The RIA database

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10041. 10041
       Silverpeak Real Estate Partners L.P.New York, NY · 21 clientsPrivate fund adviser
       U.S. Bank 100%
       +00% 1 yr$307M
10042. 10042
       Kevin M. Gibney and Company, LLCIselin, NJ · 108 clientsWealth manager
       Fidelity 70%Schwab 30%
       +00% 1 yr$307M
10043. 10043
       N10° AssetsGreenwich, CT · 101 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$307M
10044. 10044
       Spectra Investment Management, LLCStuart, FL · 49 clientsWealth manager
       Fidelity 66%Northern Trust 34%
       +00% 1 yr$307M
10045. 10045
       Fenway Partners, LLCWesterly, RI · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$307M
10046. 10046
       One Wealth Capital Management, LLCScottsdale, AZ · 261 clientsWealth manager
       Schwab 100%
       +00% 1 yr$307M
10047. 10047
       Craft & Sage WealthKansas City, MO · 531 clientsWealth manager
       Assetmark Brokerage 100%
       +00% 1 yr$307M
10048. 10048
       Oxford Square Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$307M
10049. 10049
       Ekanta Wealth Advisors LLCCoconut Grove, FL · 52 clientsAsset manager
       EFG Capital International 49%EFG Bank 36%
       +00% 1 yr$307M
10050. 10050
       GFG SolutionsOrlando, FL · 315 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$307M
10051. 10051
       Heritage Asset Advisors LTD., LLP391 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$307M
10052. 10052
       Bexil Advisers LLCWalpole, NH · 1 clientsAsset managerHybridMidas Securities Group, Inc.
       No custodian reported
       +00% 1 yr$307M
10053. 10053
       Blue Sky Capital Consultants Group, Inc.Poway, CA · 506 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$306M
10054. 10054
       Bison Capital Group, LLCEdmond, OK · 31 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$306M
10055. 10055
       McAllister Capital ManagementJackson, MS · 210 clientsWealth manager
       Schwab 100%
       +00% 1 yr$306M
10056. 10056
       Mardin Capital GroupRye, NH · 238 clientsWealth manager
       Altruist 100%
       +00% 1 yr$306M
10057. 10057
       Fidelis IMMedford, OR · 275 clientsWealth manager
       Schwab 100%
       +00% 1 yr$306M
10058. 10058
       Marnell Management LLCFarmington Hills, MI · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$306M
10059. 10059
       Oneamerica Securities, Inc.Indianapolis, IN · 2,300 clientsBroker-dealer firmHybrid
       Pershing 100%
       +00% 1 yr$306M
10060. 10060
       Hancock Whitney Investment Services Inc.New Orleans, LA · 912 clientsBroker-dealer firmAffiliated broker-dealer
       No custodian reported
       +00% 1 yr$306M
10061. 10061
       Tavira FinancialLondon, England, United Kingdom · 8 clientsBroker-dealer firmAffiliated broker-dealerTavira Financial Limited
       No custodian reported
       +00% 1 yr$306M
10062. 10062
       Hendershott Wealth Management, LLCFishers, IN · 158 clientsWealth manager
       Schwab 90%
       +00% 1 yr$306M
10063. 10063
       Finer Wealth Management, Inc.Salem, MA · 277 clientsWealth manager
       Schwab 100%
       +00% 1 yr$306M
10064. 10064
       Mountaineer Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
       Merrill / Bank of America 100%
       +00% 1 yr$306M
10065. 10065
       Sound Capital Solutions LLC2 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$306M
10066. 10066
       Winans InvestmentsLas Vegas, NV · 276 clientsWealth manager
       Schwab 100%
       +00% 1 yr$306M
10067. 10067
       Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
       SEI 90%
       +00% 1 yr$306M
10068. 10068
       Joel Adams and Associates Inc.Asheville, NC · 284 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$306M
10069. 10069
       Leap Wealth ManagementDallas, TX · 363 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$306M
10070. 10070
       Adalta Capital Management LLCNew York, NY · 74 clientsWealth manager
       Schwab 72%
       +00% 1 yr$306M
10071. 10071
       MWA Asset ManagementDanvers, MA · 180 clientsWealth manager
       Fidelity 99%
       +00% 1 yr$306M
10072. 10072
       Victoria Capital Management, Inc.Charleston, SC · 47 clientsAsset manager
       Schwab 100%
       +00% 1 yr$306M
10073. 10073
       Keeler Thomas Management LLCOrem, UT · 132 clientsWealth manager
       Fidelity Distributors Company 99%
       +00% 1 yr$306M
10074. 10074
       Rockwall Wealth ManagementRockwall, TX · 612 clientsWealth manager
       Schwab 100%
       +00% 1 yr$305M
10075. 10075
       Stableford Capital LLCScottsdale, AZ · 92 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$305M
10076. 10076
       Nextbio Capital Management LPAustin, TX · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$305M
10077. 10077
       Clarus Wealth Advisors, LLCPeoria, AZ · 503 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$305M
10078. 10078
       Retirement Capital Strategies, Inc.San Jose, CA · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$305M
10079. 10079
       Kachkovsky & Fisher, Inc.San Diego, CA · 457 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$305M
10080. 10080
       Paradigm Funds Advisor LLCAlbany, NY · 3 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
       No custodian reported
       +00% 1 yr$305M