The RIA database

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4481. 4481
      B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
      Schwab 89%
      +00% 1 yr$1.4B
4482. 4482
      Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
      Northern Trust 64%
      +00% 1 yr$1.4B
4483. 4483
      Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
      Raymond James 76%
      +00% 1 yr$1.4B
4484. 4484
      Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
      Schwab 72%Fidelity 28%
      +00% 1 yr$1.4B
4485. 4485
      Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$1.4B
4486. 4486
      Lykos Global Management, LPStamford, CT · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4487. 4487
      Pandi, LLCKansas City, MO · 17 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$1.4B
4488. 4488
      SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
      Morgan Stanley 53%Pershing 47%
      +00% 1 yr$1.4B
4489. 4489
      UBS Asset Managers of Puerto RicoSan Juan, PR · 19 clientsAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
      No custodian reported
      +00% 1 yr$1.4B
4490. 4490
      Meow Advisory, LLC604 clientsAsset manager
      Atomic Brokerage 99%
      +00% 1 yr$1.4B
4491. 4491
      Enhanced Healthcare Management CompanySanta Monica, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4492. 4492
      Fidelis Investors, LLCCranford, NJ · 7 clientsPrivate fund adviser
      Computershare Corporate Trust 100%
      +00% 1 yr$1.4B
4493. 4493
      Lynx Asset Management ABStockholm, Sweden · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4494. 4494
      Cohesive Capital PartnersNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4495. 4495
      Turning Rock Partners, L.P.New York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4496. 4496
      Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
      Northern Trust 41%State Street 33%BNY 26%
      +00% 1 yr$1.4B
4497. 4497
      Granville Capital, Inc.Greensboro, NC · 39 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$1.4B
4498. 4498
      LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
      Fidelity 84%
      +00% 1 yr$1.4B
4499. 4499
      Briarwood Chase Management LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4500. 4500
      Morgan Properties Special Situations II LLCConshohocken, PA · 10 clientsAsset manager
      Wilmington Trust 100%
      +00% 1 yr$1.4B
4501. 4501
      The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
      Schwab 50%Axos 50%
      +00% 1 yr$1.4B
4502. 4502
      Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4503. 4503
      Arcadia Investment PartnersNew York, NY · 107 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4504. 4504
      J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4505. 4505
      Rice Park CapitalPlymouth, MN · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4506. 4506
      Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4507. 4507
      The InstituteDenver, CO · 817 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.4B
4508. 4508
      Black Diamond Financial, LLCLutherville, MD · 361 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4509. 4509
      Next Level Private LLCHarrison, NY · 841 clientsWealth manager
      Pershing 100%
      +00% 1 yr$1.4B
4510. 4510
      Seaview Investment Managers LLCCoral Gables, FL · 81 clientsAsset managerHybridVectorglobal WMG, Inc., clears through Pershing
      Pershing 100%
      +00% 1 yr$1.4B
4511. 4511
      Brasa Capital ManagementLos Angeles, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4512. 4512
      Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
      Schwab 85%
      +00% 1 yr$1.4B
4513. 4513
      Mountain Capital Management, LLCHouston, TX · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4514. 4514
      DiaphanumMadrid, Spain · 28 clientsWealth manager
      UBS 34%Grupo Bursatil Mexicano - GBM 30%
      +00% 1 yr$1.4B
4515. 4515
      BH Credit Management LLCDallas, TX · 3 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.4B
4516. 4516
      Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
      Pershing 79%
      +00% 1 yr$1.4B
4517. 4517
      Hollow Brook Wealth Management LLCKatonah, NY · 603 clientsWealth manager
      Pershing 100%
      +00% 1 yr$1.4B
4518. 4518
      Oakridge Management Group LLCStamford, CT · 48 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.4B
4519. 4519
      Seaside Equity PartnersSan Diego, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4520. 4520
      Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
      Pershing 59%Schwab 41%
      +00% 1 yr$1.4B