The RIA database

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5441. 5441
      Prytania Investment Advisors LLPLondon, United Kingdom · 5 clientsAsset manager
      State Street 100%
      +00% 1 yr$982M
5442. 5442
      Altiora Financial Group, LLC134 clientsWealth manager
      Schwab 66%Fidelity 34%
      +00% 1 yr$982M
5443. 5443
      Broadshore Capital Partners, LLCLos Angeles, CA · 11 clientsAsset manager
      No custodian reported
      +00% 1 yr$982M
5444. 5444
      Khrom Capital ManagementMiami, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$981M
5445. 5445
      Village Global Management, L.L.C.Covina, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$979M
5446. 5446
      Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$979M
5447. 5447
      Epoch Capital, USNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$979M
5448. 5448
      Summit Wealth and Retirement PartnersEagle, ID · 354 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$978M
5449. 5449
      Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
      Schwab 80%
      +00% 1 yr$978M
5450. 5450
      Keyframe Capital Partners, L.P.New York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$977M
5451. 5451
      Patton Wealth Advisors143 clientsPrivate fund adviser
      Interactive Brokers 88%
      +00% 1 yr$977M
5452. 5452
      MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
      Schwab 81%
      +00% 1 yr$977M
5453. 5453
      Night Squared LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$976M
5454. 5454
      Level Financial Advisors, Inc.East Amherst, NY · 728 clientsWealth manager
      Schwab 100%
      +00% 1 yr$975M
5455. 5455
      Satovsky Asset Management LLCNew York, NY · 216 clientsWealth managerHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$975M
5456. 5456
      Balmoral Management II L.P.Los Angeles, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$974M
5457. 5457
      Maia WealthDenver, CO · 2,148 clientsWealth manager
      Schwab 98%
      +00% 1 yr$973M
5458. 5458
      Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
      Raymond James 56%Schwab 44%
      +00% 1 yr$972M
5459. 5459
      Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
      Fifth Third Bank 52%Comerica Bank 48%
      +00% 1 yr$972M
5460. 5460
      Aufman Associates IncSewickley, PA · 245 clientsWealth manager
      Schwab 100%
      +00% 1 yr$972M
5461. 5461
      Intertide PartnersChicago, IL · 2 clientsWealth manager
      Northern Trust 52%Schwab 48%
      +00% 1 yr$971M
5462. 5462
      Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
      SEI 42%Principal 41%
      +00% 1 yr$971M
5463. 5463
      ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$971M
5464. 5464
      The Arkansas Financial Group, Inc.Little Rock, AR · 367 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$971M
5465. 5465
      Scott Capital PartnersLondon, United Kingdom · 87 clientsWealth manager
      Brown Shipley & Co Limited 81%
      +00% 1 yr$971M
5466. 5466
      Chicago Atlantic Advisers, LLCChicago, IL · 9 clientsPrivate fund adviserAffiliated broker-dealerStoneliving Securities, LLC
      No custodian reported
      +00% 1 yr$970M
5467. 5467
      Columbus Macro, LLC22 clientsAsset manager
      Pershing 90%
      +00% 1 yr$970M
5468. 5468
      Cirrus Real Estate PartnersNew York, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$970M
5469. 5469
      Bentoak CapitalWeatherford, TX · 798 clientsWealth managerWrap sponsor
      LPL Financial 100%
      +00% 1 yr$970M
5470. 5470
      TDA Investment GroupSan Mateo, CA · 4 clientsAsset manager
      No custodian reported
      +00% 1 yr$969M
5471. 5471
      Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
      Fidelity 79%
      +00% 1 yr$969M
5472. 5472
      First Sentier Investors (US) LLCNew York, NY · 11 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$969M
5473. 5473
      CAT Rock Capital Management LPGreenwich, CT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$968M
5474. 5474
      Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
      Interactive Brokers 99%
      +00% 1 yr$967M
5475. 5475
      Factorial Funds Management LLCSan Francisco, CA · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$967M
5476. 5476
      Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
      Schwab 72%
      +00% 1 yr$967M
5477. 5477
      Petrichor Healthcare Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$966M
5478. 5478
      Timefolio Asset Management Singapore PTE. LTD.Singapore, Singapore, Singapore · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$966M
5479. 5479
      Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
      Wilmington Trust 59%Fidelity 25%
      +00% 1 yr$966M
5480. 5480
      Unique Wealth, LLCTampa, FL · 846 clientsWealth manager
      Pershing 100%
      +00% 1 yr$966M