesville, NC · 60 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$136M
14152. 14152
       Paradigm Advisors, LLCDallas, TX · 83 clientsWealth manager
       Fidelity Distributors 100%
       +00% 1 yr$136M
14153. 14153
       Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
       LPL Financial 61%Schwab 26%
       +00% 1 yr$136M
14154. 14154
       Wealthrise Financial Planning, LLCCarlsbad, CA · 98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14155. 14155
       BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
       Fidelity 83%
       +00% 1 yr$136M
14156. 14156
       15 EquitySanta Barbara, CA · 112 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$136M
14157. 14157
       A J Feldman Financial, LLC140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14158. 14158
       Kassira Wealth Management, LLC219 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$136M
14159. 14159
       McMahan Capital ManagementCarmel, IN · 43 clientsWealth manager
       No custodian reported
       +00% 1 yr$136M
14160. 14160
       Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$136M