The RIA database

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14721. 14721
       Marathon Partners Equity Management, LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14722. 14722
       Newport Asia LLCSan Francisco, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14723. 14723
       GFN Capital ManagementRichardson, TX · 377 clientsWealth managerWrap sponsorHybrid
       Trust Based Custodian 100%
       +00% 1 yr$120M
14724. 14724
       Glasgow Partners, LLC6 clientsAsset manager
       No custodian reported
       +00% 1 yr$120M
14725. 14725
       Seneca Capital Management, LLCDenver, CO · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14726. 14726
       Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
       Merrill / Bank of America 27%LPL Financial 26%
       +00% 1 yr$120M
14727. 14727
       K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
       Fidelity Distributors Company 68%Schwab 32%
       +00% 1 yr$120M
14728. 14728
       Goldman Wealth ManagementSan Diego, CA · 101 clientsWealth manager
       Schwab 80%
       +00% 1 yr$120M
14729. 14729
       Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
       Inspira Financial 82%
       +00% 1 yr$120M
14730. 14730
       MTR Financial Services, LLCKingwood, TX · 86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14731. 14731
       Brickell Key Asset Management LimitedSt. Peter Port, Guernsey · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14732. 14732
       Brickell Key Asset Management LLCCharleston, SC · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14733. 14733
       Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
       Schwab 53%UBS 37%
       +00% 1 yr$120M
14734. 14734
       DCA Family Office, LLCRoseville, CAAsset manager
       No custodian reported
       +00% 1 yr$120M
14735. 14735
       Lone Star Investment Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$120M
14736. 14736
       Fair Asset Management, LLC47 clientsWealth manager
       Altruist 100%
       +00% 1 yr$120M
14737. 14737
       Schauer Investment Management, Inc.Northridge, CA · 24 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14738. 14738
       Solid Point Wealth Advisors, LLC239 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14739. 14739
       1650 Wealth Management, LLCLighthouse Point, FL · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14740. 14740
       Copperwood FinancialBurr Ridge, IL · 262 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14741. 14741
       Money Management Concepts Inc.Melbourne, FL · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14742. 14742
       Black Capital Management, LLC48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14743. 14743
       Hicks & Associates Wealth Management, LLCCary, NC · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14744. 14744
       Sentara CapitalMarietta, GA · 169 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14745. 14745
       COX & Cook Wealth AdvisorsDublin, OH · 223 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$120M
14746. 14746
       Triad Investment Management, LLCNewport Beach, CA · 45 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$120M
14747. 14747
       Chestnut Street Investment Counsel, LLCLancaster, PA · 85 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14748. 14748
       Engage Wealth Group, LLCNorthfield, IL · 94 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14749. 14749
       Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
       Interactive Brokers 85%
       +00% 1 yr$120M
14750. 14750
       Yunistone Investment Group, LLCChicago, IL · 14 clientsWealth manager
       Schwab 100%
       +00% 1 yr$120M
14751. 14751
       Stoic Point Capital Management LLCPalo Alto, CA · 10 clientsPrivate fund adviser
       Citi 96%
       +00% 1 yr$119M
14752. 14752
       BoulevardBloomington, MN · 268 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14753. 14753
       Integrated Planning & Wealth Management, LLC169 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14754. 14754
       Virtus Financial GroupOlivette, MO · 230 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14755. 14755
       Valeo Ventures1 clientsAsset manager
       No custodian reported
       +00% 1 yr$119M
14756. 14756
       Enspire Wealth Management, LLCSanta Rosa, CA · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14757. 14757
       CMC Financial Group, LLCAtlanta, GA · 230 clientsWealth managerWrap sponsor
       TradePMR / Robinhood 100%
       +00% 1 yr$119M
14758. 14758
       Walnut Level Capital LLCDenver, CO · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$119M
14759. 14759
       Rheeco, Inc.Natick, MA · 318 clientsWealth manager
       Schwab 72%Fidelity 28%
       +00% 1 yr$119M
14760. 14760
       Greenport Capital AdvisorsMarlborough, MA · 68 clientsWealth manager
       No custodian reported
       +00% 1 yr$119M