The RIA database

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9241. 9241
      Regency Capital Management Inc.Honolulu, HI · 127 clientsWealth manager
      Schwab 100%
      +00% 1 yr$364M
9242. 9242
      Invenio Wealth Partners, LLCCoral Gables, FL · 332 clientsWealth manager
      Pershing 100%
      +00% 1 yr$364M
9243. 9243
      Redwood Grove Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$364M
9244. 9244
      Croak CapitalToledo, OH · 784 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$364M
9245. 9245
      Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
      Schwab 99%
      +00% 1 yr$364M
9246. 9246
      Maripau Wealth Management LLCFort Wayne, IN · 1,064 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$364M
9247. 9247
      Griffin Global Asset ManagementLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$364M
9248. 9248
      Solitude Financial Services, Inc.Charlottesville, VA · 164 clientsWealth manager
      Schwab 100%
      +00% 1 yr$364M
9249. 9249
      Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
      Schwab 65%Fidelity 35%
      +00% 1 yr$363M
9250. 9250
      Greenfield Seitz Capital Management, LLCDallas, TX · 188 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$363M
9251. 9251
      Windrock Wealth ManagementNaperville, IL · 83 clientsWealth manager
      Schwab 100%
      +00% 1 yr$363M
9252. 9252
      Leonid Capital Partners, LLCHuntington Beach, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$363M
9253. 9253
      Crestmont Private Wealth LLCBoerne, TX · 188 clientsWealth manager
      Schwab 100%
      +00% 1 yr$363M
9254. 9254
      MarketridersChesterfield, MO · 477 clientsWealth managerHybridSogotrade, Inc.
      Apex Fintech 100%
      +00% 1 yr$363M
9255. 9255
      Leclair Wealth PartnersDublin, OH · 152 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$363M
9256. 9256
      Riverpath Investments LLC232 clientsWealth manager
      Schwab 78%
      +00% 1 yr$363M
9257. 9257
      Domani AdvisorsNew York, NY · 78 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$363M
9258. 9258
      C Cubed Capital Partners, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
      GPP Group 100%
      +00% 1 yr$363M
9259. 9259
      Presper Financial Architects, LLCAkron, OH · 533 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$363M
9260. 9260
      Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
      Schwab 56%Fidelity 44%
      +00% 1 yr$363M
9261. 9261
      University VenturesNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$363M
9262. 9262
      Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
      Schwab 50%Fidelity 50%
      +00% 1 yr$362M
9263. 9263
      Strategic Income Group LLCChandler, AZ · 368 clientsWealth manager
      Schwab 88%
      +00% 1 yr$362M
9264. 9264
      RTC PartnersMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$362M
9265. 9265
      Kanbrick LLCCharlotte, NC · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$362M
9266. 9266
      Bayhunt Capital LLCMill Valley, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$362M
9267. 9267
      Pace Financial AdvisorsHillsboro, OR · 1,242 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$362M
9268. 9268
      Avivar Capital, LLC20 clientsAsset manager
      No custodian reported
      +00% 1 yr$362M
9269. 9269
      Briggs Wealth Management, Inc.Glastonbury, CT · 132 clientsWealth manager
      Schwab 100%
      +00% 1 yr$362M
9270. 9270
      Dynamic Market Advantage, LLCLouisville, KY · 2 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$362M
9271. 9271
      Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$362M
9272. 9272
      MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
      Raymond James 46%Schwab 39%
      +00% 1 yr$361M
9273. 9273
      Union Square Global Wealth ManagementSan Francisco, CA · 24 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$361M
9274. 9274
      MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$361M
9275. 9275
      COX Capital Management LLCAndover, MA · 216 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$361M
9276. 9276
      Dearborn Capital Management, LLCChicago, IL · 2 clientsAsset managerHybridDCM Brokers, LLC
      No custodian reported
      +00% 1 yr$361M
9277. 9277
      Sierra Investment Management, LLCSanta Monica, CA · 312 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$361M
9278. 9278
      Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
      Schwab 69%SEI 31%
      +00% 1 yr$361M
9279. 9279
      Transcendent Capital GroupEdmond, OK · 510 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$361M
9280. 9280
      Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
      Fidelity 66%Schwab 34%
      +00% 1 yr$361M