The RIA database

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13321. 13321
       Broadwater Capital Management LLCBoston, MA · 36 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$161M
13322. 13322
       Capria Ventures LLCSeattle, WA · 14 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$161M
13323. 13323
       Thistle Creek Capital, LLCLehi, UT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$161M
13324. 13324
       Lauer Wealth ManagementValparaiso, IN · 404 clientsWealth manager
       Schwab 80%
       +00% 1 yr$161M
13325. 13325
       Eagle Harbor Asset Management, Inc.203 clientsWealth manager
       Schwab 89%
       +00% 1 yr$161M
13326. 13326
       Medicus Wealth Planning, Inc.Draper, UT · 196 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$161M
13327. 13327
       Egis Capital Partners LPSummit, NJ · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$161M
13328. 13328
       Glaxis Capital Management, LLCSarasota, FL · 6 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$161M
13329. 13329
       Going Cpas & Wealth Advisors, LLPOpelousas, LA · 324 clientsWealth manager
       Schwab 100%
       +00% 1 yr$161M
13330. 13330
       Cywp FundBoca Raton, FL · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$161M
13331. 13331
       Research & Portfolio ManagementCrescent Springs, KY · 259 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$161M
13332. 13332
       Have RIA, Inc.Providence, RIAsset manager
       No custodian reported
       +00% 1 yr$161M
13333. 13333
       Steward Advisors, LLCChicago, IL · 109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$161M
13334. 13334
       ZendamentalsChicago, IL · 424 clientsWealth manager
       Altruist 100%
       +00% 1 yr$161M
13335. 13335
       Martinwright Advisory, LLCAtlanta, GA · 116 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$161M
13336. 13336
       Kelly Wealth Management, Inc.Royal Oak, MI · 529 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$161M
13337. 13337
       Dorman Financial Management, P.A.Maitland, FL · 262 clientsWealth manager
       Schwab 100%
       +00% 1 yr$161M
13338. 13338
       RBF Capital Management, Inc.Sarasota, FL · 18 clientsAsset manager
       Matrix Trust Co 98%
       +00% 1 yr$161M
13339. 13339
       Summation Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$161M
13340. 13340
       Bountiful Investment Management LLCRumford, RI · 560 clientsWealth manager
       Schwab 100%
       +00% 1 yr$161M
13341. 13341
       Collier Financial, IncDenver, CO · 172 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$161M
13342. 13342
       Kropog Financial Group, LLCMandeville, LA · 221 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$160M
13343. 13343
       Witt Financial Group, LLCCrossville, TN · 314 clientsWealth manager
       No custodian reported
       +00% 1 yr$160M
13344. 13344
       Fenix TradingNew York, NY · 447 clientsWealth managerHybridFenix Securities, LLC
       Stonex Financial 100%
       +00% 1 yr$160M
13345. 13345
       Mission Investment Advisors LLC1 clientsAsset manager
       No custodian reported
       +00% 1 yr$160M
13346. 13346
       Sherman Wealth Management LLCGaithersburg, MD · 143 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13347. 13347
       Old Oak Financial Planning, Inc.Brighton, MI · 264 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13348. 13348
       Clairmont Capital Group, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13349. 13349
       Fifth SET Private Wealth Management LLC63 clientsWealth manager
       Schwab 64%Fidelity 36%
       +00% 1 yr$160M
13350. 13350
       M3 Wealth ManagementNorth Royalton, OH · 486 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$160M
13351. 13351
       Harding Financial GroupWesterville, OH · 97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13352. 13352
       Inversiones SuraMiami, FL · 437 clientsWealth managerAffiliated broker-dealerCorredor De Bolsa Sura, S.A., Corredora De Bolsa Sura, S.A.
       Pershing 100%
       +00% 1 yr$160M
13353. 13353
       The Wealth Group, LTDRaleigh, NC · 148 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
       Schwab 100%
       +00% 1 yr$160M
13354. 13354
       Encore Global Management LPHouston, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13355. 13355
       Arbor Private Wealth, LLCAshburn, VA · 101 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13356. 13356
       Little River Capital Partners, LP1 clientsAsset managerHybridChicago Analytic Trading Company, LLC
       Schwab 100%
       +00% 1 yr$160M
13357. 13357
       Turloff Financial Consulting Inc.80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13358. 13358
       Pendleton Financial Wealth ManagementRaleigh, NC · 143 clientsWealth manager
       Schwab 76%Ascensus Trust 24%
       +00% 1 yr$160M
13359. 13359
       Feldstein, Steven DBA Steven Feldstein & Associates526 clientsBroker-dealer firmHybridFeldstein Financial Group, LLC
       No custodian reported
       +00% 1 yr$160M
13360. 13360
       Spectrum Advisors, Inc.Plano, TX · 308 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M