The RIA database

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3481. 3481
      Evolve Private Wealth, LLCLos Angeles, CA · 679 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$2.1B
3482. 3482
      Root Financial PartnersAustin, TX · 858 clientsWealth manager
      Schwab 80%
      +00% 1 yr$2.1B
3483. 3483
      Private AdvisoryRedmond, WA · 929 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.1B
3484. 3484
      Merricks Capital PTY LTDMelbourne, Australia · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3485. 3485
      Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsWealth managerHybrid
      Schwab 88%
      +00% 1 yr$2.1B
3486. 3486
      Financial Management Network IncMission Viejo, CA · 1,528 clientsWealth managerHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
      Fidelity 100%
      +00% 1 yr$2.1B
3487. 3487
      Tiverton Advisors, LLCRaleigh, NC · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3488. 3488
      RAM Realty Advisors LLCPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3489. 3489
      Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsWealth managerAffiliated broker-dealerWedbush Securities Inc.
      Schwab 68%
      +00% 1 yr$2.1B
3490. 3490
      Coastedge Partners, LLCSan Diego, CA · 183 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.1B
3491. 3491
      Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
      Fidelity 86%
      +00% 1 yr$2.1B
3492. 3492
      Nexphase Capital, LPNew York, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3493. 3493
      RP Management, LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3494. 3494
      Kintegral Advisory, LLCNew York, NY · 15 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$2.1B
3495. 3495
      NFC Investments, LLCMemphis, TN · 157 clientsAsset manager
      M&t Bank 62%Raymond James 38%
      +00% 1 yr$2.1B
3496. 3496
      Pinnacle AdvisorsMansfield, OH · 1,088 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.1B
3497. 3497
      Intermede Global Partners IncSan Francisco, CAAsset manager
      J.P. Morgan 60%BNP Paribas 35%
      +00% 1 yr$2.1B
3498. 3498
      Next Capital Management LLCNew York, NY · 320 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.1B
3499. 3499
      Fernbridge Capital Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3500. 3500
      GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
      State Street 69%BNY 23%
      +00% 1 yr$2.1B
3501. 3501
      Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
      Principal Financial Group 43%Fidelity 34%Empower 23%
      +00% 1 yr$2.1B
3502. 3502
      Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
      Argent Trust 41%BNY 25%
      +00% 1 yr$2.1B
3503. 3503
      Roundview Capital, LLCPrinceton, NJ · 565 clientsWealth manager
      Schwab 83%
      +00% 1 yr$2.1B
3504. 3504
      SIR Capital Management L.P.New York, NY · 10 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$2.1B
3505. 3505
      Sparx Asset Management Korea Co., LTD.Seoul, Korea, South · 6 clientsAsset manager
      Citi 100%
      +00% 1 yr$2.1B
3506. 3506
      Doubleline ETF Adviser LPTampa, FL · 9 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$2.1B
3507. 3507
      Okabena Investment Services IncMinneapolis, MN · 148 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$2.1B
3508. 3508
      Tower Arch CapitalDraper, UT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3509. 3509
      Enlightenment CapitalChevy Chase, MD · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3510. 3510
      Westview Capital Management LLCBoston, MA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3511. 3511
      Velocity Capital Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3512. 3512
      Suncoast Equity Management, LLCTampa, FL · 870 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.1B
3513. 3513
      Blue Swell Asset Management Private LimitedSingapore, Singapore · 7 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$2.1B
3514. 3514
      New England Retirement Consultants, LLCBoston, MA · 14 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.1B
3515. 3515
      Vanderbilt Advisory ServicesWoodbury, NY · 6,470 clientsWealth managerHybridArk Global, LLC, Impactu.investments, LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$2.1B
3516. 3516
      Distillate Capital Partners LLCChicago, IL · 4 clientsAsset managerHybrid
      State Street 100%
      +00% 1 yr$2.1B
3517. 3517
      Greylion Partners LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3518. 3518
      American Capital Management IncNew York, NY · 333 clientsAsset managerHybrid
      Merrill / Bank of America 100%
      +00% 1 yr$2.1B
3519. 3519
      Gerchen Capital PartnersChicago, IL · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3520. 3520
      Elser Financial Planning, Inc.Indianapolis, IN · 584 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.1B