The RIA database

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13521. 13521
       Elm Ridge Management, LLCBriarcliff Manor, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$155M
13522. 13522
       Walk-On Capital, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$155M
13523. 13523
       Ivy Evergreen, LLCCharleston, SC · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$155M
13524. 13524
       Merrithew & Thorsten, Inc.San Diego, CA · 125 clientsWealth manager
       Altruist 97%
       +00% 1 yr$155M
13525. 13525
       Impact Fiduciary LLCPasadena, CA · 174 clientsWealth manager
       Altruist 100%
       +00% 1 yr$155M
13526. 13526
       Heritage Asset Management, LLCBelton, MO · 749 clientsWealth manager
       Schwab 100%
       +00% 1 yr$155M
13527. 13527
       Arthedge Capital Management, LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$155M
13528. 13528
       Decision Investments, Inc.San Diego, CA · 135 clientsWealth manager
       Schwab 100%
       +00% 1 yr$155M
13529. 13529
       Broadview Wealth Management, LLC74 clientsWealth manager
       Schwab 73%Fidelity 27%
       +00% 1 yr$155M
13530. 13530
       Vega Capital Group LLC65 clientsWealth manager
       Morgan Stanley 55%LPL Financial 45%
       +00% 1 yr$155M
13531. 13531
       Vitral Advisors LLC159 clientsAsset managerAffiliated broker-dealerMaximiza Casa De Bolsa C.A.
       Interactive Brokers 33%Merrill / Bank of America 30%
       +00% 1 yr$155M
13532. 13532
       RBG Wealth Advisors LLCMemphis, TN · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$155M
13533. 13533
       Lake Avenue Financial LLCPasadena, CA · 294 clientsWealth manager
       Altruist 52%Fidelity Distributors Company 45%
       +00% 1 yr$155M
13534. 13534
       Butler Financial ServicesDenver, CO · 62 clientsWealth manager
       Schwab 100%
       +00% 1 yr$155M
13535. 13535
       Capital Achievements, LLC41 clientsWealth manager
       Schwab 100%
       +00% 1 yr$155M
13536. 13536
       Elevage Partners, LLCReno, NV · 368 clientsWealth manager
       Axos 100%
       +00% 1 yr$155M
13537. 13537
       Lynx Capital, LLCAtlanta, GA · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$155M
13538. 13538
       Darby Overseas Partners, L.P.Washington, DC · 5 clientsPrivate fund adviserAffiliated broker-dealerFranklin Templeton Investment Management Gmbh, Templeton Asset Management LTD.
       No custodian reported
       +00% 1 yr$154M
13539. 13539
       Union Square Park Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$154M
13540. 13540
       Tectonic Capital Advisors, LLCHouston, TX · 3 clientsWealth managerBank-affiliatedHybridSanders Morris LLC
       No custodian reported
       +00% 1 yr$154M
13541. 13541
       Diversified Planning Strategies Advisors LLCRoseland, NJ · 364 clientsWealth manager
       Schwab 86%
       +00% 1 yr$154M
13542. 13542
       Jjsa Advisors, LTD.Virginia Beach, VA · 218 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$154M
13543. 13543
       Long Short Advisors, LLCPalm Beach Gardens, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$154M
13544. 13544
       QuishBoulder, CO · 14 clientsWealth manager
       Schwab 89%
       +00% 1 yr$154M
13545. 13545
       Newbury Capital Management, LLCSouth Pasadena, CA · 437 clientsWealth managerAffiliated broker-dealer
       Schwab 100%
       +00% 1 yr$154M
13546. 13546
       Winchester Asset Management, LLCChicago, IL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$154M
13547. 13547
       Tier One Wealth ManagementLone Tree, CO · 220 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$154M
13548. 13548
       Bluebird Wealth Management LLCMedfield, MA · 112 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13549. 13549
       MCT Entertainment Advisors LLCWest Hollywood, CA · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$154M
13550. 13550
       Forrest Financial ServicesWindsor Heights, IA · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13551. 13551
       Maggi Investment Services, LLCOldmar, FL · 515 clientsWealth managerHybrid
       Schwab 99%
       +00% 1 yr$154M
13552. 13552
       Solpacific, LLCDuluth, MN · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$154M
13553. 13553
       Millennium Investment ServicesVan Nuys, CA · 134 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$154M
13554. 13554
       Atlas48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13555. 13555
       Uptown Capital AdvisorsDallas, TX · 140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13556. 13556
       Shining Rock Advisors LLCAsheville, NC · 26 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13557. 13557
       S&s Wealth ManagementGrand Prairie, TX · 315 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$154M
13558. 13558
       Waterrock Wealth ManagementAlbuquerque, NM · 290 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13559. 13559
       Trails Edge Wealth Advisers, LLC60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$154M
13560. 13560
       Maiden Cove CapitalYarmouth, ME · 52 clientsWealth manager
       Fidelity 95%
       +00% 1 yr$154M