The RIA database

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8201. 8201
      Gardner Lewis Asset Management LPChadds Ford, PA · 12 clientsPrivate fund adviser
      Northern Trust 75%Goldman Sachs 25%
      +00% 1 yr$456M
8202. 8202
      True Wave Financial PlannersSacramento, CA · 956 clientsWealth manager
      Schwab 100%
      +00% 1 yr$456M
8203. 8203
      Access Investment Management, LLCAtlanta, GA · 32 clientsWealth manager
      Schwab 100%
      +00% 1 yr$456M
8204. 8204
      AGH Wealth Advisors, LLCWichita, KS · 489 clientsWealth managerWrap sponsorHybrid
      LPL Financial 57%American Trust Custody Services 43%
      +00% 1 yr$456M
8205. 8205
      Five Oceans Advisors117 clientsWealth manager
      Schwab 100%
      +00% 1 yr$456M
8206. 8206
      Truenorth Wealth & Impact, LLCJoplin, MO · 401 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$456M
8207. 8207
      Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.
      Fidelity 52%Schwab 48%
      +00% 1 yr$456M
8208. 8208
      Worth Venture Partners, LLCFort Lee, NJ · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$456M
8209. 8209
      LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
      Fidelity 55%Schwab 45%
      +00% 1 yr$456M
8210. 8210
      Benford Capital Partners Management, L.P.Chicago, IL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$456M
8211. 8211
      Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
      Schwab 57%Merrill / Bank of America 22%
      +00% 1 yr$456M
8212. 8212
      Mullooly Asset Management, Inc.Wall Township, NJ · 533 clientsWealth manager
      Schwab 100%
      +00% 1 yr$456M
8213. 8213
      Chaney Capital Management Inc.Lynnwood, WA · 388 clientsWealth manager
      Schwab 100%
      +00% 1 yr$456M
8214. 8214
      Cove Private Wealth, LLCOyster Bay, NY · 95 clientsWealth manager
      Goldman Sachs 89%
      +00% 1 yr$455M
8215. 8215
      Sicart Associates, LLCNew York, NY · 110 clientsWealth manager
      Pershing 100%
      +00% 1 yr$455M
8216. 8216
      Flourish Wealth Management Inc.Edina, MN · 157 clientsWealth manager
      Schwab 100%
      +00% 1 yr$455M
8217. 8217
      Eagle Capital Management, LLCMandeville, LA · 312 clientsWealth manager
      Schwab 82%
      +00% 1 yr$455M
8218. 8218
      Cedar Cove Wealth PartnersBloomington, MN · 2,036 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$455M
8219. 8219
      IVC Wealth Advisors LLCSilverdale, PA · 580 clientsWealth manager
      Schwab 100%
      +00% 1 yr$455M
8220. 8220
      Selective Wealth Management, Inc.Forest, VA · 697 clientsWealth manager
      Schwab 81%
      +00% 1 yr$455M
8221. 8221
      Whitestar Advisors, LLCBoca Raton, FL · 27 clientsAsset manager
      No custodian reported
      +00% 1 yr$454M
8222. 8222
      New Water Capital, L.P.Boca Raton, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$454M
8223. 8223
      Signature Wealth Management Partners, LLCMontvale, NJ · 432 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$454M
8224. 8224
      Provenance Management Co., LPBeverly Hills, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$454M
8225. 8225
      Confidence Wealth Management, Inc.Los Angeles, CA · 743 clientsWealth manager
      Schwab 100%
      +00% 1 yr$454M
8226. 8226
      Axient Investment Advisors LLCHuntsville, AL · 768 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$454M
8227. 8227
      Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
      Schwab 81%
      +00% 1 yr$454M
8228. 8228
      Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
      Schwab 87%
      +00% 1 yr$454M
8229. 8229
      Laurel Wealth PlanningEdina, MN · 177 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$454M
8230. 8230
      Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
      Schwab 64%
      +00% 1 yr$454M
8231. 8231
      Brant Point Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$453M
8232. 8232
      Richmond Investment Services LLCMequon, WI · 890 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$453M
8233. 8233
      Robinswood FinancialKirkland, WA · 488 clientsWealth manager
      Schwab 100%
      +00% 1 yr$453M
8234. 8234
      Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clientsWealth manager
      Schwab 83%
      +00% 1 yr$453M
8235. 8235
      McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
      Schwab 53%Fidelity Distributors Company 33%
      +00% 1 yr$453M
8236. 8236
      Cross Island Advisors LLCDarien, CTWealth manager
      No custodian reported
      +00% 1 yr$453M
8237. 8237
      IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
      Schwab 87%
      +00% 1 yr$453M
8238. 8238
      Endicott CapitalNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$453M
8239. 8239
      Nova R Wealth, Inc.Overland Park, KS · 323 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$453M
8240. 8240
      Old North State Wealth Management, LLCWilmington, NC · 484 clientsWealth managerHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$453M