The RIA database

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10521. 10521
       WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
       Vanguard 50%Morgan Stanley 29%
       +00% 1 yr$280M
10522. 10522
       Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
       Schwab 57%Fidelity 43%
       +00% 1 yr$280M
10523. 10523
       Victus Capital WealthSanta Monica, CA · 188 clientsWealth manager
       Schwab 0%
       +00% 1 yr$280M
10524. 10524
       Willow Creek Capital Management, Inc.Missoula, MT · 413 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$280M
10525. 10525
       Fathom Point Capital LLCSan Francisco, CA · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$280M
10526. 10526
       Conquis Financial LLCMillbrae, CA · 50 clientsWealth manager
       Schwab 100%
       +00% 1 yr$280M
10527. 10527
       ARG Private Wealth, LLCCincinnati, OH · 65 clientsWealth manager
       No custodian reported
       +00% 1 yr$280M
10528. 10528
       Paladin Wealth PartnersClive, IA · 102 clientsWealth manager
       Schwab 100%
       +00% 1 yr$280M
10529. 10529
       Faith Investor ServicesScottsdale, AZ · 254 clientsAsset manager
       Schwab 100%
       +00% 1 yr$280M
10530. 10530
       Creekside Capital, Inc.Knoxville, TN · 234 clientsWealth manager
       Schwab 100%
       +00% 1 yr$280M
10531. 10531
       Tandem Capital Management, Inc.Woodcliff Lake, NJ · 93 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$280M
10532. 10532
       Avatar Capital Management LLCSeattle, WA · 2 clientsPrivate fund adviserAffiliated broker-dealer
       No custodian reported
       +00% 1 yr$280M
10533. 10533
       Goldstein Capital Corp.23 clientsPrivate fund adviser
       U.S. Bank 59%Schwab 41%
       +00% 1 yr$280M
10534. 10534
       Members Wealth LLCMedia, PA · 166 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$280M
10535. 10535
       Nucleo Capital Ltda.Sao Paulo, SP, Brazil · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$280M
10536. 10536
       CRF Financial GroupIndianapolis, IN · 37 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10537. 10537
       Higgins & Schmidt Wealth Strategies LLCDenver, CO · 239 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$279M
10538. 10538
       Mosley Wealth Management, Inc.Anaheim, CA · 707 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10539. 10539
       American Financial & Tax Strategies, Inc.New York, NY · 191 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10540. 10540
       American Discovery Investment Advisors, LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridAmerican Discovery Advisors, LLC
       No custodian reported
       +00% 1 yr$279M
10541. 10541
       Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
       Fidelity 73%Schwab 27%
       +00% 1 yr$279M
10542. 10542
       TSW Wealth ManagementFramingham, MA · 132 clientsWealth managerHybrid
       Schwab 89%
       +00% 1 yr$279M
10543. 10543
       Eureka Equity PartnersPhiladelphia, PA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10544. 10544
       Kurv Investment Management LLCSan Francisco, CA · 10 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$279M
10545. 10545
       Detterbeck Wealth ManagementPalatine, IL · 165 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10546. 10546
       Pontem Investment Management CompanyHouston, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10547. 10547
       Kintayl Capital LPNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10548. 10548
       Schlegel Dunn LLCPlano, TX · 154 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$279M
10549. 10549
       Cottonwood Wealth Strategies, LLCSalt Lake City, UT · 238 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$279M
10550. 10550
       Horizon Family Wealth, Inc.Chicago, IL · 94 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$279M
10551. 10551
       FS Tactical Advisor, LLCPhiladelphia, PA · 2 clientsPrivate fund adviserHybridFS Digital Infrastructure Advisor, LLC, FS Investment Solutions, LLC
       No custodian reported
       +00% 1 yr$279M
10552. 10552
       Aquilant AdvisorsSt. Louis, MO · 314 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$279M
10553. 10553
       Stilwell Value LLCNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10554. 10554
       Millennial WealthFall City, WA · 229 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10555. 10555
       Superbloom PartnersVenice, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$279M
10556. 10556
       Holistic Wealth AdvisorsClifton Park, NY · 656 clientsWealth managerWrap sponsorHybrid
       No custodian reported
       +00% 1 yr$279M
10557. 10557
       Vermillion & White Wealth Management GroupPhoenixville, PA · 357 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10558. 10558
       Verity Wealth Advisors, LLCSausalito, CA · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$279M
10559. 10559
       Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
       Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
       +00% 1 yr$278M
10560. 10560
       Fort Henry Capital, LLCWheeling, WV · 476 clientsWealth manager
       Schwab 100%
       +00% 1 yr$278M