The RIA database

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3281. 3281
      McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clientsWealth manager
      Pershing 100%
      +00% 1 yr$2.4B
3282. 3282
      Parsons Capital Management IncProvidence, RI · 746 clientsWealth manager
      Schwab 71%Fidelity 29%
      +00% 1 yr$2.4B
3283. 3283
      Mudita ManagementLondon, United Kingdom · 8 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$2.4B
3284. 3284
      Paradigm Capital Management, Inc.Albany, NY · 66 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
      J.P. Morgan 100%
      +00% 1 yr$2.4B
3285. 3285
      New 2nd CapitalNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3286. 3286
      Yellow Wood PartnersBoston, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3287. 3287
      Simmons L E & Associates IncHouston, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3288. 3288
      Strive Asset ManagementDallas, TX · 14 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$2.4B
3289. 3289
      Anchor Capital Advisors LLCBoston, MA · 524 clientsAsset manager
      Fidelity Distributors Company 100%
      +00% 1 yr$2.4B
3290. 3290
      Smith Moore & Co.Clayton, MO · 4,142 clientsBroker-dealer firmHybridSmith Moore & Co.
      No custodian reported
      +00% 1 yr$2.4B
3291. 3291
      Check Capital Management IncCosta Mesa, CA · 1,223 clientsWealth manager
      Fidelity 69%Schwab 31%
      +00% 1 yr$2.4B
3292. 3292
      Commodore CapitalNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3293. 3293
      Cendana CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3294. 3294
      EOC Partners Advisors L.P.Houston, TX · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3295. 3295
      Whitman/peterson, LLCWestlake Village, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3296. 3296
      Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
      HSBC Bank PLC 47%J.P. Morgan 33%
      +00% 1 yr$2.4B
3297. 3297
      Fidelity Management & Research (japan) LimitedMinato-Ku, Tokyo, Japan · 3 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$2.4B
3298. 3298
      Dundas Global InvestorsEdinburgh, United Kingdom · 14 clientsPrivate fund adviser
      State Street 100%
      +00% 1 yr$2.4B
3299. 3299
      Cartenna CapitalStamford, CT · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.4B
3300. 3300
      Stairway Partners, LLCMinneapolis, MN · 58 clientsAsset manager
      Midwest Institutional Trust 70%Pershing 30%
      +00% 1 yr$2.4B
3301. 3301
      Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.4B
3302. 3302
      Claret Asset Management CorpMontreal Quebec, Canada · 2,124 clientsWealth manager
      CIBC Wood Gundy 100%
      +00% 1 yr$2.4B
3303. 3303
      Apollo Capital Credit Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$2.4B
3304. 3304
      Mission Prime LLCGuaynabo, PR · 3 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$2.3B
3305. 3305
      IFC Advisors LLCLos Angeles, CA · 393 clientsWealth managerWrap sponsor
      Wells Fargo 95%
      +00% 1 yr$2.3B
3306. 3306
      Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsWealth managerAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$2.3B
3307. 3307
      Spruceview Capital Partners LLCDenver, CO · 28 clientsPrivate fund adviser
      CIBC Mellon Trust 100%
      +00% 1 yr$2.3B
3308. 3308
      Afbi LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.3B
3309. 3309
      Broadriver Asset Management, L.P.New York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.3B
3310. 3310
      Atlas InfrastructureLondon, United Kingdom · 4 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$2.3B
3311. 3311
      Withum Wealth ManagementRed Bank, NJ · 798 clientsWealth manager
      Schwab 74%Fidelity 26%
      +00% 1 yr$2.3B
3312. 3312
      Actusraypartners LimitedHong Kong, Hong Kong · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.3B
3313. 3313
      Empros Capital LLCSan Francisco, CA · 21 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$2.3B
3314. 3314
      Keystone Financial Group, LLCLexington, KY · 6,628 clientsWealth managerHybrid
      LPL Financial 84%
      +00% 1 yr$2.3B
3315. 3315
      UBS Realty Investors LLCHartford, CT · 3 clientsPrivate fund adviserHybridUBS AG, UBS Asset Management (US) Inc.
      No custodian reported
      +00% 1 yr$2.3B
3316. 3316
      Everside Capital PartnersNew York, NY · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.3B
3317. 3317
      Baldwin Wealth Partners, LLCMarion, MA · 809 clientsWealth manager
      Pershing 71%Schwab 29%
      +00% 1 yr$2.3B
3318. 3318
      Civc PartnersChicago, IL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.3B
3319. 3319
      CVC Credit Partners U.S. CLO Management LLCNew York, NY · 8 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
      No custodian reported
      +00% 1 yr$2.3B
3320. 3320
      American Century Investments Private Client Group, Inc.Kansas City, MO · 4,107 clientsWealth managerPublic-company ownedHybridAmerican Century Investment Services, Inc.
      No custodian reported
      +00% 1 yr$2.3B