The RIA database

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15001. 15001
       Coburn Barrett, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$113M
15002. 15002
       33 Capital Management LLCGreenwich, CT · 7 clientsPrivate fund adviser
       Arab Bank 57%J.P. Morgan 43%
       +00% 1 yr$113M
15003. 15003
       Gassman Financial LLCSalem, NH · 307 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
15004. 15004
       Genesis InvestmentsOoltewah, TN · 273 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
15005. 15005
       Soaring Investment Management, LLCPortland, OR · 172 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
15006. 15006
       Fortitude Wealth ManagementMurfreesboro, TN · 134 clientsWealth manager
       No custodian reported
       +00% 1 yr$113M
15007. 15007
       Evergreen Wealth AdvisorsRaleigh, NC · 156 clientsWealth managerWrap sponsor
       Schwab 77%Apex Fintech 23%
       +00% 1 yr$112M
15008. 15008
       Cogent Independent Advisors, Inc.238 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$112M
15009. 15009
       Ontrack Wealth ManagementCanton, MI · 76 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15010. 15010
       Aria Wealth PartnersCharlottesville, VA · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15011. 15011
       Snyder Asset Management, LLCHunt Valley, MD · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15012. 15012
       SAN Francisco Wealth Planning LLC44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15013. 15013
       KDM Wealth Management Inc.Geneva, IL · 149 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15014. 15014
       Superior Financial, LLCRochester, MN · 120 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15015. 15015
       Inkwell Capital49 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15016. 15016
       O'connor Capital Advisory, LLCScottsdale, AZ · 38 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$112M
15017. 15017
       Engage Wealth Advisors, LLCOverland Park, KS · 281 clientsAsset manager
       Capital Client Group 45%Schwab 40%
       +00% 1 yr$112M
15018. 15018
       Rcplanners179 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15019. 15019
       Aragon Capital, LLCHomewood, AL · 186 clientsWealth manager
       Schwab 51%Interactive Brokers 49%
       +00% 1 yr$112M
15020. 15020
       Paladin Realty Partners, LLC8 clientsPrivate fund adviser
       Merrill / Bank of America 100%
       +00% 1 yr$112M
15021. 15021
       Yahara Wealth Management LLCMadison, WI · 63 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15022. 15022
       Wealthlynk, Inc.Fallbrook, CA · 178 clientsWealth manager
       Altruist 100%
       +00% 1 yr$112M
15023. 15023
       Leeb Capital Management, Inc.New York, NY · 60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15024. 15024
       Rightoak Asset Management, LLC742 clientsWealth manager
       SEI 100%
       +00% 1 yr$112M
15025. 15025
       Ballast Equity Partners Management Company, LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$112M
15026. 15026
       Strong Investment Management, LLCCanton, OH · 404 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15027. 15027
       Capitol Wealth Management, Inc.McLean, VA · 30 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$112M
15028. 15028
       Underdog Wealth Management, LLCMaple Grove, MN · 408 clientsWealth manager
       Altruist 100%
       +00% 1 yr$112M
15029. 15029
       Compass WealthSt. Louis, MO · 766 clientsWealth managerWrap sponsor
       Fidelity 51%Schwab 49%
       +00% 1 yr$112M
15030. 15030
       Caleo Capital N.A. LLCPonte Vedra, FL · 119 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15031. 15031
       Orchard Capital Management, LLCChicago, IL · 1 clientsAsset manager
       Interactive Brokers 55%J.P. Morgan 45%
       +00% 1 yr$112M
15032. 15032
       Princeton Investment Management Company13 clientsWealth manager
       Schwab 68%Morgan Stanley 32%
       +00% 1 yr$112M
15033. 15033
       Sullivan Investment Management LLCWisconsin Rapids, WI · 151 clientsWealth manager
       No custodian reported
       +00% 1 yr$112M
15034. 15034
       TAM Capital Management Inc23 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$112M
15035. 15035
       Symphony Wealth Management6 clientsWealth manager
       No custodian reported
       +00% 1 yr$112M
15036. 15036
       Setarcos Wealth Advisors LLCPhiladelphia, PA · 54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$112M
15037. 15037
       PMD AdvisoryHoover, AL · 147 clientsAsset managerHybrid
       Schwab 100%
       +00% 1 yr$112M
15038. 15038
       Powers Investment Advisory Corporation101 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$112M
15039. 15039
       Wealthfront Strategies LLCPalo Alto, CA · 1 clientsAsset managerHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
       No custodian reported
       +00% 1 yr$112M
15040. 15040
       Valley Wealth ManagementOshkosh, WI · 347 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$112M