The RIA database

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8561. 8561
      Metavasi Capital LPLarchmont, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$421M
8562. 8562
      Gencap Portfolio ManagementTiburon, CA · 184 clientsWealth manager
      Schwab 100%
      +00% 1 yr$420M
8563. 8563
      Acima Private Wealth LLCRichmond, VA · 63 clientsWealth managerWrap sponsor
      No custodian reported
      +00% 1 yr$420M
8564. 8564
      Genesee Capital Advisors, LLCAuburn, NY · 557 clientsWealth manager
      Schwab 100%
      +00% 1 yr$420M
8565. 8565
      Exeter Financial, LLCScottsdale, AZ · 88 clientsWealth manager
      Schwab 100%
      +00% 1 yr$420M
8566. 8566
      Cascade Investment Group, Inc.Colorado Springs, CO · 623 clientsBroker-dealer firmHybrid
      RBC 100%
      +00% 1 yr$420M
8567. 8567
      Point Bridge Capital, LLCFort Worth, TX · 37 clientsWealth manager
      Merrill / Bank of America 71%Pershing 29%
      +00% 1 yr$420M
8568. 8568
      Hollander Asset Management LLCMiami, FL · 8 clientsWealth managerPublic-company owned
      Citi 100%
      +00% 1 yr$420M
8569. 8569
      Potrero Capital Research, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$420M
8570. 8570
      Directed Capital AdvisorsSt. Petersburg, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$420M
8571. 8571
      Oriental Financial Services LLCSan Juan, PR · 468 clientsBroker-dealer firmHybrid
      Pershing 82%
      +00% 1 yr$420M
8572. 8572
      R.W. Roge & Company, IncBohemia, NY · 332 clientsWealth manager
      Schwab 100%
      +00% 1 yr$419M
8573. 8573
      Emblem Group, L.P.Boston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$419M
8574. 8574
      Harlow Wealth Management, Inc.Vancouver, WA · 656 clientsWealth manager
      Schwab 54%Fidelity 46%
      +00% 1 yr$419M
8575. 8575
      Rhodes Investment Advisors, Inc.Fort Worth, TX · 805 clientsWealth managerHybridRhodes Securities, Inc.
      Wells Fargo 100%
      +00% 1 yr$419M
8576. 8576
      Moontower Asset Management LPAustin, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$419M
8577. 8577
      Ridgewood InvestmentsSpringfield, NJ · 295 clientsWealth manager
      Schwab 52%Fidelity 47%
      +00% 1 yr$419M
8578. 8578
      Seabird Investment PartnersSan Diego, CA · 57 clientsAsset manager
      Fidelity 55%Schwab 45%
      +00% 1 yr$419M
8579. 8579
      WT Wealth Management, LLCScottsdale, AZ · 1,141 clientsWealth manager
      Schwab 100%
      +00% 1 yr$419M
8580. 8580
      Summit Partners Credit Advisors, L.P.Boston, MA · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$419M
8581. 8581
      P4g Capital Management, LLCStateline, NV · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$419M
8582. 8582
      Silver Oak Advisory GroupPortland, OR · 193 clientsWealth manager
      Schwab 100%
      +00% 1 yr$419M
8583. 8583
      Transce3nd LLCBuda, TX · 1,620 clientsWealth managerWrap sponsorHybrid
      Schwab 82%
      +00% 1 yr$419M
8584. 8584
      One Oak Capital Management, LLCPurchase, NY · 384 clientsWealth manager
      No custodian reported
      +00% 1 yr$419M
8585. 8585
      Alpha Leonis Partners, LLCWayne, PA · 3 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$418M
8586. 8586
      Lincoln Capital CorporationEast Greenwich, RI · 270 clientsWealth manager
      Schwab 100%
      +00% 1 yr$418M
8587. 8587
      Aspect Partners, LLCFairfax, VA · 287 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$418M
8588. 8588
      Miller Value Partners, LLCSarasota, FL · 21 clientsAsset manager
      Northern Trust 81%
      +00% 1 yr$418M
8589. 8589
      Seaport Capital, LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$418M
8590. 8590
      Mauney-Pitt Financial Management, Inc.Shelby, NC · 705 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$418M
8591. 8591
      Quantum Private Wealth, LLCTampa, FL · 92 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$418M
8592. 8592
      Onex Credit Advisor, LLCEnglewood Cliffs, NJ · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$418M
8593. 8593
      Fruth Investment ManagementHouston, TX · 173 clientsWealth manager
      Schwab 0%
      +00% 1 yr$418M
8594. 8594
      Honte Advisors LLCBerkeley, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$418M
8595. 8595
      Artist Capital Management LLCNew York, NY · 12 clientsPrivate fund adviserHybridArtist Capital LLC
      No custodian reported
      +00% 1 yr$418M
8596. 8596
      Flatrock Wealth Partners LLCNewport Beach, CA · 73 clientsWealth manager
      Schwab 54%Fidelity 46%
      +00% 1 yr$418M
8597. 8597
      Coquina Private Wealth AdvisorsPort Charlotte, FL · 1,519 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$418M
8598. 8598
      Eagle Wealth Management Group Inc.Valencia, CA · 480 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$418M
8599. 8599
      Cedar Wealth Management72 clientsWealth manager
      Schwab 79%
      +00% 1 yr$417M
8600. 8600
      Island Green Capital Management LLC10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$417M