The RIA database

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6641. 6641
      Eagle Bay Family OfficeNew York, NY · 50 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$681M
6642. 6642
      JB Capital Partners1 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$681M
6643. 6643
      1st & Main Growth PartnersChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$680M
6644. 6644
      Von Borstel & AssociatesThe Dalles, OR · 500 clientsWealth manager
      Schwab 100%
      +00% 1 yr$680M
6645. 6645
      EFM Investments & Advisory LLCPortland, OR · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$680M
6646. 6646
      Truffle Hound Capital, LLCBethesda, MD · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$680M
6647. 6647
      Landmark Wealth ManagementGetzville, NY · 294 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$680M
6648. 6648
      Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton, FL · 12 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
      No custodian reported
      +00% 1 yr$680M
6649. 6649
      Century Management Financial AdvisorsAustin, TX · 737 clientsWealth manager
      Schwab 83%
      +00% 1 yr$680M
6650. 6650
      Saxon Financial GroupHouston, TX · 509 clientsWealth manager
      Raymond James 90%
      +00% 1 yr$679M
6651. 6651
      Brasada Capital Management, LPHouston, TX · 382 clientsWealth manager
      Schwab 100%
      +00% 1 yr$679M
6652. 6652
      Signal Securities, Inc.Fort Worth, TX · 1,137 clientsBroker-dealer firmHybridSignal Securities, Inc.
      No custodian reported
      +00% 1 yr$679M
6653. 6653
      Forefront Analytics, LLCW. Conshohocken, PA · 147 clientsAsset manager
      Schwab 72%Fidelity 28%
      +00% 1 yr$679M
6654. 6654
      Monument Group Wealth Advisors, LLCConcord, MA · 173 clientsWealth manager
      Schwab 63%Fidelity 37%
      +00% 1 yr$679M
6655. 6655
      Thor Wealth Management IncCincinnati, OH · 493 clientsWealth manager
      Schwab 100%
      +00% 1 yr$679M
6656. 6656
      Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWealth managerWrap sponsor
      Pershing 90%
      +00% 1 yr$678M
6657. 6657
      Valinor Wealth ManagementPlano, TX · 25 clientsAsset manager
      Schwab 100%
      +00% 1 yr$678M
6658. 6658
      Hyposwiss Advisors SAGeneva, Switzerland · 176 clientsWealth managerBank-affiliated
      Hyposwiss Private Bank 28%Banque Pictet ET CIE SA 24%UBS 23%
      +00% 1 yr$678M
6659. 6659
      MTM Investment Management, LLCSpartanburg, SC · 424 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$678M
6660. 6660
      Castle Harlan, Inc.New York, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$678M
6661. 6661
      Good Springs CapitalNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$678M
6662. 6662
      VSM Wealth Advisory, LLCHunt Valley, MD · 613 clientsWealth manager
      Schwab 100%
      +00% 1 yr$678M
6663. 6663
      Financial Strategies Group, IncOkemos, MI · 1,284 clientsWealth manager
      Schwab 86%
      +00% 1 yr$677M
6664. 6664
      9823 Capital, LPDallas, TX · 18 clientsPrivate fund adviser
      Goldman Sachs 85%
      +00% 1 yr$677M
6665. 6665
      Yorktown Management and Research Co IncForest, VA · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$677M
6666. 6666
      Carderock Capital Management, Inc.Chevy Chase, MD · 221 clientsWealth manager
      Schwab 98%
      +00% 1 yr$677M
6667. 6667
      Leverty Financial Group, LLCHudson, WI · 665 clientsWealth manager
      Pershing 100%
      +00% 1 yr$677M
6668. 6668
      Jacobson & Schmitt Advisors, LLCMiddleton, WI · 462 clientsWealth manager
      Schwab 100%
      +00% 1 yr$676M
6669. 6669
      Rockport Wealth AdvisorsFairview Park, OH · 1,623 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$676M
6670. 6670
      Pasi Investments, LLCFarmington, CT · 439 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
      Empower Trust 48%Schwab 33%
      +00% 1 yr$676M
6671. 6671
      Boston Research and Management, Inc.Manchester, MA · 124 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$676M
6672. 6672
      Stordahl Capital Management, Inc.Greenwood Village, CO · 331 clientsWealth manager
      Schwab 100%
      +00% 1 yr$676M
6673. 6673
      Waterway Wealth Management, L.L.C.The Woodlands, TX · 142 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$676M
6674. 6674
      Yiheng Capital Management, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$676M
6675. 6675
      Aphias Capital, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$676M
6676. 6676
      Summit Wealth Partners, LLCOrlando, FL · 783 clientsWealth manager
      Schwab 74%Fidelity 26%
      +00% 1 yr$676M
6677. 6677
      Advantage Wealth PartnersFort Myers, FL · 583 clientsWealth managerWrap sponsor
      Fidelity 86%
      +00% 1 yr$675M
6678. 6678
      Little House Capital, LLCBraintree, MA · 253 clientsWealth manager
      Schwab 76%Fidelity 24%
      +00% 1 yr$675M
6679. 6679
      RDA Financial NetworkAkron, IA · 1,521 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$675M
6680. 6680
      Allegiance Financial GroupVienna, VA · 605 clientsWealth managerHybrid
      Schwab 78%Fidelity 22%
      +00% 1 yr$675M