The RIA database

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5281. 5281
      Gould Asset Management LLCClaremont, CA · 363 clientsWealth managerAffiliated broker-dealer
      Fidelity 82%
      +00% 1 yr$1.0B
5282. 5282
      Ridgeleigh CapitalSummit, NJ · 1 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$1.0B
5283. 5283
      Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5284. 5284
      Bay Point Advisors, LLCAtlanta, GA · 8 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.0B
5285. 5285
      Nellore Capital Management LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5286. 5286
      Equality Asset ManagementBoston, MA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5287. 5287
      Runway Growth Capital LLCChicago, IL · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5288. 5288
      Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsWealth managerHybridBanyan Tree Securities, LLC
      Pershing 100%
      +00% 1 yr$1.0B
5289. 5289
      TheoremNew York, NY · 3 clientsPrivate fund adviser
      Inspira Financial Trust 87%
      +00% 1 yr$1.0B
5290. 5290
      Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5291. 5291
      Decagon Asset Management LLPLondon, United Kingdom · 5 clientsAsset manager
      UBS 46%Goldman Sachs 35%
      +00% 1 yr$1.0B
5292. 5292
      BOS Asset Management, LLCSpringfield, IL · 627 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5293. 5293
      Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsWealth managerBank-affiliated
      Schwab 92%
      +00% 1 yr$1.0B
5294. 5294
      Walkner Condon Financial Advisors LLCVerona, WI · 805 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5295. 5295
      AC Funds, LLCRidgewood, NJ · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5296. 5296
      IFG Advisors, LLCSt. Louis, MO · 566 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5297. 5297
      John Moore & Associates IncAlbuquerque, NM · 729 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.0B
5298. 5298
      Harvey Investment Company, LLCLouisville, KY · 184 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Pershing 76%PNC Wealth Management 24%
      +00% 1 yr$1.0B
5299. 5299
      Ten Coves Capital, LPDarien, CT · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5300. 5300
      J.w.burns & Company, Inc.Dewitt, NY · 631 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5301. 5301
      Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
      Interactive Brokers 65%AQR Investments 35%
      +00% 1 yr$1.0B
5302. 5302
      Vestwell Advisors LLCNew York, NY · 83,310 clientsAsset managerHybrid
      Broadridge Business Process Outsourcing 100%
      +00% 1 yr$1.0B
5303. 5303
      Cardinal Capital Management IncRaleigh, NC · 305 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5304. 5304
      Astaris Capital Management LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5305. 5305
      Bass and Bell, Inc.Little Rock, AR · 373 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$1.0B
5306. 5306
      Thayer Street Partners Management, LLCNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5307. 5307
      Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsWealth managerHybridPerryman Securities, Inc.
      Schwab 100%
      +00% 1 yr$1.0B
5308. 5308
      Alpha Omega Wealth Management, LLCRichmond, VA · 490 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5309. 5309
      Stanley-Laman Group LTD.Berwyn, PA · 301 clientsWealth managerHybridStanley Laman Group Securities, LLC
      Schwab 100%
      +00% 1 yr$1.0B
5310. 5310
      Capital Investment Counsel IncRaleigh, NC · 1,271 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
      Pershing 100%
      +00% 1 yr$1.0B
5311. 5311
      SAW Mill Capital L.L.C.Briarcliff Manor, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5312. 5312
      Pettyjohn, Wood & White, Inc.Lynchburg, VA · 586 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank of the James
      Schwab 100%
      +00% 1 yr$1.0B
5313. 5313
      Huron Capital Partners LLCDetroit, MI · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5314. 5314
      Radianx Capital, LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5315. 5315
      Centricus Investment Advisors (US) LLCBeverly Hills, CA · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.0B
5316. 5316
      Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
      Schwab 86%
      +00% 1 yr$1.0B
5317. 5317
      Northstar CapitalMinneapolis, MN · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5318. 5318
      Greatmark Investment Partners, Inc.Columbus, GA · 433 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5319. 5319
      Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
      Schwab 85%
      +00% 1 yr$1.0B
5320. 5320
      Alpine Grove Partners LLPNew York, NY · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B