The RIA database

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4361. 4361
      Private Capital ManagementNaples, FL · 461 clientsWealth managerHybridCarnes Capital Corporation
      Fidelity 85%
      +00% 1 yr$1.4B
4362. 4362
      Fidus Investment Advisors, LLCEvanston, IL · 3 clientsAsset managerHybridFidus Securities, LLC
      No custodian reported
      +00% 1 yr$1.4B
4363. 4363
      Blue Point Capital Partners LLCCleveland, OH · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4364. 4364
      Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
      Schwab 70%Matrix Trust 30%
      +00% 1 yr$1.4B
4365. 4365
      D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
      Schwab 69%Fidelity 31%
      +00% 1 yr$1.4B
4366. 4366
      Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4367. 4367
      Fusion Family Wealth, LLCWoodbury, NY · 368 clientsWealth manager
      Fidelity 90%
      +00% 1 yr$1.4B
4368. 4368
      Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWealth managerWrap sponsorHybrid
      Goldman Sachs 78%
      +00% 1 yr$1.4B
4369. 4369
      MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$1.4B
4370. 4370
      Terracap Management LLCNaples, FL · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4371. 4371
      Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsWealth managerHybrid
      Schwab 99%
      +00% 1 yr$1.4B
4372. 4372
      Isthmus Partners, LLCMadison, WI · 381 clientsWealth managerWrap sponsor
      Schwab 96%
      +00% 1 yr$1.4B
4373. 4373
      Clearline Capital LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4374. 4374
      Guggenheim Asset-Backed Finance Company, LLCNew York, NYAsset managerHybridGuggenheim Securities, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$1.4B
4375. 4375
      Parkside Investments, LLCDeerfield, IL · 227 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4376. 4376
      MPE PartnersCleveland, OH · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4377. 4377
      Ironshore Financial24 clientsAsset manager
      TIAA Trust 100%
      +00% 1 yr$1.4B
4378. 4378
      Sheridan Capital PartnersChicago, IL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4379. 4379
      Terra Reit Advisors, LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.4B
4380. 4380
      Bay Colony AdvisorsConcord, MA · 2,668 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4381. 4381
      Nassau Alternative Investments LLCNew York, NY · 8 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
      J.P. Morgan 100%
      +00% 1 yr$1.4B
4382. 4382
      Sentry Investment Management, L.L.C.Stevens Point, WI · 2 clientsAsset managerAffiliated broker-dealerSentry Equity Services, Inc.
      North Trust 100%
      +00% 1 yr$1.4B
4383. 4383
      JGP Wealth Management, LLCBend, OR · 803 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4384. 4384
      Portside Wealth Group, LLCProvo, UT · 6,475 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4385. 4385
      Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
      U.S. Bancorp 33%Regions Bank 24%
      +00% 1 yr$1.4B
4386. 4386
      Sanderson Wealth Management, LLCBuffalo, NY · 325 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4387. 4387
      SLW Management CompanySan Francisco, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4388. 4388
      Paradice Investment Management LLCSydney, Australia · 6 clientsAsset manager
      Citi 76%J.P. Morgan 24%
      +00% 1 yr$1.4B
4389. 4389
      O'brien-Staley PartnersEdina, MN · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4390. 4390
      1832 Asset Management U.S. Inc.Toronto, Ontario, Canada · 296 clientsAsset managerHybridMD Management Limited, Scotia Capital (USA) Inc.
      Scotiatrust 100%
      +00% 1 yr$1.4B
4391. 4391
      Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
      Schwab 53%Merrill / Bank of America 29%
      +00% 1 yr$1.4B
4392. 4392
      True Private Wealth Advisors, LLCSalem, OR · 1,592 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4393. 4393
      MAN Global Private Markets (UK) LimitedLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
      No custodian reported
      +00% 1 yr$1.4B
4394. 4394
      United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
      SEI 43%Schwab 41%
      +00% 1 yr$1.4B
4395. 4395
      Nottingham Advisors Inc.Amherst, NY · 795 clientsAsset managerAffiliated broker-dealerHand Securities, Inc
      Nottingham Trust 72%U.S. Bank 28%
      +00% 1 yr$1.4B
4396. 4396
      Kryger Capital LLCHamilton, Bermuda · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4397. 4397
      Eightfold Real Estate Capital, L.P.Miami, FL · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4398. 4398
      Larson Capital Management, LLCChesterfield, MO · 66 clientsPrivate fund adviserHybridLarson Financial Securities, LLC
      No custodian reported
      +00% 1 yr$1.4B
4399. 4399
      Whitehawk Capital Partners LP11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4400. 4400
      The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
      BNY 33%Principal Custody Solutions 33%
      +00% 1 yr$1.4B