The RIA database

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6801. 6801
      Summit Creek AdvisorsMinneapolis, MN · 27 clientsAsset manager
      BNY 100%
      +00% 1 yr$651M
6802. 6802
      Monex Asset Management, Inc.Houston, TX · 599 clientsWealth managerHybridMonex Securities, Inc.
      Pershing 100%
      +00% 1 yr$651M
6803. 6803
      ACM Management Company, LLCPortland, OR · 2 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$650M
6804. 6804
      Sheridan Production Partners Manager III, LLCHouston, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$650M
6805. 6805
      Bridgecreek Financial GroupTulsa, OK · 47 clientsWealth manager
      Schwab 100%
      +00% 1 yr$650M
6806. 6806
      Rosecliff Venture Management, LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$650M
6807. 6807
      JRM Investment Counsel.75 clientsAsset manager
      Schwab 100%
      +00% 1 yr$649M
6808. 6808
      Midwest Professional Planners, LTD.Wausau, WI · 837 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$649M
6809. 6809
      Essex LLCDeer Park, IL · 608 clientsWealth manager
      Schwab 100%
      +00% 1 yr$649M
6810. 6810
      Asset Strategy Advisors, LLCWayland, MA · 504 clientsAsset managerHybridConcorde Investment Services, LLC, RCX Capital Group, LLC, clears through Pershing, RBC Capital Markets
      No custodian reported
      +00% 1 yr$649M
6811. 6811
      Dale K. Ehrhart, Inc.Venice, FL · 139 clientsWealth manager
      Schwab 70%Fidelity 30%
      +00% 1 yr$649M
6812. 6812
      Monument Wealth ManagementAlexandria, VA · 239 clientsWealth manager
      Schwab 100%
      +00% 1 yr$648M
6813. 6813
      Reap Financial Group, LLCAustin, TX · 1,284 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$648M
6814. 6814
      Family Office Research, LLCBethesda, MD · 133 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$648M
6815. 6815
      5c Capital Management, LLCWoodcliff Lake, NJ · 552 clientsWealth manager
      Schwab 85%
      +00% 1 yr$648M
6816. 6816
      Powell Investment Advisors, LLCMiami, FL · 61 clientsWealth manager
      Schwab 100%
      +00% 1 yr$648M
6817. 6817
      Arixa Management, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$648M
6818. 6818
      Altum Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$648M
6819. 6819
      Pier Capital, LLCStamford, CT · 8 clientsAsset manager
      SEB 41%U.S. Bank 39%
      +00% 1 yr$648M
6820. 6820
      Boston Standard Wealth Management, LLCWinchester, MA · 393 clientsWealth manager
      Schwab 100%
      +00% 1 yr$648M
6821. 6821
      Standard General L.P.New York, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$647M
6822. 6822
      ACT Two Investors LLC311 clientsWealth manager
      Schwab 100%
      +00% 1 yr$647M
6823. 6823
      Guardian Point Capital, LPCharlottesville, VA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$646M
6824. 6824
      Peakview CapitalMenlo Park, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$646M
6825. 6825
      SSW PartnersNew York, NY · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$646M
6826. 6826
      GPB Capital Holdings, LLCGreenwich, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$646M
6827. 6827
      Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
      Schwab 87%
      +00% 1 yr$646M
6828. 6828
      McGinty Road Partners, LPMinnetonka, MN · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$646M
6829. 6829
      Kitching Partners, LLCConshohocken, PA · 119 clientsWealth manager
      Schwab 53%J.P. Morgan 47%
      +00% 1 yr$646M
6830. 6830
      Cambridge Financial Group, LLCTucson, AZ · 293 clientsWealth manager
      Schwab 100%
      +00% 1 yr$646M
6831. 6831
      Triumph Capital ManagementDenver, CO · 2,239 clientsWealth managerWrap sponsor
      No custodian reported
      +00% 1 yr$646M
6832. 6832
      Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$645M
6833. 6833
      Dafna Capital Management, LLCLos Angeles, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$645M
6834. 6834
      DWM Asset Management, LLCStamford, CT · 6 clientsPrivate fund adviserHybridDWM Finance LLC
      No custodian reported
      +00% 1 yr$645M
6835. 6835
      Spicewood Mineral Management, LLCDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$645M
6836. 6836
      1808 Capital PartnersGreensboro, NC · 272 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$645M
6837. 6837
      Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
      Schwab 51%Northern Trust 31%
      +00% 1 yr$644M
6838. 6838
      Buckley WealthLas Vegas, NV · 224 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$644M
6839. 6839
      Heron Bay Capital ManagementBloomfield Hills, MI · 127 clientsWealth manager
      Schwab 100%
      +00% 1 yr$644M
6840. 6840
      Richards Merrill Wealth ManagementSpokane, WA · 1,277 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$644M