The RIA database

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7081. 7081
      Heritage Wealth AdvisorsCincinnati, OH · 201 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$605M
7082. 7082
      Atlantic Edge Private Wealth Management287 clientsWealth manager
      Schwab 100%
      +00% 1 yr$604M
7083. 7083
      Ackerman Capital ManagementDallas, TX · 192 clientsWealth manager
      Schwab 100%
      +00% 1 yr$604M
7084. 7084
      Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
      Merrill / Bank of America 44%Morgan Stanley 35%
      +00% 1 yr$604M
7085. 7085
      Long Walk Management LP3 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$604M
7086. 7086
      Tucker Asset Management LLCLittleton, CO · 2,960 clientsWealth manager
      Schwab 100%
      +00% 1 yr$604M
7087. 7087
      Callodine Credit ManagementBoston, MA · 3 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
      No custodian reported
      +00% 1 yr$603M
7088. 7088
      Vendera Management Holdings, LLCDallas, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$603M
7089. 7089
      Avaii Wealth Management, LLCAppleton, WI · 995 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$603M
7090. 7090
      Endeavour Capital Advisors Inc.Greenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$603M
7091. 7091
      Hurricane Capital Advisors LLCNew York, NY · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$603M
7092. 7092
      10 East Partners LLCNew York, NY · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$603M
7093. 7093
      Intergy Private Wealth, LLCColorado Springs, CO · 590 clientsWealth manager
      Schwab 100%
      +00% 1 yr$603M
7094. 7094
      Owl Creek Wealth PartnersGreenwood Village, CO · 100 clientsWealth manager
      Schwab 100%
      +00% 1 yr$602M
7095. 7095
      Agriglobe Land Advisors, LLCFresno, CA · 23 clientsAsset manager
      No custodian reported
      +00% 1 yr$602M
7096. 7096
      Bpgc Management LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$602M
7097. 7097
      5clp AdvisorNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$602M
7098. 7098
      Dunhill FinancialLondon, United Kingdom · 996 clientsWealth manager
      Interactive Brokers 41%Fidelity 39%
      +00% 1 yr$602M
7099. 7099
      Lunt Capital Management Inc.Holladay, UT · 232 clientsAsset manager
      Schwab 59%Pershing 23%
      +00% 1 yr$601M
7100. 7100
      Axial Reade Capital, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$601M
7101. 7101
      Alliance Wealth Advisors, LLCScranton, PA · 677 clientsWealth manager
      Raymond James 51%Schwab 49%
      +00% 1 yr$601M
7102. 7102
      Modus Advisors, LLCExcelsior, MN · 347 clientsWealth manager
      Schwab 100%
      +00% 1 yr$601M
7103. 7103
      Aton Financial LLCSan Juan, PR · 274 clientsWealth manager
      Schwab 88%
      +00% 1 yr$601M
7104. 7104
      Olio Financial PlanningMcLean, VA · 387 clientsWealth manager
      Schwab 100%
      +00% 1 yr$601M
7105. 7105
      CHJ Wealth ManagementThe Woodlands, TX · 309 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$600M
7106. 7106
      Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWealth managerWrap sponsorHybrid
      Assetmark Brokerage 61%LPL Financial 39%
      +00% 1 yr$600M
7107. 7107
      GFG Alternative Investment Advisors LLCGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$600M
7108. 7108
      Giverny Capital Asset ManagementNew York, NY · 346 clientsWealth manager
      Schwab 86%
      +00% 1 yr$599M
7109. 7109
      Wealth Advisory Solutions, LLCZionsville, IN · 684 clientsWealth manager
      Wells Fargo 71%Schwab 29%
      +00% 1 yr$599M
7110. 7110
      Steginsky Capital LLC117 clientsWealth manager
      Pershing 100%
      +00% 1 yr$599M
7111. 7111
      Mainsail Asset Management, LLCBirmingham, AL · 188 clientsWealth manager
      Fidelity 57%Schwab 43%
      +00% 1 yr$599M
7112. 7112
      Emergent Strategic Partners, LLC26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$599M
7113. 7113
      Praetorian Guard, A Division of Praetorian Wealth Management,incCarmel, CA · 470 clientsWealth manager
      No custodian reported
      +00% 1 yr$599M
7114. 7114
      Avathon Capital Management LPChicago, IL · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$599M
7115. 7115
      Whitener Capital Management, IncRocky Mount, NC · 851 clientsWealth manager
      Schwab 100%
      +00% 1 yr$598M
7116. 7116
      Lone Peak Global Investors, LLCAlpine, UT · 152 clientsAsset managerHybrid
      Northern Trust 29%Schwab 29%Fifth Third Securities 24%
      +00% 1 yr$598M
7117. 7117
      Concorde Asset Management, LLCAnn Arbor, MI · 3,705 clientsWealth managerHybridConcorde Investment Services, LLC, clears through Pershing, RBC Capital Markets
      Schwab 80%
      +00% 1 yr$598M
7118. 7118
      Velocity Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$598M
7119. 7119
      Brookstone Asset Management, LLCWheaton, IL · 8 clientsAsset manager
      No custodian reported
      +00% 1 yr$598M
7120. 7120
      Grand Wealth Management, LLCGrand Rapids, MI · 156 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$598M