The RIA database

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5361. 5361
      Aire Advisors, LLCBeverly Hills, CA · 369 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.0B
5362. 5362
      West Paces Advisors, Inc.Atlanta, GA · 255 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5363. 5363
      M Financial Investment Advisers IncPortland, OR · 1 clientsAsset managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
      No custodian reported
      +00% 1 yr$1.0B
5364. 5364
      Great Hill Capital, LLC76 clientsWealth manager
      Interactive Brokers 100%
      +00% 1 yr$1.0B
5365. 5365
      East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
      State Street 48%Fidelity 32%
      +00% 1 yr$1.0B
5366. 5366
      Volofin Capital ManagementDaniel Island, SC · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.0B
5367. 5367
      PYA Waltman Capital, LLCKnoxville, TN · 424 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.0B
5368. 5368
      McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.0B
5369. 5369
      Bhms Investments, LPWestport, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5370. 5370
      Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
      Schwab 55%Fidelity 32%
      +00% 1 yr$1.0B
5371. 5371
      Longuevue Management Company LLCMetairie, LA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5372. 5372
      The Quarry LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5373. 5373
      Longford CapitalChicago, IL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5374. 5374
      Burling Wealth PartnersChicago, IL · 253 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5375. 5375
      Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.0B
5376. 5376
      Msouth Equity Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5377. 5377
      Lateral Investment Management, LLCBurlingame, CA · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5378. 5378
      Fincadia Advisors LLCMelville, NY · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.0B
5379. 5379
      Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
      Schwab 51%UMB Financial Services 49%
      +00% 1 yr$1.0B
5380. 5380
      Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
      Pershing 88%
      +00% 1 yr$1.0B
5381. 5381
      Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
      Pershing 40%EFG Bank 35%Pictet 26%
      +00% 1 yr$1.0B
5382. 5382
      Everest Financial GroupMinneapolis, MN · 1,940 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.0B
5383. 5383
      Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
      Pershing 73%Schwab 27%
      +00% 1 yr$1.0B
5384. 5384
      World Equity Group, Inc.Schaumburg, IL · 3,151 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$1.0B
5385. 5385
      Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
      Schwab 51%Principal Trust 28%
      +00% 1 yr$1.0B
5386. 5386
      SeedsNew York, NY · 950 clientsWealth manager
      Fidelity 58%Schwab 42%
      +00% 1 yr$1.0B
5387. 5387
      Fivespan Partners, LPSan Francisco, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5388. 5388
      Cohen Capital Management IncCorte Madera, CA · 110 clientsWealth manager
      Schwab 95%
      +00% 1 yr$1.0B
5389. 5389
      Verbena Value LPWestport, CT · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5390. 5390
      Sava Capital LLCDorado, PR · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.0B
5391. 5391
      Dawson PartnersNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$999M
5392. 5392
      Palm Beach Capital Management III, LLCWest Palm Beach, FL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$999M
5393. 5393
      Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$998M
5394. 5394
      Tishman Capital PartnersNew York, NY · 23 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$998M
5395. 5395
      Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
      Empower 54%Schwab 39%
      +00% 1 yr$997M
5396. 5396
      Passive Capital Management, LLCSyracuse, NY · 424 clientsWealth manager
      Schwab 100%
      +00% 1 yr$997M
5397. 5397
      Huizenga Capital Management, LLCOak Brook, IL · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$997M
5398. 5398
      Galilei Investment Office LLPLondon, United Kingdom · 38 clientsAsset manager
      Bank Julius Baer & Co. LTD, Guernsey Branch 55%
      +00% 1 yr$996M
5399. 5399
      Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
      Schwab 75%Fidelity 25%
      +00% 1 yr$995M
5400. 5400
      Omnia Family Wealth, LLCAventura, FL · 164 clientsWealth manager
      Pershing 100%
      +00% 1 yr$995M