The RIA database

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7441. 7441
      Global Assets Advisory, LLCOrlando, FL · 2,588 clientsBroker-dealer firmHybridBHS Financial, LLC, International Assets Advisory, LLC
      Schwab 100%
      +00% 1 yr$552M
7442. 7442
      The SUMThe Woodlands, TX · 209 clientsWealth manager
      Schwab 100%
      +00% 1 yr$551M
7443. 7443
      Broadleaf Partners, LLCHudson, OH · 244 clientsWealth manager
      Schwab 100%
      +00% 1 yr$551M
7444. 7444
      HST Ventures, LLCPark City, UT · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$551M
7445. 7445
      Veridian Capital PartnersFrederick, MD · 822 clientsWealth managerWrap sponsorHybrid
      Fidelity 81%
      +00% 1 yr$551M
7446. 7446
      Amicus Financial Advisors, LLCLubbock, TX · 748 clientsWealth manager
      Schwab 100%
      +00% 1 yr$551M
7447. 7447
      Dedora Capital, Inc.Napa, CA · 467 clientsWealth manager
      Schwab 100%
      +00% 1 yr$551M
7448. 7448
      New Holland Trading LLCNew York, NYAsset manager
      No custodian reported
      +00% 1 yr$550M
7449. 7449
      Terramont Infrastructure Management LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$550M
7450. 7450
      Pinnacle Wealth AdvisorsClackamas, OR · 832 clientsWealth manager
      SEI 56%Schwab 44%
      +00% 1 yr$550M
7451. 7451
      Snider Financial GroupBellevue, WA · 515 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$550M
7452. 7452
      Varcov Co.Darien, CT · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$550M
7453. 7453
      Mack & Co. Partners, LPDallas, TX · 12 clientsWealth managerHybridM&co. Securities LLC
      Fidelity 100%
      +00% 1 yr$549M
7454. 7454
      Stiles Financial Services, Inc.Edina, MN · 261 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$549M
7455. 7455
      Mills Wealth Advisors, LLCSouthlake, TX · 472 clientsWealth manager
      Schwab 100%
      +00% 1 yr$549M
7456. 7456
      Exome Asset Management LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$549M
7457. 7457
      MAY Hill Capital, LLCCohasset, MA · 113 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$549M
7458. 7458
      Hamel Associates,inc.Allentown, PA · 127 clientsWealth manager
      Schwab 100%
      +00% 1 yr$548M
7459. 7459
      Cable CAR Capital, LPSan Francisco, CA · 4 clientsPrivate fund adviser
      Schwab 90%
      +00% 1 yr$548M
7460. 7460
      Range Rock CapitalWellesley, MA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$548M
7461. 7461
      Big League AdvantageWashington, DC · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$548M
7462. 7462
      Crux Wealth AdvisorsLong Beach, CA · 676 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$548M
7463. 7463
      Truewealth Advisors, LLCHoover, AL · 1,104 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$547M
7464. 7464
      CachetechLogan, UT · 5 clientsAsset manager
      Schwab 100%
      +00% 1 yr$547M
7465. 7465
      Rays Capital Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
      UOB KAY Hian (hong Kong) Limited 47%Citi 42%
      +00% 1 yr$547M
7466. 7466
      Adaptive Financial Consulting, LLCBeachwood, OH · 261 clientsWealth manager
      Fidelity 79%
      +00% 1 yr$547M
7467. 7467
      Monon Wealth ManagementIndianapolis, IN · 518 clientsWealth manager
      Schwab 100%
      +00% 1 yr$547M
7468. 7468
      Jet Wealth AdvisorsLa Jolla, CA · 556 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$547M
7469. 7469
      Byrne Financial Freedom, LLCFranklin, MA · 967 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$546M
7470. 7470
      Mach-1 Financial Group, LLCRogers, AR · 1,566 clientsWealth managerWrap sponsorHybrid
      Schwab 87%
      +00% 1 yr$546M
7471. 7471
      Resilience ManagementCleveland, OH · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$546M
7472. 7472
      3 Boomerang Capital, LPGreenwich, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$546M
7473. 7473
      Legacy WealthWoodbury, MN · 493 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$546M
7474. 7474
      Wellington Shields & Co., LLCNew York, NY · 586 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$546M
7475. 7475
      Whitegate Investment Counselors, Inc.Concord, NH · 139 clientsWealth manager
      Schwab 100%
      +00% 1 yr$545M
7476. 7476
      Stewardship Advisors, LLCMount Joy, PA · 687 clientsWealth manager
      TradePMR / Robinhood 79%
      +00% 1 yr$545M
7477. 7477
      25 FinancialSaint Louis, MO · 505 clientsWealth managerHybrid
      Schwab 86%
      +00% 1 yr$545M
7478. 7478
      Selby Wealth ManagementEmeryville, CA · 187 clientsWealth manager
      Schwab 100%
      +00% 1 yr$545M
7479. 7479
      Amherst Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$545M
7480. 7480
      Trillium Wealth LLCWinter Park, FL · 629 clientsWealth manager
      Schwab 55%Fidelity 45%
      +00% 1 yr$545M