The RIA database

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14281. 14281
       Peak Financial Consulting, Inc.Bloomington, MN · 371 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$132M
14282. 14282
       Geremia Financial Services, LLCEdison, NJ · 132 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$132M
14283. 14283
       Wealth Ease Wealth ManagementMarshall, MI · 251 clientsWealth manager
       TIAA 100%
       +00% 1 yr$132M
14284. 14284
       Usca Asset Management LLCHouston, TX · 24 clientsPrivate fund adviserHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
       No custodian reported
       +00% 1 yr$132M
14285. 14285
       Ramsey Hill Asset Management LLC88 clientsWealth manager
       Schwab 88%
       +00% 1 yr$132M
14286. 14286
       Middle Street Capital, LLCNewfields, NH · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14287. 14287
       Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
       Schwab 99%
       +00% 1 yr$132M
14288. 14288
       Canterbury Capital Wealth Management, LLCTuscaloosa, AL · 305 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14289. 14289
       Lee-Way Financial Services, IncHattiesburg, MS · 108 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14290. 14290
       PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
       Schwab 55%Fidelity 45%
       +00% 1 yr$132M
14291. 14291
       JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
       Schwab 83%
       +00% 1 yr$132M
14292. 14292
       Wealthmark, LLCBellingham, WA · 193 clientsWealth manager
       Axos 100%
       +00% 1 yr$132M
14293. 14293
       Secure Wealth, Inc.Boca Raton, FL · 221 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14294. 14294
       Schmitz Capital Partners, LLCMill Valley, CA · 223 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$132M
14295. 14295
       Norton Capital Management, Inc.Henrico, VA · 111 clientsWealth manager
       Pershing 100%
       +00% 1 yr$132M
14296. 14296
       Blue Line CapitalChicago, IL · 140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14297. 14297
       Brighton Wealth Management, Inc.Cottonwood Heights, UT · 451 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14298. 14298
       ACP Investment ManagementKailua-Kona, HI · 173 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$132M
14299. 14299
       Tublin - Difusco Advisors Inc.130 clientsWealth manager
       No custodian reported
       +00% 1 yr$132M
14300. 14300
       Proper WealthTallahassee, FL · 496 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$132M
14301. 14301
       Laminar Wealth LLCClayton, MO · 27 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14302. 14302
       RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
       Schwab 68%
       +00% 1 yr$132M
14303. 14303
       Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
       Schwab 55%Apex Fintech 45%
       +00% 1 yr$132M
14304. 14304
       PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
       Schwab 97%
       +00% 1 yr$132M
14305. 14305
       Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
       Schwab 62%SEI 38%
       +00% 1 yr$132M
14306. 14306
       Corinthian Wealth ManagementSan Jose, CA · 189 clientsWealth manager
       No custodian reported
       +00% 1 yr$132M
14307. 14307
       Lmpg Wealth Advisors, LLCMiami, FL · 58 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$132M
14308. 14308
       The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
       Voya Financial Partners 60%Schwab 40%
       +00% 1 yr$132M
14309. 14309
       Euclidean Technologies Management, LLCSeattle, WA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$132M
14310. 14310
       AWR Investment Management, LLCSan Rafael, CA · 54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14311. 14311
       Benchmark Financial, LLCWilmington, DE · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$132M
14312. 14312
       Imprint Wealth LLCMount Pleasant, SC · 77 clientsWealth manager
       No custodian reported
       +00% 1 yr$132M
14313. 14313
       1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
       Apex Fintech 99%
       +00% 1 yr$131M
14314. 14314
       Uplevel WealthPortland, OR · 44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$131M
14315. 14315
       Linx Partners, LLCAtlanta, GA · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$131M
14316. 14316
       Warm Springs Advisors Inc.Larkspur, CA · 15 clientsWealth manager
       Schwab 100%
       +00% 1 yr$131M
14317. 14317
       Middleton & CompanyVancouver, WA · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$131M
14318. 14318
       Conscious Capital Wealth Management, LLCTampa, FL · 207 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$131M
14319. 14319
       Layline AdvisorsRochester, NY · 121 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$131M
14320. 14320
       Seattle Wealth Management LLCSeattle, WA · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$131M