The RIA database

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7121. 7121
      Maytus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$598M
7122. 7122
      Jaffa Capital Management LLCClifton, NJ · 32 clientsAsset manager
      Truist Bank 75%First Horizon Advisors 25%
      +00% 1 yr$597M
7123. 7123
      Measured Risk PortfoliosSan Diego, CA · 812 clientsWealth manager
      Schwab 100%
      +00% 1 yr$597M
7124. 7124
      Treehouse Wealth AdvisorsWalnut Creek, CA · 290 clientsWealth manager
      Schwab 100%
      +00% 1 yr$597M
7125. 7125
      The Phoenix Fund Advisor LLCGuaynabo, PR · 2 clientsPrivate fund adviserHybridPariter Securities, LLC, clears through Axos Clearing
      No custodian reported
      +00% 1 yr$596M
7126. 7126
      Ascentis Wealth Management, LLCDallas, TX · 259 clientsWealth managerAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$596M
7127. 7127
      CfciBloomington, IN · 1,083 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$596M
7128. 7128
      Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$595M
7129. 7129
      Reliant Wealth Planning, LLCLouisville, KY · 1,701 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
      Raymond James 100%
      +00% 1 yr$595M
7130. 7130
      Hedeker Wealth LLCLincolnshire, IL · 264 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$595M
7131. 7131
      Affinity Investment Group, LLCExeter, NH · 471 clientsWealth manager
      Schwab 100%
      +00% 1 yr$595M
7132. 7132
      Perspective Wealth ManagementHunt Valley, MD · 264 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$595M
7133. 7133
      Virtus Wealth SolutionsCranford, NJ · 325 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$595M
7134. 7134
      Octahedron Capital Management, L.P.Burlingame, CA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$594M
7135. 7135
      Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$594M
7136. 7136
      Alignment GrowthNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$593M
7137. 7137
      Capital Resource Management,inc.Deerfield, IL · 42 clientsWealth manager
      U.S. Bank 100%
      +00% 1 yr$593M
7138. 7138
      Atlas Merchant Capital LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$593M
7139. 7139
      Fund Direct Advisors Inc.Greensboro, NC · 155 clientsAsset managerHybrid
      MID Atlantic Capital Group 100%
      +00% 1 yr$593M
7140. 7140
      Greensledge Asset Management LLCGlastonbury, CT · 4 clientsPrivate fund adviserHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
      No custodian reported
      +00% 1 yr$593M
7141. 7141
      Hogantaylor WealthTulsa, OK · 385 clientsWealth manager
      Fidelity 54%Schwab 46%
      +00% 1 yr$593M
7142. 7142
      GDA Luma Capital Management, LPMiami, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$592M
7143. 7143
      Delta Financial Advisors, L.L.C.Metairie, LA · 217 clientsWealth manager
      Schwab 100%
      +00% 1 yr$592M
7144. 7144
      Gerber, LLCColumbus, OH · 220 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$592M
7145. 7145
      Wealth Preservation Advisors, LLCChattanooga, TN · 330 clientsWealth manager
      Schwab 76%Raymond James 24%
      +00% 1 yr$592M
7146. 7146
      Hoxton Planning & Management, LLCShepherdstown, WV · 392 clientsWealth manager
      Fidelity Distributors Company 82%
      +00% 1 yr$592M
7147. 7147
      HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
      Schwab 51%Wilmington Trust Investment Management 49%
      +00% 1 yr$591M
7148. 7148
      Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
      Wilmington Trust Investment Management 51%UBS 49%
      +00% 1 yr$591M
7149. 7149
      Nippon Value InvestorsTokyo, Japan · 3 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$591M
7150. 7150
      Poehling Capital Management, Inc.Madison, WI · 435 clientsWealth manager
      Schwab 100%
      +00% 1 yr$591M
7151. 7151
      AIS PlanningSt. Cloud, MN · 561 clientsWealth manager
      SEI 100%
      +00% 1 yr$591M
7152. 7152
      The Legacy Financial Group, Inc.Tulsa, OK · 317 clientsWealth manager
      Schwab 100%
      +00% 1 yr$591M
7153. 7153
      MP Next CapitalVillanova, PA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$591M
7154. 7154
      Levco Capital LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$591M
7155. 7155
      Financial Gravity Family Office Services, LLCLakeway, TX · 1,724 clientsWealth manager
      Schwab 100%
      +00% 1 yr$590M
7156. 7156
      Milestone Financial Planning, LLCBedford, NH · 257 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$590M
7157. 7157
      Florida Atlantic Securities Corp.Miami, FL · 50 clientsBroker-dealer firmHybrid
      Northern Trust 65%Fidelity 35%
      +00% 1 yr$590M
7158. 7158
      Section Partners Management, LLCPalo Alto, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$590M
7159. 7159
      Reston Wealth ManagementReston, VA · 491 clientsWealth manager
      Fidelity 67%
      +00% 1 yr$590M
7160. 7160
      MIG Capital, LLCNewport Beach, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$590M