The RIA database

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3121. 3121
      Howard Capital Management Group, LLCLos Angeles, CA · 561 clientsWealth managerAffiliated broker-dealer
      Fidelity 79%
      +00% 1 yr$2.6B
3122. 3122
      Dunes Point Capital, L.P.Rye, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3123. 3123
      Rational Advisors, Inc.San Juan, PR · 13 clientsAsset managerHybridALT Fund Distributors LLC
      No custodian reported
      +00% 1 yr$2.6B
3124. 3124
      Broad Reach Investment Management LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
      BNY 51%J.P. Morgan 34%
      +00% 1 yr$2.6B
3125. 3125
      Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
      Pershing 52%Schwab 34%
      +00% 1 yr$2.6B
3126. 3126
      Kensington Asset Management, LLCAustin, TX · 21 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$2.6B
3127. 3127
      Compass Capital Management IncMinneapolis, MN · 443 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3128. 3128
      Glassman Wealth Services, LLCVienna, VA · 399 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3129. 3129
      MAS Advisors LLCCoral Gables, FL · 21 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$2.6B
3130. 3130
      Grand Alliance Asset Management LTD.Hong Kong, Hong Kong · 6 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$2.6B
3131. 3131
      Aspect Capital LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3132. 3132
      Cookson Peirce Wealth ManagementPittsburgh, PA · 1,648 clientsWealth managerHybrid
      Schwab 97%
      +00% 1 yr$2.6B
3133. 3133
      SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
      Northern Trust 45%BNY 40%
      +00% 1 yr$2.6B
3134. 3134
      Aventail Capital Group, LPNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3135. 3135
      Row Asset Management, LLCNewport Beach, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3136. 3136
      Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
      Fidelity 31%Comerica Bank 29%BNY 25%
      +00% 1 yr$2.5B
3137. 3137
      RV Capital Management Private LTDSingapore, Singapore · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3138. 3138
      Unifi Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$2.5B
3139. 3139
      Creativeone Securities, LLCOverland Park, KS · 12,485 clientsBroker-dealer firmHybrid
      Pershing 65%Schwab 35%
      +00% 1 yr$2.5B
3140. 3140
      Phase 3 Capital Management LLCBoca Raton, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3141. 3141
      Blackstone Ireland Fund Management LimitedDublin 2, Ireland · 3 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
      No custodian reported
      +00% 1 yr$2.5B
3142. 3142
      Merk Investments LLCPalo Alto, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3143. 3143
      Validus Capital LLCEl Segundo, CA · 190 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.5B
3144. 3144
      Commerce Investment Advisors, Inc.Kansas City, MO · 9 clientsAsset managerHybridCommerce Bank, Commerce Brokerage Services, Inc., clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$2.5B
3145. 3145
      Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
      Schwab 75%Fidelity 25%
      +00% 1 yr$2.5B
3146. 3146
      Mackenzie Investments Asia LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
      State Street 93%
      +00% 1 yr$2.5B
3147. 3147
      Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
      BNP Paribas Securities Services 62%Goldman Sachs 38%
      +00% 1 yr$2.5B
3148. 3148
      Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWealth managerWrap sponsor
      Morgan Stanley 55%Schwab 45%
      +00% 1 yr$2.5B
3149. 3149
      Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
      Schwab 64%Fidelity 35%
      +00% 1 yr$2.5B
3150. 3150
      Locorr Fund Management, LLCExcelsior, MN · 1 clientsAsset managerHybridLocorr Distributors, LLC
      No custodian reported
      +00% 1 yr$2.5B
3151. 3151
      CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
      First Hawaiian Bank 53%Fidelity 47%
      +00% 1 yr$2.5B
3152. 3152
      The Fiduciary AllianceGreenville, SC · 8,964 clientsWealth managerHybrid
      Schwab 88%
      +00% 1 yr$2.5B
3153. 3153
      Icon Infrastructure North America Inc.New York, NYAsset manager
      No custodian reported
      +00% 1 yr$2.5B
3154. 3154
      Constellation Wealth CapitalChicago, IL · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3155. 3155
      Private Wealth Asset ManagementOmaha, NE · 559 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$2.5B
3156. 3156
      Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
      Schwab 50%Pershing 35%
      +00% 1 yr$2.5B
3157. 3157
      Aerie Advisory Group LLCGig Harbor, WA · 44 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.5B
3158. 3158
      Twinbeech Capital LPPurchase, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3159. 3159
      Amulet Capital Partners, L.P.Greenwich, CT · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.5B
3160. 3160
      Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
      Schwab 73%Fidelity 27%
      +00% 1 yr$2.5B