The RIA database

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5321. 5321
      WM Partners, LPAventura, FL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5322. 5322
      Newbrook Capital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5323. 5323
      Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsWealth managerHybridGLP Investment Services, LLC
      Schwab 78%PCS / IPX 22%
      +00% 1 yr$1.0B
5324. 5324
      Breakwater Capital GroupParamus, NJ · 370 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5325. 5325
      36 South Capital Advisors LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$1.0B
5326. 5326
      Mg&a WealthPlantation, FL · 657 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5327. 5327
      McD-Kissner GP, LLCOverland Park, KS · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5328. 5328
      Edge Natural Resources LLCDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5329. 5329
      Lafleur & Godfrey Private Wealth ManagementGrand Rapids, MI · 498 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.0B
5330. 5330
      Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
      Schwab 100%
      +00% 1 yr$1.0B
5331. 5331
      Portfolio Strategies Inc NYMontvale, NJ · 3,412 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.0B
5332. 5332
      GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
      Pershing 46%Schwab 33%
      +00% 1 yr$1.0B
5333. 5333
      JT Stratford, LLCGainesville, GA · 1,266 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5334. 5334
      Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
      Fidelity 62%Schwab 38%
      +00% 1 yr$1.0B
5335. 5335
      Enervest Investment Services, L.L.C.Houston, TX · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5336. 5336
      Teamwork Financial Advisors, LLCSan Antonio, TX · 2,485 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5337. 5337
      Jocelyn Investment Management, LLCSan Rafael, CA · 259 clientsAsset manager
      Schwab 82%
      +00% 1 yr$1.0B
5338. 5338
      Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
      TradePMR / Robinhood 79%
      +00% 1 yr$1.0B
5339. 5339
      Verita Strategic Wealth Partners, LLCSan Francisco, CA · 17 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5340. 5340
      Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
      Riyad Capital 79%
      +00% 1 yr$1.0B
5341. 5341
      Navigation Group LLCRedwood Shores, CA · 342 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$1.0B
5342. 5342
      Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
      LPL Financial 56%Schwab 44%
      +00% 1 yr$1.0B
5343. 5343
      Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
      Wells Fargo 37%
      +00% 1 yr$1.0B
5344. 5344
      Standard Family Office, LLCSioux Falls, SD · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5345. 5345
      10x Capital PartnersNew York, NY · 2 clientsPrivate fund adviserHybridAnthem Securities, LLC
      Ceffu 100%
      +00% 1 yr$1.0B
5346. 5346
      Main Management Fund Advisors, LLCSan Francisco, CA · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5347. 5347
      Peak Asset Management, LLCLouisville, CO · 342 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5348. 5348
      First Tryon AdvisorsCharlotte, NC · 14 clientsAsset managerHybridFirst Tryon Securities, LLC, clears through Hilltop Securities
      No custodian reported
      +00% 1 yr$1.0B
5349. 5349
      Growth Catalyst Partners, L.P.Chicago, IL · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5350. 5350
      Invictus Fiduciary Services, LLCMemphis, TN · 33 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5351. 5351
      Lathrop Investment Management CompanyLittle Rock, AR · 235 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5352. 5352
      Fermata AdvisorsSonoma, CA · 3,879 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5353. 5353
      Anderson Growth Partners, LLCBirmingham, AL · 209 clientsPrivate fund adviserHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
5354. 5354
      Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
      Schwab 60%U.S. Bank 40%
      +00% 1 yr$1.0B
5355. 5355
      Nomura Asset Management U.S.A. Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerDelaware Distributors, L.P., Instinet, LLC
      CIBC Mellon Trust 100%
      +00% 1 yr$1.0B
5356. 5356
      The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
      Pershing 86%
      +00% 1 yr$1.0B
5357. 5357
      Mirador Capital PartnersPleasanton, CA · 662 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5358. 5358
      Renovo Capital, LLCDallas, TX · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5359. 5359
      Legacy Financial GroupDes Moines, IA · 1,452 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5360. 5360
      Pelican Energy PartnersHouston, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B