The RIA database

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6481. 6481
      Financial Management Strategies, Inc.Broadview Hts., OH · 1,895 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$714M
6482. 6482
      Old Peak FinanceChapel Hill, NC · 176 clientsWealth manager
      Schwab 100%
      +00% 1 yr$714M
6483. 6483
      Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
      Transamerica Financial Advisors 56%Voya Institutional Trust 31%
      +00% 1 yr$714M
6484. 6484
      Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
      Pershing 72%Schwab 28%
      +00% 1 yr$713M
6485. 6485
      Drake Capital Advisors LLCOld Greenwich, CT · 4 clientsAsset manager
      No custodian reported
      +00% 1 yr$713M
6486. 6486
      RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
      BNY 49%Morgan Stanley 28%
      +00% 1 yr$713M
6487. 6487
      Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
      State Street 47%J.P. Morgan 32%
      +00% 1 yr$713M
6488. 6488
      Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
      State Street 44%
      +00% 1 yr$713M
6489. 6489
      Fieldview Capital Management, LLCNiles, MI · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$713M
6490. 6490
      Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
      Fidelity 66%
      +00% 1 yr$712M
6491. 6491
      Valtinson Bruner Financial PlanningNew Brighton, MN · 1,992 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$712M
6492. 6492
      Woodland Wealth PartnersPepper Pike, OH · 218 clientsWealth manager
      Schwab 100%
      +00% 1 yr$712M
6493. 6493
      Aston Capital ManagementCoral Gables, FL · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$712M
6494. 6494
      Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
      Schwab 69%Fidelity 31%
      +00% 1 yr$711M
6495. 6495
      The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$711M
6496. 6496
      The Magnolia Group, LLCOmaha, NE · 2 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$711M
6497. 6497
      Lifelong Wealth Advisors, Inc.Arden Hills, MN · 865 clientsWealth manager
      Schwab 100%
      +00% 1 yr$710M
6498. 6498
      Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
      State Street 54%
      +00% 1 yr$710M
6499. 6499
      Peak Planning Group, LLCCentennial, CO · 838 clientsWealth managerWrap sponsor
      Raymond James 74%Schwab 26%
      +00% 1 yr$710M
6500. 6500
      Wealthbridge Capital Management, LLCWesterville, OH · 457 clientsWealth manager
      Schwab 100%
      +00% 1 yr$710M
6501. 6501
      Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$710M
6502. 6502
      Rogan & AssociatesSafety Harbor, FL · 1,483 clientsWealth managerWrap sponsorHybrid
      Schwab 72%Osaic FS 28%
      +00% 1 yr$710M
6503. 6503
      Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
      Pershing 100%
      +00% 1 yr$708M
6504. 6504
      Arc Advisory LLCSan Francisco, CA · 762 clientsAsset managerAffiliated broker-dealerAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
      Pershing 100%
      +00% 1 yr$708M
6505. 6505
      TB Alternative Assets LTD.Grand Cayman, Cayman Islands · 3 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$708M
6506. 6506
      Bench Walk Advisors LLCBoca Raton, FL · 90 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$708M
6507. 6507
      Manske Wealth Management, LLCHouston, TX · 502 clientsWealth managerWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$707M
6508. 6508
      Duncker Streett & Co.St. Louis, MO · 173 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Schwab 100%
      +00% 1 yr$707M
6509. 6509
      Corrigo Investment Partners, LLCAustin, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$707M
6510. 6510
      E & G Advisors, LLCHouston, TX · 370 clientsWealth manager
      No custodian reported
      +00% 1 yr$707M
6511. 6511
      Lincoln Peak Capital Management, LLCBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$707M
6512. 6512
      Kaleidoscope CapitalBoston, MA · 7 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$706M
6513. 6513
      Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$706M
6514. 6514
      Northcape Wealth ManagementWilliamsville, NY · 594 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$706M
6515. 6515
      Empire Financial Management Company, LLCHolmdel, NJ · 983 clientsWealth managerHybridEmpire Asset Management Company
      RBC 100%
      +00% 1 yr$706M
6516. 6516
      Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
      Fidelity 90%
      +00% 1 yr$706M
6517. 6517
      Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$706M
6518. 6518
      Bond & Devick Wealth PartnersSaint Louis Park, MN · 518 clientsWealth manager
      Schwab 100%
      +00% 1 yr$706M
6519. 6519
      Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWealth managerWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
      Pershing 100%
      +00% 1 yr$705M
6520. 6520
      Rempart Asset ManagementMontreal, Quebec, Canada · 467 clientsWealth manager
      National Bank Independent Network 82%
      +00% 1 yr$705M