The RIA database

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5961. 5961
      American Triple I, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$832M
5962. 5962
      Climate InvestmentHouston, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$831M
5963. 5963
      Lynch & AssociatesNewburgh, IN · 696 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$831M
5964. 5964
      Zions Capital Advisors, Inc.Salt Lake City, UT · 45 clientsAsset managerHybridZions Bancorporation, N.A., Zions Direct, Inc.
      Zions Bank 100%
      +00% 1 yr$831M
5965. 5965
      Smithbridge Asset Management, Inc.Chadds Ford, PA · 513 clientsWealth manager
      Schwab 100%
      +00% 1 yr$831M
5966. 5966
      Denali Growth PartnersBoston, MA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$831M
5967. 5967
      One Fin Capital Management LPSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$831M
5968. 5968
      Thames Capital Management, LLCRoseland, NJ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$831M
5969. 5969
      Strategic Investment Solutions, Inc.Orland Park, IL · 2,695 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$830M
5970. 5970
      Black Bay Partners, LLCNew Orleans, LA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$830M
5971. 5971
      New Heritage Capital, LLCBoston, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$830M
5972. 5972
      KFA Private Wealth Group, LLCTyson, VA · 823 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$830M
5973. 5973
      North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
      Schwab 86%
      +00% 1 yr$830M
5974. 5974
      Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
      Schwab 90%
      +00% 1 yr$830M
5975. 5975
      Granite Group Advisors, LLCStamford, CT · 170 clientsAsset manager
      RBC 100%
      +00% 1 yr$830M
5976. 5976
      First Citizens Institutional Asset Management, LLCNew York, NY · 2 clientsPrivate fund adviserHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
      No custodian reported
      +00% 1 yr$829M
5977. 5977
      Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
      Schwab 88%
      +00% 1 yr$829M
5978. 5978
      Global Financial Private ClientSarasota, FL · 140 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$828M
5979. 5979
      Centergate CapitalAustin, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$828M
5980. 5980
      RVK, Inc.Portland, OR · 205 clientsAsset manager
      U.S. Bank 61%
      +00% 1 yr$828M
5981. 5981
      Impact Retirement Advisors196 clientsAsset manager
      Benefit Plans Administrative Services 100%
      +00% 1 yr$828M
5982. 5982
      Walsh & Associates, LLCSarasota, FL · 1,324 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$828M
5983. 5983
      Edge Wealth Management, LLCNew York, NY · 252 clientsWealth manager
      Schwab 100%
      +00% 1 yr$827M
5984. 5984
      Argand Partners, LPNew York, NY · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$827M
5985. 5985
      Mps-Loria Financial Planners,llcBurr Ridge, IL · 679 clientsWealth manager
      Schwab 100%
      +00% 1 yr$827M
5986. 5986
      Aequitas Investment Advisors, LLCHingham, MA · 189 clientsWealth manager
      Schwab 100%
      +00% 1 yr$826M
5987. 5987
      Madden Asset ManagementDallas, TX · 162 clientsWealth manager
      Schwab 77%Morgan Stanley 23%
      +00% 1 yr$826M
5988. 5988
      Rithm Capital Advisors LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$826M
5989. 5989
      The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
      Fidelity 58%Schwab 42%
      +00% 1 yr$826M
5990. 5990
      Kershner, Grosso & Co.Saratoga Spring, NY · 570 clientsWealth manager
      Schwab 100%
      +00% 1 yr$825M
5991. 5991
      Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
      U.S. Bank 64%
      +00% 1 yr$825M
5992. 5992
      Platform Partners LLCHouston, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$825M
5993. 5993
      P2 Capital Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$824M
5994. 5994
      Highcrest Capital, LLCFredericksburg, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$824M
5995. 5995
      Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
      Pershing 62%
      +00% 1 yr$824M
5996. 5996
      Nexannuity Asset Management, L.P.Dallas, TX · 3 clientsAsset managerAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
      No custodian reported
      +00% 1 yr$823M
5997. 5997
      Hack VC Management, LLCPalo Alto, CA · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$823M
5998. 5998
      Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
      Merrill / Bank of America 96%
      +00% 1 yr$822M
5999. 5999
      Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
      Schwab 86%
      +00% 1 yr$822M
6000. 6000
      Gratus Wealth Advisors LLCVirginia Beach, VA · 444 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$822M