The RIA database

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7641. 7641
      Denver PWM, LLCDenver, CO · 221 clientsWealth manager
      Schwab 100%
      +00% 1 yr$524M
7642. 7642
      Pathway Financial Advisers, LLCAuburn, IN · 822 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$524M
7643. 7643
      SST Benefits ConsultingAliso Viejo, CA · 5 clientsAsset manager
      No custodian reported
      +00% 1 yr$524M
7644. 7644
      Conifer Investments LTDWest Hartford, CT · 41 clientsWealth manager
      Schwab 100%
      +00% 1 yr$524M
7645. 7645
      DLK Investment ManagementSolana Beach, CA · 467 clientsWealth manager
      Schwab 100%
      +00% 1 yr$524M
7646. 7646
      Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
      Fidelity 72%
      +00% 1 yr$524M
7647. 7647
      Financial Gravity Asset Management, Inc.Austin, TX · 1,518 clientsWealth managerPublic-company owned
      Schwab 100%
      +00% 1 yr$523M
7648. 7648
      Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
      Fidelity 100%
      +00% 1 yr$523M
7649. 7649
      Evergreen Advisors, LLCChattanooga, TN · 494 clientsWealth manager
      Schwab 100%
      +00% 1 yr$523M
7650. 7650
      Fort Point CapitalBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$523M
7651. 7651
      Park Edge Advisors, LLCCleveland, OH · 330 clientsWealth manager
      Schwab 100%
      +00% 1 yr$523M
7652. 7652
      Delta Wealth Management41 clientsWealth manager
      Schwab 100%
      +00% 1 yr$522M
7653. 7653
      Sherborne Investors Management LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$522M
7654. 7654
      Voya Investment Management (UK) LimitedLondon, United Kingdom · 4 clientsAsset managerAffiliated broker-dealerVoya Alternative Asset Management LLC, Voya Financial Advisors, Inc.
      No custodian reported
      +00% 1 yr$522M
7655. 7655
      McLaughlin Ryder Investments, Inc.Alexandria, VA · 503 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$522M
7656. 7656
      DG Capital Management, LLCNew York, NY · 12 clientsPrivate fund adviser
      Jefferies 100%
      +00% 1 yr$522M
7657. 7657
      Leading Edge Financial Planning LLCKnoxville, TN · 302 clientsWealth manager
      Schwab 100%
      +00% 1 yr$522M
7658. 7658
      Verso PartnersSan Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$522M
7659. 7659
      Reflow Services, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$521M
7660. 7660
      Andrew Garrett, Inc.New York, NY · 1,122 clientsBroker-dealer firmHybridAndrew Garrett, Inc.
      No custodian reported
      +00% 1 yr$521M
7661. 7661
      Trinity Legacy Partners, LLCHouston, TX · 360 clientsWealth manager
      Schwab 100%
      +00% 1 yr$521M
7662. 7662
      5th Century PartnersChicago, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$521M
7663. 7663
      Disciplined Equity Management, Inc.Neptune Beach, FL · 231 clientsWealth manager
      Schwab 100%
      +00% 1 yr$521M
7664. 7664
      Kingdom Financial Group, LLCPeoria, AZ · 1,810 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$521M
7665. 7665
      Paul CapitalSan Francisco, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$521M
7666. 7666
      Fiduciary Advisors, LLCCottonwood Heights, UT · 56 clientsAsset manager
      Advisortrust 100%
      +00% 1 yr$520M
7667. 7667
      Zuraw Financial Advisors, LLCGreensboro, NC · 165 clientsWealth manager
      Schwab 79%
      +00% 1 yr$520M
7668. 7668
      Uncommon Cents InvestingJanesville, WI · 589 clientsWealth manager
      Schwab 100%
      +00% 1 yr$520M
7669. 7669
      Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$519M
7670. 7670
      Savano Direct Capital Partners, LLCBaltimore, MD · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$519M
7671. 7671
      Broadoak Asset Management, LLCBethesda, MD · 9 clientsPrivate fund adviserHybridBroadoak Partners, LLC
      No custodian reported
      +00% 1 yr$519M
7672. 7672
      Northstar Financial Companies, Inc.Conshohocken, PA · 507 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$519M
7673. 7673
      Matson Financial Advisors, Inc.Danbury, CT · 232 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$519M
7674. 7674
      Summit House Capital Management, LLCDallas, TX · 4 clientsAsset manager
      U.S. Bank 100%
      +00% 1 yr$519M
7675. 7675
      Council Capital Funds Management, LLCNashville, TN · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$519M
7676. 7676
      Bicycle CapitalCoconut Grove, FL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$518M
7677. 7677
      Boardman Bay Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$518M
7678. 7678
      Independent Wealth Network, Inc.Urbandale, IA · 1,460 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$518M
7679. 7679
      Hudson Hill Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$518M
7680. 7680
      Quantech Solution Partners North America Inc.Ny, NY · 3 clientsAsset manager
      Barclays Bank PLC 51%Goldman Sachs 36%
      +00% 1 yr$518M