The RIA database

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6401. 6401
      Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
      Schwab 69%Fidelity 31%
      +00% 1 yr$731M
6402. 6402
      Sturbridge Capital LLCBirmingham, MI · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$731M
6403. 6403
      Quantum Financial Services Inc.Indianapolis, IN · 78 clientsWealth manager
      No custodian reported
      +00% 1 yr$731M
6404. 6404
      Traveka Wealth, LLCLos Altos, CA · 195 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$731M
6405. 6405
      Bayhawk Capital LPBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$731M
6406. 6406
      Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$730M
6407. 6407
      Tiller Private Wealth, Inc.Bethlehem, PA · 348 clientsWealth manager
      Schwab 100%
      +00% 1 yr$730M
6408. 6408
      Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
      Fidelity 81%
      +00% 1 yr$730M
6409. 6409
      Philadelphia FinancialSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$730M
6410. 6410
      Cordgrass Capital Advisors, LLCRaleigh, NC · 448 clientsWealth manager
      Schwab 100%
      +00% 1 yr$730M
6411. 6411
      Carbon Direct Capital Management LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$730M
6412. 6412
      Canby Financial AdvisorsFramingham, MA · 382 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$729M
6413. 6413
      VariantNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$729M
6414. 6414
      Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
      Northern Trust 75%J.P. Morgan 25%
      +00% 1 yr$729M
6415. 6415
      Lesko Securities, Inc.Vestal, NY · 1,171 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$729M
6416. 6416
      Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$728M
6417. 6417
      Cooperative Funeral Fund IncMadison, CT · 1,250 clientsAsset manager
      Wells Fargo 100%
      +00% 1 yr$728M
6418. 6418
      AAF Wealth Management, LLCWestborough, MA · 293 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$728M
6419. 6419
      Pike Street CapitalSeattle, WA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$727M
6420. 6420
      Tradewinds Capital Management, LLCBellingham, WA · 2,238 clientsWealth manager
      Schwab 100%
      +00% 1 yr$727M
6421. 6421
      Quantum Financial Planning Services, Inc.Spokane, WA · 790 clientsWealth manager
      Schwab 100%
      +00% 1 yr$727M
6422. 6422
      AXQ Capital, LPJersey City, NJ · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$727M
6423. 6423
      Silver Heights Capital Management Inc.Toronto, Ontario, Canada · 93 clientsAsset manager
      National Bank Independent Network (nbin) 100%
      +00% 1 yr$727M
6424. 6424
      Virtus Family OfficeEl Paso, TX · 155 clientsWealth manager
      UBS 77%Interactive Brokers 23%
      +00% 1 yr$727M
6425. 6425
      Smith & Howard Wealth Management, LLCAtlanta, GA · 217 clientsWealth manager
      Schwab 100%
      +00% 1 yr$727M
6426. 6426
      Trgp Investment Partners, LPStamford, CT · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$727M
6427. 6427
      Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$727M
6428. 6428
      Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$727M
6429. 6429
      Haddington Ventures, LLCHouston, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$726M
6430. 6430
      FS Credit Income Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$726M
6431. 6431
      Renaissance Investment Group, LLCLenox, MA · 265 clientsWealth managerBank-affiliatedAffiliated broker-dealerSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
      Fidelity 100%
      +00% 1 yr$726M
6432. 6432
      Great Point Wealth Advisors, LLCBoston, MA · 462 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$726M
6433. 6433
      Himco, LLCMorristown, NJ · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$726M
6434. 6434
      Bright Financial Advisors, Inc.Portage, MI · 665 clientsWealth manager
      Schwab 100%
      +00% 1 yr$725M
6435. 6435
      Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
      Interactive Brokers 72%Creand Securities 28%
      +00% 1 yr$725M
6436. 6436
      Bridge Capital AdvisorsHouston, TX · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$725M
6437. 6437
      The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
      Schwab 57%Pershing 43%
      +00% 1 yr$725M
6438. 6438
      Parker Investment Management, LLC331 clientsWealth manager
      No custodian reported
      +00% 1 yr$725M
6439. 6439
      Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
      Schwab 65%Fidelity 35%
      +00% 1 yr$725M
6440. 6440
      Trunorth Capital Management, LLCKalamazoo, MI · 356 clientsWealth manager
      Schwab 100%
      +00% 1 yr$725M