The RIA database

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13121. 13121
       Zinnia Wealth Advisory, LLCOcala, FL · 512 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$169M
13122. 13122
       Town CapitalBel Air, MD · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13123. 13123
       Baleen Capital Management LLCLas Vegas, NV · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13124. 13124
       Staines Financial, LLCRoseville, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13125. 13125
       Michael J. Porro & Co. Financial Advisors, Inc.Old Tappan, NJ · 214 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13126. 13126
       Meyer Gates Financial Advisors, IncWest Chester, OH · 177 clientsWealth manager
       Fidelity 78%
       +00% 1 yr$169M
13127. 13127
       F5 Financial Planning, L.L.C.128 clientsWealth manager
       Altruist 77%Byallaccounts 23%
       +00% 1 yr$169M
13128. 13128
       Overlay Management, LLCAlpharetta, GA · 41 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13129. 13129
       Hyco River Investments, Incorporated1 clientsAsset manager
       Schwab 100%
       +00% 1 yr$169M
13130. 13130
       Lifepoint PlanningSchaumburg, IL · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13131. 13131
       South Cove Financial, LLC208 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13132. 13132
       Stewardship CapitalIndependence, MO · 392 clientsWealth manager
       Schwab 71%Fidelity 29%
       +00% 1 yr$168M
13133. 13133
       TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
       Fidelity 77%Hand Benefits & Trust 23%
       +00% 1 yr$168M
13134. 13134
       Boyd CapitalRochester, NY · 281 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$168M
13135. 13135
       Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
       Goldman Sachs 74%Schwab 26%
       +00% 1 yr$168M
13136. 13136
       Somnio Financial Group, LLCGlastonbury, CT · 103 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13137. 13137
       Vision Capital PartnersAnn Arbor, MI · 145 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$168M
13138. 13138
       Dragon Capital Management (HK) LimitedCentral, Hong Kong · 2 clientsPrivate fund adviserAffiliated broker-dealerHO CHI Minh City Securities Corporation
       No custodian reported
       +00% 1 yr$168M
13139. 13139
       Arnold and Mote Wealth ManagementHiawatha, IA · 133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13140. 13140
       Stonehaven Wealth & Tax SolutionsAppleton, WI · 310 clientsWealth managerWrap sponsor
       SEI 100%
       +00% 1 yr$168M
13141. 13141
       Novadius Wealth ManagementOverland Park, KS · 270 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13142. 13142
       Frontline Healthcare PartnersCharleston, SC · 3 clientsPrivate fund adviserHybridAllen, Mooney & Barnes Brokerage Services, LLC
       No custodian reported
       +00% 1 yr$168M
13143. 13143
       Soryn IP Capital ManagementMillburn, NJ · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$168M
13144. 13144
       Dipaolo Financial Group, Inc.Lutz, FL · 408 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13145. 13145
       North Forty Two & Co.Lake Oswego, OR · 74 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13146. 13146
       Lloyd Park, LLC97 clientsWealth manager
       Schwab 89%
       +00% 1 yr$168M
13147. 13147
       Lilliano Capital Management LLCPhoenix, AZ · 409 clientsWealth manager
       Schwab 99%
       +00% 1 yr$168M
13148. 13148
       Hawkins Investment Counsel, LLC98 clientsWealth manager
       Schwab 98%
       +00% 1 yr$168M
13149. 13149
       ECP Investment Advisors LLCDallas, TX · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$168M
13150. 13150
       Financial ZenSan Francisco, CA · 107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$168M
13151. 13151
       Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
       Schwab 59%Fidelity 41%
       +00% 1 yr$168M
13152. 13152
       Cyber Hornet Etfs LLCSt. Petersburg, FL · 2 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$168M
13153. 13153
       Dartmouth Capital Advisors, Inc.15 clientsWealth manager
       No custodian reported
       +00% 1 yr$168M
13154. 13154
       Norland Capital LP6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$168M
13155. 13155
       917 Advisory Services LLCSpokane, WA · 195 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$168M
13156. 13156
       Gambit Capital Management, LLC107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13157. 13157
       Hanke & Apolonio Wealth Advisors LLCSan Francisco, CA · 99 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13158. 13158
       Blanche Park CapitalMiami, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$167M
13159. 13159
       Randall & Associates Wealth ManagementButler, PA · 166 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$167M
13160. 13160
       South Texas Capital Advisors, LLCNew Braunfels, TX · 27 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$167M