The RIA database

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6161. 6161
      Enhanced Capital Partners, LLCNew Orleans, LA · 37 clientsPrivate fund adviserAffiliated broker-dealer
      Capital One Bank 100%
      +00% 1 yr$786M
6162. 6162
      Regent Peak Wealth Advisors, LLCAtlanta, GA · 223 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$786M
6163. 6163
      Cadent Capital Advisors, LLCTulsa, OK · 654 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$786M
6164. 6164
      ACP Venture Capital Management Fund LLCHauppauge, NY · 14 clientsPrivate fund adviserHybridAmerican Capital Partners, LLC
      No custodian reported
      +00% 1 yr$786M
6165. 6165
      Insight Advisors, LLCNewtown, PA · 899 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$786M
6166. 6166
      Helmstar Wealth ManagementBoise, ID · 538 clientsWealth manager
      SEI 100%
      +00% 1 yr$786M
6167. 6167
      Enhalus Capital, LPNew York, NY · 7 clientsPrivate fund adviser
      Morgan Stanley 87%
      +00% 1 yr$786M
6168. 6168
      Coastlands Capital LPSan Francisco, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$785M
6169. 6169
      PIN Oak Investment Advisors IncHouston, TX · 322 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$785M
6170. 6170
      JVL Wealth StrategiesWyoming, MI · 186 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$784M
6171. 6171
      Flagstar Securities, Inc.New York, NY · 1,123 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$784M
6172. 6172
      Bellwether WealthLincoln, NE · 504 clientsWealth manager
      Schwab 100%
      +00% 1 yr$784M
6173. 6173
      Systelligence, LLCBloomington, MN · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$784M
6174. 6174
      Augustine Asset Management IncJacksonville, FL · 72 clientsWealth manager
      Fidelity Capital Markets 63%
      +00% 1 yr$783M
6175. 6175
      Harfst and Associates, Inc.Sheridan, WY · 539 clientsWealth manager
      Schwab 55%Raymond James 45%
      +00% 1 yr$783M
6176. 6176
      Old Port AdvisorsPortland, ME · 856 clientsWealth manager
      Schwab 100%
      +00% 1 yr$783M
6177. 6177
      Deltec Asset Management LLCNew York, NY · 161 clientsWealth manager
      Pershing 100%
      +00% 1 yr$783M
6178. 6178
      Amerant Investments, Inc.Coral Gables, FL · 1,297 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$782M
6179. 6179
      Clarity Capital Kcps LTDRamat-Gan, Israel · 194 clientsWealth managerBank-affiliatedAffiliated broker-dealerPsagot Securities LTD.
      Pershing 34%Bank Leumi Le-Israel B.M. 26%Bank Hapoalim LTD. 24%
      +00% 1 yr$782M
6180. 6180
      Huntleigh Advisors, Inc.St. Louis, MO · 1,838 clientsWealth managerHybridHuntleigh Securities Corporation, K. W. Chambers & Co., clears through Wells Fargo Clearing Services
      First Clearing 100%
      +00% 1 yr$782M
6181. 6181
      Whelan FinancialFresno, CA · 512 clientsWealth manager
      Schwab 100%
      +00% 1 yr$782M
6182. 6182
      Dahring | Cusmano and AssociatesNovi, MI · 884 clientsWealth managerHybrid
      Schwab 58%Fidelity 42%
      +00% 1 yr$781M
6183. 6183
      West Michigan AdvisorsHolland, MI · 1,378 clientsWealth managerHybrid
      Schwab 80%
      +00% 1 yr$781M
6184. 6184
      Sierra Crest Investment Management LLCNew York, NY · 3 clientsAsset managerAffiliated broker-dealerBC Partners Securities LLC
      No custodian reported
      +00% 1 yr$781M
6185. 6185
      Factor Wealth ManagementChicago, IL · 239 clientsWealth manager
      Schwab 100%
      +00% 1 yr$781M
6186. 6186
      New Vernon Wealth Management LLCHighland Park, IL · 187 clientsWealth managerHybridSF Investments, Inc.
      Pershing 100%
      +00% 1 yr$781M
6187. 6187
      Water Asset Management, LLCNew York, NY · 405 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$781M
6188. 6188
      Sierra Summit Advisors LLC158 clientsWealth manager
      Schwab 100%
      +00% 1 yr$781M
6189. 6189
      Portfolio Medics, LLCBonita Springs, FL · 2,929 clientsWealth managerHybrid
      E*Trade 100%
      +00% 1 yr$780M
6190. 6190
      Creative Capital Management Investments LLCSan Diego, CA · 298 clientsWealth manager
      Schwab 100%
      +00% 1 yr$780M
6191. 6191
      DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
      LPL Financial 89%
      +00% 1 yr$780M
6192. 6192
      Princeton Fund Advisors, LLCDenver, CO · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$780M
6193. 6193
      Faropoint Ventures, LLCHoboken, NJ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$780M
6194. 6194
      Lipe & Dalton Investment CounselSyracuse, NY · 382 clientsWealth manager
      No custodian reported
      +00% 1 yr$780M
6195. 6195
      Safanad Inc.New York, NY · 30 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$780M
6196. 6196
      Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clientsWealth manager
      Axos 95%
      +00% 1 yr$779M
6197. 6197
      Artia Global Partners LPMiami, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$779M
6198. 6198
      Ramsay Stattman Vela & Price IncColorado Springs, CO · 404 clientsWealth manager
      Schwab 76%
      +00% 1 yr$779M
6199. 6199
      M3f, Inc.Salt Lake City, UT · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$778M
6200. 6200
      Legacy Partners, LLCLos Angeles, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$778M