The RIA database

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9161. 9161
      WealthspringLong Beach, CA · 409 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$370M
9162. 9162
      Charbeth Advisory L.L.C.1 clientsAsset manager
      UBS 47%Pershing 28%J.P. Morgan 24%
      +00% 1 yr$370M
9163. 9163
      Warwick Group II, Inc.2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$370M
9164. 9164
      Cosner Financial Group, LLCWindsor, CO · 635 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$370M
9165. 9165
      Willow Grove Advisors, LLCBerkeley, CA · 194 clientsWealth managerWrap sponsor
      Fidelity 93%
      +00% 1 yr$370M
9166. 9166
      Glassy Mountain Advisors, Inc.Bethesda, MD · 127 clientsWealth manager
      Fidelity 63%Schwab 37%
      +00% 1 yr$370M
9167. 9167
      InterwiseHolladay, UT · 334 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$370M
9168. 9168
      Menlo Advisors LLCMenlo Park, CA · 40 clientsWealth manager
      Schwab 100%
      +00% 1 yr$370M
9169. 9169
      Camden Partners Holdings, LLCOwings Mills, MD · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$370M
9170. 9170
      M.Z. Kark & Associates, IncDenver, CO · 166 clientsWealth manager
      Schwab 100%
      +00% 1 yr$370M
9171. 9171
      One Advisory Partners, LLCOverland Park, KS · 314 clientsWealth manager
      Schwab 74%Fidelity 26%
      +00% 1 yr$370M
9172. 9172
      Steinberganna Wealth Management LLCHuntington, NY · 262 clientsWealth manager
      Schwab 100%
      +00% 1 yr$369M
9173. 9173
      Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
      Fidelity Distributors Company 62%Schwab 38%
      +00% 1 yr$369M
9174. 9174
      Baron Financial Group LLCFair Lawn, NJ · 315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$369M
9175. 9175
      Yosemite Capital ManagementNewport Beach, CA · 283 clientsWealth manager
      Schwab 100%
      +00% 1 yr$369M
9176. 9176
      Aragon Global Management, LPMiami, FL · 2 clientsAsset manager
      Morgan Stanley 100%
      +00% 1 yr$369M
9177. 9177
      Integrity Wealth Solutions LLCDenver, CO · 190 clientsWealth manager
      Schwab 100%
      +00% 1 yr$369M
9178. 9178
      Tagstone Capital, Inc.Charlotte, NC · 38 clientsWealth manager
      Schwab 89%
      +00% 1 yr$369M
9179. 9179
      Cromwell FundsBaltimore, MD · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$369M
9180. 9180
      Sage Capital Management LLC315 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$369M
9181. 9181
      Ruggaard & AssociatesHudson, OH · 314 clientsWealth manager
      Fidelity 67%Schwab 33%
      +00% 1 yr$369M
9182. 9182
      Gaddis Premier Wealth Advisors LLCDurant, OK · 1,460 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$369M
9183. 9183
      AFT, Forsyth & Sober, LLCValrico, FL · 6 clientsWealth manager
      Schwab 100%
      +00% 1 yr$368M
9184. 9184
      Persimmon Capital ManagementBlue Bell, PA · 86 clientsWealth manager
      Pershing 59%Schwab 41%
      +00% 1 yr$368M
9185. 9185
      Peregrine Investment Advisors, LLCMadison, MS · 86 clientsWealth manager
      Schwab 100%
      +00% 1 yr$368M
9186. 9186
      Highland Investment Advisors LLCPonte Vedra, FL · 605 clientsWealth manager
      Schwab 89%
      +00% 1 yr$368M
9187. 9187
      Overridge Wealth AdvisorsFort Worth, TX · 464 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$368M
9188. 9188
      Blossom Wealth Management, LLC258 clientsWealth manager
      Schwab 100%
      +00% 1 yr$368M
9189. 9189
      Enhancing Capital LLCHarrisburg, PA · 21 clientsAsset manager
      Schwab 73%First State Trust 27%
      +00% 1 yr$368M
9190. 9190
      Saxony Capital Management, LLCSaint Louis, MO · 762 clientsWealth managerHybridPatrick Capital Markets, LLC, Saxony Securities, Inc.
      No custodian reported
      +00% 1 yr$368M
9191. 9191
      Redbud AdvisorsAustin, TX · 60 clientsWealth manager
      Schwab 100%
      +00% 1 yr$368M
9192. 9192
      Hughes & CompanyChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$367M
9193. 9193
      Carter-Haston Investment Partners II GP, LLCNashville, TN · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$367M
9194. 9194
      Eyre Street CapitalNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$367M
9195. 9195
      Lattis Management LPNew York, NY · 4 clientsPrivate fund adviser
      ADM Investor Services 100%
      +00% 1 yr$367M
9196. 9196
      PKS Investment Advisors LLCSalisbury, MD · 500 clientsWealth manager
      Schwab 87%
      +00% 1 yr$367M
9197. 9197
      Switchpoint Financial Planning LLCLehi, UT · 102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$367M
9198. 9198
      Tull Financial Group, Inc.Chesapeake, VA · 295 clientsWealth manager
      Schwab 100%
      +00% 1 yr$367M
9199. 9199
      Innovative Private Wealth Management Inc.Somers, NY · 417 clientsAsset manager
      Schwab 61%Valley Bank 39%
      +00% 1 yr$367M
9200. 9200
      Unity PartnersDallas, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$367M