The RIA database

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4121. 4121
      Alpha Square Group S, LLCNew York, NY · 35 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4122. 4122
      Means Wealth ManagementBangor, ME · 1,375 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.6B
4123. 4123
      Lone View CapitalLos Angeles, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4124. 4124
      Sentinel Dome Partners, LLCBurlingame, CA · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4125. 4125
      Consolidated Portfolio Review CorpWoodbury, NY · 6,228 clientsWealth managerHybridImpactu.investments, LLC, Vanderbilt Securities, LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$1.6B
4126. 4126
      Tanglewood Total Wealth Management, Inc.Houston, TX · 417 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4127. 4127
      Rollins Financial Advisors, LLCAtlanta, GA · 1,004 clientsWealth managerAffiliated broker-dealer
      Fidelity 52%Schwab 48%
      +00% 1 yr$1.6B
4128. 4128
      Sunstone PartnersSan Mateo, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4129. 4129
      Compass ION Advisors, LLCConshohocken, PA · 1,204 clientsWealth managerHybrid
      Schwab 76%Fidelity 24%
      +00% 1 yr$1.6B
4130. 4130
      Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
      J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
      +00% 1 yr$1.6B
4131. 4131
      Dune Real Estate Partners LPNew York, NY · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4132. 4132
      Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsWealth managerHybrid
      Schwab 64%SEI 36%
      +00% 1 yr$1.6B
4133. 4133
      Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie, NY · 902 clientsAsset managerHybrid
      LPL Financial 100%
      +00% 1 yr$1.6B
4134. 4134
      Painswick Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4135. 4135
      Lake Hill Capital Management, LLCNew York, NY · 2 clientsAsset manager
      SG Americas Securities 100%
      +00% 1 yr$1.6B
4136. 4136
      Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
      Cantor Fitzgerald Securities 92%
      +00% 1 yr$1.6B
4137. 4137
      Locust Point CapitalMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4138. 4138
      Homestead Capital USA, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4139. 4139
      Kavar Capital PartnersLeawood, KS · 457 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.6B
4140. 4140
      Sweetwater Private EquityEncinitas, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4141. 4141
      Credicorp Capital Advisors LLCMiami, FL · 369 clientsAsset managerHybridCredicorp Capital LLC, Prima AFP
      Pershing 100%
      +00% 1 yr$1.6B
4142. 4142
      Metaurus Advisors LLCWestport, CT · 5 clientsAsset managerHybrid
      Northern Trust 100%
      +00% 1 yr$1.6B
4143. 4143
      ILS Advisory Services, LLCNashville, TN · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4144. 4144
      Thrive Wealth Management, LLCAudubon, PA · 870 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.6B
4145. 4145
      Vercap Management LLCLos Angeles, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4146. 4146
      Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
      LPL Financial 68%
      +00% 1 yr$1.6B
4147. 4147
      Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
      Fidelity 48%Schwab 29%
      +00% 1 yr$1.6B
4148. 4148
      Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4149. 4149
      Dundee Maestro Management, LP13 clientsPrivate fund adviserAffiliated broker-dealerCrescendo Markets LLC
      No custodian reported
      +00% 1 yr$1.6B
4150. 4150
      ATL Advisor LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4151. 4151
      Inverness Graham Investments, Inc.Wayne, PA · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4152. 4152
      Brandywine Oak Private Wealth LLCKennett Square, PA · 507 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.6B
4153. 4153
      Light Street Capital Management, LLCPalo Alto, CA · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4154. 4154
      Flat Rock GlobalJackson, WY · 3 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.6B
4155. 4155
      Astra Wealth Management GroupPlano, TX · 964 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.6B
4156. 4156
      Delta-V Capital, LLCDenver, CO · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4157. 4157
      Lab Quantitative Strategies, LLCDenver, CO · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.6B
4158. 4158
      PER Stirling Capital Management, LLCAustin, TX · 1,101 clientsWealth managerHybrid
      Fidelity 90%
      +00% 1 yr$1.6B
4159. 4159
      Invst, LLCIndianapolis, IN · 2,301 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.6B
4160. 4160
      Evertern Wealth, LLCNaples, FL · 233 clientsWealth managerHybrid
      Goldman Sachs 100%
      +00% 1 yr$1.6B