The RIA database

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6121. 6121
      Clayton Financial Group, LLCSt. Louis, MO · 248 clientsWealth manager
      Schwab 61%Fidelity 39%
      +00% 1 yr$794M
6122. 6122
      Wealth Management Partners, LLCTucson, AZ · 799 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$794M
6123. 6123
      Ackerman Asset Management, LLC68 clientsAsset manager
      Transamerica Investors Securities 78%
      +00% 1 yr$794M
6124. 6124
      Saturn V Capital Management LPAustin, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$793M
6125. 6125
      Centric Wealth Management, LLCChicago, IL · 583 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$793M
6126. 6126
      Beau Morgan Advisors2 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$793M
6127. 6127
      Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
      Empower Financial Services 48%Fidelity 35%
      +00% 1 yr$793M
6128. 6128
      Calmwater CapitalEl Segundo, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$793M
6129. 6129
      KR Capital LPNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$792M
6130. 6130
      XP Advisory US, Inc.Miami, FL · 258 clientsPrivate fund adviserHybridXP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA, XP Investments US, LLC
      Pershing 100%
      +00% 1 yr$792M
6131. 6131
      Definition CapitalNew York, NY · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$792M
6132. 6132
      Carsonallaria Wealth Management, LTD.Glen Carbon, IL · 647 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$792M
6133. 6133
      Maverick Real Estate Partners LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$792M
6134. 6134
      The Wealth Collaborative, Inc.Corona Del Mar, CA · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$792M
6135. 6135
      X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
      Schwab 49%Jefferies 30%
      +00% 1 yr$791M
6136. 6136
      Sunpointe InvestmentsSt. Louis, MO · 309 clientsWealth manager
      Schwab 50%Pershing 50%
      +00% 1 yr$791M
6137. 6137
      Marathon Capital ManagementHunt Valley, MD · 286 clientsWealth manager
      Schwab 87%
      +00% 1 yr$790M
6138. 6138
      Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
      Goldman Sachs 60%Wells Fargo 40%
      +00% 1 yr$790M
6139. 6139
      Global IMC LLCSolana Beach, CA · 9 clientsPrivate fund adviserAffiliated broker-dealerNlcg Distributors, LLC, Roth Capital Partners, LLC
      Northern Trust 100%
      +00% 1 yr$790M
6140. 6140
      Lapis Advisers, LPDenver, CO · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$789M
6141. 6141
      Westhill Financial Advisors, Inc.San Rafael, CA · 426 clientsWealth manager
      Schwab 100%
      +00% 1 yr$789M
6142. 6142
      Hoey Investments, Inc.Coatesville, PA · 589 clientsWealth manager
      Schwab 100%
      +00% 1 yr$788M
6143. 6143
      Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
      Goldman Sachs 43%Wells Fargo 30%
      +00% 1 yr$788M
6144. 6144
      Softvest AdvisorsAbilene, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$788M
6145. 6145
      Southern Equity Advisors LLCSt. Thomas, VI · 12 clientsAsset manager
      No custodian reported
      +00% 1 yr$788M
6146. 6146
      MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
      Amalgamated Bank 50%Schwab 37%
      +00% 1 yr$788M
6147. 6147
      Bell Investment Advisors IncOrinda, CA · 443 clientsWealth manager
      Schwab 100%
      +00% 1 yr$788M
6148. 6148
      Shorenstein Investment Advisers LLCSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$788M
6149. 6149
      New Wave Loans Residential, LLCNorth Miami Beach, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$787M
6150. 6150
      Investor FAN887 clientsWealth manager
      Schwab 100%
      +00% 1 yr$787M
6151. 6151
      Sycamore Financial GroupKokomo, IN · 1,146 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$787M
6152. 6152
      Corner Capital Management, LLCNew York, NY · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$787M
6153. 6153
      Pfingsten Partners, L.L.C.Chicago, IL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$787M
6154. 6154
      Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
      Schwab 44%Fidelity 42%
      +00% 1 yr$787M
6155. 6155
      Warburton Capital Management, LLCTulsa, OK · 437 clientsWealth manager
      Schwab 100%
      +00% 1 yr$787M
6156. 6156
      Vestgen Investment ManagementEgg Harbor Twp., NJ · 2,363 clientsAsset managerHybrid
      Pershing 100%
      +00% 1 yr$787M
6157. 6157
      Encore Consumer Capital, LPSan Francisco, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$786M
6158. 6158
      Centurion Wealth ManagementMcLean, VA · 415 clientsWealth manager
      Fidelity 92%
      +00% 1 yr$786M
6159. 6159
      Inceptionr LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$786M
6160. 6160
      Cresta AdvisorsLaredo, TX · 333 clientsAsset manager
      Pershing 100%
      +00% 1 yr$786M