The RIA database

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12761. 12761
       Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clientsWealth manager
       Schwab 100%
       +00% 1 yr$180M
12762. 12762
       Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
       Pinnacle Financial Partners 52%Equity Trust 37%
       +00% 1 yr$180M
12763. 12763
       Roxbury FinancialMount Arlington, NJ · 245 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$180M
12764. 12764
       Woloshin Investment Management, LLCMedford, NJ · 410 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$180M
12765. 12765
       Vera Lake Capital, LLCEdina, MN · 10 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$180M
12766. 12766
       Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
       Schwab 52%Fidelity 35%
       +00% 1 yr$180M
12767. 12767
       Lander & Associates Inc48 clientsWealth manager
       Schwab 86%
       +00% 1 yr$180M
12768. 12768
       Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
       Schwab 88%
       +00% 1 yr$180M
12769. 12769
       Lewis Capital ManagementBeverly Hills, CA · 83 clientsWealth manager
       Schwab 100%
       +00% 1 yr$180M
12770. 12770
       Cintrifuse CapitalCincinnati, OH · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$180M
12771. 12771
       Fleisher, Martin12 clientsWealth manager
       Vanguard 56%Schwab 25%
       +00% 1 yr$180M
12772. 12772
       Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$180M
12773. 12773
       Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$180M
12774. 12774
       Ember L. Flack, JD, CFP, CLU, Chfc40 clientsWealth manager
       No custodian reported
       +00% 1 yr$180M
12775. 12775
       Hall Capital, LLCPasadena, CA · 39 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$180M
12776. 12776
       T2 Asset Management, LLCNaperville, IL · 560 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$180M
12777. 12777
       2e Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
       U.S. Bank 100%
       +00% 1 yr$180M
12778. 12778
       Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
       State Street 62%FNZ Trust 27%
       +00% 1 yr$180M
12779. 12779
       Daventry Group LPNew York, NY · 3 clientsAsset manager
       Northern Trust 100%
       +00% 1 yr$180M
12780. 12780
       C2c Wealth Management, LLCScottsdale, AZ · 324 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$180M
12781. 12781
       Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$180M
12782. 12782
       Greenwood Investors LLCNew York, NY · 35 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$180M
12783. 12783
       Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
       Schwab 58%Pershing 42%
       +00% 1 yr$180M
12784. 12784
       Keen Capital, LTDChapin, SC · 113 clientsWealth manager
       Schwab 87%
       +00% 1 yr$180M
12785. 12785
       Stirling Financial GroupSan Diego, CA · 304 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$180M
12786. 12786
       Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
       J.P. Morgan 83%
       +00% 1 yr$180M
12787. 12787
       River City Wealth ManagementJacksonville, FL · 128 clientsWealth manager
       Schwab 100%
       +00% 1 yr$180M
12788. 12788
       Rare Wolf Capital LLCBellevue, WA · 33 clientsWealth manager
       Schwab 100%
       +00% 1 yr$180M
12789. 12789
       Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
       Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
       +00% 1 yr$180M
12790. 12790
       Astra Ventures52 clientsWealth manager
       Schwab 91%
       +00% 1 yr$180M
12791. 12791
       Eames Financial50 clientsWealth manager
       No custodian reported
       +00% 1 yr$180M
12792. 12792
       Crossover CapitalYardley, PA · 99 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$179M
12793. 12793
       Golden K Plans and Wealth Management A DBA of Golden K Wealth MGWoodland Hills, CA · 126 clientsAsset manager
       Schwab 65%Broadridge 35%
       +00% 1 yr$179M
12794. 12794
       Beers Kight Financial Advisors, LLCColumbia, SC · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$179M
12795. 12795
       Waystone Advisors LLC306 clientsWealth manager
       Equity Trust 100%
       +00% 1 yr$179M
12796. 12796
       The Private Investment Group, Inc.Kettering, OH · 184 clientsWealth manager
       Schwab 100%
       +00% 1 yr$179M
12797. 12797
       Palm Wealth PartnersBoca Raton, FL · 696 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$179M
12798. 12798
       The Dowling Group Wealth ManagementGreenwich, CT · 324 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$179M
12799. 12799
       Timmons Wealth ManagementAttleboro, MA · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$179M
12800. 12800
       Spring Lake Equity GP LLCBurlington, MA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$179M