The RIA database

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4401. 4401
      Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4402. 4402
      MBL AdvisorsCharlotte, NC · 270 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4403. 4403
      Principal Advised ServicesDes Moines, IA · 23,164 clientsWealth managerBank-affiliatedHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc.
      Apex Fintech 100%
      +00% 1 yr$1.4B
4404. 4404
      LFM CapitalNashville, TN · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4405. 4405
      Tekne Capital Management, LLCNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4406. 4406
      Revolve Wealth Partners, LLCHackensack, NJ · 698 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4407. 4407
      Ulysses Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4408. 4408
      Apis Capital Advisors, LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4409. 4409
      Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsWealth managerHybrid
      Schwab 84%
      +00% 1 yr$1.4B
4410. 4410
      Tallvine Partners Management LPCoral Gables, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4411. 4411
      Mason Wells, Inc.Milwaukee, WI · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4412. 4412
      Truemark InvestmentsChicago, IL · 27 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.4B
4413. 4413
      Virtus Advisers, LLCHartford, CT · 9 clientsAsset managerHybridVP Distributors LLC
      South Dakota College Access 529 Plan 100%
      +00% 1 yr$1.4B
4414. 4414
      Antolino Wealth AdvisorsColumbus, OH · 968 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4415. 4415
      Water Street Capital, Inc.Jacksonville, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4416. 4416
      V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
      Northern Trust 37%BNY 26%
      +00% 1 yr$1.4B
4417. 4417
      Wingate Wealth Advisors, Inc.Lexington, MA · 649 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4418. 4418
      AB Custom Alternative Solutions LLCNashville, TN · 1 clientsAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
      J P Morgan Securities LLC Prime Broker 83%
      +00% 1 yr$1.4B
4419. 4419
      Equinox Partners Investment Management LLCStamford, CT · 6 clientsPrivate fund adviser
      UBS 100%
      +00% 1 yr$1.4B
4420. 4420
      Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsWealth managerHybridMaplewood Investments, Inc.
      Schwab 100%
      +00% 1 yr$1.4B
4421. 4421
      Diametric Capital, LPBoston, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4422. 4422
      Elion Partners, LLCMiami, FL · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4423. 4423
      Chambers Energy CapitalHouston, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4424. 4424
      ZBS Partners, LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4425. 4425
      Shorecliff Asset Management Company LLCNewport Beach, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4426. 4426
      Iron Point Partners, LLCWashington, DC · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4427. 4427
      Sagard Holdings Manager (US) LLCNew York City, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
      U.S. Bank 100%
      +00% 1 yr$1.4B
4428. 4428
      Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWealth managerWrap sponsorHybridCantor Fitzgerald & Co.
      UMB Financial Services 53%UBS 47%
      +00% 1 yr$1.4B
4429. 4429
      Leader Capital Corp.Vancouver, WA · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.4B
4430. 4430
      Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4431. 4431
      Greene Wealth Management, LLCSeattle, WA · 398 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4432. 4432
      Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
      Fidelity 80%
      +00% 1 yr$1.4B
4433. 4433
      Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
      Fidelity 83%
      +00% 1 yr$1.4B
4434. 4434
      Arrington Capital Investment Management, LLCMiami, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4435. 4435
      First Light Asset Management, LLCEdina, MN · 861 clientsPrivate fund adviser
      RBC 84%
      +00% 1 yr$1.4B
4436. 4436
      SLG Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4437. 4437
      Ellsworth Advisors, LLCHudson, OH · 860 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.4B
4438. 4438
      Cumberland Investment Counsel Inc.Toronto Ontario, Canada · 48 clientsPrivate fund adviserHybridCumberland Private Wealth Management Inc.
      National Bank Financial 50%Schwab 50%
      +00% 1 yr$1.4B
4439. 4439
      Greenline PartnersNew York, NY · 59 clientsWealth manager
      J.P. Morgan 48%Schwab 41%
      +00% 1 yr$1.4B
4440. 4440
      Astignes Capital Asia PTE. LTD.Singapore, Singapore · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B