The RIA database

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11241. 11241
       Position WealthThe Woodlands, TX · 217 clientsWealth manager
       No custodian reported
       +00% 1 yr$242M
11242. 11242
       McBroom & Associates, LLCLas Vegas, NV · 114 clientsWealth manager
       Schwab 89%
       +00% 1 yr$242M
11243. 11243
       Excelsior InvestorsExcelsior, MN · 105 clientsWealth manager
       Fidelity 58%Schwab 42%
       +00% 1 yr$242M
11244. 11244
       NRG Wealth ManagementOro Valley, AZ · 155 clientsWealth manager
       Altruist 82%
       +00% 1 yr$242M
11245. 11245
       Sanchez & Zures, LLCMcLean, VA · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$242M
11246. 11246
       Revolution Capital, LLCOmaha, NE · 192 clientsWealth manager
       Schwab 100%
       +00% 1 yr$242M
11247. 11247
       Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
       U.S. Bank 80%
       +00% 1 yr$242M
11248. 11248
       Adolos Asset Management52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$242M
11249. 11249
       Robbins Wealth ManagementErie, PA · 139 clientsWealth manager
       Schwab 100%
       +00% 1 yr$242M
11250. 11250
       Mori Huston PartnersMiami, FL · 72 clientsWealth manager
       Citi 48%Banco Santander 28%
       +00% 1 yr$242M
11251. 11251
       Caymus Equity Partners, LLCAtlanta, GA · 12 clientsPrivate fund adviserHybridCaymus Securities LLC
       No custodian reported
       +00% 1 yr$242M
11252. 11252
       1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
       Schwab 68%Fidelity 23%
       +00% 1 yr$242M
11253. 11253
       True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
       SEI 98%
       +00% 1 yr$242M
11254. 11254
       Prism Planning PartnersLibertyville, IL · 151 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$242M
11255. 11255
       Wealth Management CorporationTallahassee, FL · 1,641 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$242M
11256. 11256
       Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clientsWealth manager
       Pershing 100%
       +00% 1 yr$241M
11257. 11257
       DFN Management LLC.Tampa, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11258. 11258
       Maven Royalty Management, LLCShreveport, LA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11259. 11259
       Constitution Investment Advisory and Portfolio ManagementShelton, CT · 180 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$241M
11260. 11260
       Tabr Capital Management, LLCOrange, CA · 235 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$241M
11261. 11261
       Turnbridge Capital, LLCLittle Elm, TX · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11262. 11262
       Bland Garvey Wealth Advisors, LLCRichardson, TX · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$241M
11263. 11263
       Tenere Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11264. 11264
       Capstone RIABellingham, WA · 262 clientsWealth manager
       Schwab 100%
       +00% 1 yr$241M
11265. 11265
       English Capital Management LLCBloomfield Hills, MI · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11266. 11266
       Bayntree Wealth Advisors, LLCScottsdale, AZ · 510 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$241M
11267. 11267
       Barnstone Advisors LLCPhoenixville, PA · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$241M
11268. 11268
       Heritage Haus Wealth Partners LLCNew Braunfels, TX · 533 clientsWealth manager
       Altruist 100%
       +00% 1 yr$241M
11269. 11269
       CFG RetirementEdina, MN · 541 clientsWealth manager
       Fidelity Distributors Company 64%
       +00% 1 yr$241M
11270. 11270
       Greybull Partners LLCAtlanta, GA · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$241M
11271. 11271
       Bassam Wealth Management, LLCPalm Beach, FL · 24 clientsWealth manager
       Blackstone Securities Partners L.P. 52%Fidelity 33%
       +00% 1 yr$241M
11272. 11272
       Armatus Capital Management, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$241M
11273. 11273
       Carlin Wealth Management Group, LLCAustin, TX · 189 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$241M
11274. 11274
       Carolina Financial Advisors, Inc.Greensboro, NC · 474 clientsWealth manager
       Fidelity 51%Schwab 49%
       +00% 1 yr$241M
11275. 11275
       PSC Capital Partners LLCMinneapolis, MN · 6 clientsPrivate fund adviserHybridPiper Sandler & Co.
       No custodian reported
       +00% 1 yr$241M
11276. 11276
       The Kieckhefer GroupMequon, WI · 61 clientsWealth manager
       Schwab 100%
       +00% 1 yr$241M
11277. 11277
       Corporate Consulting Group, Inc.Tulsa, OKAsset manager
       No custodian reported
       +00% 1 yr$241M
11278. 11278
       BurrusSalt Lake City, UT · 322 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$241M
11279. 11279
       Richmond Brothers, Inc.Jackson, MI · 667 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$241M
11280. 11280
       Barker Wealth Management, LLCCamas, WA · 70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$241M