The RIA database

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10081. 10081
       Old Slip Registered Investment Advisors, LLCNew York, NY · 30 clientsAsset managerHybridOld Slip Capital Management, Inc.
       Schwab 100%
       +00% 1 yr$305M
10082. 10082
       Integrity Wealth LLCEugene, OR · 245 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$305M
10083. 10083
       Temerity Strategic PartnersChicago, IL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$305M
10084. 10084
       YON Drake & Associates IncColumbia, SCAsset manager
       No custodian reported
       +00% 1 yr$305M
10085. 10085
       EMC Capital Advisors, LLCBannockburn, IL · 1 clientsAsset managerAffiliated broker-dealerDearborn Capital Management, LLC
       No custodian reported
       +00% 1 yr$305M
10086. 10086
       Broadview Wealth PartnersBoulder, CO · 310 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$305M
10087. 10087
       Black Cypress Capital68 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$305M
10088. 10088
       Future Finances IncColumbus, OH · 288 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$305M
10089. 10089
       Logica Capital Advisers, LLCLos Angeles, CA · 5 clientsAsset manager
       UBS 100%
       +00% 1 yr$305M
10090. 10090
       Sims Investment Management LLCCincinnati, OH · 522 clientsWealth manager
       Schwab 100%
       +00% 1 yr$305M
10091. 10091
       Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$305M
10092. 10092
       West InvestBellingham, WA · 691 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$304M
10093. 10093
       Nautilus Advisors LLCLa Jolla, CA · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10094. 10094
       MD Financial Advisors / Vestment FinancialChanhassen, MN · 478 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10095. 10095
       Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
       RBC 55%Schwab 42%
       +00% 1 yr$304M
10096. 10096
       Codex Capital Asset Management, L.L.C.18 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$304M
10097. 10097
       Professional Financial Management, Inc.Bozeman, MT · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10098. 10098
       Thryve Wealth ManagementSanta Barbara, CA · 84 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10099. 10099
       Coltrane Asset Management, L.P.New York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$304M
10100. 10100
       Provider Financial, Inc.Indianapolis, IN · 505 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$304M
10101. 10101
       Signature Resources Capital Management, LLCNewport Beach, CA · 378 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10102. 10102
       Thrive Retirement SpecialistsRoyal Oak, MI · 70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10103. 10103
       GBC Investment Group23 clientsAsset manager
       Truist Bank 68%
       +00% 1 yr$304M
10104. 10104
       Key Group Management, Inc.Fountain Hills, AZ · 337 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$304M
10105. 10105
       Brightwater Advisory, LLCTampa, FL · 285 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10106. 10106
       Guilbault CapitalMetairie, LA · 138 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$304M
10107. 10107
       Ceera Investments, LLC187 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10108. 10108
       Siddhi Capital, LLCMeridian, ID · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$304M
10109. 10109
       Asia Pacific Financial Management Group, Inc.Hagatna, Guam · 1,490 clientsWealth manager
       RBC 100%
       +00% 1 yr$304M
10110. 10110
       Penney FinancialHouston, TX · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$304M
10111. 10111
       American Trust Investment Advisors, LLCLebanon, NH · 116 clientsAsset manager
       Schwab 100%
       +00% 1 yr$303M
10112. 10112
       Campbell Capital Management IncMiami, FL · 265 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$303M
10113. 10113
       Integrated Financial Solutions, Inc.Reston, VA · 237 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$303M
10114. 10114
       Beckerman WealthOcean Grove, NJ · 217 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$303M
10115. 10115
       Mission Value Partners, LLCNashville, TN · 3 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$303M
10116. 10116
       The Operators Fund Investment Management, L.P.New York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$303M
10117. 10117
       Clientfirst Wealth Management, LLCLittle Rock, AR · 54 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$303M
10118. 10118
       Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
       Fidelity 85%
       +00% 1 yr$303M
10119. 10119
       Breakwater Investment ManagementSeattle, WA · 152 clientsWealth manager
       Schwab 100%
       +00% 1 yr$303M
10120. 10120
       Alethea Capital Management, LLC45 clientsWealth manager
       Schwab 100%
       +00% 1 yr$303M