The RIA database

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15201. 15201
       The Financial Legacy GroupCharlotte, NC · 144 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$107M
15202. 15202
       Strickler Investment Services, LLCBrighton, MI · 282 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$107M
15203. 15203
       Better Way LLCBal Harbour, FL · 4 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$107M
15204. 15204
       Hogan Investment Counsel, LLCCordova, TN · 207 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15205. 15205
       Total Wealth Advisors, LLCHopkins, MN · 92 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$107M
15206. 15206
       Omnitrust Wealth Management, Inc.Jacksonville, FL · 348 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15207. 15207
       RS Asset Management, LLCColorado Springs, CO · 251 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$107M
15208. 15208
       Turner Capital Investments, LLCAustin, TX · 337 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15209. 15209
       Elevate Financial Planning and Wealth ManagementSt. Petersburg, FL · 457 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$107M
15210. 15210
       Purposeful Financial and Legacy Planning90 clientsWealth manager
       Schwab 99%
       +00% 1 yr$107M
15211. 15211
       Jordan Financial Life PlanningKenosha, WI · 206 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15212. 15212
       Fairway Investment Group, LLCEast Lansing, MI · 844 clientsWealth managerWrap sponsorHybridParadigm Equities, Inc.
       LPL Financial 100%
       +00% 1 yr$107M
15213. 15213
       Amber Road Investors LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$107M
15214. 15214
       Jackson Wealth Management, LLCCastle Rock, CO · 126 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15215. 15215
       RK Asset Management81 clientsWealth manager
       Schwab 65%Wells Fargo 35%
       +00% 1 yr$107M
15216. 15216
       DC Capital Management, LLC84 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15217. 15217
       Saga Financial Management95 clientsWealth manager
       No custodian reported
       +00% 1 yr$107M
15218. 15218
       Muse Capital Management LLCSanta Monica, CA · 13 clientsWealth manager
       Schwab 55%J.P. Morgan 25%
       +00% 1 yr$107M
15219. 15219
       Trusco Investment Management, LLCNashville, TN · 30 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$107M
15220. 15220
       Potomac Investment Company33 clientsBroker-dealer firmHybridPotomac Investment Company
       No custodian reported
       +00% 1 yr$107M
15221. 15221
       KJ Capital Management LLC66 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15222. 15222
       603 Financial Advisors, LLC160 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$107M
15223. 15223
       Endure Capital, LLCLake Forest, CA · 75 clientsWealth manager
       Fidelity 82%
       +00% 1 yr$107M
15224. 15224
       Ella Financial AdvisingOakland, CA · 44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15225. 15225
       Kalamata Asset Management LLCBethesda, MD · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$107M
15226. 15226
       EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
       Pershing 82%
       +00% 1 yr$107M
15227. 15227
       Lexington Financial/life Management, LLCNashville, TN · 44 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$107M
15228. 15228
       Stonex International Advisors IncMiami, FL · 77 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
       Pershing 87%
       +00% 1 yr$107M
15229. 15229
       Haynie Wealth Management LLCSalt Lake City, UT · 156 clientsWealth manager
       Altruist 100%
       +00% 1 yr$107M
15230. 15230
       Your IA, LLCSt. George, UT · 190 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15231. 15231
       Horse Cove Partners LLCAtlanta, GA · 40 clientsAsset manager
       Interactive Brokers 100%
       +00% 1 yr$107M
15232. 15232
       Coastal Wealth Advisors, LLCJohns Island, SC · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$107M
15233. 15233
       Meketa Capital, LLCDenver, CO · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$107M
15234. 15234
       Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
       Assetmark Brokerage 93%
       +00% 1 yr$106M
15235. 15235
       Top Private WealthGlastonbury, CT · 150 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$106M
15236. 15236
       Bergamot Asset Management LPPrinceton, NJ · 114 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$106M
15237. 15237
       Thayer Financial, L.L.C.Hickory, NC · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15238. 15238
       Mediate Financial Investment Advisory Services, LLCCanfield, OH · 354 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15239. 15239
       Fiduciary Advisor Advocates80 clientsAsset manager
       Schwab 77%Empower 23%
       +00% 1 yr$106M
15240. 15240
       S&f Investment AdvisorsEncino, CA · 172 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$106M