The RIA database

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4841. 4841
      Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
      Fidelity 34%Schwab 33%Wells Fargo 32%
      +00% 1 yr$1.2B
4842. 4842
      Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.2B
4843. 4843
      Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
      Schwab 85%
      +00% 1 yr$1.2B
4844. 4844
      Wright Investors Service IncShelton, CT · 90 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
      Mercantile Bank 54%Wilmington Trust 46%
      +00% 1 yr$1.2B
4845. 4845
      Wespac Advisors, LLCOrinda, CA · 639 clientsAsset managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.2B
4846. 4846
      Childress Capital Advisors, LLCHouston, TX · 146 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4847. 4847
      Brightspire Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4848. 4848
      Angeles Equity Partners, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4849. 4849
      Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
      Fidelity 67%Schwab 33%
      +00% 1 yr$1.2B
4850. 4850
      Oridian Capital Management, L.P.Washington, DC · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4851. 4851
      Sagard Real Estate AdvisorsDenver, CO · 29 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$1.2B
4852. 4852
      Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4853. 4853
      Bluemountain Fuji Management, LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4854. 4854
      Juggernaut Management, LLCWashington, DC · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4855. 4855
      Autumn Lane Advisors, LLCHouston, TX · 73 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4856. 4856
      Breakout Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
      Citi 75%J.P. Morgan 25%
      +00% 1 yr$1.2B
4857. 4857
      Ursa Fund Management LLCDanville, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4858. 4858
      Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
      Schwab 90%
      +00% 1 yr$1.2B
4859. 4859
      Flatiron RR LLC, Manager SeriesNew York, NY · 3 clientsPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$1.2B
4860. 4860
      BMO Nesbitt Burns Securities LTD.Toronto, Ontario, Canada · 1,086 clientsBroker-dealer firmHybridBMO Capital Markets Corp., BMO Investorline Inc.
      No custodian reported
      +00% 1 yr$1.2B
4861. 4861
      Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWealth managerWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$1.2B
4862. 4862
      Modern Portfolio Consultants, LLCNaples, FL · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4863. 4863
      Finback Investment PartnersCoral Gables, FL · 9 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.2B
4864. 4864
      Centura Wealth AdvisorySan Diego, CA · 588 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4865. 4865
      Richard Young AdvisorsAugusta, GA · 1,940 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4866. 4866
      Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
      J.P. Morgan 50%Wells Fargo 50%
      +00% 1 yr$1.2B
4867. 4867
      Global Evolution USA, LLCNew York, NY · 4 clientsAsset managerAffiliated broker-dealerConning Investment Products, Inc.
      State Street 100%
      +00% 1 yr$1.2B
4868. 4868
      Maceratio LLCMiami, FL · 248 clientsAsset managerHybrid
      Latin Securities 95%
      +00% 1 yr$1.2B
4869. 4869
      Tobias Financial AdvisorsPlantation, FL · 383 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4870. 4870
      Compound Global Advisors, LLC2 clientsAsset manager
      BNP Paribas Security Services 100%
      +00% 1 yr$1.2B
4871. 4871
      Guardian Capital PartnersWayne, PA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4872. 4872
      Brooknoll Advisors LLCBoston, MAAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4873. 4873
      Black Lake Investments LLCWayzata, MNAsset manager
      Dtcc 100%
      +00% 1 yr$1.2B
4874. 4874
      Stone Point Credit Income Adviser LLCGreenwich, CT · 3 clientsAsset managerHybridSPC Capital Markets LLC
      No custodian reported
      +00% 1 yr$1.2B
4875. 4875
      Moment Partners, LLCSan Francisco, CA · 435 clientsWealth manager
      Wells Fargo 100%
      +00% 1 yr$1.2B
4876. 4876
      Hackman Capital Partners, LLCCulver City, CA · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4877. 4877
      Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
      Schwab 57%Fidelity 43%
      +00% 1 yr$1.2B
4878. 4878
      Aspire Growth Partners LLC958 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.2B
4879. 4879
      Gainline Capital Partners LPStamford, CT · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4880. 4880
      Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
      LPL Financial 64%
      +00% 1 yr$1.2B