The RIA database

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2521. 2521
      Oncap Management Partners L.P.Toronto, Canada · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2522. 2522
      Wealth ManagementNorfolk, NE · 4,751 clientsAsset manager
      Schwab 100%
      +00% 1 yr$3.7B
2523. 2523
      Anchorage Capital Group, L.L.C.New York, NY · 38 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$3.7B
2524. 2524
      Resource Capital Investment CorporationCarlsbad, CA · 35 clientsPrivate fund adviserHybridSprott Global Resource Investments LTD
      No custodian reported
      +00% 1 yr$3.7B
2525. 2525
      Southeastern Asset Management Inc.Memphis, TN · 25 clientsAsset managerHybrid
      Northern Trust 100%
      +00% 1 yr$3.7B
2526. 2526
      Midocean US Advisor, L.P.New York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2527. 2527
      Eulav Asset ManagementSarasota, FL · 6 clientsBroker-dealer firmHybridEulav Securities LLC
      No custodian reported
      +00% 1 yr$3.7B
2528. 2528
      57 Stars LLCArlington, VA · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2529. 2529
      Greenvale Capital LP4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2530. 2530
      Merit Energy CompanyDallas, TX · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2531. 2531
      The Welch Group, LLCBirmingham, AL · 1,450 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.7B
2532. 2532
      Stevens Capital Management LPRadnor, PA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2533. 2533
      Fourth Sail Capital US LPBoca Raton, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2534. 2534
      Frost Investment ServicesSan Antonio, TX · 3,656 clientsWealth managerBank-affiliatedHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
      Fidelity 100%
      +00% 1 yr$3.7B
2535. 2535
      Stoker Ostler, A Part of BMO Financial GroupScottsdale, AZ · 1,585 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Nesbitt Burns Securities LTD.
      Schwab 100%
      +00% 1 yr$3.7B
2536. 2536
      Lumint CorporationBoston, MAAsset manager
      No custodian reported
      +00% 1 yr$3.7B
2537. 2537
      Soleus Capital Management, L.P.Greenwich, CT · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2538. 2538
      TGM Associates L.P.New York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2539. 2539
      Caledonia US, LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.7B
2540. 2540
      360 One Portfolio Managers LimitedMumbai, India · 2,096 clientsWealth managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
      Hdfc Bank 94%
      +00% 1 yr$3.6B
2541. 2541
      Victory Park CapitalChicago, IL · 42 clientsPrivate fund adviserAffiliated broker-dealerTriumph Capital Markets, LLC
      No custodian reported
      +00% 1 yr$3.6B
2542. 2542
      Bcsf Advisors, LPBoston, MA · 3 clientsAsset managerHybridBain Capital Markets, LLC
      No custodian reported
      +00% 1 yr$3.6B
2543. 2543
      Mozaic, LLCBeverly Hills, CA · 93 clientsWealth manager
      J.P. Morgan 68%Fiduciary Trust Company, International 32%
      +00% 1 yr$3.6B
2544. 2544
      Infrastructure Capital Advisors, LLCNew York, NY · 10 clientsAsset manager
      Interactive Brokers 100%
      +00% 1 yr$3.6B
2545. 2545
      S3 Capital Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2546. 2546
      First Sentier InvestorsBarangaroo NSW, Australia · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$3.6B
2547. 2547
      Braidwell LPStamford, CT · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2548. 2548
      Provenance Wealth AdvisorsFort Lauderdale, FL · 3,111 clientsBroker-dealer firmHybridPWA Securities, LLC, clears through Raymond James
      Raymond James 87%
      +00% 1 yr$3.6B
2549. 2549
      Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
      Schwab 73%BOK Financial 27%
      +00% 1 yr$3.6B
2550. 2550
      Palladium Equity Partners Advisor, LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.6B
2551. 2551
      Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
      BNY 48%Fifth Third Bank 31%
      +00% 1 yr$3.6B
2552. 2552
      CM Wealth Advisors LLCBeachwood, OH · 244 clientsWealth manager
      BNY 94%
      +00% 1 yr$3.6B
2553. 2553
      SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clientsWealth manager
      Fidelity 55%Schwab 45%
      +00% 1 yr$3.6B
2554. 2554
      EhlersMinneapolis, MN · 300 clientsAsset manager
      Pershing 73%U.S. Bancorp Investments 27%
      +00% 1 yr$3.6B
2555. 2555
      Regan CapitalDallas, TX · 53 clientsAsset managerHybrid
      Northern Trust 53%U.S. Bank 30%
      +00% 1 yr$3.6B
2556. 2556
      Retirement Planners of AmericaPlano, TX · 5,657 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$3.6B
2557. 2557
      The Burney CompanyReston, VA · 1,926 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.6B
2558. 2558
      Courier Capital, LLCBuffalo, NY · 2,212 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$3.6B
2559. 2559
      OHA Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
      No custodian reported
      +00% 1 yr$3.6B
2560. 2560
      Cambria Investment Management, L.P.Manhattan Beach, CA · 203 clientsAsset managerHybrid
      Betterment 100%
      +00% 1 yr$3.6B