The RIA database

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4881. 4881
      Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
      LPL Financial 88%
      +00% 1 yr$1.2B
4882. 4882
      Crossmark Wealth Management, LLCHouston, TX · 723 clientsAsset managerHybridCrossmark Distributors, Inc.
      Fidelity 100%
      +00% 1 yr$1.2B
4883. 4883
      Sachem Hill LLCDenver, CO · 141 clientsWealth manager
      Schwab 81%
      +00% 1 yr$1.2B
4884. 4884
      Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
      Schwab 87%
      +00% 1 yr$1.2B
4885. 4885
      Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
      Wells Fargo 91%
      +00% 1 yr$1.2B
4886. 4886
      Polus Capital Management (US) Inc.New York, NY · 3 clientsPrivate fund adviserHybridBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca- Banca DI Credito Finanziario S.p.a
      No custodian reported
      +00% 1 yr$1.2B
4887. 4887
      Waycross Partners, LLCLouisville, KY · 50 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$1.2B
4888. 4888
      TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
      Schwab 86%
      +00% 1 yr$1.2B
4889. 4889
      Verus Financial PartnersRichmond, VA · 636 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4890. 4890
      Cooper/haims Advisors, LLCVictor, NY · 527 clientsWealth managerBank-affiliatedHybridESL Investment Services, LLC, clears through LPL Financial
      Schwab 100%
      +00% 1 yr$1.2B
4891. 4891
      Verdad Advisers, L.P.Boston, MA · 33 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$1.2B
4892. 4892
      Sikich FinancialSpringfield, IL · 1,164 clientsWealth managerHybridSikich Corporate Finance LLC
      Fidelity 100%
      +00% 1 yr$1.2B
4893. 4893
      Evergreen WealthSpringfield, IL · 679 clientsWealth manager
      Schwab 82%
      +00% 1 yr$1.2B
4894. 4894
      Crusonia Wealth Advisors LLCDenver, CO · 542 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4895. 4895
      SCP Investment, LP13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4896. 4896
      Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
      Schwab 88%
      +00% 1 yr$1.2B
4897. 4897
      Cross Lake Partners LPNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4898. 4898
      Arlon Advisor LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4899. 4899
      DeerfieldIndianapolis, IN · 331 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4900. 4900
      Signet Financial Management, LLCParsippany, NJ · 707 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4901. 4901
      Faithward CapitalLancaster, PA · 167 clientsAsset manager
      Schwab 100%
      +00% 1 yr$1.2B
4902. 4902
      Kearns and Associates, LLC46 clientsWealth manager
      Schwab 51%Northern Trust 49%
      +00% 1 yr$1.2B
4903. 4903
      Octagon Capital Advisors LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4904. 4904
      Portland Global Advisors LLCPortland, ME · 304 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4905. 4905
      Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
      Fidelity 51%Schwab 49%
      +00% 1 yr$1.2B
4906. 4906
      Audax PDB Management Company, LLCNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4907. 4907
      Wellington Shields Capital Management, LLCNew York, NY · 574 clientsWealth managerHybridWellington Shields & Co., LLC
      Pershing 100%
      +00% 1 yr$1.2B
4908. 4908
      Willow Tree Capital Corp Advisors LLCNew York, NY · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4909. 4909
      VSS Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4910. 4910
      Cheviot Value Management, LLCBeverly Hills, CA · 619 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4911. 4911
      StraightlineTroy, MI · 2,365 clientsWealth manager
      Schwab 53%Fidelity 25%
      +00% 1 yr$1.2B
4912. 4912
      Associated Investment Services, Inc.Green Bay, WI · 3,852 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$1.2B
4913. 4913
      Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
      Fidelity Distributors Company 62%
      +00% 1 yr$1.2B
4914. 4914
      Allegiant Wealth Advisors, LLCTulsa, OK · 34 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4915. 4915
      Space CapitalNew York, NY · 51 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4916. 4916
      Wpwealth LLPFort Worth, TX · 512 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4917. 4917
      Cota Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4918. 4918
      Woodard & Co Asset Management Group IncBermuda Run, NC · 1,832 clientsWealth managerWrap sponsor
      Fidelity Distributors Company 100%
      +00% 1 yr$1.2B
4919. 4919
      Oarsman Capital, IncMilwaukee, WI · 676 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4920. 4920
      Financial PerspectivesMinneapolis, MN · 737 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.2B