The RIA database

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8881. 8881
      Private Family Wealth AdvisorsAtlanta, GA · 138 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8882. 8882
      Causey Wealth LLCGreenwood Village, CO · 185 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8883. 8883
      Key Capital Management, Inc.Hendersonville, TN · 2,018 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8884. 8884
      Bentley Financial GroupDowners Grove, IL · 470 clientsWealth managerWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$393M
8885. 8885
      Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
      Schwab 81%
      +00% 1 yr$393M
8886. 8886
      Atlatl AdvisersMadison, WI · 274 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8887. 8887
      Panoramic Capital Partners LLCLake Oswego, OR · 159 clientsWealth manager
      Schwab 100%
      +00% 1 yr$393M
8888. 8888
      Apex Investments Management US, LLCCoconut Grove, FL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$392M
8889. 8889
      Apex Investments Management, S.A.Guatemala City, Guatemala · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$392M
8890. 8890
      Family Wealth Partners, LLCMatthews, NC · 266 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8891. 8891
      Schorn WealthEnglewood, FL · 721 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8892. 8892
      Darrow Wealth ManagementNeedham, MA · 122 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8893. 8893
      Eastover Capital ManagementCharlotte, NC · 250 clientsWealth manager
      Schwab 86%
      +00% 1 yr$392M
8894. 8894
      S&a Financial Services, Inc.Overland Park, KS · 1,183 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8895. 8895
      Carmel Capital Management L.L.C.Carmel, CA · 102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8896. 8896
      Highpeak Energy Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$392M
8897. 8897
      Paul Manners & Associates, Inc.Marietta, GA · 245 clientsWealth manager
      No custodian reported
      +00% 1 yr$392M
8898. 8898
      Fifth Partners Management, LLCDallas, TX · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$392M
8899. 8899
      3b1 Partners, LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$392M
8900. 8900
      Siebert Advisornxt, LLC.New York, NY · 973 clientsWealth managerPublic-company ownedHybridMuriel Siebert & Co., LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$392M
8901. 8901
      Moon Capital Management, LLCKnoxville, TN · 162 clientsWealth manager
      Schwab 100%
      +00% 1 yr$392M
8902. 8902
      Wealth Quarterback LLCToms River, NJ · 1,117 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$391M
8903. 8903
      Mullaney Keating & Wright IncMiddletown, CT · 198 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8904. 8904
      Oxinas Partners Wealth ManagementJeffersonville, IN · 754 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$391M
8905. 8905
      Equita Financial Network, Inc.Fort Washington, PA · 434 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8906. 8906
      Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
      Schwab 80%
      +00% 1 yr$391M
8907. 8907
      Paskin & Berler Capital Advisors, LLC66 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8908. 8908
      1776 Wealth LLCSandy Springs, GA · 100 clientsWealth managerAffiliated broker-dealerKindling MBD LLC
      Raymond James 100%
      +00% 1 yr$391M
8909. 8909
      Evans Investment Advisors, L.L.C.Baton Rouge, LA · 508 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$391M
8910. 8910
      Hillcrest Wealth Advisors - NY, LLCHolmdel, NJ · 65 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8911. 8911
      Platt Wealth ManagementSan Diego, CA · 205 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8912. 8912
      Shrier Wealth Management, LLCLos Angeles, CA · 158 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8913. 8913
      Harold Davidson & Associates, IncLos Angeles, CA · 249 clientsWealth manager
      Schwab 100%
      +00% 1 yr$391M
8914. 8914
      Barramundi Advisors LLCBoca Raton, FL · 46 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$390M
8915. 8915
      Intrepid Financial Planning Group, LLCCarmel, IN · 1,457 clientsWealth manager
      Schwab 100%
      +00% 1 yr$390M
8916. 8916
      Clearlight Partners Management, LLCNewport Beach, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$390M
8917. 8917
      16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
      Fidelity 46%Schwab 27%Raymond James 27%
      +00% 1 yr$390M
8918. 8918
      Ascend Interplay, LLCNew York, NY · 19 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$390M
8919. 8919
      Prudent MAN Investment ManagementLousiville, CO · 246 clientsWealth manager
      Schwab 100%
      +00% 1 yr$390M
8920. 8920
      Bluestone Capital Management, LLCWayne, PA · 7 clientsAsset managerHybridMCG Securities LLC
      Schwab 100%
      +00% 1 yr$390M