The RIA database

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9001. 9001
      Cascades Capital Asset Management, LLCGreensboro, NC · 358 clientsWealth manager
      Schwab 100%
      +00% 1 yr$383M
9002. 9002
      Vista Investment PartnersRichmond, IN · 494 clientsWealth managerHybrid
      Raymond James 93%
      +00% 1 yr$383M
9003. 9003
      Keating Investment Counselors IncDelray Beach, FL · 157 clientsWealth manager
      Schwab 0%Morgan Stanley 0%
      +00% 1 yr$383M
9004. 9004
      Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
      Fidelity 51%Schwab 41%
      +00% 1 yr$383M
9005. 9005
      One + One Wealth Management, LLCJupiter, FL · 251 clientsWealth manager
      Schwab 100%
      +00% 1 yr$383M
9006. 9006
      Dougherty & Associates Financial Advisors, Inc.Buffalo, MN · 1,069 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$383M
9007. 9007
      Canopy 360 Wealth, LLCOcala, FL · 341 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$383M
9008. 9008
      Accent Capital Management, LLCCenterville, OH · 92 clientsWealth manager
      Schwab 79%
      +00% 1 yr$383M
9009. 9009
      Claraphi Advisory Network, LLCAliso Viejo, CA · 1,504 clientsWealth manager
      No custodian reported
      +00% 1 yr$383M
9010. 9010
      Clearshares LLCMarco Island, FL · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$382M
9011. 9011
      Financial Planning Hawaii, Inc.Honolulu, HI · 241 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9012. 9012
      Proctor FinancialSherborn, MA · 211 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9013. 9013
      Carter Financial Group, Inc.Barrington, IL · 826 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$382M
9014. 9014
      Destiny Capital CorporationDenver, CO · 260 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$382M
9015. 9015
      Pictet Asset Management (USA) CorpNew York, NY · 8 clientsPrivate fund adviserHybridBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
      J.P. Morgan 79%
      +00% 1 yr$382M
9016. 9016
      The Strategic Financial AllianceAtlanta, GA · 1,463 clientsBroker-dealer firmHybridTimbrel Capital, LLC
      Pershing 100%
      +00% 1 yr$382M
9017. 9017
      Sonoma Brands CapitalSonoma, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$382M
9018. 9018
      Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
      Fidelity 66%Matrix Trust 34%
      +00% 1 yr$382M
9019. 9019
      Kirtland Hills Capital Management, LLCBratenahl, OH · 263 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9020. 9020
      Snyder Wealth GroupMedford, NY · 606 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$382M
9021. 9021
      Blue Rock Financial GroupRehoboth Beach, DE · 314 clientsWealth manager
      SEI 100%
      +00% 1 yr$382M
9022. 9022
      WWM FinancialCarslbad, CA · 570 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9023. 9023
      Pecaut Wealth ManagementSioux City, IA · 231 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9024. 9024
      Harbour Investment Management L.L.C.Edmonds, WA · 183 clientsWealth manager
      Schwab 100%
      +00% 1 yr$382M
9025. 9025
      Unique Wealth StrategiesBurr Ridge, IL · 397 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$382M
9026. 9026
      Sculati Wealth Management, LLCBloomfield Hills, MI · 349 clientsWealth manager
      Schwab 100%
      +00% 1 yr$381M
9027. 9027
      Landing Point Financial GroupAvon, OH · 743 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$381M
9028. 9028
      Rf&l Wealth Management, LLCActon, MA · 143 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$381M
9029. 9029
      Rubey & Rust Capital Management, LLC145 clientsWealth manager
      Schwab 100%
      +00% 1 yr$381M
9030. 9030
      Myriad Asset Management Advisors LLCWest Palm Beach, FL · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$381M
9031. 9031
      Resolute Capital Asset Partners LLCDenver, CO · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$381M
9032. 9032
      Wealth Benefit Advisors, LLCHouston, TX · 187 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$381M
9033. 9033
      Buttonwood Capital Management (BCM)Scottsdale, AZ · 355 clientsBroker-dealer firmHybrid
      LPL Financial 100%
      +00% 1 yr$381M
9034. 9034
      Philosmith Capital CorporationStamford, CT · 3 clientsBroker-dealer firmHybridPhilosmith Securities LLC
      State Street 82%
      +00% 1 yr$380M
9035. 9035
      Scala Capital LLCMiami, FL · 403 clientsWealth managerHybrid
      Schwab 75%Stonex Financial 25%
      +00% 1 yr$380M
9036. 9036
      Goepper Burkhardt LLCGreenville, SC · 245 clientsWealth manager
      No custodian reported
      +00% 1 yr$380M
9037. 9037
      Suncap ManagementNew Orleans, LA · 105 clientsAsset manager
      Schwab 100%
      +00% 1 yr$380M
9038. 9038
      Fortiter Wealth Management, LLCHouston, TX · 51 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$380M
9039. 9039
      Burkholder Wealth ManagementTulsa, OK · 268 clientsWealth manager
      Schwab 89%
      +00% 1 yr$380M
9040. 9040
      Optima Capital LLCBeaverton, OR · 672 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$380M