The RIA database

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8921. 8921
      Davis Investment Partners, LLCCharlotte, NC · 174 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$390M
8922. 8922
      Hahn Capital Management, LLCWalnut Creek, CA · 69 clientsAsset manager
      Schwab 100%
      +00% 1 yr$390M
8923. 8923
      Legend Financial Advisors IncPittsburgh, PA · 219 clientsWealth manager
      Schwab 100%
      +00% 1 yr$390M
8924. 8924
      6th MAN Ventures, LLC6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$390M
8925. 8925
      Nixon Capital LLCAustin, TX · 203 clientsWealth manager
      Schwab 70%RBC 28%
      +00% 1 yr$390M
8926. 8926
      JJP Capital Management, Inc.Columbia, MO · 67 clientsWealth manager
      Morgan Stanley 95%
      +00% 1 yr$390M
8927. 8927
      Pacific Point Advisors, LLCSan Diego, CA · 86 clientsWealth manager
      Schwab 100%
      +00% 1 yr$390M
8928. 8928
      Green Ridge Wealth Planning LLCMontville, NJ · 302 clientsWealth manager
      Schwab 100%
      +00% 1 yr$390M
8929. 8929
      Savoir Faire Capital Management, LPNorwalk, CT · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$390M
8930. 8930
      In ON CapitalMiami, FL · 40 clientsWealth managerAffiliated broker-dealerIn ON Capital S.A.
      J.P. Morgan 37%UBS 35%Morgan Stanley 28%
      +00% 1 yr$389M
8931. 8931
      Solomon API LLCRockledge, FL · 174 clientsAsset manager
      Schwab 100%
      +00% 1 yr$389M
8932. 8932
      Avisen Advisors, LLCSacramento, CA · 191 clientsWealth managerHybridAvisen Wealth Management, Inc.
      Pershing 100%
      +00% 1 yr$389M
8933. 8933
      LBJ Family Wealth Advisors, LTD.Austin, TX · 94 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$389M
8934. 8934
      Redwood Financial Planning, LLCScotch Plains, NJ · 634 clientsWealth managerHybridMichael McLane
      Wells Fargo 100%
      +00% 1 yr$389M
8935. 8935
      Sentinel Wealth Management, Inc.Reston, VA · 97 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$389M
8936. 8936
      RCM Wealth AdvisorsChicago, IL · 830 clientsWealth manager
      Schwab 81%
      +00% 1 yr$389M
8937. 8937
      Monorail Securities LLCSarasota, FL · 2,402 clientsAsset manager
      Schwab 99%
      +00% 1 yr$389M
8938. 8938
      Reed Financial Services, Inc.Cleveland, OH · 351 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$389M
8939. 8939
      Costello Asset Management, Inc.Feasterville, PA · 390 clientsWealth manager
      Schwab 100%
      +00% 1 yr$389M
8940. 8940
      Pathways Advisory Group, Inc.Fresno, CA · 186 clientsWealth manager
      Schwab 100%
      +00% 1 yr$388M
8941. 8941
      Trinity Investment Advisors, LLCWest Chester, PA · 34 clientsAsset manager
      No custodian reported
      +00% 1 yr$388M
8942. 8942
      Wheelhouse Advisory Group, LLCSt. Louis, MO · 548 clientsWealth manager
      Schwab 100%
      +00% 1 yr$388M
8943. 8943
      Brian D. Lowder, Inc.San Diego, CA · 195 clientsWealth manager
      Schwab 100%
      +00% 1 yr$388M
8944. 8944
      Joseph P. Lucia & Associates, LLCYorktown Heights, NY · 662 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$388M
8945. 8945
      Ridgeview Asset Management Partners, LLCStamford, CT · 135 clientsWealth manager
      Schwab 90%
      +00% 1 yr$388M
8946. 8946
      Collaborative Capital Advisors LLCNew York, NY · 18 clientsWealth manager
      Schwab 79%
      +00% 1 yr$388M
8947. 8947
      Resolute Wealth Strategies, LLCJackson, MS · 301 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$388M
8948. 8948
      Orso Partners, LPSouth San Francisco, CA · 1 clientsAsset manager
      Wells Fargo 53%Morgan Stanley 47%
      +00% 1 yr$387M
8949. 8949
      Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
      Altruist 100%
      +00% 1 yr$387M
8950. 8950
      Braeswood Carbon Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$387M
8951. 8951
      Soundview AdvisorsOlympia, WA · 190 clientsWealth manager
      Schwab 74%Pershing 26%
      +00% 1 yr$387M
8952. 8952
      Macroview Investment Management LLCBethesda, MD · 249 clientsWealth manager
      Fidelity 55%Schwab 32%
      +00% 1 yr$387M
8953. 8953
      Lewis Asset ManagementLafayette, CA · 282 clientsWealth manager
      Schwab 100%
      +00% 1 yr$387M
8954. 8954
      Archvest Wealth Advisors, Inc.Concord, CA · 339 clientsWealth manager
      Schwab 100%
      +00% 1 yr$387M
8955. 8955
      Otus Capital Management LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$387M
8956. 8956
      Southwest Investment Advisors, Inc.Tucson, AZ · 1,161 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$387M
8957. 8957
      Missionpoint Partners LLC4 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$387M
8958. 8958
      New Wave Wealth AdvisorsSpringdale, AR · 516 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$387M
8959. 8959
      Vermillion Financial Advisors, Inc.South Barrington, IL · 279 clientsWealth manager
      Schwab 100%
      +00% 1 yr$387M
8960. 8960
      Balance WealthWorthington, OH · 553 clientsWealth manager
      Schwab 65%Altruist 35%
      +00% 1 yr$387M