The RIA database

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4281. 4281
      Fplf Management LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerFortress Capital Formation LLC, Fortress Wealth Solutions LLC
      No custodian reported
      +00% 1 yr$1.5B
4282. 4282
      Wallace Capital Management, Inc.Dallas, TX · 487 clientsWealth manager
      Fidelity 91%
      +00% 1 yr$1.5B
4283. 4283
      Iso-Mts Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
      Barclays Capital 100%
      +00% 1 yr$1.5B
4284. 4284
      Yucaipa Master Manager, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4285. 4285
      Allied Investment Advisors LLCBillings, MT · 1,071 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4286. 4286
      Adelante Capital Management LLCAlameda, CA · 62 clientsAsset manager
      BNY 54%State Street 46%
      +00% 1 yr$1.5B
4287. 4287
      Verecan Capital Management Inc.Halifax, Canada · 2,824 clientsAsset manager
      Fidelity Clearing Canada ULC 100%
      +00% 1 yr$1.5B
4288. 4288
      AWM Capital, LLCPhoenix, AZ · 467 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4289. 4289
      Capital Impact AdvisorsBoston, MA · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.5B
4290. 4290
      Sunesis Advisors, LLCOverland Park, KS · 15 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4291. 4291
      Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.5B
4292. 4292
      Quantum Financial Advisors, LLCSanta Monica, CA · 451 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4293. 4293
      Flexible Plan Investments LTDBloomfield Hills, MI · 9,144 clientsAsset managerHybrid
      Axos 100%
      +00% 1 yr$1.5B
4294. 4294
      Ranger Investment Management,l.p.Dallas, TX · 7 clientsAsset manager
      Northern Trust 63%State Street 37%
      +00% 1 yr$1.5B
4295. 4295
      Apriem AdvisorsIrvine, CA · 1,071 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4296. 4296
      Origami Capital Partners, LLCChicago, IL · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4297. 4297
      Novaquest Capital Management, L.L.C.14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4298. 4298
      Compass Financial Group, IncSioux Falls, SD · 2,826 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.5B
4299. 4299
      Gabelli & Company Investment Advisers, Inc.Greenwich, CT · 12 clientsPrivate fund adviserHybridG.distributors, LLC, G.research, LLC
      No custodian reported
      +00% 1 yr$1.5B
4300. 4300
      Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
      UBS 64%
      +00% 1 yr$1.5B
4301. 4301
      H. Barton Asset Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4302. 4302
      Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
      BNY 39%Northern Trust 36%State Street 24%
      +00% 1 yr$1.5B
4303. 4303
      TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.5B
4304. 4304
      M1 AdvisoryChicago, IL · 11,400 clientsWealth managerHybridM1 Finance LLC
      Apex Fintech 100%
      +00% 1 yr$1.5B
4305. 4305
      Czech Asset Management, L.P.Stamford, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4306. 4306
      TSA Management IncGlen Head, NY · 2,566 clientsWealth managerHybridHalliday Financial, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$1.5B
4307. 4307
      Nebrodi Partners, LLCHartford, CT · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.5B
4308. 4308
      Kimelman & Baird, LLCNew York, NY · 249 clientsBroker-dealer firmHybrid
      Fidelity 57%BNY 43%
      +00% 1 yr$1.5B
4309. 4309
      TA Realty LLCBoston, MA · 26 clientsPrivate fund adviserHybridMEC Global Partners LLC
      No custodian reported
      +00% 1 yr$1.5B
4310. 4310
      Sargent Investment GroupBethesda, MD · 407 clientsWealth manager
      Goldman Sachs 87%
      +00% 1 yr$1.5B
4311. 4311
      Serengeti Asset Management LPWest Palm Beach, FL · 52 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4312. 4312
      GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
      Northern Trust 58%Merrill / Bank of America 26%
      +00% 1 yr$1.5B
4313. 4313
      Eclectic Associates, Inc.Fullerton, CA · 1,222 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4314. 4314
      Penwood Real Estate Investment Management, LLCWest Hartford, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4315. 4315
      Serenus Wealth Advisors, LLCSanta Monica, CA · 141 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.5B
4316. 4316
      HottingerLondon, United Kingdom · 234 clientsWealth managerBank-affiliatedAffiliated broker-dealer
      Edmond De Rothschild (suisse) SA 43%Banque Julius Baer 38%
      +00% 1 yr$1.5B
4317. 4317
      Spring Lake Asset Management, Inc.4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4318. 4318
      HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4319. 4319
      Reliant Investment Management, LLCMemphis, TN · 282 clientsAsset manager
      U.S. Bank 50%Schwab 33%
      +00% 1 yr$1.5B
4320. 4320
      PAR Capital Management, Inc.Boston, MA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B