The RIA database

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11201. 11201
       Stirlingshire InvestmentsNew York, NY · 1,071 clientsWealth managerHybridStirlingshire BD LLC
       Apex Fintech 100%
       +00% 1 yr$245M
11202. 11202
       Boyce & Associates Wealth Consulting, Inc.Cedar Park, TX · 268 clientsWealth manager
       Schwab 100%
       +00% 1 yr$245M
11203. 11203
       City Different InvestmentsSanta Fe, NM · 105 clientsWealth manager
       Schwab 75%Fidelity 25%
       +00% 1 yr$244M
11204. 11204
       Lederer & Associates Investment CounselLong Beach, CA · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$244M
11205. 11205
       Gulfstream CM, LLCSummit, NJ · 25 clientsPrivate fund adviserHybridMountainside Securities LLC, clears through Pershing
       Pershing 100%
       +00% 1 yr$244M
11206. 11206
       Bazis Private Wealth, LLCOmaha, NE · 210 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$244M
11207. 11207
       Bandera PartnersBrooklyn, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$244M
11208. 11208
       TYR Capital Advisors, LLCOverland Park, KS · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$244M
11209. 11209
       Shorevest Partners, LTD.Tortola, British Virgin Islands · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$244M
11210. 11210
       Richardson Wealth (USA) LimitedToronto, Ontario, Canada · 262 clientsWealth managerAffiliated broker-dealerRichardson Wealth Limited
       No custodian reported
       +00% 1 yr$244M
11211. 11211
       Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
       Fidelity 48%Schwab 34%
       +00% 1 yr$244M
11212. 11212
       Invera Wealth Advisors LLC139 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$244M
11213. 11213
       Legacy Solutions, LLCKennett Square, PA · 249 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$244M
11214. 11214
       Abundant Wealth Management LLCStamford, CT · 187 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$244M
11215. 11215
       Foundation Capital Management, LLCEast Norriton, PA · 595 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$244M
11216. 11216
       Stegent Equity Advisors Inc.Houston, TX · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$244M
11217. 11217
       Pinnacle Wealth Management Group, Inc.Plymouth, MI · 209 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$244M
11218. 11218
       Evergreen Capital Associates LLCPlainsboro, NJ · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$244M
11219. 11219
       Brahma Management LLC5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$244M
11220. 11220
       Prattes Wealth PartnersNewport Beach, CA · 105 clientsWealth manager
       Schwab 73%Interactive Brokers 27%
       +00% 1 yr$244M
11221. 11221
       Pursue Wealth Partners, LLC31 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$243M
11222. 11222
       JRE Advisors LLCNew York, NY · 37 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$243M
11223. 11223
       Exit Wealth AdvisorsAlpharetta, GA · 229 clientsWealth manager
       Schwab 100%
       +00% 1 yr$243M
11224. 11224
       Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clientsWealth manager
       Schwab 99%
       +00% 1 yr$243M
11225. 11225
       Capstone Wealth Management Group, Inc.Bend, OR · 255 clientsWealth manager
       Pershing 100%
       +00% 1 yr$243M
11226. 11226
       Retirewise Tax and Wealth Advisors, Inc.Topeka, KS · 294 clientsWealth manager
       Schwab 100%
       +00% 1 yr$243M
11227. 11227
       210 FinancialMorton, IL · 1,001 clientsWealth manager
       Schwab 88%
       +00% 1 yr$243M
11228. 11228
       Zephyr Wealth ManagementWestlake Village, CA · 242 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$243M
11229. 11229
       Matthias Private Wealth, LLCWinter Park, FL · 46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$243M
11230. 11230
       Blue Spark Capital AdvisorsNew York, NY · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$243M
11231. 11231
       Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
       Schwab 79%
       +00% 1 yr$243M
11232. 11232
       Chiron Capital Management, LLCTallahassee, FL · 912 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$243M
11233. 11233
       Little Harbor Advisors, LLCMarblehead, MA · 4 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$243M
11234. 11234
       Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
       Wells Fargo 89%
       +00% 1 yr$243M
11235. 11235
       Rayburn West Financial ServicesNashville, TN · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$243M
11236. 11236
       Seminole Advisory Services, LLCBellair Bluffs, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$243M
11237. 11237
       Waypoint Wealth ManagementTimonium, MD · 207 clientsWealth manager
       Schwab 100%
       +00% 1 yr$242M
11238. 11238
       Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
       TradePMR / Robinhood 68%
       +00% 1 yr$242M
11239. 11239
       Bain Capital Public Equity, LPBoston, MA · 4 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
       No custodian reported
       +00% 1 yr$242M
11240. 11240
       Anson AnalyticsTyrone, GA · 117 clientsWealth manager
       Fidelity 85%
       +00% 1 yr$242M