The RIA database

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15081. 15081
       Mussett Wealth Management, LLCRensselaer, NY · 103 clientsWealth manager
       Schwab 83%
       +00% 1 yr$110M
15082. 15082
       One Oak18 clientsWealth manager
       Morgan Stanley 53%Schwab 47%
       +00% 1 yr$110M
15083. 15083
       Midway Capital Research & Management LLCChicago, IL · 51 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15084. 15084
       Quint Investments and InsuranceWappingers Falls, NY · 412 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15085. 15085
       Armour Wealth Advisors, LLCTumwater, WA · 109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15086. 15086
       Exponent Wealth LLCOrem, UT · 96 clientsWealth manager
       Schwab 92%
       +00% 1 yr$110M
15087. 15087
       Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
       LPL Financial 98%
       +00% 1 yr$110M
15088. 15088
       Wolfstone Wealth153 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15089. 15089
       Robert Charles Capital Management44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15090. 15090
       Charles River Wealth Management, LLCBurlington, MA · 103 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$110M
15091. 15091
       Aigen Investment Management, LPNew York City, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$110M
15092. 15092
       Cornerstone Professional Advisor Services, LLCGarden City, NY · 366 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$110M
15093. 15093
       CS Tomasi Wealth ManagementCosta Mesa, CA · 84 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$110M
15094. 15094
       Visionx Wealth PartnersFort Dodge, IA · 231 clientsWealth managerWrap sponsor
       SEI 100%
       +00% 1 yr$110M
15095. 15095
       Muirfield Capital Global Advisors LLCPalm Beach, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$110M
15096. 15096
       CFG Wealth Management Services IncIndianapolis, IN · 68 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15097. 15097
       Pacific Financial AdvisorsBellevue, WA · 184 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15098. 15098
       BW Asset Management LTDGeorge Town, Cayman Islands · 2 clientsPrivate fund adviserHybridKroll Securities LLC
       No custodian reported
       +00% 1 yr$110M
15099. 15099
       Servatus CapitalNaples, FL · 32 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15100. 15100
       Hampel Investment Advisors50 clientsWealth manager
       Fidelity 84%
       +00% 1 yr$110M
15101. 15101
       Poplar Point Capital Management LLCBurlingame, CA · 2 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$110M
15102. 15102
       Meadowbrook Wealth Management, LLCGarden City, NY · 174 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$110M
15103. 15103
       Bentham Wealth AdvisorsWilliamsville, NY · 218 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15104. 15104
       Lockerman Financial Group, IncNewport Beach, CA · 69 clientsWealth manager
       Fidelity 85%
       +00% 1 yr$110M
15105. 15105
       Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
       Nationwide Investment Services 52%Security Distributors 25%Axos 23%
       +00% 1 yr$110M
15106. 15106
       Investable Wealth, LLC146 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15107. 15107
       Taber Asset Management L.L.C.102 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15108. 15108
       O.F.O. Partners, LLCHingham, MA · 10 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15109. 15109
       Hunt Wealth ManagementConcord, CA · 185 clientsWealth manager
       No custodian reported
       +00% 1 yr$110M
15110. 15110
       Werlemann Wealth ManagementNewport Beach, CA · 40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15111. 15111
       Private Client Advisor Group, LLCPalm City, FL · 190 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15112. 15112
       Peakshares LLCTampa, FL · 2 clientsAsset managerHybridCalton & Associates, Inc.
       No custodian reported
       +00% 1 yr$110M
15113. 15113
       Tenbridge Partners LLCPortland, OR · 356 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15114. 15114
       Oldfield Wealth PartnersBangor, ME · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15115. 15115
       Mainline Investment Advisers, LLCWynnewood, PA · 16 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$110M
15116. 15116
       Caregen Wealth ManagementSan Mateo, CA · 51 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15117. 15117
       MD Wealth Management, LLCChelsea, MI · 78 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15118. 15118
       Renaissance Wealth Advisors, LLCNewton, MA · 93 clientsWealth manager
       Schwab 70%Fidelity 30%
       +00% 1 yr$110M
15119. 15119
       Sonic GP LLCHonolulu, HI · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$110M
15120. 15120
       Park Shore Partners LLCErie, PA · 5 clientsPrivate fund adviserHybridHBK Sorce Brokerage LLC
       No custodian reported
       +00% 1 yr$110M