The RIA database

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6721. 6721
      Opengate Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$667M
6722. 6722
      IRC WealthAtlanta, GA · 373 clientsWealth manager
      Schwab 100%
      +00% 1 yr$667M
6723. 6723
      Cayetano Development, LLCAustin, TX · 64 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$667M
6724. 6724
      Prestige Wealth Management Group, LLCFlemington, NJ · 440 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$666M
6725. 6725
      Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
      Schwab 61%SEI 27%
      +00% 1 yr$666M
6726. 6726
      Beck Bode LLCDedham, MA · 979 clientsWealth manager
      Schwab 49%Altruist 29%LPL Financial 22%
      +00% 1 yr$666M
6727. 6727
      Hiddenite Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$666M
6728. 6728
      BcwmOverland Park, KS · 378 clientsWealth manager
      Schwab 100%
      +00% 1 yr$665M
6729. 6729
      America First Investment Advisors LLCOmaha, NE · 266 clientsWealth manager
      Schwab 100%
      +00% 1 yr$665M
6730. 6730
      Alta Wealth Advisors LLCWoburn, MA · 779 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$665M
6731. 6731
      Allen Wealth Management, LLCBoone, NC · 1,108 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$664M
6732. 6732
      Logan StoneChicago, IL · 13 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$664M
6733. 6733
      Focused Alpha, LLCGreenwood Village, CO · 553 clientsWealth managerWrap sponsor
      Fidelity 73%Schwab 27%
      +00% 1 yr$664M
6734. 6734
      GKB Partners LLC4 clientsWealth manager
      No custodian reported
      +00% 1 yr$663M
6735. 6735
      RRA CapitalPhoenix, AZ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$663M
6736. 6736
      McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clientsWealth manager
      Schwab 80%
      +00% 1 yr$663M
6737. 6737
      Calvert Street Capital Partners, Inc.Towson, MD · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$663M
6738. 6738
      Diligent Investors, LLCRedlands, CA · 884 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$663M
6739. 6739
      Cruden Bay Investment Management, LLCWestlake Village, CA · 151 clientsWealth managerWrap sponsor
      Schwab 65%LPL Financial 35%
      +00% 1 yr$663M
6740. 6740
      Ironwood Financial, LLCTucson, AZ · 624 clientsWealth manager
      Schwab 71%Fidelity 29%
      +00% 1 yr$663M
6741. 6741
      Three Arch Wealth Management LLCIrvine, CA · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$662M
6742. 6742
      Harrell Investment Partners, LLCAustin, TX · 186 clientsWealth manager
      Raymond James 89%
      +00% 1 yr$662M
6743. 6743
      Westshore WealthNewport Beach, CA · 207 clientsWealth manager
      Schwab 100%
      +00% 1 yr$662M
6744. 6744
      Bare Wealth AdvisorsGap, PA · 841 clientsWealth manager
      Schwab 100%
      +00% 1 yr$662M
6745. 6745
      Quattro Advisors L.L.C.Pittsburgh, PA · 414 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$662M
6746. 6746
      Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
      TradePMR / Robinhood 99%
      +00% 1 yr$661M
6747. 6747
      LEM Capital, L.P.Philadelphia, PA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$661M
6748. 6748
      Pender Capital Management, LLCDallas, TX · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$661M
6749. 6749
      The Genwealth Group, Inc.Maplewood, NJ · 301 clientsWealth manager
      Schwab 100%
      +00% 1 yr$661M
6750. 6750
      Banorte Asset Management, Inc.Houston, TX · 869 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
      Pershing 91%
      +00% 1 yr$661M
6751. 6751
      Williams Asset ManagementColumbia, MD · 433 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$661M
6752. 6752
      Riverwater Partners LLCMilwaukee, WI · 185 clientsWealth manager
      Schwab 100%
      +00% 1 yr$661M
6753. 6753
      Truvestments Capital LLCSarasota, FL · 1,317 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$661M
6754. 6754
      Holderness Investments CoGreensboro, NC · 339 clientsWealth manager
      Schwab 100%
      +00% 1 yr$661M
6755. 6755
      Foundation Wealth Management, LLCClayton, MO · 359 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$661M
6756. 6756
      St. James Investment Company, LLCSouthlake, TX · 271 clientsAsset manager
      Schwab 100%
      +00% 1 yr$661M
6757. 6757
      Goodlander Investment Management, LLCDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$660M
6758. 6758
      Betterwealth LLCSan Jose, CA · 378 clientsWealth manager
      Schwab 100%
      +00% 1 yr$660M
6759. 6759
      Northstar Asset Management Company, LLCBlue Bell, PA · 161 clientsWealth manager
      Schwab 85%
      +00% 1 yr$660M
6760. 6760
      Archer Capital Group Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybridRainmaker Securities, LLC
      No custodian reported
      +00% 1 yr$660M