The RIA database

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8841. 8841
      Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$396M
8842. 8842
      Derby Copeland CapitalNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$396M
8843. 8843
      Gunderson Capital ManagementMount Pleasant, SC · 696 clientsWealth manager
      Schwab 100%
      +00% 1 yr$396M
8844. 8844
      Galapagos Advisory LLCMiami, FL · 210 clientsAsset managerHybridGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.
      Andbanc Brokerage 41%J.P. Morgan 34%
      +00% 1 yr$396M
8845. 8845
      Ecio, Inc.Madison, WI · 116 clientsAsset manager
      Schwab 100%
      +00% 1 yr$396M
8846. 8846
      Black Dragon Capital Investment Management, Inc15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$396M
8847. 8847
      MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$396M
8848. 8848
      Mann Financial GroupDetroit Lakes, MN · 597 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$396M
8849. 8849
      Portfolio Wealth AdvisorsAlbuquerque, NM · 283 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
8850. 8850
      India Capital Management LimitedTrianon, Mauritius · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$395M
8851. 8851
      Taiyo Pacific Partners L.P.Kirkland, WA · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$395M
8852. 8852
      KA Credit Advisors II, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$395M
8853. 8853
      Gravitalix FinancialCoral Springs, FL · 19,218 clientsWealth manager
      No custodian reported
      +00% 1 yr$395M
8854. 8854
      Kiker Wealth Management, LLCJasper, GA · 901 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$395M
8855. 8855
      Sandler Capital ManagementNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$395M
8856. 8856
      Quarry Hill AdvisorsSaint Paul, MN · 203 clientsWealth manager
      Schwab 100%
      +00% 1 yr$395M
8857. 8857
      Reframe Wealth, LLCFairfax, VA · 235 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
8858. 8858
      Clarion Wealth Management PartnersFairfax, VA · 420 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
8859. 8859
      Generational Wealth, Inc.Zeeland, MI · 665 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$395M
8860. 8860
      Abich Financial Wealth Management, LLCAshburn, VA · 523 clientsWealth manager
      Schwab 100%
      +00% 1 yr$395M
8861. 8861
      FamilywealthLake Mary, FL · 407 clientsAsset manager
      Vanguard 50%
      +00% 1 yr$395M
8862. 8862
      Hunter Lewis LLCCrozet, VA · 14 clientsAsset manager
      U.S. Bancorp Investments 100%
      +00% 1 yr$395M
8863. 8863
      Cargile Investment ManagementMidland, TX · 204 clientsWealth manager
      Schwab 66%Fidelity 34%
      +00% 1 yr$395M
8864. 8864
      Value Partners LimitedHong Kong, Hong Kong · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$395M
8865. 8865
      Attinger, LLCPhiladelphia, PA · 7 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$395M
8866. 8866
      Aegon Real Assets USCedar Rapids, IA · 14 clientsAsset managerHybrid
      HSBC 63%M&t Bank 26%
      +00% 1 yr$394M
8867. 8867
      The Retirement Planning Company of New England, Inc.Warwick, RI · 566 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$394M
8868. 8868
      Vawter Financial LTDColumbus, OH · 247 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8869. 8869
      Integrity Investment Advisors117 clientsWealth manager
      Schwab 72%Fidelity 28%
      +00% 1 yr$394M
8870. 8870
      MN Wealth Advisors, LLCOverland Park, KS · 571 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8871. 8871
      Signet Investment Advisory Group, Inc.Providence, RI · 198 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8872. 8872
      Elizabeth Park Capital Management, LTDPepper Pike, OH · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$394M
8873. 8873
      Knuff & Company LLCFoster City, CA · 29 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8874. 8874
      AJ AdvisorsNashville, TN · 414 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8875. 8875
      Arsenal Venture PartnersWinter Park, FL · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$394M
8876. 8876
      Virginia Wealth Management Group, Inc.Virginia Beach, VA · 117 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$394M
8877. 8877
      Bellevue Asset Management, LLCBellevue, WA · 219 clientsWealth manager
      Schwab 100%
      +00% 1 yr$394M
8878. 8878
      "tate Asset Management" and "dco Wealth Management"Rancho Santa Fe, CA · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8879. 8879
      SL Advisors, LLC49 clientsAsset manager
      Schwab 100%
      +00% 1 yr$393M
8880. 8880
      Core Wealth Partners LLCSanta Rosa, CA · 385 clientsWealth manager
      Schwab 90%
      +00% 1 yr$393M