The RIA database

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3881. 3881
      Blueprint Investment Partners LLCGreensboro, NC · 13 clientsAsset managerHybridMaplewood Investments, Inc.
      Schwab 66%U.S. Bancorp Investments 34%
      +00% 1 yr$1.8B
3882. 3882
      Healthquest Capital Management, L.P.Austin, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3883. 3883
      Aegis Capital Corp.New York, NY · 3,083 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$1.8B
3884. 3884
      Great Point Partners, LLCGreenwich, CT · 17 clientsPrivate fund adviserHybridGPP Securities, LLC
      No custodian reported
      +00% 1 yr$1.8B
3885. 3885
      Auxano AdvisorsBellevue, WA · 724 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.8B
3886. 3886
      Oak Associates LTDAkron, OH · 42 clientsAsset manager
      UBS 34%PNC Bank National Association 27%BNY 26%
      +00% 1 yr$1.8B
3887. 3887
      Andalusian Private Capital, LPNew York, NY · 40 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.8B
3888. 3888
      Vista Credit BDC Management, L.P.New York, NY · 1 clientsAsset managerAffiliated broker-dealerVista Equity Partners Capital Markets, LLC
      No custodian reported
      +00% 1 yr$1.8B
3889. 3889
      Regent PropertiesLos Angeles, CA · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3890. 3890
      Mainline West Fund Manager LLCDenver, CO · 116 clientsPrivate fund adviserHybridMainline West Municipal Securities LLC
      Wilmington Trust 91%
      +00% 1 yr$1.8B
3891. 3891
      Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWealth managerWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
      Wells Fargo 100%
      +00% 1 yr$1.8B
3892. 3892
      Aligned Climate Capital LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3893. 3893
      Cahill Financial Advisors, Inc.Edina, MN · 1,115 clientsWealth manager
      Fidelity 51%Schwab 49%
      +00% 1 yr$1.8B
3894. 3894
      West RIM II UGP, LLCLehi, UT · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3895. 3895
      Marco Investment Management LLCAtlanta, GA · 266 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.8B
3896. 3896
      Styrax Capital LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3897. 3897
      Greenwood Capital Associates, LLCGreenwood, SC · 731 clientsWealth managerBank-affiliatedAffiliated broker-dealerCountybanc Investments Services, Inc.
      Commercial Bank - Trust Dept 54%Schwab 46%
      +00% 1 yr$1.8B
3898. 3898
      Kaiser Partner Financial Advisors LTD.Zürich, Switzerland · 215 clientsAsset manager
      Kaiser Partner Privatbank AG 72%EFG Bank AG 28%
      +00% 1 yr$1.8B
3899. 3899
      Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
      Raymond James 76%Schwab 24%
      +00% 1 yr$1.8B
3900. 3900
      Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
      Schwab 87%
      +00% 1 yr$1.8B
3901. 3901
      Curated Wealth Partners, LLCEl Segundo, CA · 74 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.8B
3902. 3902
      Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.8B
3903. 3903
      Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
      J.P. Morgan 88%
      +00% 1 yr$1.8B
3904. 3904
      OFS Capital Management, LLCChicago, IL · 6 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
      U.S. Bank 100%
      +00% 1 yr$1.8B
3905. 3905
      Alternative Investment Management, LLCNew York, NY · 24 clientsPrivate fund adviser
      Morgan Stanley 65%UBS 35%
      +00% 1 yr$1.8B
3906. 3906
      Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
      Schwab 76%Fidelity 24%
      +00% 1 yr$1.8B
3907. 3907
      Resource Capital FundsDenver, CO · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3908. 3908
      Talos Eurisko Asset Management LPNew York, NY · 4 clientsPrivate fund adviser
      Morgan Stanley 76%J.P. Morgan 24%
      +00% 1 yr$1.8B
3909. 3909
      Petra Capital Management, Inc.Seoul, Korea, South · 5 clientsAsset manager
      BNY 67%
      +00% 1 yr$1.8B
3910. 3910
      Quantum Advisors Private LimitedMumbai, India · 3 clientsAsset manager
      Citi 100%
      +00% 1 yr$1.8B
3911. 3911
      GFI Investment CounselToronto, Ontario, Canada · 1,059 clientsAsset managerAffiliated broker-dealerNational Bank Independent Network
      National Bank Independent Network 100%
      +00% 1 yr$1.8B
3912. 3912
      GEF Capital PartnersArlington, VA · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3913. 3913
      Yukon Partners Management, L.L.C.Minneapolis, MN · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3914. 3914
      Mycor Capital Management, LLCStamford, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3915. 3915
      Caius Capital LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$1.8B
3916. 3916
      NXG Investment ManagementDallas, TX · 6 clientsAsset managerHybrid
      Principal Financial Group 100%
      +00% 1 yr$1.8B
3917. 3917
      Caius Capital US LPNew York, NY · 7 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$1.7B
3918. 3918
      HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsWealth managerHybrid
      Schwab 68%Axos 32%
      +00% 1 yr$1.7B
3919. 3919
      Intrua FinancialHouston, TX · 3,380 clientsWealth managerWrap sponsorHybridLarson Financial Securities, LLC
      LPL Financial 80%
      +00% 1 yr$1.7B
3920. 3920
      Solum PartnersBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B