The RIA database

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1521. 1521
      Empirical Wealth ManagementSeattle, WA · 2,400 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$8.4B
1522. 1522
      Vista Credit Partners, L.P.New York, NY · 27 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
      No custodian reported
      +00% 1 yr$8.4B
1523. 1523
      Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
      J.P. Morgan 39%BNP Paribas Securities Services 26%
      +00% 1 yr$8.4B
1524. 1524
      Aureus Asset Management, LLCBoston, MA · 362 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$8.4B
1525. 1525
      Battery Global Advisors, LLCBoston, MA · 142 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$8.4B
1526. 1526
      Deep Track Capital, LPGreenwich, CT · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.4B
1527. 1527
      Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
      LPL Financial 60%State Street 25%
      +00% 1 yr$8.4B
1528. 1528
      SK Capital PartnersNew York, NY · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.4B
1529. 1529
      Asana Partners, LPCharlotte, NC · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.4B
1530. 1530
      Skyview Investment Advisors, LLCShrewsbury, NJ · 21 clientsAsset manager
      No custodian reported
      +00% 1 yr$8.3B
1531. 1531
      Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsWealth managerHybrid
      Fidelity 39%
      +00% 1 yr$8.3B
1532. 1532
      Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsWealth managerHybridSammons Financial Network, LLC
      LPL Financial 56%Schwab 44%
      +00% 1 yr$8.3B
1533. 1533
      Bolton Global Asset ManagementBolton, MA · 7,365 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$8.3B
1534. 1534
      Chatham Asset Management, LLCChatham, NJ · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.3B
1535. 1535
      Nicholas Hoffman & Company, LLCAtlanta, GA · 409 clientsWealth manager
      Schwab 100%
      +00% 1 yr$8.3B
1536. 1536
      Advantage Capital ManagementNew York, NY · 13 clientsAsset managerAffiliated broker-dealerKopentech Capital Markets LLC
      State Street 100%
      +00% 1 yr$8.3B
1537. 1537
      Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
      BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
      +00% 1 yr$8.2B
1538. 1538
      J. W. Cole Advisors, Inc.Tampa, FL · 31,247 clientsBroker-dealer firmHybridJ.W. Cole Financial, Inc.
      Fidelity 100%
      +00% 1 yr$8.2B
1539. 1539
      Ironwood Capital Management CorpSan Francisco, CA · 8 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$8.2B
1540. 1540
      Capital Investment Advisors, LLCAtlanta, GA · 6,014 clientsWealth manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$8.2B
1541. 1541
      Cambridge Associates Limited, LLCBoston, MA · 32 clientsWealth manager
      Pictet Bank of Switzerland 100%
      +00% 1 yr$8.2B
1542. 1542
      Wincoram Asset Management LLCHouston, TX · 15 clientsPrivate fund adviserAffiliated broker-dealerOne Vanderbilt Securities LLC
      No custodian reported
      +00% 1 yr$8.2B
1543. 1543
      Proficio Capital Partners LLCNewton, MA · 160 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$8.2B
1544. 1544
      Samsung Asset Management (new York), Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerSamsung Securities (america), Inc., Samsung Securities Co., LTD
      J.P. Morgan 100%
      +00% 1 yr$8.2B
1545. 1545
      R M Davis IncPortland, ME · 2,437 clientsWealth manager
      Schwab 80%
      +00% 1 yr$8.2B
1546. 1546
      Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
      State Street 49%Goldman Sachs 23%
      +00% 1 yr$8.2B
1547. 1547
      Rhone Group L.L.C.New York, NY · 12 clientsPrivate fund adviserHybridRhone Group Advisors LLC
      No custodian reported
      +00% 1 yr$8.2B
1548. 1548
      Chilton Investment Services, LLCStamford, CT · 1,905 clientsWealth manager
      BNY 80%
      +00% 1 yr$8.2B
1549. 1549
      Bramshill Investments, LLCNaples, FL · 2,538 clientsAsset managerHybrid
      UBS 86%
      +00% 1 yr$8.1B
1550. 1550
      Stripes, LLCNew York, NY · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.1B
1551. 1551
      Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
      Northern Trust 30%U.S. Bank 25%PNC Bank 25%
      +00% 1 yr$8.1B
1552. 1552
      Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
      J.P. Morgan 54%
      +00% 1 yr$8.1B
1553. 1553
      Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
      RBC 59%State Street 29%
      +00% 1 yr$8.1B
1554. 1554
      Spider Management Company, LLCRichmond, VA · 1 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$8.1B
1555. 1555
      Human Interest Advisors LLCSan Francisco, CA · 831,446 clientsWealth manager
      Matrix Trust 100%
      +00% 1 yr$8.1B
1556. 1556
      Overlook Investments LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.1B
1557. 1557
      Overlook Investments L.P.Georgetown, Cayman Islands · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.1B
1558. 1558
      Lightyear Capital LLCNew York, NY · 31 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.1B
1559. 1559
      Weitz Investment Management, Inc.Omaha, NE · 18 clientsAsset managerHybridWeitz Securities, Inc.
      Schwab 100%
      +00% 1 yr$8.1B
1560. 1560
      Grain Management, LLCWashington, DC · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.1B