The RIA database

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8481. 8481
      Blue Water Asset ManagementGrand Rapids, MI · 940 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$428M
8482. 8482
      Lega Z Advisory LLC7 clientsWealth manager
      UBS 49%Brown Brothers Harriman 34%
      +00% 1 yr$428M
8483. 8483
      Coalescence Partners Investment Management LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$428M
8484. 8484
      Longwall Family OfficeWestport, CT · 50 clientsWealth manager
      EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
      +00% 1 yr$428M
8485. 8485
      Providence Financial Advisors, LLCOverland Park, KS · 186 clientsAsset manager
      Schwab 65%Fidelity 35%
      +00% 1 yr$428M
8486. 8486
      Haven PrivateOrlando, FL · 186 clientsWealth manager
      Schwab 100%
      +00% 1 yr$428M
8487. 8487
      CPC Management, LLCKansas City, MO · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$428M
8488. 8488
      Abound FinancialGranite Bay, CA · 541 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$428M
8489. 8489
      McCarter Private Wealth Services LLCBoston, MA · 126 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$428M
8490. 8490
      Crux Capital LTDDallas, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$428M
8491. 8491
      Belay Investment Group, LLCSherman Oaks, CA · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$427M
8492. 8492
      Shearwater CapitalDenver, CO · 180 clientsWealth manager
      Schwab 100%
      +00% 1 yr$427M
8493. 8493
      SAG Harbor Capital Management, LLCGreat Neck, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8494. 8494
      O'donnell Financial Services, LLCSan Rafael, CA · 995 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$427M
8495. 8495
      Protium Capital LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8496. 8496
      CP Capital (US) Partners LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8497. 8497
      Care Equity Capital Management, L.P.2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8498. 8498
      Hackman Financial GroupCincinnati, OH · 675 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$427M
8499. 8499
      Beacon Bridge Wealth Partners, LLCLower Gwynedd, PA · 717 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$427M
8500. 8500
      HEP Management CorporationNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8501. 8501
      Blue Like AN Orange Sustainable CapitalWashington, DC · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$427M
8502. 8502
      Pacific Strategic Management, LPHouston, TX · 24 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$426M
8503. 8503
      ABR Dynamic Funds, LLCNew York, NY · 7 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$426M
8504. 8504
      Boulder Asset ManagementEnglewood, CO · 66 clientsWealth manager
      No custodian reported
      +00% 1 yr$426M
8505. 8505
      Cypress Capital, LLCFranklin, TN · 663 clientsWealth manager
      Schwab 100%
      +00% 1 yr$426M
8506. 8506
      TGS Financial AdvisorsRadnor, PA · 259 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$426M
8507. 8507
      Astra Asset Management UK LimitedLondon, United Kingdom · 10 clientsPrivate fund adviser
      BNY 67%
      +00% 1 yr$426M
8508. 8508
      Legacy Bridge Private Family OfficesWest Des Moines, IA · 67 clientsWealth manager
      Schwab 100%
      +00% 1 yr$426M
8509. 8509
      Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clientsWealth manager
      Schwab 75%Fidelity 25%
      +00% 1 yr$426M
8510. 8510
      Murphy & SylvestDallas, TX · 428 clientsWealth manager
      Schwab 100%
      +00% 1 yr$426M
8511. 8511
      Perigee Capital, LPSarasota, FL · 119 clientsPrivate fund adviserHybridPerigee Securities LP
      No custodian reported
      +00% 1 yr$426M
8512. 8512
      Appomattox Advisory, IncNew York, NY · 22 clientsWealth manager
      No custodian reported
      +00% 1 yr$426M
8513. 8513
      CIP CapitalNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$426M
8514. 8514
      Quad-Cities Investment Group, LLCDavenport, IA · 610 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$426M
8515. 8515
      Science & Technology Partners, L.P.Greenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$425M
8516. 8516
      Big Investment ServicesDover, DE · 622 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$425M
8517. 8517
      Stonehearth Capital ManagementDanvers, MA · 490 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$425M
8518. 8518
      Buttonwood WealthWinchester, VA · 406 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$425M
8519. 8519
      Dynamic Core Capital PartnersJacksonville Beach, FL · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$425M
8520. 8520
      Trinity Wealth Management LLCCincinnati, OH · 94 clientsWealth manager
      No custodian reported
      +00% 1 yr$425M