The RIA database

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15601. 15601
       Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
       Schwab 90%
       +00% 1 yr$84M
15602. 15602
       Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
       Vanguard 73%Interactive Brokers 27%
       +00% 1 yr$84M
15603. 15603
       Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
       Goldman Sachs 54%Schwab 46%
       +00% 1 yr$84M
15604. 15604
       Inter US Management, LLCMiami, FL · 5 clientsPrivate fund adviserHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
       No custodian reported
       +00% 1 yr$83M
15605. 15605
       Northstar Capital Funds, LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$83M
15606. 15606
       Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
       Interactive Brokers 78%
       +00% 1 yr$83M
15607. 15607
       Lumiere FinancialNew York, NY · 116 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$83M
15608. 15608
       Hyjc Capital of WNYLakeville, NY · 275 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$83M
15609. 15609
       TRP Capital Advisors, LLCBirmingham, MI · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$82M
15610. 15610
       Winthrop Partners - EPA, LLCOrchard, NY · 174 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$82M
15611. 15611
       Springhill Wealth ManagementBozeman, MT · 71 clientsWealth manager
       No custodian reported
       +00% 1 yr$82M
15612. 15612
       Ivesta CorpNew York, NY · 1 clientsAsset manager
       Societe Generale Luxembourg 55%BGL BNP Paribas 28%
       +00% 1 yr$82M
15613. 15613
       Londinium Asset Management LTD.98000 Principality of Monaco, MonacoAsset manager
       No custodian reported
       +00% 1 yr$82M
15614. 15614
       L&l Partners Wealth Management, LLCSuffern, NY · 77 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$82M
15615. 15615
       Dasta Investments LLCNew York, NY · 27,037 clientsWealth managerHybridDUB Financial, LLC
       Apex Fintech 100%
       +00% 1 yr$82M
15616. 15616
       Baird Principal Group Management Company II, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
       No custodian reported
       +00% 1 yr$82M
15617. 15617
       Kelly IntelligenceDenver, CO · 8 clientsAsset manager
       No custodian reported
       +00% 1 yr$82M
15618. 15618
       Betteredge Capital LLCNew York, NYAsset manager
       Citi 100%
       +00% 1 yr$81M
15619. 15619
       Collega Capital Management6 clientsWealth manager
       No custodian reported
       +00% 1 yr$81M
15620. 15620
       Hunter Michael Investment Advisors IncRichmond, VA · 40 clientsWealth manager
       No custodian reported
       +00% 1 yr$81M
15621. 15621
       Investment Advisor Group124 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$81M
15622. 15622
       Colucci Wealth Management LLCBrightwaters, NY · 27 clientsWealth manager
       No custodian reported
       +00% 1 yr$81M
15623. 15623
       Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
       Pershing 84%
       +00% 1 yr$81M
15624. 15624
       Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
       Assetmark Brokerage 83%
       +00% 1 yr$80M
15625. 15625
       Ever Green Wealth Management, LLCVictor, NY · 363 clientsWealth manager
       Schwab 100%
       +00% 1 yr$80M
15626. 15626
       Abernathy Group II LLCNew York, NY · 34 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$80M
15627. 15627
       Federal PrepBohemia, NY · 637 clientsWealth manager
       Schwab 56%Fidelity 43%
       +00% 1 yr$80M
15628. 15628
       Seaport Global Asset Management LLCNew York, NY · 10 clientsPrivate fund adviserHybridLiquidity Apac PTE LTD, Liquidity Finance (hong Kong) Limited
       No custodian reported
       +00% 1 yr$80M
15629. 15629
       General Industrial Partners LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$80M
15630. 15630
       2xideasNew York, NY · 1 clientsAsset manager
       State Street 100%
       +00% 1 yr$80M
15631. 15631
       Minerva Wealth AdvisoryNew York, NY · 35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$80M
15632. 15632
       Constellation Asset Management, Inc.Fayetteville, NY · 64 clientsWealth manager
       Schwab 100%
       +00% 1 yr$79M
15633. 15633
       Queenbridge Capital, LLCPittsford, NY · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$79M
15634. 15634
       Pathway Partners Wealth Advisors, LLCAmherst, NY · 367 clientsWealth manager
       Schwab 100%
       +00% 1 yr$79M
15635. 15635
       St. Columbanus AGTeufen, Switzerland · 9 clientsAsset manager
       DZ Privatbank (schweiz) AG 64%Bank Vontobel AG 36%
       +00% 1 yr$79M
15636. 15636
       Bruderman Private WealthLocust Valley, NY · 36 clientsWealth manager
       Schwab 100%
       +00% 1 yr$79M
15637. 15637
       Emery Partners LLCBoston, MA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$78M
15638. 15638
       Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
       Stonex Financial 81%
       +00% 1 yr$78M
15639. 15639
       SMP Financial Planning, LLC45 clientsWealth manager
       Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
       +00% 1 yr$78M
15640. 15640
       Amazz Investment Management, Inc.Williamsville, NY · 120 clientsWealth manager
       No custodian reported
       +00% 1 yr$78M