The RIA database

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3561. 3561
      APC Asset Development II, LPNewport Beach, CA · 6 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$2.1B
3562. 3562
      Flat Footed LLCWilson, WY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3563. 3563
      Madison Avenue Solutions, LLCChicago, IL · 29 clientsAsset managerHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      No custodian reported
      +00% 1 yr$2.1B
3564. 3564
      Beese Fulmer Private Wealth ManagementCanton, OH · 843 clientsWealth manager
      Schwab 88%
      +00% 1 yr$2.1B
3565. 3565
      Southfield Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3566. 3566
      Pleasant Lake Partners LLCRincon, PR · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3567. 3567
      Quent Capital, LLCNew York, NY · 384 clientsWealth manager
      Pershing 54%Fidelity 40%
      +00% 1 yr$2.1B
3568. 3568
      Churchill DLC Advisor LLCNew York, NY · 1 clientsAsset managerHybridNuveen Securities, LLC
      No custodian reported
      +00% 1 yr$2.1B
3569. 3569
      Clear Harbor Asset Management, LLCStamford, CT · 820 clientsWealth manager
      Pershing 73%Schwab 27%
      +00% 1 yr$2.1B
3570. 3570
      Applied Finance Advisors, LLCSan Antonio, TX · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.1B
3571. 3571
      Warwick Investment Group, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.1B
3572. 3572
      D/b/a the Davis Companies OR DavisBoston, MA · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3573. 3573
      Natural Investments1,277 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3574. 3574
      Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
      BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
      +00% 1 yr$2.0B
3575. 3575
      Carson Group InvestingOmaha, NEAsset managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
      Schwab 69%Fidelity 31%
      +00% 1 yr$2.0B
3576. 3576
      Inscription Capital, LLCHouston, TX · 456 clientsWealth managerHybrid
      Fidelity 65%
      +00% 1 yr$2.0B
3577. 3577
      Sofi Wealth LLCSan Francisco, CA · 254,020 clientsWealth managerBank-affiliatedHybridSofi Securities (hong Kong) Limited, Sofi Securities LLC, clears through Apex Clearing
      Apex Fintech 100%
      +00% 1 yr$2.0B
3578. 3578
      Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clientsWealth manager
      Schwab 86%
      +00% 1 yr$2.0B
3579. 3579
      PCM Encore, LLCAspen, CO · 176 clientsWealth manager
      Morgan Stanley 100%
      +00% 1 yr$2.0B
3580. 3580
      Cresta Fund Management LLCDallas, TX · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3581. 3581
      Doyenne Wealth AdvisorsChicago, IL · 132 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3582. 3582
      Volatility Shares LLCPalm Beach Gardens, FL · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.0B
3583. 3583
      Minot Deblois Advisors LLCBoston, MA · 203 clientsWealth manager
      Fifth Third Bank 93%
      +00% 1 yr$2.0B
3584. 3584
      Blue Road Management, L.P.New York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3585. 3585
      Mosaic WealthSt. Louis, MO · 807 clientsWealth managerHybrid
      Fidelity 88%
      +00% 1 yr$2.0B
3586. 3586
      Clearview Capital, L.P.Stamford, CT · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3587. 3587
      L Squared Capital PartnersNewport Beach, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3588. 3588
      JLC InfrastructureNew York, NY · 6 clientsPrivate fund adviserHybridLoop Capital Markets LLC
      No custodian reported
      +00% 1 yr$2.0B
3589. 3589
      Point Break Capital Management LLCMiami, FL · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3590. 3590
      Operose Advisors LLCMilwaukee, WI · 511 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3591. 3591
      Atwood & Palmer, Inc.Kansas City, MO · 525 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$2.0B
3592. 3592
      Bristol Group IncSan Francisco, CA · 20 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.0B
3593. 3593
      Callodine Capital ManagementBoston, MA · 15 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
      Jefferies 85%
      +00% 1 yr$2.0B
3594. 3594
      Resmark Equity Partners, LLCLos Angeles, CA · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3595. 3595
      Provise Management Group, LLCClearwater, FL · 1,190 clientsWealth managerHybridKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$2.0B
3596. 3596
      Capwealth Advisors, LLCFranklin, TN · 1,429 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3597. 3597
      Alpen Partners International AGFreienbach, Switzerland · 738 clientsWealth manager
      Bank Julius Baer & Co LTD 50%Banque Pictet & CIE S.A. 36%
      +00% 1 yr$2.0B
3598. 3598
      Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsWealth managerBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
      Stifel, Nicolaus & Company, Incorporated 100%
      +00% 1 yr$2.0B
3599. 3599
      Althum Advisors LLCMiami, FL · 84 clientsAsset manager
      J.P. Morgan 73%UBS 27%
      +00% 1 yr$2.0B
3600. 3600
      Keebeck Wealth ManagementChicago, IL · 150 clientsWealth manager
      Pershing 53%Schwab 47%
      +00% 1 yr$2.0B