The RIA database

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14161. 14161
       1n Capital, LLC25 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14162. 14162
       Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
       Schwab 77%Fidelity 23%
       +00% 1 yr$136M
14163. 14163
       Loretta Nolan Associates, LLCOld Greenwich, CT · 56 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14164. 14164
       Financial Management Associates, LLCWindham, NH · 343 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14165. 14165
       Luma CapitalNaples, FL · 72 clientsWealth manager
       Schwab 96%
       +00% 1 yr$136M
14166. 14166
       East Rock Financial Services, LLC39 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14167. 14167
       Fairlight AdvisorsSan Francisco, CA · 42 clientsAsset manager
       Schwab 100%
       +00% 1 yr$136M
14168. 14168
       Bright Portfolios, LLCLee's Summit, MO · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$136M
14169. 14169
       FR Financial Advisors LLCCoral Springs, FL · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14170. 14170
       HOT Creek Capital, L.L.C.Kirkland, WA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$136M
14171. 14171
       Hepworth Equity Partners, LLC421 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$136M
14172. 14172
       Morningside Asset ManagementWilmington, DE · 7 clientsAsset manager
       Amalgamated Bank 100%
       +00% 1 yr$136M
14173. 14173
       Cassilly FinancialSeverna Park, MD · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$136M
14174. 14174
       Canaccord Genuity Wealth ManagementVancouver, BC, Canada · 80 clientsBroker-dealer firmHybridCanaccord Genuity Corp., Canaccord Genuity LLC, clears through Pershing, BofA Securities
       Pershing 100%
       +00% 1 yr$135M
14175. 14175
       Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
       Fidelity 67%SEI 32%
       +00% 1 yr$135M
14176. 14176
       Dover Investment Advisory Corporation45 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$135M
14177. 14177
       Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
       Schwab 77%LPL Financial 23%
       +00% 1 yr$135M
14178. 14178
       Allegro Mineral Partners LLCHouston, TX · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$135M
14179. 14179
       Keller Financial GroupCamp Hill, PA · 89 clientsWealth manager
       Assetmark Trust 100%
       +00% 1 yr$135M
14180. 14180
       Pathway Financial Solutions, Inc.Salina, KS · 309 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$135M
14181. 14181
       Light Capital LLCSanta Monica, CA · 13 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14182. 14182
       Fogarty Wealth Management, Inc.Missouri City, TX · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14183. 14183
       Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
       Fidelity 39%Schwab 33%
       +00% 1 yr$135M
14184. 14184
       Heights Point Management, LPNew York, NY · 3 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$135M
14185. 14185
       Sparrow Wealth ManagementOrlando, FL · 64 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$135M
14186. 14186
       Crystal Cove Asset ManagementNewport Beach, CA · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14187. 14187
       Dreamers Management LLCEl Segundo, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$135M
14188. 14188
       Lightsmith Climate Resilience Management LLCNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$135M
14189. 14189
       IA Private Wealth (USA) Inc.Toronto, Ontario, Canada · 199 clientsWealth managerAffiliated broker-dealerIA Private Wealth Inc.
       No custodian reported
       +00% 1 yr$135M
14190. 14190
       Kult Wealth Management Group, LLCBrookfield, WI · 69 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14191. 14191
       PSC Financial LLCBloomington, MN · 111 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$135M
14192. 14192
       Colton Wealth ManagementArcadia, CA · 109 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$135M
14193. 14193
       Tradewinds Wealth ManagementPortland, OR · 261 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14194. 14194
       Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$135M
14195. 14195
       Aluman142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14196. 14196
       Altum Wealth AdvisorsChico, CA · 241 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$135M
14197. 14197
       Carota Wealth Management221 clientsWealth manager
       TradePMR / Robinhood 100%
       +00% 1 yr$135M
14198. 14198
       Financial Advisor Network, Inc.Farmingdale, NY · 158 clientsWealth manager
       No custodian reported
       +00% 1 yr$135M
14199. 14199
       JRS Wealth Management LLCSouth Jordan, UT · 348 clientsWealth manager
       Schwab 100%
       +00% 1 yr$135M
14200. 14200
       Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
       Schwab 89%
       +00% 1 yr$135M