The RIA database

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15681. 15681
       Transwestern Capital Advisors, LLCNewport, RI · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$74M
15682. 15682
       Allos Investment Advisors, LLCOverland Park, KS · 382 clientsWealth manager
       Schwab 100%
       +00% 1 yr$74M
15683. 15683
       Acrylic Financial, Inc.Fountain Hills, AZ · 317 clientsWealth managerHybridBrooklight Place Securities, Inc.
       Schwab 100%
       +00% 1 yr$74M
15684. 15684
       Sage Hill Advisory and Management LLCSaratoga Springs, NY · 20 clientsWealth managerHybrid
       Morgan Stanley 0%Pershing 0%Equitable 0%Jackson National Life Distributors 0%
       +00% 1 yr$73M
15685. 15685
       Countryside Financial LLCWilliamsville, NY · 248 clientsWealth managerWrap sponsor
       Fidelity 78%
       +00% 1 yr$73M
15686. 15686
       Stewardship Partners Investment Counsel, Inc.142 clientsWealth manager
       Fidelity 87%
       +00% 1 yr$73M
15687. 15687
       Lyons Investment ManagementWinter Park, FL · 35 clientsWealth manager
       U.S. Bank 100%
       +00% 1 yr$73M
15688. 15688
       Tactical Rotation Management, LLCForest Hills, NY · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$73M
15689. 15689
       The Bycoff Group LLC62 clientsWealth manager
       Interactive Brokers 72%Goldman Sachs 28%
       +00% 1 yr$73M
15690. 15690
       Periphas Capital, LPNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$73M
15691. 15691
       WPM Wealth Advisors LLCSaratoga Springs, NY · 353 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$72M
15692. 15692
       Breiter Wealth Management, LLCSt. Louis, MO · 109 clientsWealth manager
       No custodian reported
       +00% 1 yr$72M
15693. 15693
       Forever Financial Advisors, LLC48 clientsWealth manager
       Altruist 100%
       +00% 1 yr$72M
15694. 15694
       R. Seeger Wealth Management, LTDLindenhurst, NY · 67 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$72M
15695. 15695
       Stylus Capital LLCIstanbul, Turkey · 64 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$72M
15696. 15696
       Franco Financial Advisors, Inc.New York, NY · 39 clientsWealth manager
       Schwab 100%
       +00% 1 yr$72M
15697. 15697
       Harvest Capital Assets, LLC247 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$72M
15698. 15698
       World Capital Advisors, LLCDenver, CO · 49 clientsWealth manager
       No custodian reported
       +00% 1 yr$72M
15699. 15699
       Silver Advisors, LLCNew York, NY · 14 clientsWealth manager
       J.P. Morgan 84%
       +00% 1 yr$72M
15700. 15700
       NGC Financial, LLCBayside, NY · 112 clientsBroker-dealer firmHybridNGC Financial, LLC
       No custodian reported
       +00% 1 yr$72M
15701. 15701
       Global Investment AdvisoryMcDonough, GA · 182 clientsWealth managerHybridAmerican Global Wealth Management, Inc., First Asset Financial Inc.
       Schwab 100%
       +00% 1 yr$72M
15702. 15702
       Epogee Capital Management, LLC4 clientsWealth manager
       Schwab 100%
       +00% 1 yr$72M
15703. 15703
       Monachil Capital Partners LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$72M
15704. 15704
       Obra Fund Management, LLCNew York, NY · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$72M
15705. 15705
       Schultze Asset Management, LPRye Brook, NY · 16 clientsPrivate fund adviser
       J.P. Morgan 50%Schwab 50%
       +00% 1 yr$72M
15706. 15706
       Pursuit Fund Advisers LLC1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$72M
15707. 15707
       Clockwise Capital LLCMiami, FL · 151 clientsAsset manager
       Schwab 100%
       +00% 1 yr$72M
15708. 15708
       HV Capital ManagementMontgomery, NY · 60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$72M
15709. 15709
       Madison Global Advisors LLCHauppauge, NY · 233 clientsBroker-dealer firmHybridMadison Global Partners LLC
       No custodian reported
       +00% 1 yr$71M
15710. 15710
       Oxford Park Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$71M
15711. 15711
       Azura Partners US LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$71M
15712. 15712
       Main Street FinancialPurchase, NY · 98 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$71M
15713. 15713
       Monthie Wealth AdvisorsLatham, NY · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$71M
15714. 15714
       Axia Asset Management, LLC9 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$71M
15715. 15715
       Planrock Wealth Strategies, LLCBrentwood, TN · 55 clientsWealth manager
       No custodian reported
       +00% 1 yr$71M
15716. 15716
       Wisdom Capital Asset Management, LLC29 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$71M
15717. 15717
       Fiduciary Management Group, LLCNew York, NY · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$71M
15718. 15718
       Polaris Financial, LLC854 clientsWealth manager
       Altruist 95%
       +00% 1 yr$70M
15719. 15719
       Resolve Asset Management Inc.Toronto, Canada · 1 clientsAsset manager
       Interactive Brokers 100%
       +00% 1 yr$70M
15720. 15720
       Percent Advisors LLCNew York, NY · 28 clientsPrivate fund adviserHybridPercent Securities, LLC
       No custodian reported
       +00% 1 yr$70M