The RIA database

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9361. 9361
      Life Planning Partners, Inc.Jacksonville, FL · 111 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$354M
9362. 9362
      Tencore Partners, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$354M
9363. 9363
      Core Alternative Capital, LLCPeachtree Corners, GA · 3 clientsAsset manager
      Fidelity Distributors Company 100%
      +00% 1 yr$354M
9364. 9364
      Piedmont Wealth AdvisoryReston, VA · 215 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$354M
9365. 9365
      Wayfinding Financial, LLCLynnwood, WA · 364 clientsWealth manager
      Schwab 100%
      +00% 1 yr$353M
9366. 9366
      Targeted Financial Services, LLCSeminole, FL · 501 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$353M
9367. 9367
      DXD CapitalAlbuquerque, NM · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$353M
9368. 9368
      Catenary Alternatives Asset Management, LLCMiami, FL · 4 clientsAsset manager
      Morgan Stanley 52%Goldman Sachs 30%
      +00% 1 yr$353M
9369. 9369
      Avory & Co.Miami, FL · 125 clientsAsset manager
      Interactive Brokers 100%
      +00% 1 yr$353M
9370. 9370
      Next Management Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$353M
9371. 9371
      Southbridge Advisors, LLCMarieta, GA · 220 clientsWealth manager
      Schwab 77%
      +00% 1 yr$353M
9372. 9372
      10talents Investors, LLCFoxborough, MA · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$353M
9373. 9373
      Norris Financial Group, LLCGreenville, SC · 403 clientsWealth managerWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$353M
9374. 9374
      Black Maple Capital Management LPMilwaukee, WI · 8 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$353M
9375. 9375
      Envision Financial LLCBrookfield, WI · 125 clientsWealth manager
      Schwab 100%
      +00% 1 yr$353M
9376. 9376
      Forager Capital Management, LLCBirmingham, AL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$353M
9377. 9377
      Trail Ridge Investment Advisors, LLCFort Collins, CO · 230 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$353M
9378. 9378
      Validex Global InvestingIrvine, CA · 9 clientsAsset manager
      LPL Financial 100%
      +00% 1 yr$353M
9379. 9379
      JDM Financial Group LLC142 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$353M
9380. 9380
      Grattan Financial Strategies, Inc.San Gabriel, CA · 313 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$353M
9381. 9381
      Fortress Financial Group, LLCRochester, MN · 330 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$352M
9382. 9382
      Elysium Wealth Management, LLCSouth Jordan, UT · 773 clientsWealth manager
      Schwab 100%
      +00% 1 yr$352M
9383. 9383
      Century Park Capital PartnersEl Segundo, CA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$352M
9384. 9384
      Innovative Advisory Partners, LLCHixson, TN · 443 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$352M
9385. 9385
      Clarendon Private LLCBoston, MA · 67 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$352M
9386. 9386
      Cherry Creek Investment Advisors IncEnglewood, CO · 382 clientsWealth manager
      Schwab 100%
      +00% 1 yr$352M
9387. 9387
      Heitman International LLCLondon, United Kingdom · 7 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
      No custodian reported
      +00% 1 yr$352M
9388. 9388
      R.T. Jones Capital Equities Management Inc.St. Louis, MO · 4,108 clientsWealth manager
      Oneamerica Securities 100%
      +00% 1 yr$352M
9389. 9389
      LFASt. Cloud, MN · 518 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$351M
9390. 9390
      Swan Capital671 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9391. 9391
      Caldwell Advisors, LLCBrentwood, TN · 506 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$351M
9392. 9392
      Aca/prudent Investors Planning CorporationGreen Brook, NJ · 880 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$351M
9393. 9393
      GFO Advisory Services, LLCGreenwich, CT · 10 clientsPrivate fund adviserAffiliated broker-dealerTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
      Argent Institutional Trust 97%
      +00% 1 yr$351M
9394. 9394
      Dean Roland Russell, LLCSan Diego, CA · 176 clientsWealth manager
      No custodian reported
      +00% 1 yr$351M
9395. 9395
      Foresight Capital Management Advisors, Inc.Saline, MI · 577 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9396. 9396
      Sitrin Capital Management, LLCCentury City, CA · 236 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9397. 9397
      Heritage Retirement Advisors, LLCColleyville, TX · 345 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9398. 9398
      Elite Capital Management Group, LLC16 clientsAsset manager
      Schwab 100%
      +00% 1 yr$351M
9399. 9399
      Entrust Financial LLCWayne, PA · 268 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9400. 9400
      Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clientsWealth manager
      Fidelity 78%
      +00% 1 yr$351M