The RIA database

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5561. 5561
      Stonebrook Private LLCNorthville, MI · 596 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$937M
5562. 5562
      Pabrai Investment FundsWest Lake Hills, TX · 6 clientsPrivate fund adviser
      Fidelity 72%UBS 28%
      +00% 1 yr$936M
5563. 5563
      ARA GC Partners, LLCHouston, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$936M
5564. 5564
      Hartline Investment CorporationWinnetka, IL · 266 clientsWealth manager
      Schwab 77%J.P. Morgan 23%
      +00% 1 yr$935M
5565. 5565
      HeronbridgeBath, United Kingdom · 4 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$935M
5566. 5566
      Financial Solutions Advisory GroupChicago, IL · 360 clientsWealth manager
      Schwab 100%
      +00% 1 yr$935M
5567. 5567
      Crane & Associates Wealth ManagementFullerton, CA · 468 clientsBroker-dealer firmHybrid
      Schwab 79%
      +00% 1 yr$935M
5568. 5568
      Uniting Wealth PartnersDenver, CO · 854 clientsWealth manager
      Raymond James 76%Schwab 24%
      +00% 1 yr$935M
5569. 5569
      Sandlot Partners, LLCOrem, UT · 49 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$934M
5570. 5570
      Telescope Partners LLCSan Francisco, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$934M
5571. 5571
      Johnson BixbyVancouver, WA · 777 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$934M
5572. 5572
      Mountain Pacific Investment Advisers, LLCBoise, ID · 319 clientsWealth manager
      Schwab 100%
      +00% 1 yr$934M
5573. 5573
      SEM Wealth ManagementTucson, AZ · 1,990 clientsWealth manager
      Axos 100%
      +00% 1 yr$933M
5574. 5574
      Trails Edge Capital Partners, LPAtlanta, GA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$933M
5575. 5575
      Estabrook Capital Management LLCNew York, NY · 767 clientsWealth manager
      Schwab 81%
      +00% 1 yr$933M
5576. 5576
      Toscafund Asset ManagementLondon, United Kingdom · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$933M
5577. 5577
      3l Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$932M
5578. 5578
      LsiaBloomfield Hills, MI · 193 clientsWealth manager
      Schwab 100%
      +00% 1 yr$932M
5579. 5579
      J. Safra Sarasin Asset Management (north America) LTDGeneva, Switzerland · 225 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank J. Safra Sarasin AG, Safra Securities LLC
      Bank J. Safra Sarasin LTD. 100%
      +00% 1 yr$932M
5580. 5580
      Prevail Innovative Wealth Advisors, LLCLeawood, KS · 822 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$932M
5581. 5581
      Nw1 PartnersLondon, United Kingdom · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$932M
5582. 5582
      Frisch Financial Group, Inc.Melville, NY · 601 clientsWealth manager
      Schwab 100%
      +00% 1 yr$932M
5583. 5583
      Clearalpha Technologies LPGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$932M
5584. 5584
      PCG Wealth ManagementOverland Park, KS · 1,959 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$931M
5585. 5585
      Sky Investment Group LLCHartford, CT · 396 clientsWealth manager
      Schwab 69%
      +00% 1 yr$931M
5586. 5586
      Brighton Securities Corp.Rochester, NY · 1,795 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$931M
5587. 5587
      PGI Wealth ManagementAlpharetta, GA · 497 clientsWealth manager
      Schwab 100%
      +00% 1 yr$931M
5588. 5588
      RB Capital Management, LLCReno, NV · 648 clientsWealth managerWrap sponsorHybrid
      Pershing 67%Schwab 33%
      +00% 1 yr$931M
5589. 5589
      Sandalwood Securities, Inc.Roseland, NJ · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$930M
5590. 5590
      Strategy Asset Managers L.L.C.Pasadena, CA · 633 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$930M
5591. 5591
      Trinity Fund Advisors LLCMiami, FL · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$930M
5592. 5592
      Stablepoint Partners, LLCBraintree, MA · 561 clientsWealth managerWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$930M
5593. 5593
      Wick Capital Partners, LLCWayne, PA · 367 clientsWealth manager
      Schwab 100%
      +00% 1 yr$930M
5594. 5594
      Miri Capital Management LLCBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$930M
5595. 5595
      Investmark Advisory Group LLCShelton, CT · 690 clientsWealth managerHybrid
      Fidelity 75%SEI 25%
      +00% 1 yr$930M
5596. 5596
      Galecki Financial Management IncFort Wayne, IN · 530 clientsWealth manager
      No custodian reported
      +00% 1 yr$929M
5597. 5597
      Oppenheimer Investment Management LLCNew York, NY · 61 clientsAsset managerHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD.
      U.S. Bank 100%
      +00% 1 yr$929M
5598. 5598
      Canvas Wealth Advisors, LLCShawnee, KS · 553 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$929M
5599. 5599
      Mountain Capital Investment Advisors IncWestminster, CO · 1,191 clientsWealth manager
      Schwab 89%
      +00% 1 yr$929M
5600. 5600
      Old Mission Investment Company, LLCTraverse City, MI · 1,055 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$929M