The RIA database

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11121. 11121
       Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
       Schwab 93%
       +00% 1 yr$249M
11122. 11122
       SAF Advisors LLC14 clientsPrivate fund adviserHybridSAF Financial Securities LLC
       No custodian reported
       +00% 1 yr$249M
11123. 11123
       Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
       Pershing 41%Wells Fargo 28%
       +00% 1 yr$249M
11124. 11124
       Buckhorn Resources, LPHouston, TX · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$249M
11125. 11125
       Forest Hill Capital, LLCLittle Rock, AR · 5 clientsWealth manager
       Jefferies 100%
       +00% 1 yr$249M
11126. 11126
       Evergreen Wealth Management, LLCWilliamston, MI · 706 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$249M
11127. 11127
       Lakewood Asset Management, LLCNaperville, IL · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$249M
11128. 11128
       Michael Brady & Co., LLCWestlake, OH · 218 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$249M
11129. 11129
       Cassedy Financial Group, Inc.Tampa, FL · 186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$248M
11130. 11130
       Tribeca Financial, LLCMesa, AZ · 248 clientsWealth manager
       Schwab 100%
       +00% 1 yr$248M
11131. 11131
       DWD Portfolio Solutions, Inc.Pittsburgh, PA · 316 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$248M
11132. 11132
       The Clifford Group LLCWayland, MA · 261 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$248M
11133. 11133
       Atwater Wealth Management, Inc.Boston, MA · 98 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$248M
11134. 11134
       Luedtke & Associates LLC482 clientsWealth manager
       Schwab 100%
       +00% 1 yr$248M
11135. 11135
       Masters Legacy PlanningLinwood, NJ · 146 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$248M
11136. 11136
       Rosenwald Capital Management, Inc.Redondo Beach, CA · 3 clientsPrivate fund adviser
       JTC Group 100%
       +00% 1 yr$248M
11137. 11137
       Aacp Investments, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerAN Zhong (AZ) Investment Management Hong Kong Limited, AZ Andes AGF S.A.
       No custodian reported
       +00% 1 yr$248M
11138. 11138
       Cedar Point Capital Partners, LLCCedar Rapids, IA · 300 clientsWealth manager
       Schwab 100%
       +00% 1 yr$248M
11139. 11139
       Gramercy Strategic Capital LLC36 clientsWealth manager
       Schwab 100%
       +00% 1 yr$248M
11140. 11140
       EverspireMidvale, UT · 803 clientsWealth managerHybridM. H. Leblang, Inc.
       Fidelity 80%
       +00% 1 yr$248M
11141. 11141
       Focus Wealth Advisors, LLCHouston, TX · 115 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$248M
11142. 11142
       Cove Capital Management Inc.Brentwood, TN · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$248M
11143. 11143
       Nova Wealth Management, Inc.Bonita Springs, FL · 268 clientsWealth manager
       Fidelity 51%Schwab 49%
       +00% 1 yr$248M
11144. 11144
       Propel BIO Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$247M
11145. 11145
       Wealth Intelligence, LLCColumbus, GA · 228 clientsWealth manager
       Schwab 100%
       +00% 1 yr$247M
11146. 11146
       Large and Gilbert Wealth AdvisoryAtlanta, GA · 289 clientsWealth manager
       Schwab 100%
       +00% 1 yr$247M
11147. 11147
       Kral Financial Advisors, LLC55 clientsWealth manager
       Schwab 100%
       +00% 1 yr$247M
11148. 11148
       SR Alternative Credit, LLCDarien, CT · 17 clientsPrivate fund adviserAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
       No custodian reported
       +00% 1 yr$247M
11149. 11149
       Amplius Asset Management, LLCBlue Bell, PA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$247M
11150. 11150
       BPP Wealth Solutions, LLCBasking Ridge, NJ · 113 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$247M
11151. 11151
       Blueline AdvisorsExeter, NH · 148 clientsWealth manager
       Schwab 64%LPL Financial 23%
       +00% 1 yr$247M
11152. 11152
       Washington Growth Strategies LLCWashington, DC · 40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$247M
11153. 11153
       Anchor Bay Capital, Inc.Carlsbad, CA · 190 clientsWealth managerHybridAnchor Bay Securities, LLC
       Schwab 100%
       +00% 1 yr$247M
11154. 11154
       Fillmore Capital Partners, LLCPowell, OH · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$247M
11155. 11155
       AGP Franklin, LLCFranklin, TN · 456 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$247M
11156. 11156
       Baum Capital Partners Management, LLCKansas City, MO · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$247M
11157. 11157
       Intervest LTDChevy Chase, MD · 175 clientsWealth manager
       SEI 100%
       +00% 1 yr$247M
11158. 11158
       Northern Edge Wealth ManagementMarquette, MI · 551 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$247M
11159. 11159
       Eudaimonia Asset Management, LLCWinchester, TN · 684 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$247M
11160. 11160
       Tenet Wealth Partners, LLCChampaign, IL · 442 clientsWealth manager
       Pershing 100%
       +00% 1 yr$247M