The RIA database

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2561. 2561
      Venturi Private WealthBoise, ID · 720 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$3.6B
2562. 2562
      Sigfig Wealth Management LLCSan Francisco, CA · 106,361 clientsWealth manager
      Wells Fargo 83%
      +00% 1 yr$3.6B
2563. 2563
      Abacus Wealth PartnersSanta Monica, CA · 1,574 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.6B
2564. 2564
      Calydon Capital, LLCMemphis, TN · 297 clientsWealth manager
      Fidelity 74%Schwab 26%
      +00% 1 yr$3.6B
2565. 2565
      SPF Investment Management, L.P.New York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2566. 2566
      Marble BAR Asset Management LLPLondon, United Kingdom · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2567. 2567
      MPM BioimpactBoston, MA · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2568. 2568
      ElephantBoston, MA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2569. 2569
      Apollo Manager, LLCNew York, NY · 2 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
      J.P. Morgan 50%State Street 50%
      +00% 1 yr$3.6B
2570. 2570
      Cressey & Company LPChicago, IL · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2571. 2571
      PNC Real EstateLouisville, KY · 72 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
      No custodian reported
      +00% 1 yr$3.6B
2572. 2572
      Anthelion Capital Partners LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2573. 2573
      Steele Capital Management, Inc.Dubuque, IA · 1,644 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.5B
2574. 2574
      Quad-C Management, Inc.Charlottesville, VA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2575. 2575
      FIL Investment Advisors (UK) LTD.Tadworth, Surrey, United Kingdom · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.5B
2576. 2576
      Eterna Growth PartnersBoston, MA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2577. 2577
      Liberty Strategic CapitalWashington, DC · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2578. 2578
      SIT Investment Associates, IncMinneapolis, MN · 44 clientsAsset managerHybridSIA Securities Corp.
      Northern Trust 70%
      +00% 1 yr$3.5B
2579. 2579
      Retirement Plan Advisors, LLCChicago, IL · 10,031 clientsAsset managerHybridRetirement Plan Advisors Services, LLC
      Great-West Trust Company 81%
      +00% 1 yr$3.5B
2580. 2580
      Sycamore Tree Capital Partners, L.P.Dallas, TX · 13 clientsPrivate fund adviserHybrid
      Northern Trust 100%
      +00% 1 yr$3.5B
2581. 2581
      Oneascent Financial Services LLCBirmingham, AL · 5,279 clientsWealth managerHybrid
      Schwab 81%
      +00% 1 yr$3.5B
2582. 2582
      Burkehill Global Management, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2583. 2583
      Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
      Schwab 87%
      +00% 1 yr$3.5B
2584. 2584
      Mill Point Capital LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2585. 2585
      Breakwall Investment Advisor LLCPort Washington, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2586. 2586
      Pathlight CapitalBoston, MA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2587. 2587
      Greenwich Wealth Management, LLCGreenwich, CT · 625 clientsWealth manager
      Interactive Brokers 100%
      +00% 1 yr$3.5B
2588. 2588
      Deer Park Road Management Company, LPSteamboat Springs, CO · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2589. 2589
      Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsWealth managerBank-affiliated
      Schwab 55%Fidelity 45%
      +00% 1 yr$3.5B
2590. 2590
      Bentallgreenoak Strategic Capital PartnersNew York, NY · 86 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
      No custodian reported
      +00% 1 yr$3.5B
2591. 2591
      UG Investment Advisers LTD.Taipei, Taiwan, Republic of China · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2592. 2592
      Equity Investment CorpAtlanta, GA · 6,761 clientsWealth managerWrap sponsorHybrid
      Wells Fargo 54%UBS 46%
      +00% 1 yr$3.5B
2593. 2593
      Andros Capital Partners LLCHouston, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2594. 2594
      Stellus Capital Management, LLCHouston, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2595. 2595
      Foundry Group, LLCBoulder, CO · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2596. 2596
      Global Forest Partners LPLebanon, NH · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.5B
2597. 2597
      Valley Forge Investment Consultants, Inc.Audubon, PA · 384 clientsAsset managerHybrid
      Empower Financial Services 30%Voya Financial Partners 24%Schwab 23%Fidelity 23%
      +00% 1 yr$3.5B
2598. 2598
      Advisor Resource CouncilDallas, TX · 11,836 clientsWealth managerWrap sponsorHybrid
      LPL Financial 89%
      +00% 1 yr$3.5B
2599. 2599
      Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsWealth managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
      Merrill / Bank of America 49%Northern Trust 43%
      +00% 1 yr$3.5B
2600. 2600
      1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
      The Bank of NY Mellon 74%
      +00% 1 yr$3.5B