The RIA database

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15121. 15121
       Gilbert Financial, LLCHoneoye Falls, NY · 152 clientsWealth manager
       Pershing 100%
       +00% 1 yr$110M
15122. 15122
       Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
       Schwab 92%
       +00% 1 yr$110M
15123. 15123
       Jake Carris Financial PlanningOrlando, FL · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15124. 15124
       Oxford Wealth ManagementLindon, UT · 66 clientsWealth manager
       Fidelity 75%Interactive Brokers 25%
       +00% 1 yr$110M
15125. 15125
       Veraz AdvisorsSan Ramon, CA · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$110M
15126. 15126
       Private Asset Management IncKirkland, WA · 60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15127. 15127
       International Management Advisors LTD.9 clientsWealth manager
       Fidelity 95%
       +00% 1 yr$109M
15128. 15128
       Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
       Axos 66%Schwab 34%
       +00% 1 yr$109M
15129. 15129
       Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
       Northern Trust 78%Citi 22%
       +00% 1 yr$109M
15130. 15130
       Sizemore Capital Management, LLCSan Isidro, Peru · 81 clientsAsset managerHybrid
       Schwab 82%
       +00% 1 yr$109M
15131. 15131
       Wealthshape LLCWindsor, CT · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15132. 15132
       Peak Financial Management, Inc.Broomfield, CO · 156 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$109M
15133. 15133
       Alpha Financial Management, Inc.Savannah, GA · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15134. 15134
       Afton Advisors, LLC177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15135. 15135
       Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$109M
15136. 15136
       Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$109M
15137. 15137
       Aspire Advisors, LLCNorth White Plains, NY · 117 clientsWealth managerHybridHamilton Cavanaugh Investment Brokers, Inc.
       Fidelity 100%
       +00% 1 yr$109M
15138. 15138
       NK Capital LLC4 clientsWealth manager
       Northern Trust 79%
       +00% 1 yr$109M
15139. 15139
       Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15140. 15140
       RLJ Equity Partners, LLCBethesda, MD · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$109M
15141. 15141
       Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
       Schwab 61%Interactive Brokers 39%
       +00% 1 yr$109M
15142. 15142
       Partners Capital Services, Inc.Hauppauge, NY · 238 clientsWealth managerWrap sponsorHybridAmerican Capital Partners, LLC
       RBC 100%
       +00% 1 yr$109M
15143. 15143
       Skypoint Capital Advisors, LLCAtlanta, GA · 1 clientsAsset managerHybridSkypoint Capital Partners, LLC
       No custodian reported
       +00% 1 yr$109M
15144. 15144
       Finish Well RIA LLCColumbus, OH · 310 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15145. 15145
       A Better Way Financial, LLCAllentown, PA · 354 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15146. 15146
       Pavlic Investment Advisors, Inc.Delafield, WI · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15147. 15147
       Toams FinancialJacksonville, FL · 620 clientsWealth manager
       Altruist 78%
       +00% 1 yr$109M
15148. 15148
       Capital Endurance Group, IncAlpharetta, GA · 65 clientsWealth manager
       Fidelity 91%
       +00% 1 yr$109M
15149. 15149
       Islet Management, LPNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$109M
15150. 15150
       Blue Granite Capital, LLCCharleston, SC · 40 clientsWealth manager
       Pershing 100%
       +00% 1 yr$109M
15151. 15151
       A. J. Perry & Co.Towson, MD · 97 clientsWealth manager
       No custodian reported
       +00% 1 yr$109M
15152. 15152
       Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
       Schwab 74%
       +00% 1 yr$109M
15153. 15153
       Eden Capital Management, LLC161 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15154. 15154
       Five Mile River Investment Management, LLC110 clientsWealth manager
       RBC 100%
       +00% 1 yr$109M
15155. 15155
       Rooted Financial Group, LLCTigard, OR · 254 clientsWealth manager
       Schwab 100%
       +00% 1 yr$109M
15156. 15156
       Safe Harbor Retirement Planners296 clientsWealth manager
       Goldman Sachs 92%
       +00% 1 yr$109M
15157. 15157
       Grace Capital Management, LLCAustin, TX · 77 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$109M
15158. 15158
       AII Capital Management, LLCMoorpark, CA · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$109M
15159. 15159
       Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
       Vanguard 84%
       +00% 1 yr$109M
15160. 15160
       Finances for Real LifeLompoc, CA · 130 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$109M