The RIA database

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1601. 1601
      Hillsdale Investment Management Inc.Toronto, Canada · 227 clientsPrivate fund adviser
      State Street 52%RBC 48%
      +00% 1 yr$7.8B
1602. 1602
      Quid Capital Group Holdings, LLCSanta Monica, CA · 40 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.8B
1603. 1603
      AE Industrial Partners, LPBoca Raton, FL · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.7B
1604. 1604
      Frazier Healthcare PartnersSeattle, WA · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.7B
1605. 1605
      OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
      Raymond James 47%Schwab 39%
      +00% 1 yr$7.7B
1606. 1606
      Disruptive Technology Advisers LLCDallas, TX · 28 clientsPrivate fund adviserHybridDisruptive Securities, LLC
      No custodian reported
      +00% 1 yr$7.7B
1607. 1607
      Corsair Capital LLCNew York, NY · 64 clientsPrivate fund adviserHybridCorsair Advisors LLC
      No custodian reported
      +00% 1 yr$7.7B
1608. 1608
      Fiduciary Trust International, LLCLincoln, MA · 76 clientsWealth managerPublic-company ownedHybridClarion Partners, LLC, Franklin Distributors, LLC
      Fidelity 100%
      +00% 1 yr$7.7B
1609. 1609
      Hbks Wealth AdvisorsErie, PA · 7,824 clientsWealth managerHybridHBK Sorce Brokerage LLC
      Schwab 87%
      +00% 1 yr$7.7B
1610. 1610
      Stamos Capital Partners, L.P.Menlo Park, CA · 39 clientsAsset manager
      Merrill / Bank of America 100%
      +00% 1 yr$7.6B
1611. 1611
      Aldrich Wealth LPLake Oswego, OR · 782 clientsWealth managerHybridPacific Coast Capital, LLC
      Schwab 79%
      +00% 1 yr$7.6B
1612. 1612
      McMorgan & Company LLCSan Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
      U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
      +00% 1 yr$7.6B
1613. 1613
      FacetWest Palm Beach, FL · 14,741 clientsWealth manager
      Apex Fintech 77%Fidelity 23%
      +00% 1 yr$7.6B
1614. 1614
      MGG Investment Group LPNew York, NY · 47 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.6B
1615. 1615
      Abbey Capital LimitedDublin 2, Ireland · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.6B
1616. 1616
      Belpointe Asset Management LLCReno, NV · 7,604 clientsWealth managerHybrid
      Schwab 85%
      +00% 1 yr$7.6B
1617. 1617
      Brown AdvisoryNorfolk, VA · 229 clientsWealth manager
      BNY 67%
      +00% 1 yr$7.6B
1618. 1618
      Avantax Planning Partners, Inc.Dubuque, IA · 8,370 clientsWealth managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
      Schwab 72%Fidelity Personal Trust 28%
      +00% 1 yr$7.6B
1619. 1619
      LLR Management Holdco, L.P.Philadelphia, PA · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.6B
1620. 1620
      DSM Capital PartnersPalm Beach Gardens, FL · 2,465 clientsAsset manager
      Goldman Sachs 40%State Street 35%BNY 25%
      +00% 1 yr$7.6B
1621. 1621
      Bailard, Inc.Foster City, CA · 1,137 clientsWealth manager
      Schwab 83%
      +00% 1 yr$7.6B
1622. 1622
      ITE Management L.P.New York, NY · 13 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$7.6B
1623. 1623
      Highbridge Capital Management, LLCNew York, NY · 16 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
      No custodian reported
      +00% 1 yr$7.6B
1624. 1624
      Sessa CapitalNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.5B
1625. 1625
      Carnegie Investment CounselPepper Pike, OH · 3,281 clientsWealth manager
      Schwab 80%
      +00% 1 yr$7.5B
1626. 1626
      59 North Capital Management, LPHouston, TX · 3 clientsPrivate fund adviser
      Morgan Stanley 51%Goldman Sachs 41%
      +00% 1 yr$7.5B
1627. 1627
      JMG Financial Group LTDDowners Grove, IL · 1,789 clientsWealth manager
      Schwab 100%
      +00% 1 yr$7.5B
1628. 1628
      Osterweis Capital ManagementSan Francisco, CA · 358 clientsAsset managerHybrid
      Citi 73%
      +00% 1 yr$7.5B
1629. 1629
      Water Street Healthcare Partners, LLCChicago, IL · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.5B
1630. 1630
      Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
      Ss&c Technologies 40%State Street 33%
      +00% 1 yr$7.5B
1631. 1631
      Chicago Partners Investment Group LLCChicago, IL · 2,764 clientsWealth manager
      Schwab 82%
      +00% 1 yr$7.5B
1632. 1632
      Hays Financial Group, LLCMinneapolis, MN · 572 clientsAsset managerHybrid
      Fidelity 82%
      +00% 1 yr$7.5B
1633. 1633
      Homestead Advisers Corp.Arlington, VA · 8 clientsAsset managerHybridHomestead Financial Services Corp.
      State Street 100%
      +00% 1 yr$7.5B
1634. 1634
      Hudson Housing Capital LLCNew York, NY · 105 clientsPrivate fund adviserHybridHudson Housing Securities LLC
      No custodian reported
      +00% 1 yr$7.4B
1635. 1635
      Westcap Management, LLCSan Francisco, CA · 48 clientsPrivate fund adviserHybridWestcap Markets, LLC
      No custodian reported
      +00% 1 yr$7.4B
1636. 1636
      Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
      State Street 55%BNY 32%
      +00% 1 yr$7.4B
1637. 1637
      XN LPNew York, NY · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.4B
1638. 1638
      JLL Partners, LLCNew York, NY · 35 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$7.4B
1639. 1639
      Washington Capital Management IncSeattle, WA · 75 clientsPrivate fund adviser
      U.S. Bank 87%
      +00% 1 yr$7.4B
1640. 1640
      Eventide Asset Management, LLCBoston, MA · 38 clientsAsset managerHybrid
      U.S. Bank 86%
      +00% 1 yr$7.4B