The RIA database

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3441. 3441
      Valuequest Investment Advisors Private LTDMumbai, India · 1,892 clientsAsset manager
      Citi 66%
      +00% 1 yr$2.2B
3442. 3442
      Kiley Juergens Wealth Management, LLCOlympia, WA · 3,070 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.2B
3443. 3443
      John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsWealth managerBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
      John Hancock Trust Company 58%Pershing 42%
      +00% 1 yr$2.2B
3444. 3444
      1834 Investment Advisors Co.Milwaukee, WI · 542 clientsAsset manager
      Schwab 70%Empower Financial Services 30%
      +00% 1 yr$2.2B
3445. 3445
      Raga Partners LPNew York, NY · 1 clientsWealth manager
      Nydig Trust Company 100%
      +00% 1 yr$2.2B
3446. 3446
      Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
      PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
      +00% 1 yr$2.2B
3447. 3447
      Lupa RIA Investment Management LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3448. 3448
      Maxim Capital Group, LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3449. 3449
      Gtis PartnersNew York, NY · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3450. 3450
      Wealthplan Investment Management LLCOmaha, NE · 2,145 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3451. 3451
      Nadler Financial Group, Inc.Deerfield, IL · 1,072 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.2B
3452. 3452
      DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
      BNY 58%State Street 42%
      +00% 1 yr$2.2B
3453. 3453
      Clear Haven Capital Management, LLCNew York, NY · 35 clientsAsset manager
      UMB Financial Services 100%
      +00% 1 yr$2.2B
3454. 3454
      Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
      Morgan Stanley 98%
      +00% 1 yr$2.2B
3455. 3455
      The Investment Counsel CompanyLas Vegas, NV · 410 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3456. 3456
      Orei Advisors LPAustin, TX · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3457. 3457
      Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
      UMB Financial Services 65%Fidelity 23%
      +00% 1 yr$2.2B
3458. 3458
      Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clientsWealth manager
      Schwab 62%Citi 38%
      +00% 1 yr$2.2B
3459. 3459
      Pacific Lake Partners, L.L.C.Boston, MA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3460. 3460
      Condor Capital Wealth ManagementMartinsville, NJ · 879 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3461. 3461
      CAI Manager LPMill Valley, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3462. 3462
      Bell Asset Management LimitedMelbourne, Australia · 14 clientsBroker-dealer firmAffiliated broker-dealerBell Financial Group LTD, Bell Potter Securities (US) LLC
      Citi 45%State Street 22%
      +00% 1 yr$2.2B
3463. 3463
      Catalio Capital Management, LPNew York, NY · 33 clientsPrivate fund adviser
      Morgan Stanley 82%
      +00% 1 yr$2.2B
3464. 3464
      Ascend PartnersNew York, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3465. 3465
      Sagefield Investment Group LPDallas, TX · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3466. 3466
      Mercer Investment Solutions LLCNew York, NY · 11 clientsAsset manager
      BNY 100%
      +00% 1 yr$2.2B
3467. 3467
      Sigma Investment CounselorsNorthville, MI · 775 clientsWealth manager
      Schwab 54%Fidelity 46%
      +00% 1 yr$2.2B
3468. 3468
      Samsara Biocapital, LLC3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3469. 3469
      Pinnacle Pension Consultants LLCNeedham, MA · 65 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.2B
3470. 3470
      Resurgens Technology Advisors, L.P.Atlanta, GA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3471. 3471
      PDS Planning IncDublin, OH · 614 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3472. 3472
      Zuckerman Investment GroupChicago, IL · 439 clientsWealth manager
      Schwab 54%Pershing 28%
      +00% 1 yr$2.2B
3473. 3473
      Capitol Securities Management, Inc.Glen Allen, VA · 3,970 clientsBroker-dealer firmHybrid
      Raymond James 100%
      +00% 1 yr$2.2B
3474. 3474
      Shanghai Fosun Chuangfu Equity Investment Management CompanyShanghai, China · 37 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3475. 3475
      Abacus Planning Group, Inc.Columbia, SC · 328 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3476. 3476
      Octavia Wealth Advisors LLCCincinnati, OH · 3,803 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.2B
3477. 3477
      Hartford FundsWayne, PA · 7 clientsAsset managerHybridHartford Funds Distributors, LLC
      No custodian reported
      +00% 1 yr$2.2B
3478. 3478
      HMI Capital Management, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3479. 3479
      Meridiem Capital Partners LPDallas, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3480. 3480
      Greenland Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B