The RIA database

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7681. 7681
      Parkshore Wealth ManagementGranite Bay, CA · 528 clientsWealth manager
      Schwab 100%
      +00% 1 yr$518M
7682. 7682
      Seldon Capital LPSan Francisco, CA · 3 clientsPrivate fund adviser
      Fidelity Distributors Company 77%Schwab 23%
      +00% 1 yr$518M
7683. 7683
      Altium Investment Strategies LLCWesley Chapel, FL · 2 clientsAsset managerHybridAAG Capital, Inc.
      Schwab 100%
      +00% 1 yr$518M
7684. 7684
      BGM Wealth ManagementBloomington, MN · 213 clientsWealth manager
      Schwab 100%
      +00% 1 yr$517M
7685. 7685
      JZ PartnersNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$517M
7686. 7686
      Alliance Wealth Management Group, LLCFlemington, NJ · 447 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$517M
7687. 7687
      Fiat Wealth ManagementWayzata, MN · 647 clientsWealth manager
      Schwab 100%
      +00% 1 yr$517M
7688. 7688
      Nestyield EtfsDowney, CA · 4 clientsAsset managerHybridCentaurus Financial, Inc.
      Schwab 100%
      +00% 1 yr$517M
7689. 7689
      Chelsea Management CompanyWoodland Hills, CA · 95 clientsAsset manager
      Comerica Bank & Trust 51%Schwab 33%
      +00% 1 yr$517M
7690. 7690
      Sowa Financial GroupLincoln, RI · 572 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$517M
7691. 7691
      Gifford Fong AssociatesLafayette, CA · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$517M
7692. 7692
      Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWealth managerWrap sponsorHybrid
      Schwab 83%
      +00% 1 yr$517M
7693. 7693
      CRG Fund Manager, LLCChicago, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$517M
7694. 7694
      Millennia Global Investors, LLCNew York, NY · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$516M
7695. 7695
      801 West Capital Management, LLCLake Oswego, OR · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$516M
7696. 7696
      Prudent InvestorsLake Forest, CA · 670 clientsWealth manager
      Schwab 100%
      +00% 1 yr$516M
7697. 7697
      CID Capital II, Inc.Carmel, IN · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$516M
7698. 7698
      Steamboat Capital Partners, LLC7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$516M
7699. 7699
      Orion Investment CoSt Louis, MO · 673 clientsWealth managerHybridSauer, Dazey Investment Company, clears through RBC Capital Markets
      RBC 100%
      +00% 1 yr$515M
7700. 7700
      Financial Network Wealth Advisors LLCMurray, UT · 1,828 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$515M
7701. 7701
      The Main Street GroupGlen Allen, VA · 765 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$515M
7702. 7702
      Twenty-First Tailored Solutions, Inc.55 clientsAsset managerHybrid
      UBS 100%
      +00% 1 yr$515M
7703. 7703
      Prism Advisors, Inc.Studio City, CA · 242 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$515M
7704. 7704
      Wealthspring Capital LLCWest Harrison, NY · 125 clientsAsset manager
      Pershing 66%Schwab 34%
      +00% 1 yr$515M
7705. 7705
      Mattson Financial Services, LLCKentwood, MI · 1,127 clientsWealth manager
      Schwab 100%
      +00% 1 yr$515M
7706. 7706
      Taiko Private WealthChicago, IL · 55 clientsWealth manager
      Schwab 100%
      +00% 1 yr$515M
7707. 7707
      Haven Wealth GroupHouston, TX · 348 clientsWealth manager
      Schwab 100%
      +00% 1 yr$515M
7708. 7708
      Gavilan Investment Partners LLCBurlingame, CA · 2 clientsAsset manager
      Citi 100%
      +00% 1 yr$515M
7709. 7709
      James T. Borello & Co.East Dundee, IL · 700 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$514M
7710. 7710
      Searcy Financial Services, Inc.Overland Park, KS · 193 clientsWealth manager
      Schwab 100%
      +00% 1 yr$514M
7711. 7711
      Uhler Vertich White AdvisorsFort Myers, FL · 424 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$514M
7712. 7712
      Wiser Wealth Management, IncMarietta, GA · 528 clientsWealth manager
      Schwab 100%
      +00% 1 yr$514M
7713. 7713
      Tower Bay Asset Management LPStamford, CT · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$514M
7714. 7714
      Serenity Investment AdvisorsChicago, IL · 434 clientsAsset manager
      Principal Securities 50%Schwab 50%
      +00% 1 yr$514M
7715. 7715
      Greybull Advisors, LLCJackson, WY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$514M
7716. 7716
      Allocator Solutions, LLCSt Louis, MO · 1 clientsAsset manager
      Northern Trust 44%Merrill / Bank of America 41%
      +00% 1 yr$514M
7717. 7717
      Elevatus Wealth Management, LLCVictor, NY · 331 clientsWealth manager
      Schwab 94%
      +00% 1 yr$513M
7718. 7718
      CacmNew York, NY · 13 clientsPrivate fund adviserHybridCanam Investor Services, LLC
      No custodian reported
      +00% 1 yr$513M
7719. 7719
      DEW Point CapitalLos Angeles, CA · 618 clientsWealth manager
      Schwab 100%
      +00% 1 yr$513M
7720. 7720
      Alaethes Wealth, LLC103 clientsWealth manager
      Fidelity 49%Schwab 42%
      +00% 1 yr$513M