The RIA database

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3401. 3401
      Entropy Technologies, LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3402. 3402
      Passaic Partners LLCNewark, NJ · 15 clientsAsset manager
      Northern Trust 57%Morgan Stanley 43%
      +00% 1 yr$2.2B
3403. 3403
      Mason Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3404. 3404
      J. Stern & Co. LLPLondon, United Kingdom · 72 clientsAsset manager
      Julius Baer Zurich 37%UBS 24%Multrees Investor Services 23%
      +00% 1 yr$2.2B
3405. 3405
      Absolute Investment Advisers, LLCRosemary Beach, FL · 7 clientsAsset managerHybrid
      Fidelity 100%
      +00% 1 yr$2.2B
3406. 3406
      Rethink Capital Partners, LLCWhite Plains, NY · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3407. 3407
      Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
      Northern Trust 37%State Street 23%
      +00% 1 yr$2.2B
3408. 3408
      EIV Capital, LLCHouston, TX · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3409. 3409
      Arbion LimitedLondon, United Kingdom · 151 clientsWealth manager
      HSBC 69%Credit Suisse 31%
      +00% 1 yr$2.2B
3410. 3410
      FEG Investment Services, LLCCincinnati, OH · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3411. 3411
      Churchill Pcif Advisor LLCNew York, NY · 1 clientsAsset managerHybridNuveen Securities, LLC
      No custodian reported
      +00% 1 yr$2.2B
3412. 3412
      Ccmp CapitalNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3413. 3413
      Koss-Olinger Consulting, LLC.Gainesville, FL · 679 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.2B
3414. 3414
      Heritage Investment Group, Inc.Pompano Beach, FL · 906 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3415. 3415
      Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
      J.P. Morgan 50%Northern Trust 36%
      +00% 1 yr$2.2B
3416. 3416
      Lbmc Investment Advisors, LLCBrentwood, TN · 513 clientsWealth manager
      Schwab 73%Fidelity 27%
      +00% 1 yr$2.2B
3417. 3417
      APS Asset Management PTE LTDSingapore, Singapore · 6 clientsAsset manager
      Citi 100%
      +00% 1 yr$2.2B
3418. 3418
      Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
      Fidelity 43%Schwab 40%
      +00% 1 yr$2.2B
3419. 3419
      Wealthquest CorporationCincinnati, OH · 1,593 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3420. 3420
      Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsWealth managerAffiliated broker-dealer
      Fidelity 82%
      +00% 1 yr$2.2B
3421. 3421
      Aristotle Atlantic Partners, LLCSarasota, FL · 359 clientsAsset manager
      Schwab 84%
      +00% 1 yr$2.2B
3422. 3422
      Riverfront Investment Group, LLCRichmond, VA · 1,534 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
      Robert W. Baird & Co. Incorporated 65%
      +00% 1 yr$2.2B
3423. 3423
      E. S. Barr & CompanyLexington, KY · 432 clientsWealth manager
      Raymond James 65%Schwab 35%
      +00% 1 yr$2.2B
3424. 3424
      Detalus Advisors, LLCSt. Louis, MO · 707 clientsAsset manager
      Central Bank 57%Pershing 43%
      +00% 1 yr$2.2B
3425. 3425
      Longrange Capital, L.P.Stamford, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3426. 3426
      United Asset Strategies Inc.Garden City, NY · 1,673 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3427. 3427
      TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
      Assetmark Brokerage 32%Schwab 24%Fidelity 22%
      +00% 1 yr$2.2B
3428. 3428
      Oakmont CorporationLos Angeles, CA · 81 clientsWealth manager
      Merrill / Bank of America 100%
      +00% 1 yr$2.2B
3429. 3429
      Occudo Quantitative Strategies LPFort Lauderdale, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3430. 3430
      Golden State Wealth Management, LLCPowell, WY · 4,192 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$2.2B
3431. 3431
      Further Global Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3432. 3432
      Grandfield & Dodd, LLCNew York, NY · 769 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3433. 3433
      Patten and Patten, Inc.Chattanooga, TN · 879 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.2B
3434. 3434
      Advisors Asset Management, Inc.Monument, CO · 1,505 clientsBroker-dealer firmHybridBentallgreenoak Real Estate US LLC, MFS Fund Distributors, Inc.
      Fidelity 61%Schwab 25%
      +00% 1 yr$2.2B
3435. 3435
      Forum FinanceGeneva, Switzerland · 680 clientsWealth manager
      Banque Lombard Odier & CIE SA 78%UBS 22%
      +00% 1 yr$2.2B
3436. 3436
      CRGHouston, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3437. 3437
      Kosmos Management LLCSeattle, WA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3438. 3438
      FS Structured Products Advisor, LLCPhiladelphia, PA · 6 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$2.2B
3439. 3439
      Willow RUN AdvisorsNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.2B
3440. 3440
      JD Euroway Capital Partners LLCMontreal, Quebec, Canada · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.2B