The RIA database

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3041. 3041
      CIM Capital, LLCLos Angeles, CA · 15 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
      No custodian reported
      +00% 1 yr$2.7B
3042. 3042
      Cadian Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3043. 3043
      Marcus Partners, LLCBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3044. 3044
      McAdam LLCRadnor, PA · 5,551 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.7B
3045. 3045
      Intandem Capital Partners, LPNew York, NY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3046. 3046
      Heron View Partners LLCNew York, NY · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3047. 3047
      Pine Valley InvestmentsMarlton, NJ · 2,113 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.7B
3048. 3048
      Paralel Advisors LLCDenver, CO · 3 clientsAsset managerHybridParalel Distributors LLC
      No custodian reported
      +00% 1 yr$2.7B
3049. 3049
      36 North Capital Management, LLCBentonville, AR · 5 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$2.7B
3050. 3050
      Windrose Advisors LLCWaltham, MA · 153 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$2.7B
3051. 3051
      Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
      Schwab 45%Fidelity 26%
      +00% 1 yr$2.7B
3052. 3052
      Rock Harbor Partners LLCLarchmont, NY · 63 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.7B
3053. 3053
      Phillips and Company Advisors LLCPortland, OR · 1,273 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.7B
3054. 3054
      Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clientsWealth manager
      Schwab 89%
      +00% 1 yr$2.7B
3055. 3055
      Legacy Wealth Management, LLCMemphis, TN · 1,475 clientsWealth manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$2.7B
3056. 3056
      Lexington Advisors LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3057. 3057
      Berkadia Capital Advisors LLCAmbler, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$2.7B
3058. 3058
      IPI Wealth Management, Inc.Decatur, IL · 13,260 clientsWealth managerHybridInvestment Planners, Inc., clears through RBC Capital Markets
      Schwab 100%
      +00% 1 yr$2.7B
3059. 3059
      Garde Capital, Inc.Seattle, WA · 512 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.7B
3060. 3060
      Cornerstone Investment Partners, LLCAtlanta, GA · 268 clientsAsset manager
      State Street 86%
      +00% 1 yr$2.7B
3061. 3061
      Ipex, Inc.Plymouth, MI · 44 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.7B
3062. 3062
      Osborne PartnersSan Francisco, CA · 734 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.7B
3063. 3063
      Eversept Partners, L.P.New York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.7B
3064. 3064
      26north Direct LendingNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.6B
3065. 3065
      Transpose Platform Management, LLCHouston, TX · 54 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3066. 3066
      TCG Capital ManagementPlaya Vista, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3067. 3067
      Embree Financial GroupChicago, IL · 936 clientsAsset manager
      Schwab 100%
      +00% 1 yr$2.6B
3068. 3068
      Foster VictorGreenville, SC · 1,728 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3069. 3069
      Mesirow Re-Ia, Inc.Chicago, IL · 2 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
      No custodian reported
      +00% 1 yr$2.6B
3070. 3070
      Jacobi Capital Management, LLCPittston, PA · 3,024 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$2.6B
3071. 3071
      Sunbelt SecuritiesHouston, TX · 6,241 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$2.6B
3072. 3072
      The Patriot Financial Group, LLCWalpole, MA · 2,545 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.6B
3073. 3073
      Variant InvestmentsPortland, OR · 4 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$2.6B
3074. 3074
      Capital Four US Inc.New York, NY · 9 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$2.6B
3075. 3075
      Steadview Capital Management LLCSan Francisco, CA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3076. 3076
      AJ Capital Management LLCNashville, TN · 41 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3077. 3077
      Phillips FinancialFort Wayne, IN · 991 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$2.6B
3078. 3078
      Peterson PartnersSalt Lake City, UT · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3079. 3079
      Zemenick & Walker IncSt Louis, MO · 271 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3080. 3080
      First Citizens Investor Services, Inc.Raleigh, NC · 7,645 clientsBroker-dealer firmHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
      Pershing 100%
      +00% 1 yr$2.6B