The RIA database

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9921. 9921
      Camarda Wealth Advisory GroupFleming Island, FL · 286 clientsWealth manager
      Schwab 100%
      +00% 1 yr$315M
9922. 9922
      Walker Asset Management, LLC195 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$315M
9923. 9923
      Cornerstone Select Advisors, LLCSt. Louis, MO · 344 clientsAsset manager
      Schwab 64%Wells Fargo 36%
      +00% 1 yr$315M
9924. 9924
      Lincoln Energy Holdings LLCEnglewood, CO · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$315M
9925. 9925
      Aurelius Family Office, LLCBedford, NH · 167 clientsWealth manager
      Axos 100%
      +00% 1 yr$315M
9926. 9926
      Marcellus Investment Managers Private LimitedMumbai, Maharashtra, India · 2,415 clientsWealth manager
      Kotak Mahindra Bank Limited 85%
      +00% 1 yr$315M
9927. 9927
      Bonner & Smith, LLCLubbock, TX · 300 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$315M
9928. 9928
      Ninepointtwo Capital LLCLos Angeles, CA · 25 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$315M
9929. 9929
      Twin Lakes CapitalRedwood Shores, CA · 89 clientsWealth manager
      Schwab 100%
      +00% 1 yr$315M
9930. 9930
      WMS Wealth PlannersPittsburgh, PA · 292 clientsWealth manager
      Schwab 100%
      +00% 1 yr$315M
9931. 9931
      Vista Advisor Group, LLCWalnut Creek, CA · 688 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$315M
9932. 9932
      Define Financial, LLCSan Diego, CA · 119 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$315M
9933. 9933
      Granite CapitalOakland, CA · 86 clientsWealth manager
      Schwab 100%
      +00% 1 yr$315M
9934. 9934
      Horter Investment Management, LLCCincinnati, OH · 1,337 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9935. 9935
      The Fauser Group, LLCMercer Island, WA · 224 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9936. 9936
      The Future Fund LLCChicago, IL · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$314M
9937. 9937
      Bernard Wealth Management Corp.Royal Oak, MI · 337 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9938. 9938
      Templeton & Phillips Capital Management, LLCLookout Mountain, TN · 47 clientsAsset manager
      Fidelity 54%State Street 46%
      +00% 1 yr$314M
9939. 9939
      Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
      Fidelity Distributors Company 87%
      +00% 1 yr$314M
9940. 9940
      Ricketts Financial, LLCLouisville, KY · 115 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$314M
9941. 9941
      Tieton Capital ManagementYakima, WA · 47 clientsAsset manager
      Schwab 34%BNY 29%
      +00% 1 yr$314M
9942. 9942
      Greylock Capital Management, LLCStamford, CT · 5 clientsAsset manager
      BNY 100%
      +00% 1 yr$314M
9943. 9943
      Legacy Wealth Management Inc.Manassas, VA · 732 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9944. 9944
      CTS Financial Planning, Inc.Chicago, IL · 249 clientsWealth manager
      Schwab 85%
      +00% 1 yr$314M
9945. 9945
      Values Added Financial115 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9946. 9946
      Paradigm, Strategies in Wealth Management, LLCMaple Grove, MN · 219 clientsWealth manager
      Schwab 100%
      +00% 1 yr$314M
9947. 9947
      Trust Advisory Group LTDBirmingham, AL · 564 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
      Stonex Financial 74%Schwab 26%
      +00% 1 yr$314M
9948. 9948
      Carolina Wealth AdvisorsMyrtle Beach, SC · 596 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$313M
9949. 9949
      Melone Private Wealth, LLCAuburn Hills, MI · 165 clientsWealth managerWrap sponsor
      LPL Financial 100%
      +00% 1 yr$313M
9950. 9950
      Hilco Investment Advisors, LLCNorthbrook, ILAsset managerHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$313M
9951. 9951
      Jaguar Growth Asset Management, LLCMiami, FL · 4 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$313M
9952. 9952
      Hunter Street Partners, LPWayzata, MN · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$313M
9953. 9953
      Scott Marsh Financial, LLC253 clientsWealth manager
      Schwab 100%
      +00% 1 yr$313M
9954. 9954
      Hawkeye Capital Management, LLCMiami Beach, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$313M
9955. 9955
      JPC Wealth Management, Inc.Petaluma, CA · 155 clientsWealth manager
      Schwab 100%
      +00% 1 yr$313M
9956. 9956
      Brady Family Wealth, LLCSaint Louis, MO · 108 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$313M
9957. 9957
      Wellment FinancialElmhurst, IL · 405 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$313M
9958. 9958
      Columbia Advisory Partners, LLCSpokane, WA · 631 clientsWealth managerHybridColumbia Private Markets, LLC
      Schwab 100%
      +00% 1 yr$313M
9959. 9959
      Lagoda Investment Management, L.P.New York, NY · 48 clientsWealth managerPublic-company owned
      Morgan Stanley 41%Fiduciary Trust 40%
      +00% 1 yr$313M
9960. 9960
      Parkview US LLCNew York, NY · 18 clientsWealth manager
      HSBC Bank USA 61%Merrill / Bank of America 26%
      +00% 1 yr$312M