The RIA database

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10001. 10001
       Omega Wealth Management LLCArlington, VA · 152 clientsWealth manager
       SEI 100%
       +00% 1 yr$310M
10002. 10002
       Windward Private Wealth Management Inc.Overland Park, KS · 235 clientsWealth manager
       Schwab 100%
       +00% 1 yr$310M
10003. 10003
       Storr GroupWest Palm Beach, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$310M
10004. 10004
       Savant Partners, LLCSan Mateo, CA · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$310M
10005. 10005
       Trunorth Financial Services, Inc.Chambersburg, PA · 445 clientsWealth manager
       Fidelity Distributors Company 82%
       +00% 1 yr$309M
10006. 10006
       Beacon Financial Strategies Corp.Raleigh, NC · 141 clientsWealth manager
       Schwab 100%
       +00% 1 yr$309M
10007. 10007
       Founders Equity PartnersJackson, WY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$309M
10008. 10008
       Prospect Capital Advisors, LLCSausalito, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$309M
10009. 10009
       AIM CapitalScottsdale, AZ · 246 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$309M
10010. 10010
       Broad Reach Retail Partners LLCMillersville, MD · 29 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$309M
10011. 10011
       Milestone Asset Management Group, LLCAvon, CT · 214 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$309M
10012. 10012
       Meriwether Wealth & Planning, LLCMinden, LA · 607 clientsWealth manager
       SEI 100%
       +00% 1 yr$309M
10013. 10013
       Samjo Management, LLCNew York, NY · 187 clientsAsset manager
       No custodian reported
       +00% 1 yr$309M
10014. 10014
       Synergy Financial Partners, LLCDenver, CO · 526 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$309M
10015. 10015
       New Perspectives, Inc.Ridgeland, MS · 423 clientsWealth manager
       Schwab 100%
       +00% 1 yr$309M
10016. 10016
       Chronometer Partners LPPittsburgh, PA · 1 clientsAsset manager
       Morgan Stanley 100%
       +00% 1 yr$308M
10017. 10017
       Finivi Inc.Westborough, MA · 683 clientsWealth manager
       Schwab 100%
       +00% 1 yr$308M
10018. 10018
       Beacon Wealthcare LLCRaleigh, NC · 908 clientsWealth manager
       No custodian reported
       +00% 1 yr$308M
10019. 10019
       Merit Financial Partners LLCMaspeth, NY · 197 clientsWealth manager
       Schwab 100%
       +00% 1 yr$308M
10020. 10020
       Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
       Regions Bank 83%
       +00% 1 yr$308M
10021. 10021
       Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
       Fidelity 86%
       +00% 1 yr$308M
10022. 10022
       Broadway Wealth SolutionsSan Antonio, TX · 906 clientsWealth managerBank-affiliated
       Schwab 100%
       +00% 1 yr$308M
10023. 10023
       Kotys Wealth ProfessionalsValparaiso, IN · 321 clientsWealth manager
       Schwab 100%
       +00% 1 yr$308M
10024. 10024
       S Squared Technology, LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$308M
10025. 10025
       Battle Investment Group, LLCAtlanta, GA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$308M
10026. 10026
       Allsquare Wealth Management, LLCAlbany, NY · 436 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$308M
10027. 10027
       YIM Investment Management, LLCHonolulu, HI · 523 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$308M
10028. 10028
       Marathon Financial GroupBoston, MA · 118 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$308M
10029. 10029
       Generations Wealth, LLCCincinnati, OH · 79 clientsWealth manager
       Schwab 89%
       +00% 1 yr$308M
10030. 10030
       Gentry Private WealthWichita, KS · 257 clientsWealth managerWrap sponsor
       Schwab 86%
       +00% 1 yr$308M
10031. 10031
       Grove Mountain Partners, LLCAtlanta, GA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$308M
10032. 10032
       Compass Wealth Management, LLCAtlanta, GA · 171 clientsWealth manager
       Schwab 100%
       +00% 1 yr$308M
10033. 10033
       Holland Advisory Services, Inc.Ormond Beach, FL · 527 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$308M
10034. 10034
       Doma Perpetual Capital Management LLCMiami, FL · 3 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$308M
10035. 10035
       Prepared Retirement Institute LLCMontgomeryville, PA · 259 clientsWealth manager
       Schwab 100%
       +00% 1 yr$308M
10036. 10036
       Dunbar Associates, LLCMonroe, CT · 308 clientsAsset managerHybrid
       Schwab 78%Empower 22%
       +00% 1 yr$307M
10037. 10037
       Commons Capital, LLCNeedham, MA · 226 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$307M
10038. 10038
       Eastbay Capital4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$307M
10039. 10039
       Copley Investment Management, LLC553 clientsWealth manager
       Schwab 100%
       +00% 1 yr$307M
10040. 10040
       Symphony Technology Group, LLCMenlo Park, CA · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$307M