The RIA database

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9841. 9841
      WSC & Company, LLCCharlotte, NC · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$320M
9842. 9842
      Adasina Social Capital4 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$320M
9843. 9843
      Elevate Wealth ManagementSheridan, WY · 291 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$320M
9844. 9844
      Alhambra Investment Management LLCPalmetto Bay, FL · 202 clientsWealth manager
      Fidelity 51%Schwab 49%
      +00% 1 yr$320M
9845. 9845
      Wynn CapitalAugusta, GA · 301 clientsWealth manager
      Schwab 100%
      +00% 1 yr$320M
9846. 9846
      Sawyer & Co IncBoston, MA · 226 clientsWealth manager
      Schwab 100%
      +00% 1 yr$320M
9847. 9847
      Vista Finance, LLCClayton, MO · 98 clientsWealth managerBank-affiliated
      Fidelity 100%
      +00% 1 yr$320M
9848. 9848
      Secura FinancialOrange, CA · 681 clientsWealth managerHybridHarry Barth, Kraig Strom
      LPL Financial 67%Schwab 31%
      +00% 1 yr$320M
9849. 9849
      Lantern Wealth Advisors, LLCMelville, NY · 188 clientsWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing
      Pershing 52%Schwab 48%
      +00% 1 yr$320M
9850. 9850
      Kaname Capital, L.P.Boston, MA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$320M
9851. 9851
      Alpha Wealth Management and Planning LLCNovato, CA · 480 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$320M
9852. 9852
      Atomic Invest LLCNew York, NY · 10,563 clientsAsset managerHybridAtomic Brokerage LLC, clears through Pershing
      Pershing 89%
      +00% 1 yr$320M
9853. 9853
      Wealthview Capital, LLCJackson, MS · 193 clientsWealth manager
      Pershing 100%
      +00% 1 yr$319M
9854. 9854
      Arroyo Investment Group, LLCPasadena, CA · 337 clientsWealth managerHybridCapital Research Brokerage Services, LLC
      No custodian reported
      +00% 1 yr$319M
9855. 9855
      Optivest, Inc.San Juan Capistrano, CA · 108 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$319M
9856. 9856
      Hamilton Square Partners Management, LPNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$319M
9857. 9857
      Theory FinancialFort Collins, CO · 252 clientsWealth manager
      Schwab 100%
      +00% 1 yr$319M
9858. 9858
      Promontory Financial Planning, LLCFarmington, UT · 570 clientsWealth manager
      SEI 100%
      +00% 1 yr$319M
9859. 9859
      Remedium Capital PartnersWest Palm Beach, FL · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$319M
9860. 9860
      Valuewealth Services, LLCAnnapolis, MD · 420 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$319M
9861. 9861
      Antoine Williams & Associates Wealth Management, LLCShelburne, VT · 324 clientsWealth manager
      SEI 100%
      +00% 1 yr$319M
9862. 9862
      Breen Wealth Management, LLCPetaluma, CA · 178 clientsWealth manager
      Schwab 100%
      +00% 1 yr$319M
9863. 9863
      Phillip B. White Co., IncSan Luis Obispo, CA · 246 clientsWealth manager
      Pershing 64%Assetmark Brokerage 27%
      +00% 1 yr$319M
9864. 9864
      Investments & Financial Planning, LLCLexington, KY · 751 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$319M
9865. 9865
      Goldentree Asset Management Credit Advisor LLCNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$319M
9866. 9866
      General Partner, Inc.4 clientsAsset manager
      No custodian reported
      +00% 1 yr$318M
9867. 9867
      FMIArdmore, OK · 717 clientsWealth manager
      Schwab 100%
      +00% 1 yr$318M
9868. 9868
      Plagens & Taylor Wealth ManagementSan Angelo, TX · 389 clientsWealth manager
      Schwab 100%
      +00% 1 yr$318M
9869. 9869
      Impact Investors240 clientsWealth manager
      Schwab 100%
      +00% 1 yr$318M
9870. 9870
      Model Wealth159 clientsWealth manager
      Schwab 100%
      +00% 1 yr$318M
9871. 9871
      Tribune Investment GroupNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$318M
9872. 9872
      BayforestLondon, United Kingdom · 6 clientsPrivate fund adviser
      Morgan Stanley 53%Goldman Sachs 47%
      +00% 1 yr$318M
9873. 9873
      Openair Financial, LLCSouthlake, TX · 860 clientsWealth manager
      Schwab 97%
      +00% 1 yr$318M
9874. 9874
      Caim LLCLongboat Key, FL · 80 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$318M
9875. 9875
      4:8 FinancialCanby, OR · 834 clientsWealth managerWrap sponsor
      LPL Financial 100%
      +00% 1 yr$318M
9876. 9876
      Tower View Wealth Management LLC209 clientsWealth manager
      Schwab 100%
      +00% 1 yr$318M
9877. 9877
      Navigate 401k, LLCBirmingham, AL · 80 clientsAsset manager
      Fidelity 60%Principal 25%
      +00% 1 yr$318M
9878. 9878
      Three Cord True Wealth Management, LLCBeaver, PA · 584 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$318M
9879. 9879
      Meira WealthCoral Gables, FL · 183 clientsWealth manager
      Schwab 77%Fidelity 23%
      +00% 1 yr$318M
9880. 9880
      Twin Securities, Inc.New York, NY · 5 clientsPrivate fund adviser
      Goldman Sachs 99%
      +00% 1 yr$318M