The RIA database

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3641. 3641
      Avendus Wealth Management Private LimitedMumbai, India · 546 clientsBroker-dealer firmAffiliated broker-dealerAvendus Capital, Inc., Avendus PTE. LTD.
      Hdfc Bank LTD 100%
      +00% 1 yr$2.0B
3642. 3642
      Healthequity AdvisorsDraper, UT · 178,476 clientsWealth managerPublic-company owned
      Healthequity Trust 100%
      +00% 1 yr$2.0B
3643. 3643
      TIG Advisors LLCNew York, NY · 12 clientsPrivate fund adviserAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
      No custodian reported
      +00% 1 yr$2.0B
3644. 3644
      Stack Financial Management IncWhitefish, MT · 833 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3645. 3645
      Feldman, Ingardona & CoDowners Grove, IL · 184 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$2.0B
3646. 3646
      Raymond James (USA) LTDVancouver, Canada · 4,864 clientsBroker-dealer firmHybridCarillon Fund Distributors, Inc., Cebile Capital LLC
      No custodian reported
      +00% 1 yr$2.0B
3647. 3647
      Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
      Schwab 35%UBS 33%Fidelity 23%
      +00% 1 yr$2.0B
3648. 3648
      Balefire, LLCDallas, TX · 1,864 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.0B
3649. 3649
      MAK CapitalNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3650. 3650
      Comperio Retirement Consulting, Inc.Cary, NC · 27 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.0B
3651. 3651
      Midwestern Securities Trading Co.,llcEast Peoria, IL · 11,847 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$2.0B
3652. 3652
      Trumbower Financial Advisors LLCBethesda, MD · 246 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$2.0B
3653. 3653
      Mount Logan ManagementNew York, NY · 12 clientsAsset managerHybridBC Partners Securities LLC
      State Street 60%BNY 27%
      +00% 1 yr$2.0B
3654. 3654
      Resolution Capital (US) LimitedRye Brook, NY · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3655. 3655
      Sole Source Capital LLCDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3656. 3656
      Woodbourne Capital Management International LPBoulder, CO · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3657. 3657
      Graycliff Partners LPNew York, NY · 15 clientsPrivate fund adviser
      HSBC Bank 100%
      +00% 1 yr$2.0B
3658. 3658
      Timberland Investment Resources, LLCAtlanta, GA · 13 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.0B
3659. 3659
      LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
      Schwab 63%Fidelity 37%
      +00% 1 yr$2.0B
3660. 3660
      Centeroak Adviser, L.P.Dallas, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3661. 3661
      Long Pond Capital, LPNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3662. 3662
      JSF Financial, LLCLos Angeles, CA · 821 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$2.0B
3663. 3663
      Greenwood Gearhart, LLCFayetteville, AR · 1,101 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.0B
3664. 3664
      Boldhaven ManagementLondon, United Kingdom · 3 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$2.0B
3665. 3665
      Lingotto US LLCNew York, NY · 9 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$2.0B
3666. 3666
      Maridea Wealth ManagementBrooklyn, NY · 2,100 clientsWealth managerHybrid
      Schwab 61%Fidelity 39%
      +00% 1 yr$2.0B
3667. 3667
      Center for Financial Planning IncSouthfield, MI · 1,496 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$2.0B
3668. 3668
      The Fiduciary GroupSavannah, GA · 702 clientsWealth managerAffiliated broker-dealer
      Schwab 84%
      +00% 1 yr$2.0B
3669. 3669
      The Norden Group LLCProvo, UT · 1,531 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.0B
3670. 3670
      Shapiro Capital Management LLCAtlanta, GA · 393 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
      Goldman Sachs 51%Schwab 28%
      +00% 1 yr$2.0B
3671. 3671
      FIC Partners Management, LPHouston, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3672. 3672
      Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
      U.S. Bank 60%State Street 40%
      +00% 1 yr$2.0B
3673. 3673
      Brynwood PartnersGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3674. 3674
      Ocean Avenue Capital Partners, L.P.Santa Monica, CA · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3675. 3675
      C.M. Capital Advisors, LLCPalo Alto, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3676. 3676
      Bellecapital InternationalZurich, Switzerland · 291 clientsAsset manager
      Rahn + Bodmer 36%Banque Pictet ET CIE. S.A. 25%Bank Julius Baer & Co. AG 24%
      +00% 1 yr$2.0B
3677. 3677
      CS Planning CorpPortland, OR · 4,200 clientsWealth managerHybrid
      Fidelity 82%
      +00% 1 yr$2.0B
3678. 3678
      Kora Management LPBrooklyn, NY · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.0B
3679. 3679
      HCR Wealth AdvisorsLos Angeles, CA · 938 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.0B
3680. 3680
      Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
      Schwab 58%J.P. Morgan 42%
      +00% 1 yr$2.0B