The RIA database

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6361. 6361
      IFC Core Investment Management LLCRaleigh, NC · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$742M
6362. 6362
      Highclere International InvestorsLondon, United Kingdom · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$742M
6363. 6363
      Gradient Capital Advisors, LLCSan Diego, CA · 478 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$742M
6364. 6364
      Allegheny InvestmentsPittsburgh, PA · 1,427 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$742M
6365. 6365
      Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clientsWealth manager
      Schwab 59%Fidelity 41%
      +00% 1 yr$742M
6366. 6366
      Stride ConsumerBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$740M
6367. 6367
      August GroupToronto, Canada · 56 clientsAsset manager
      RBC 67%National Bank 33%
      +00% 1 yr$740M
6368. 6368
      Bayshore Wealth AdvisorsCoral Gables, FL · 129 clientsWealth manager
      Schwab 100%
      +00% 1 yr$740M
6369. 6369
      Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
      Schwab 57%Fidelity 43%
      +00% 1 yr$740M
6370. 6370
      Paragon Capital Management LLCOverland Park, KS · 350 clientsWealth manager
      Schwab 100%
      +00% 1 yr$740M
6371. 6371
      Arrow Capital PTY LTDSydney NSW, Australia · 10 clientsPrivate fund adviser
      Merrill / Bank of America 100%
      +00% 1 yr$740M
6372. 6372
      Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
      Empower Retirement 60%
      +00% 1 yr$739M
6373. 6373
      AM Investment Strategies, LLCChattanooga, TN · 576 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$738M
6374. 6374
      Baird Capital Management Company, LLCMilwaukee, WI · 10 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
      No custodian reported
      +00% 1 yr$738M
6375. 6375
      Financial Directions LLCTucson, AZ · 2,488 clientsWealth manager
      Fidelity 95%
      +00% 1 yr$738M
6376. 6376
      Generate Capital Advisors, PB LLCSan Francisco, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$737M
6377. 6377
      Barometer Capital ManagementToronto, Ontario, Canada · 476 clientsAsset manager
      No custodian reported
      +00% 1 yr$737M
6378. 6378
      Crossplane Capital Management, LPDallas, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$736M
6379. 6379
      Thomist Capital Management, LPHouston, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$736M
6380. 6380
      Valstone Partners VIBirmingham, MI · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$736M
6381. 6381
      The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
      Schwab 80%
      +00% 1 yr$736M
6382. 6382
      Carlson InvestmentsConcord, NH · 360 clientsWealth manager
      Schwab 74%Commerce Bank 26%
      +00% 1 yr$736M
6383. 6383
      Shorebridge Capital Management, LLCSummit, NJ · 2 clientsPrivate fund adviserHybridShorebridge Capital Securities, LLC
      No custodian reported
      +00% 1 yr$735M
6384. 6384
      Stenger Family Office, LLCNaperville, IL · 887 clientsWealth manager
      Schwab 100%
      +00% 1 yr$735M
6385. 6385
      Fractal Investments LLC3 clientsAsset manager
      BNY 62%Citi 38%
      +00% 1 yr$735M
6386. 6386
      Coefficient CapitalNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$735M
6387. 6387
      Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
      Fidelity 64%LPL Financial 34%
      +00% 1 yr$734M
6388. 6388
      Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
      Schwab 81%
      +00% 1 yr$734M
6389. 6389
      CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
      RBC 64%Raymond James 26%
      +00% 1 yr$734M
6390. 6390
      Allium Financial Advisors, LLCLake Oswego, OR · 243 clientsWealth manager
      No custodian reported
      +00% 1 yr$734M
6391. 6391
      Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
      Fidelity 55%Schwab 45%
      +00% 1 yr$733M
6392. 6392
      Able Financial Group, LLCScottsdale, AZ · 624 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$733M
6393. 6393
      SC Management LLCNew York, NY · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$733M
6394. 6394
      Compound Advisors, LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$732M
6395. 6395
      Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$732M
6396. 6396
      Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
      BNY 85%
      +00% 1 yr$732M
6397. 6397
      Navalign, LLCEncino, CA · 716 clientsWealth manager
      Schwab 100%
      +00% 1 yr$732M
6398. 6398
      Centerpoint Advisors, LLCNeedham, MA · 502 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$732M
6399. 6399
      Astara Capital Partners, L.P.New York, NY · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$732M
6400. 6400
      Newman Dignan & Sheerar, IncProvidence, RI · 536 clientsWealth manager
      Schwab 100%
      +00% 1 yr$731M