The RIA database

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4321. 4321
      Horan Wealth, LLCCincinnati, OH · 1,436 clientsWealth managerHybrid
      Fidelity 56%Schwab 44%
      +00% 1 yr$1.5B
4322. 4322
      Community Investment Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4323. 4323
      River Wealth Advisors LLCCamp Hill, PA · 900 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4324. 4324
      FEG Private Investors, LLCCincinnati, OH · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4325. 4325
      FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
      5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
      +00% 1 yr$1.5B
4326. 4326
      Vantage Infrastructure (USA) Inc.New York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4327. 4327
      CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$1.5B
4328. 4328
      Cypress Point Wealth Management, LLCDallas, TX · 177 clientsWealth manager
      Fidelity 81%
      +00% 1 yr$1.5B
4329. 4329
      Dendur Capital LPNew York, NY · 4 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$1.5B
4330. 4330
      Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
      Fidelity 57%Schwab 43%
      +00% 1 yr$1.5B
4331. 4331
      Activest Wealth Management, LLCAventura, FL · 530 clientsWealth manager
      Fidelity 53%Morgan Stanley 32%
      +00% 1 yr$1.5B
4332. 4332
      Raven Credit Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
      PNC Bank 54%BNY 46%
      +00% 1 yr$1.5B
4333. 4333
      Twin Tree Management, LPDallas, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4334. 4334
      Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
      Schwab 81%
      +00% 1 yr$1.5B
4335. 4335
      Amip ManagementSeal Beach, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4336. 4336
      BrooklandsLondon, United Kingdom · 24 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$1.5B
4337. 4337
      Forge FinancialEdmond, OK · 4,683 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$1.5B
4338. 4338
      Columbia Pacific Advisors, LLCSeattle, WA · 24 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$1.5B
4339. 4339
      KKR Registered Advisor LLCNew York, NY · 1 clientsAsset managerHybridGlobal Atlantic Distributors, LLC, KKR Capital Markets II LLC
      No custodian reported
      +00% 1 yr$1.5B
4340. 4340
      Redhawk Wealth Advisors, Inc.Minneapolis, MN · 3,205 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.5B
4341. 4341
      Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.5B
4342. 4342
      Tema Etfs LLCNew York, NY · 9 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.5B
4343. 4343
      Shade Tree Advisors LLCSaratoga Springs, NY · 34 clientsWealth manager
      Schwab 66%Fidelity 34%
      +00% 1 yr$1.5B
4344. 4344
      Electra CapitalConshohocken, PA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.5B
4345. 4345
      Alpine Private WealthSaint Louis, MO · 295 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.5B
4346. 4346
      Icapital, LLCBoston, MA · 220 clientsAsset manager
      Fidelity 62%Schwab 28%
      +00% 1 yr$1.5B
4347. 4347
      Nicholas Investment Partners, L.P.San Diego, CA · 26 clientsAsset managerHybrid
      J.P. Morgan 74%
      +00% 1 yr$1.5B
4348. 4348
      Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.5B
4349. 4349
      Tripost Capital Partners LLCNew York, NY · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4350. 4350
      Courage Capital Management, LLCNashville, TN · 10 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$1.4B
4351. 4351
      Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWealth managerWrap sponsorHybridCary Street Partners LLC
      Wells Fargo 71%Schwab 29%
      +00% 1 yr$1.4B
4352. 4352
      Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsWealth managerHybrid
      Schwab 66%
      +00% 1 yr$1.4B
4353. 4353
      Bornite Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4354. 4354
      Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
      LPL Financial 76%
      +00% 1 yr$1.4B
4355. 4355
      Ally Bridge Group (PE) LLCNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4356. 4356
      Liquid Strategies, LLCAtlanta, GA · 22 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.4B
4357. 4357
      Haven Global Partners, LLCAtlanta, GA · 20 clientsAsset manager
      State Street 77%
      +00% 1 yr$1.4B
4358. 4358
      Five Points Capital LLCWinston-Salem, NC · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4359. 4359
      Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
      BNY 56%Northern Trust 44%
      +00% 1 yr$1.4B
4360. 4360
      Roc360 Advisors LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B