The RIA database

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14921. 14921
       Leach, Bickmore & Weiss Wealth Management, LLCMadison, WI · 292 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14922. 14922
       Passport Wealth ManagementCornelius, NC · 77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14923. 14923
       RJJ Pasadena Securities, Inc.Henderson, NV · 170 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$115M
14924. 14924
       Revolution Partners, LLC80 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$115M
14925. 14925
       Uyana Partners LLCMiami, FL · 74 clientsWealth manager
       Morgan Stanley 63%
       +00% 1 yr$115M
14926. 14926
       Natwealth ManagementMontreal, Canada · 140 clientsWealth managerBank-affiliatedHybridNational Bank Financial Inc.
       Pershing 100%
       +00% 1 yr$115M
14927. 14927
       StratfiWilmington, DE · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14928. 14928
       Lightedway Advisory Services, Inc.Harrison, NY · 269 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14929. 14929
       Fortify Wealth, Inc.St. Louis, MO · 79 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14930. 14930
       Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
       BNY 73%
       +00% 1 yr$115M
14931. 14931
       Schulz Financial GroupTucson, AZ · 353 clientsWealth manager
       Fidelity 77%
       +00% 1 yr$115M
14932. 14932
       Capstone Wealth PartnersDublin, OH · 157 clientsWealth manager
       Fidelity 57%Schwab 43%
       +00% 1 yr$115M
14933. 14933
       Metis Wealth Management & Planning LLCBluffton, SC · 465 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14934. 14934
       Futura Asset Advisors LLCCoral Gables, FL · 17 clientsWealth manager
       Valley Financial Management 49%Morgan Stanley 30%
       +00% 1 yr$115M
14935. 14935
       Green Ocean Global Advisors LLCSan Francisco, CA · 147 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$115M
14936. 14936
       South Bay Financial PartnersTorrance, CA · 50 clientsWealth manager
       No custodian reported
       +00% 1 yr$115M
14937. 14937
       Northwest Administrators IncSeattle, WA · 6 clientsAsset manager
       Wilmington Trust 100%
       +00% 1 yr$115M
14938. 14938
       The Copia GroupChicago, IL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$115M
14939. 14939
       Hatteras Investment Partners, LPRaleigh, NC · 7 clientsAsset managerHybridHatteras Capital Distributors, LLC
       Beneficient 100%
       +00% 1 yr$115M
14940. 14940
       Pope Asset Management, LLCMemphis, TN · 59 clientsWealth manager
       U.S. Bank 100%
       +00% 1 yr$115M
14941. 14941
       Branzan Investment Advisors, Inc.Littleton, CO · 3 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$115M
14942. 14942
       Highbar PartnersMenlo Park, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$115M
14943. 14943
       Ajax Capital LLC5 clientsAsset manager
       Schwab 100%
       +00% 1 yr$115M
14944. 14944
       Alpine Hill Advisors LLCWestport, CT · 56 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$115M
14945. 14945
       OAR FinancialBryn Mawr, PA · 41 clientsAsset manager
       Wells Fargo 100%
       +00% 1 yr$115M
14946. 14946
       1102 Partners, LLC21 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14947. 14947
       Engleson & AssociatesRochester, NY · 362 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$114M
14948. 14948
       Endeavor Advisors LLCPhoenix, AZ · 426 clientsWealth manager
       Altruist 77%Schwab 23%
       +00% 1 yr$114M
14949. 14949
       Abri LLCLexington, KY · 271 clientsWealth manager
       Altruist 100%
       +00% 1 yr$114M
14950. 14950
       Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
       Fidelity 79%
       +00% 1 yr$114M
14951. 14951
       Potomac Asset Management Co IncFrederick, MDAsset managerHybrid
       No custodian reported
       +00% 1 yr$114M
14952. 14952
       Sera Capital Management, LLCAnnapolis, MD · 74 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14953. 14953
       Dardanelles Capital LPBoston, MA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$114M
14954. 14954
       Goodstein Wealth Management LLCEncino, CA · 101 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14955. 14955
       Ryan Poage & Co.Kansas City, MO · 192 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$114M
14956. 14956
       Richard G. Slater48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14957. 14957
       Leonard Advisory Group LLCSaint Joseph, MI · 253 clientsWealth manager
       Assetmark Brokerage 88%
       +00% 1 yr$114M
14958. 14958
       Skloff Financial Group444 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$114M
14959. 14959
       Integrated Wealth Solutions, LLCYork, PA · 306 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14960. 14960
       Alpha FiduciaryPhoenix, AZ · 105 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M