The RIA database

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2801. 2801
      Cornerstone Advisors, LLCAsheville, NC · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2802. 2802
      Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
      U.S. Bank 35%Truist Bank 30%
      +00% 1 yr$3.0B
2803. 2803
      Compass Group Management LLCWestport, CTAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2804. 2804
      Pharmakon Advisors, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2805. 2805
      Jadian Capital, LPStamford, CT · 43 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2806. 2806
      Overland Advisors, LLCNew York, NY · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2807. 2807
      Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
      Schwab 89%
      +00% 1 yr$3.0B
2808. 2808
      Pittenger & Anderson IncLincoln, NE · 920 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.0B
2809. 2809
      Gibson Capital, LLCWexford, PA · 247 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$3.0B
2810. 2810
      Paradigm Global InvestorsDallas, TXAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2811. 2811
      Carrick Lane LLCNew York, NY · 656 clientsWealth manager
      Fidelity 70%Schwab 30%
      +00% 1 yr$3.0B
2812. 2812
      New Republic PartnersCharlotte, NC · 108 clientsAsset manager
      Schwab 100%
      +00% 1 yr$3.0B
2813. 2813
      Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
      UBS 58%J.P. Morgan 42%
      +00% 1 yr$3.0B
2814. 2814
      Adams Diversified Equity Fund, Inc.Baltimore, MD · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2815. 2815
      Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
      State Street 43%Northern Trust 33%BNY 25%
      +00% 1 yr$3.0B
2816. 2816
      AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
      BNY 73%Northern Trust 27%
      +00% 1 yr$3.0B
2817. 2817
      Globalt InvestmentsAtlanta, GA · 3,248 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$3.0B
2818. 2818
      AXS Investments LLCPort Chester, NY · 71 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$3.0B
2819. 2819
      Seabury Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridSeabury Securities (UK) LTD, Seabury Securities LLC
      No custodian reported
      +00% 1 yr$3.0B
2820. 2820
      Elm WealthPhiladelphia, PA · 655 clientsWealth manager
      Fidelity 54%Schwab 35%
      +00% 1 yr$3.0B
2821. 2821
      Alua Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2822. 2822
      Chesley, Taft & Associates, LLCChicago, IL · 635 clientsWealth manager
      Schwab 86%
      +00% 1 yr$3.0B
2823. 2823
      FS Global Advisor, LLCPhiladelphia, PA · 8 clientsAsset managerHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$3.0B
2824. 2824
      Blackstone Strategic Alliance Advisors L.L.C.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
      No custodian reported
      +00% 1 yr$3.0B
2825. 2825
      WP Global Partners LLCChicago, IL · 53 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2826. 2826
      Shariaportfolio, Inc.Lake Mary, FL · 935 clientsAsset manager
      Schwab 99%
      +00% 1 yr$3.0B
2827. 2827
      Boulay WealthEden Prairie, MN · 1,123 clientsWealth managerHybrid
      Schwab 84%
      +00% 1 yr$3.0B
2828. 2828
      Argonaut Private Capital, LPTulsa, OK · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2829. 2829
      Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
      Morgan Stanley 47%
      +00% 1 yr$3.0B
2830. 2830
      Crownstone Advisory & Investment CorpNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.0B
2831. 2831
      Allocate Management Company, LLCPalo Alto, CA · 167 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2832. 2832
      Larch Capital Partners LLCMiami, FL · 355 clientsAsset manager
      Banco Santander International 59%Morgan Stanley 41%
      +00% 1 yr$3.0B
2833. 2833
      Columbia Cent CLO Advisers, LLCBoston, MA · 10 clientsPrivate fund adviserHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
      No custodian reported
      +00% 1 yr$3.0B
2834. 2834
      Trinity Hunt Management, L.P.Dallas, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2835. 2835
      Vicus Capital, Inc.State College, PA · 6,277 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$3.0B
2836. 2836
      Northwall Capital LLPLondon, United Kingdom · 25 clientsPrivate fund adviser
      U.S. Bank 100%
      +00% 1 yr$3.0B
2837. 2837
      DLD Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2838. 2838
      Delta GlobalNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.0B
2839. 2839
      Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
      J.P. Morgan 100%
      +00% 1 yr$3.0B
2840. 2840
      Baltimore-Washington Financial AdvisorsColumbia, MD · 5,301 clientsWealth manager
      Schwab 100%
      +00% 1 yr$3.0B