The RIA database

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4521. 4521
      Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
      BNY 76%
      +00% 1 yr$1.4B
4522. 4522
      Oribel Capital Management, LPNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4523. 4523
      Soma Capital Management LLC25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4524. 4524
      Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
      Schwab 66%
      +00% 1 yr$1.4B
4525. 4525
      McIlrath & ECK, LLCArlington, WA · 1,287 clientsWealth manager
      Pershing 100%
      +00% 1 yr$1.4B
4526. 4526
      Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsWealth managerBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
      Pershing 100%
      +00% 1 yr$1.4B
4527. 4527
      Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
      Schwab 50%Frost Bank 41%
      +00% 1 yr$1.4B
4528. 4528
      Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
      Schwab 50%Fidelity 50%
      +00% 1 yr$1.4B
4529. 4529
      Miravast Asset Management, LLCNewtown, PA · 4 clientsPrivate fund adviserHybrid
      Computershare 100%
      +00% 1 yr$1.4B
4530. 4530
      One DAY in July LLCBurlington, VT · 1,381 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4531. 4531
      Weathergage Capital, LLCAustin, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4532. 4532
      Westminster Financial Advisory CorpBeavercreek, OH · 2,029 clientsBroker-dealer firmHybridWestminster Financial Securities, Inc., clears through National Financial Services (Fidelity)
      Fidelity 100%
      +00% 1 yr$1.4B
4533. 4533
      CitationDallas, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4534. 4534
      180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$1.4B
4535. 4535
      Green Century Capital Management IncBoston, MA · 4 clientsAsset managerHybrid
      UMB Financial Services 100%
      +00% 1 yr$1.4B
4536. 4536
      Nelson Capital Advisors6 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.4B
4537. 4537
      Packerland Brokerage Services, Inc.Green Bay, WI · 4,868 clientsBroker-dealer firmHybrid
      Hilltop Securities 100%
      +00% 1 yr$1.4B
4538. 4538
      Heartwood Partners, LLCNorwalk, CT · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4539. 4539
      Seiga Asset Management LimitedHong Kong, Hong Kong · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4540. 4540
      Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
      Schwab 85%
      +00% 1 yr$1.4B
4541. 4541
      Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
      IPX 100%
      +00% 1 yr$1.4B
4542. 4542
      Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
      Empower Financial Services 34%Schwab 31%
      +00% 1 yr$1.4B
4543. 4543
      Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
      LPL Financial 77%Schwab 23%
      +00% 1 yr$1.4B
4544. 4544
      Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$1.4B
4545. 4545
      Chi-Rho Financial, LLCAtlanta, GA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4546. 4546
      Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
      Schwab 70%
      +00% 1 yr$1.4B
4547. 4547
      Hobe Mountain Capital Management LLCWest Palm Beach, FLAsset manager
      No custodian reported
      +00% 1 yr$1.4B
4548. 4548
      Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$1.4B
4549. 4549
      Pleiad Investment AdvisorsHong Kong, Hong Kong · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4550. 4550
      Gallant Capital Partners LLCLos Angeles, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4551. 4551
      Capital Investment Counsel, LLCDenver, CO · 468 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4552. 4552
      Innovatus Capital Partners, LLCNew York, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4553. 4553
      1315 CapitalPhiladelphia, PA · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4554. 4554
      Fin CapitalSan Francisco, CA · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.4B
4555. 4555
      Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
      J.P. Morgan 61%Schwab 31%
      +00% 1 yr$1.4B
4556. 4556
      Intellus Advisors, LLCNaples, FL · 1,029 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$1.4B
4557. 4557
      Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.4B
4558. 4558
      Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
      Fidelity 73%Schwab 27%
      +00% 1 yr$1.3B
4559. 4559
      12 West Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B
4560. 4560
      Cross Creek Advisors, LLCSalt Lake City, UT · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.3B