The RIA database

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5401. 5401
      Lantz Financial LLCNaperville, IL · 669 clientsWealth manager
      Schwab 100%
      +00% 1 yr$994M
5402. 5402
      Five Arrows Managers (USA) LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerRothschild & Co US Inc.
      No custodian reported
      +00% 1 yr$994M
5403. 5403
      McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
      Schwab 75%Fidelity 25%
      +00% 1 yr$994M
5404. 5404
      Syntheticfi LLCSan Francisco, CA · 624 clientsWealth manager
      Schwab 98%
      +00% 1 yr$993M
5405. 5405
      Kabouter Management, LLCChicago, IL · 6 clientsAsset manager
      State Street 100%
      +00% 1 yr$993M
5406. 5406
      Bayswater Management Company LPDenver, CO · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$991M
5407. 5407
      Advisory Research IncChicago, IL · 444 clientsAsset manager
      UBS 36%Wells Fargo 26%Morgan Stanley 24%
      +00% 1 yr$991M
5408. 5408
      Merit Capital Partners Management, L.L.C.Chicago, IL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$991M
5409. 5409
      Brown | Miller Wealth Management, LLCMcLean, VA · 508 clientsWealth manager
      Wells Fargo 100%
      +00% 1 yr$991M
5410. 5410
      Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
      Raymond James 59%Schwab 41%
      +00% 1 yr$991M
5411. 5411
      Cander Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$989M
5412. 5412
      Sculptor Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$989M
5413. 5413
      MAN Global Private Markets (USA) Inc.New York, NY · 7 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
      No custodian reported
      +00% 1 yr$988M
5414. 5414
      Morris & Wells Wealth ManagementCharlottesville, VA · 298 clientsWealth manager
      Schwab 100%
      +00% 1 yr$988M
5415. 5415
      Terril & CompanySaint Louis, MO · 488 clientsWealth manager
      U.S. Bank 65%Central Trust 35%
      +00% 1 yr$988M
5416. 5416
      BCS Wealth Management, LLCJohnson City, TN · 848 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$987M
5417. 5417
      Oneascent Investment Solutions, LLCBirmingham, AL · 20 clientsAsset manager
      Schwab 100%
      +00% 1 yr$987M
5418. 5418
      Financial Enhancement GroupAnderson, IN · 1,281 clientsWealth manager
      Schwab 100%
      +00% 1 yr$987M
5419. 5419
      Story3 Capital Partners, LLC12 clientsPrivate fund adviserHybridStory3 Advisors LLC
      No custodian reported
      +00% 1 yr$987M
5420. 5420
      Ellis Investment Partners, LLCBerwyn, PA · 820 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$987M
5421. 5421
      Concentrum Wealth ManagementSan Jose, CA · 420 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$987M
5422. 5422
      Goodwin Capital Advisers, Inc.Hartford, CT · 1 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
      State Street 67%PNC Capital Markets 33%
      +00% 1 yr$987M
5423. 5423
      American Independent Securities Group, LLCEagle, ID · 4,385 clientsBroker-dealer firmHybridAmerican Independent Securities Group, LLC
      RBC 72%Assetmark 28%
      +00% 1 yr$986M
5424. 5424
      Pacific Sage Partners, LLCEdmonds, WA · 830 clientsWealth manager
      Schwab 100%
      +00% 1 yr$986M
5425. 5425
      North Sky Capital, LLCWayzata, MN · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$986M
5426. 5426
      Fine Capital Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$986M
5427. 5427
      Fiduciary Experts LLC75 clientsAsset manager
      Fidelity 97%
      +00% 1 yr$986M
5428. 5428
      Bristol Wealth GroupTaunton, MA · 885 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$986M
5429. 5429
      The Rice Partnership, LLCHonolulu, HI · 442 clientsWealth manager
      Schwab 100%
      +00% 1 yr$985M
5430. 5430
      Pagaya Investments US LLCNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$985M
5431. 5431
      Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
      Schwab 94%
      +00% 1 yr$985M
5432. 5432
      Barton Investment Management, LLCW. Conshohocken, PA · 94 clientsWealth manager
      Schwab 100%
      +00% 1 yr$985M
5433. 5433
      Avion WealthThe Woodlands, TX · 300 clientsWealth manager
      Schwab 71%Fidelity Distributors Company 29%
      +00% 1 yr$985M
5434. 5434
      Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
      Northern Trust 32%Fidelity 27%BNY 23%
      +00% 1 yr$984M
5435. 5435
      Vistashares9 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$984M
5436. 5436
      TAC Partners, Inc.Boston, MA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$983M
5437. 5437
      Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
      Schwab 86%
      +00% 1 yr$983M
5438. 5438
      Asset One Wealth Management, LLCBellevue, WA · 1,173 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$983M
5439. 5439
      Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
      Schwab 75%U.S. Bank 25%
      +00% 1 yr$982M
5440. 5440
      New Forests Inc.San Francisco, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$982M