The RIA database

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2681. 2681
      Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
      Northern Trust 53%Fidelity 36%
      +00% 1 yr$3.3B
2682. 2682
      Mudrick CapitalNew York, NY · 49 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$3.3B
2683. 2683
      Ridgewood Energy CorporationHouston, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2684. 2684
      Greenvale Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2685. 2685
      Whitetail Rock Capital Management, LLCLincoln, NE · 4 clientsAsset manager
      Union Bank & Trust 100%
      +00% 1 yr$3.3B
2686. 2686
      PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
      Schwab 70%Fidelity Distributors Company 30%
      +00% 1 yr$3.3B
2687. 2687
      Cinven, Inc.New York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.3B
2688. 2688
      Darlington Partners Capital Management, LPGreenbrae, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2689. 2689
      Glasfunds, LLCCleveland, OH · 2 clientsPrivate fund adviserHybridGlasfunds Securities, LLC
      No custodian reported
      +00% 1 yr$3.3B
2690. 2690
      Northeast Investment Management IncBoston, MA · 1,651 clientsWealth manager
      BNY 100%
      +00% 1 yr$3.3B
2691. 2691
      Tremblant Advisors LPWest Palm Beach, FL · 2 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$3.3B
2692. 2692
      Basepoint Advisors LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2693. 2693
      Falcon Investment Advisors, LLCBoston, MA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2694. 2694
      Avantyr Capital Partners, LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2695. 2695
      York Capital ManagementNew York, NY · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2696. 2696
      PFG AdvisorsPhoenix, AZ · 7,592 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$3.3B
2697. 2697
      SBB Research Group LLCNorthbrook, IL · 10 clientsPrivate fund adviser
      J.P. Morgan 39%E*Trade 35%Mesirow Financial 26%
      +00% 1 yr$3.3B
2698. 2698
      Gates Capital Management, Inc.New York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.3B
2699. 2699
      Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
      Pershing 73%
      +00% 1 yr$3.3B
2700. 2700
      Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
      Fidelity 56%Schwab 44%
      +00% 1 yr$3.2B
2701. 2701
      Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
      Reliance Trust 47%Fidelity 41%
      +00% 1 yr$3.2B
2702. 2702
      Gryphon WealthJacksonville, FL · 695 clientsWealth managerWrap sponsor
      TradePMR / Robinhood 100%
      +00% 1 yr$3.2B
2703. 2703
      Bharcap Partners, LLCGreenwich, CT · 8 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.2B
2704. 2704
      Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
      Schwab 82%
      +00% 1 yr$3.2B
2705. 2705
      Growthcurve Capital LPNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2706. 2706
      Counterpoint FundsSan Diego, CA · 5 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$3.2B
2707. 2707
      Meyer Handelman Company LLCRye Brook, NY · 487 clientsWealth manager
      Citi 79%
      +00% 1 yr$3.2B
2708. 2708
      Foresite CapitalWest Hollywood, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2709. 2709
      American Realty AdvisorsLos Angeles, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2710. 2710
      LBC Credit PartnersRadnor, PA · 16 clientsPrivate fund adviser
      Computershare Trust Company 100%
      +00% 1 yr$3.2B
2711. 2711
      Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
      Schwab 72%Pershing 28%
      +00% 1 yr$3.2B
2712. 2712
      Lincoln Advisory Group, LLCChicago, ILAsset manager
      No custodian reported
      +00% 1 yr$3.2B
2713. 2713
      GCP Investment Advisor, LLCChicago, IL · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2714. 2714
      Vista Capital Partners, Inc.Portland, OR · 667 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.2B
2715. 2715
      Nassau Coramerica LLCEl Segundo, CA · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
      J.P. Morgan 100%
      +00% 1 yr$3.2B
2716. 2716
      Vance Street Capital LLCLos Angeles, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2717. 2717
      Oberland Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$3.2B
2718. 2718
      Clean Energy Transition International S.A.M.Monaco, Monaco, Monaco · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.2B
2719. 2719
      Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
      Morgan Stanley 27%
      +00% 1 yr$3.2B
2720. 2720
      FS Digital Infrastructure Advisor, LLCPhiladelphia, PA · 46 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$3.2B