The RIA database

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4081. 4081
      L. ROY Papp & Associates, LLPPhoenix, AZ · 576 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4082. 4082
      Tacora Capital Management, LP5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4083. 4083
      Pasadena Private Wealth, LLCPasadena, CA · 524 clientsWealth managerHybrid
      Fidelity 83%
      +00% 1 yr$1.6B
4084. 4084
      The Nemes Rush Group, LLCNovi, MI · 881 clientsWealth managerWrap sponsorHybrid
      Raymond James 99%
      +00% 1 yr$1.6B
4085. 4085
      Bloom AdvisorsFarmington Hills, MI · 1,166 clientsWealth manager
      Fidelity 53%Schwab 47%
      +00% 1 yr$1.6B
4086. 4086
      ISC Advisors, Inc.Dallas, TX · 1,928 clientsAsset managerHybridInstitutional Securities Corporation
      RBC 27%Oneamerica Securities 25%
      +00% 1 yr$1.6B
4087. 4087
      Islandbridge Capital LimitedLondon, Greater London, United Kingdom · 22 clientsWealth manager
      Royal Bank of Canada (channel Islands) Limited 100%
      +00% 1 yr$1.6B
4088. 4088
      Fortis Capital Advisors, LLCPrairie Village, KS · 2,171 clientsWealth managerHybrid
      Schwab 89%
      +00% 1 yr$1.6B
4089. 4089
      Eurazeo North America, Inc.New York, NY · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.6B
4090. 4090
      Columbus Hill Capital Management, L.P.Short Hills, NJ · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4091. 4091
      Satori Capital, LLCDallas, TX · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4092. 4092
      Unison Investment Management, LLCSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4093. 4093
      Hayfin Capital Management LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4094. 4094
      Sierra Capital LLCMiami, FL · 76 clientsWealth manager
      Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
      +00% 1 yr$1.6B
4095. 4095
      Teewinot Capital Advisers, L.L.C.Norwalk, CT · 8 clientsAsset manager
      Northern Trust 76%State Street 24%
      +00% 1 yr$1.6B
4096. 4096
      Sone Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4097. 4097
      Atlantic Street Capital Management, LLCGreenwich, CT · 5 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.6B
4098. 4098
      Leste Capital Partners (florida), LLCMiami, FL · 57 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4099. 4099
      Global Strategic Nextgen OcioScottsdale, AZ · 129 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4100. 4100
      Momentum Independent Network Inc.Dallas, TX · 2,879 clientsBroker-dealer firmHybridHilltop Securities Inc.
      No custodian reported
      +00% 1 yr$1.6B
4101. 4101
      The Gleason Group, Inc.Prospect, KY · 276 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.6B
4102. 4102
      NBT Capital Management, Inc.Norwich, NY · 786 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$1.6B
4103. 4103
      Activant Capital Group LLCDarien, CT · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4104. 4104
      FC Capital Management LLCCharlotte, NC · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4105. 4105
      Buchanan Street Partners, L.P.Newport Beach, CA · 22 clientsPrivate fund adviserAffiliated broker-dealerTCW Funds Distributors LLC
      No custodian reported
      +00% 1 yr$1.6B
4106. 4106
      Rotunda Capital Partners, LLCBethesda, MD · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4107. 4107
      Bouchey Financial Group, LTD.Troy, NY · 1,225 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4108. 4108
      Silverarc Capital Management, LLCBoston, MA · 4 clientsPrivate fund adviser
      Morgan Stanley 81%
      +00% 1 yr$1.6B
4109. 4109
      Financial Plan, Inc.Bellingham, WA · 924 clientsWealth manager
      Pershing 100%
      +00% 1 yr$1.6B
4110. 4110
      Tanager Wealth ManagementLondon, United Kingdom · 1,052 clientsWealth manager
      Pershing 88%
      +00% 1 yr$1.6B
4111. 4111
      Creation InvestmentsChicago, IL · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4112. 4112
      Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
      BNY 63%
      +00% 1 yr$1.6B
4113. 4113
      N.E.W. Advisory Services, LLCDe Pere, WI · 4,862 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.6B
4114. 4114
      Fountaincap Research & Investment (hong Kong) Co., LimitedWan Chai, Hong Kong · 3 clientsAsset manager
      Northern Trust 43%Caceis Ireland Limited 38%
      +00% 1 yr$1.6B
4115. 4115
      CGN Advisors, LLCManhattan, KS · 1,321 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4116. 4116
      Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsWealth managerHybrid
      Fidelity 49%Raymond James 36%
      +00% 1 yr$1.6B
4117. 4117
      Alta Capital Management LLCSalt Lake City, UT · 1,308 clientsWealth managerBank-affiliatedAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.6B
4118. 4118
      Accolade Asset/liability Advisory ServicesColumbus, OH · 39 clientsAsset manager
      BNY 82%
      +00% 1 yr$1.6B
4119. 4119
      Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
      Principal Financial Group 43%Schwab 37%
      +00% 1 yr$1.6B
4120. 4120
      Blue Owl Alternative Credit Advisors II LLCNew York, NY · 1 clientsAsset managerHybridBlue Owl Securities LLC
      No custodian reported
      +00% 1 yr$1.6B