The RIA database

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12201. 12201
       Strategic Advisory ServicesMemphis, TN · 254 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$201M
12202. 12202
       Regents Partners, LLC327 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12203. 12203
       Waverley Wealth Management LLCMountain View, CA · 114 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12204. 12204
       Upper Left Wealth Management, LLC95 clientsWealth manager
       Schwab 86%
       +00% 1 yr$201M
12205. 12205
       Sterling Manor Financial, LLCSaratoga Springs, NY · 395 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$201M
12206. 12206
       My Portfolio Guide, LLCSeal Beach, CA · 318 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12207. 12207
       Custom Wealth ManagementPlymouth, MI · 504 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12208. 12208
       Stride Investments, LLCChicago, IL · 531 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12209. 12209
       Legion Partners Asset Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$201M
12210. 12210
       Eldridge SME AdvisersNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
       No custodian reported
       +00% 1 yr$201M
12211. 12211
       Blue CapitalOmaha, NE · 443 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12212. 12212
       Calculated WealthMadison, WI · 194 clientsWealth manager
       Schwab 94%
       +00% 1 yr$201M
12213. 12213
       Argo Management and Research Company, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$201M
12214. 12214
       Farrell FinancialOrchard Park, NY · 233 clientsWealth manager
       Schwab 100%
       +00% 1 yr$201M
12215. 12215
       RMG AdvisorsRockville, MD · 192 clientsWealth manager
       SEI 100%
       +00% 1 yr$200M
12216. 12216
       Emerald Bay Wealth Management LLCTahoe City, CA · 40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12217. 12217
       URS AdvisoryJupiter, FL · 173 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12218. 12218
       Comprehensive Money Management Services LLC105 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12219. 12219
       Harvest Investment Advisors, LLC125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12220. 12220
       Weingarten Associates, L.L.C.Lawrenceville, NJ · 65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12221. 12221
       MH & Associates Securities Management CorporationCarlsbad, CA · 75 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12222. 12222
       Tandem Investment Partners, LLCBordentown, NJ · 192 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12223. 12223
       Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
       Schwab 99%
       +00% 1 yr$200M
12224. 12224
       Post Capital PartnersNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$200M
12225. 12225
       Fulham & CoWellesley, MA · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$200M
12226. 12226
       Thompson Capital Management, LLC86 clientsAsset manager
       Schwab 100%
       +00% 1 yr$200M
12227. 12227
       Chapman Investment Management, LLC62 clientsWealth manager
       Schwab 60%U.S. Bank 40%
       +00% 1 yr$200M
12228. 12228
       Radix Organization, Inc.New York, NY · 95 clientsWealth manager
       Oppenheimer & Co. 100%
       +00% 1 yr$200M
12229. 12229
       Genesis Wealth Advisors, LLCBraintree, MA · 231 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$200M
12230. 12230
       Asset Management GroupCartersville, GA · 372 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12231. 12231
       Allen Capital Management, LLCVancouver, WA · 109 clientsWealth manager
       No custodian reported
       +00% 1 yr$200M
12232. 12232
       Newbore Wealth Management, Inc.Gladstone, OR · 528 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$200M
12233. 12233
       WH Cornerstone Investments Inc.Duxbury, MA · 148 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12234. 12234
       Credit Bridge Advisors LLC1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$200M
12235. 12235
       AI Alpha LLCGrand Rapids, MI · 6 clientsAsset manager
       Schwab 100%
       +00% 1 yr$200M
12236. 12236
       Aspen Private Advisors, LLCSioux Falls, SD · 125 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$200M
12237. 12237
       Flagship Capital Management IncMedia, PA · 176 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12238. 12238
       Planning Works Advisory, Inc.Austin, TX · 129 clientsWealth manager
       Schwab 100%
       +00% 1 yr$200M
12239. 12239
       Smbc Asset Management, Inc.New York, NY · 4 clientsPrivate fund adviserHybridSmbc Nikko Securities America, Inc., Smbc Nikko Securities Canada, LTD.
       No custodian reported
       +00% 1 yr$200M
12240. 12240
       Saddlerock Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$200M