The RIA database

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9041. 9041
      Exchange Place Advisors, LLCSudbury, MA · 248 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$380M
9042. 9042
      Ironbridge Private Wealth, LLCAustin, TX · 166 clientsWealth manager
      Schwab 100%
      +00% 1 yr$380M
9043. 9043
      Triton Pacific Healthcare Partners, LLCSan Juan Capistrano, CA · 5 clientsPrivate fund adviserAffiliated broker-dealerTriton Pacific Securities, LLC
      No custodian reported
      +00% 1 yr$380M
9044. 9044
      626 Financial, LLCPortage, MI · 451 clientsWealth managerWrap sponsor
      LPL Financial 100%
      +00% 1 yr$380M
9045. 9045
      Darden Wealth GroupAnn Arbor, MI · 273 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$380M
9046. 9046
      Bruce & Co IncChicago, IL · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$380M
9047. 9047
      Rainier Capital Partners LPSeattle, WA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$379M
9048. 9048
      CMG Wealth ManagementPlano, TX · 332 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$379M
9049. 9049
      Siena Capital Partners GP, LLCEvanston, IL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$379M
9050. 9050
      Keystone Financial ServicesLoveland, CO · 298 clientsWealth manager
      Fidelity 75%Schwab 25%
      +00% 1 yr$379M
9051. 9051
      All Terrain Financial AdvisorsCoon Rapids, MN · 190 clientsWealth manager
      Schwab 100%
      +00% 1 yr$379M
9052. 9052
      Rubenstein PartnersPhiladelphia, PA · 12 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$379M
9053. 9053
      Outlander VC17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$379M
9054. 9054
      Camber Partners Management LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$379M
9055. 9055
      Sun Mountain Capital Advisors, LLCSanta Fe, NM · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$379M
9056. 9056
      MKT and Associates LLCTacoma, WA · 146 clientsWealth manager
      Schwab 100%
      +00% 1 yr$379M
9057. 9057
      Legacy Consulting GroupPlano, TX · 209 clientsWealth managerHybridPerryman Securities, Inc.
      Schwab 100%
      +00% 1 yr$379M
9058. 9058
      Agnello Financial Group, Inc.West Palm Beach, FL · 173 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$379M
9059. 9059
      Boca Wealth AdvisorsBoca Raton, FL · 157 clientsWealth manager
      Schwab 100%
      +00% 1 yr$379M
9060. 9060
      Prospect Partners Advisors LLCChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$378M
9061. 9061
      Hidden Lake Asset Management LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$378M
9062. 9062
      Century Equity Partners LLCBoston, MA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$378M
9063. 9063
      Pritzker Alternative StrategiesChicago, IL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$378M
9064. 9064
      Auour Investments LLCWoburn, MA · 375 clientsWealth manager
      Fidelity 53%Schwab 47%
      +00% 1 yr$378M
9065. 9065
      Freedom Financial Partners LLCOakdale, MN · 308 clientsWealth manager
      Schwab 100%
      +00% 1 yr$378M
9066. 9066
      Manulife Investment Management (north America) LimitedToronto, On, Canada · 2 clientsAsset managerAffiliated broker-dealer
      State Street 80%
      +00% 1 yr$378M
9067. 9067
      Financial Advisory Partners, LLCWinter Park, FL · 147 clientsWealth managerBank-affiliatedHybridLanark Financial, Inc.
      RBC 100%
      +00% 1 yr$378M
9068. 9068
      Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsWealth managerHybrid
      Schwab 80%
      +00% 1 yr$378M
9069. 9069
      Fairhaven Financial Advisory CorporationEast Lansing, MI · 805 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$378M
9070. 9070
      Breyta Capital PartnersBrooklyn, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$378M
9071. 9071
      PinvestCoral Gables, FL · 6 clientsAsset manager
      Wells Fargo 26%Julius BAR 25%
      +00% 1 yr$377M
9072. 9072
      Axis Wealth Partners, LLCEast Providence, RI · 781 clientsWealth managerHybrid
      Fidelity 74%Schwab 26%
      +00% 1 yr$377M
9073. 9073
      Family Legacy, Inc.Greenville, SC · 257 clientsWealth manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$377M
9074. 9074
      Arrow Investment Advisors, LLCLaurel, MD · 2 clientsBroker-dealer firmHybridArcher Distributors, LLC
      No custodian reported
      +00% 1 yr$377M
9075. 9075
      Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
      TradePMR / Robinhood 52%Schwab 44%
      +00% 1 yr$377M
9076. 9076
      JPS Financial, LLCWestlake, OH · 279 clientsWealth manager
      Schwab 100%
      +00% 1 yr$377M
9077. 9077
      Northstar Advisory Group, LLCNorthfield, NJ · 372 clientsWealth manager
      Schwab 100%
      +00% 1 yr$377M
9078. 9078
      Commonwealth Retirement Investments LLCRichmond, VA · 337 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$377M
9079. 9079
      Advisor Share Wealth Management, LLCVancouver, WA · 2,521 clientsWealth manager
      Schwab 100%
      +00% 1 yr$377M
9080. 9080
      Volterra Technologies LPNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$377M