The RIA database

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14561. 14561
       Coral Wealth Management, LLCMiami, FL · 252 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14562. 14562
       Rilex Capital LLCManasquan, NJ · 170 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14563. 14563
       APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
       Axos 88%
       +00% 1 yr$124M
14564. 14564
       Watkinson Capital Advisors LLCBerwyn, PA · 92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14565. 14565
       White Oak Wealth ManagementColumbia, MD · 65 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$124M
14566. 14566
       Royal Palms Capital, LLC87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14567. 14567
       Merryfield Barnes, LLCIthaca, NY · 200 clientsWealth manager
       Pershing 100%
       +00% 1 yr$124M
14568. 14568
       Cardea Capital Advisors, LLCVero Beach, FL · 257 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14569. 14569
       Emergent Capital Advisors, LLCHouston, TX · 1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$124M
14570. 14570
       T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
       Fidelity 76%Schwab 24%
       +00% 1 yr$124M
14571. 14571
       JMH Wealth Management, LLCHanover, NH · 80 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$124M
14572. 14572
       Eagle Point Enhanced Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
       No custodian reported
       +00% 1 yr$124M
14573. 14573
       Peterson Financial Services LLCDenver, CO · 162 clientsWealth manager
       No custodian reported
       +00% 1 yr$124M
14574. 14574
       Brooklawn Capital AdvisorsNew York, NY · 10 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14575. 14575
       Surience Private Wealth LLCYakima, WA · 148 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$124M
14576. 14576
       Abridge Partners, LLC116 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14577. 14577
       Meridian Asset Management, LLC62 clientsAsset manager
       Schwab 100%
       +00% 1 yr$124M
14578. 14578
       Holon Wealth Management60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14579. 14579
       Infinity 8 Investments, LLCCupertino, CA · 65 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$124M
14580. 14580
       Titan Investment Management LLCIndianapolis, IN · 269 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14581. 14581
       Iowa Wealth Management, LLCWest Des Moines, IA · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14582. 14582
       Midwest Financial Associates, Inc.Rockford, IL · 301 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14583. 14583
       IM Wealth PartnersBlue Bell, PA · 17 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$124M
14584. 14584
       Agilis Investment Management LLCWilton, CT · 212 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14585. 14585
       TQM Wealth PartnersMarblehead, MA · 65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14586. 14586
       Greenleaf Financial Network, LLC189 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$124M
14587. 14587
       Cosey Financial Services, Inc.Knoxville, TN · 404 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14588. 14588
       Kucharo WealthCharlotte, NC · 49 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14589. 14589
       Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14590. 14590
       Schuylkill Financial, LLCWyomissing, PA · 127 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$124M
14591. 14591
       Candide GroupOakland, CA · 11 clientsWealth manager
       BNY 100%
       +00% 1 yr$124M
14592. 14592
       Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14593. 14593
       Daly Investment Management, LLCMount Prospect, IL · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14594. 14594
       Tactica LLC10 clientsPrivate fund adviser
       Odyssey Trust 100%
       +00% 1 yr$124M
14595. 14595
       Ideal Retirement SolutionsPort Charlotte, FL · 311 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14596. 14596
       Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
       Fidelity 66%Schwab 34%
       +00% 1 yr$123M
14597. 14597
       Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
       Schwab 92%
       +00% 1 yr$123M
14598. 14598
       Gallagher Wealth ManagementDanville, CA · 117 clientsWealth manager
       Schwab 100%
       +00% 1 yr$123M
14599. 14599
       Investment Management Trust, LLCFitchburg, MA · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$123M
14600. 14600
       O'donnell Wealth ManagementCody, WY · 211 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$123M