The RIA database

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7161. 7161
      Master's Wealth Management Inc.Leola, PA · 434 clientsWealth managerWrap sponsor
      Raymond James 86%
      +00% 1 yr$590M
7162. 7162
      Sequent Planning, LLCOmaha, NE · 6,015 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$589M
7163. 7163
      Voisard Asset Management GroupGrand Rapids, MI · 461 clientsWealth manager
      Schwab 100%
      +00% 1 yr$589M
7164. 7164
      Greater Midwest Financial Group, LLCSaint Paul, MN · 699 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$589M
7165. 7165
      Fairfield, Bush & Co.Darien, CT · 253 clientsWealth manager
      J.P. Morgan 61%Schwab 23%
      +00% 1 yr$589M
7166. 7166
      RJA Asset Management LLCStamford, CT · 6 clientsAsset manager
      Schwab 83%
      +00% 1 yr$589M
7167. 7167
      WP Advisors, LLC391 clientsWealth manager
      Schwab 100%
      +00% 1 yr$589M
7168. 7168
      Consolidated FinancialDublin, OH · 760 clientsAsset manager
      Schwab 100%
      +00% 1 yr$589M
7169. 7169
      HFR Wealth Management, LLC371 clientsWealth manager
      Schwab 100%
      +00% 1 yr$589M
7170. 7170
      Stone-Goff PartnersNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$589M
7171. 7171
      IAS Wealth Management, Inc.The Woodlands, TX · 235 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$589M
7172. 7172
      Jade Mountain Partners, LLCWhite Plains, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$588M
7173. 7173
      Virage Capital Management LPHouston, TX · 9 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$588M
7174. 7174
      Investrust Consulting, LLCOklahoma City, OK · 8 clientsWealth managerBank-affiliated
      Investrust 100%
      +00% 1 yr$588M
7175. 7175
      Brock Fiduciary Services LLCNew York, NYAsset managerHybridBrock Securities LLC
      No custodian reported
      +00% 1 yr$588M
7176. 7176
      Eschler Asset Management LLPLondon, United Kingdom · 40 clientsPrivate fund adviser
      Interactive Brokers 54%UBS 46%
      +00% 1 yr$588M
7177. 7177
      JPL Wealth Management, LLCGreenwood Village, CO · 291 clientsWealth manager
      Schwab 51%Fidelity Management & Research Company 49%
      +00% 1 yr$588M
7178. 7178
      Napier FinancialBraintree, MA · 242 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$588M
7179. 7179
      Everpar Advisors LLCTulsa, OK · 250 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$588M
7180. 7180
      Kirr, Marbach & Company, LLCColumbus, IN · 180 clientsWealth manager
      Horizon Bank 42%Schwab 37%
      +00% 1 yr$588M
7181. 7181
      Scopia Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$587M
7182. 7182
      Castle Rock Wealth Management, LLCWalnut Creek, CA · 2,040 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$587M
7183. 7183
      Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
      Pershing 81%
      +00% 1 yr$587M
7184. 7184
      Squire Wealth AdvisorsOrem, UT · 587 clientsWealth manager
      Schwab 100%
      +00% 1 yr$587M
7185. 7185
      Cuadrilla Capital, LLCSanta Barbara, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$587M
7186. 7186
      ARX Management, LLCEl Segundo, CA · 29 clientsAsset manager
      Huntington National Bank 70%U.S. Bank 30%
      +00% 1 yr$586M
7187. 7187
      Diversified Financial Advisors, LLCTown and Country, MO · 641 clientsAsset managerHybrid
      Broadridge Business Process Outsourcing 65%LPL Financial 35%
      +00% 1 yr$586M
7188. 7188
      O'keefe Stevens Advisory, Inc.357 clientsWealth manager
      Schwab 90%
      +00% 1 yr$586M
7189. 7189
      Northleaf Capital Advisors LTD.Toronto, Ontario, Canada · 4 clientsPrivate fund adviserHybridIPC Investment Corporation, IPC Securities Corporation
      Northleaf Capital Partners 97%
      +00% 1 yr$585M
7190. 7190
      LEP Management LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$585M
7191. 7191
      Kreitler Financial LLCNew Haven, CT · 173 clientsWealth manager
      Raymond James 84%
      +00% 1 yr$585M
7192. 7192
      Wellspring Wealth Management LLCAlpharetta, GA · 262 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$585M
7193. 7193
      Riley Friedman Asset ManagementLos Altos, CA · 221 clientsWealth manager
      Schwab 77%Fidelity 22%
      +00% 1 yr$585M
7194. 7194
      Twin Peaks Wealth Advisors431 clientsWealth managerHybrid
      Schwab 67%Fidelity Distributors Company 33%
      +00% 1 yr$585M
7195. 7195
      Tensor Edge Capital, LLCBoston, MA · 3 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$585M
7196. 7196
      KDK Private Wealth ManagementHouston, TX · 95 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$585M
7197. 7197
      Freedom Fiduciaries LLCBoise, ID · 124 clientsAsset manager
      Empower 62%Voya 38%
      +00% 1 yr$585M
7198. 7198
      Meraki Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$585M
7199. 7199
      424 Capital, LLCWakefield, MA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$584M
7200. 7200
      Newroad Capital Partners, LLCBentonville, AR · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$584M