The RIA database

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4801. 4801
      Harvey Partners, LLCTarrytown, NY · 16 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$1.2B
4802. 4802
      Composition Capital LPLos Angeles, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4803. 4803
      Slater Investments LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4804. 4804
      Anda Asset Management Co., LTD.Seoul, Korea, South · 74 clientsPrivate fund adviser
      KEB Hana Bank 100%
      +00% 1 yr$1.2B
4805. 4805
      Pcim Realty Advisors, LLCAddison, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4806. 4806
      Decisionpoint Financial, LLCMesa, AZ · 691 clientsAsset manager
      Schwab 100%
      +00% 1 yr$1.2B
4807. 4807
      Insight Wealth Strategies, LLCSan Ramon, CA · 585 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4808. 4808
      Prelude Growth PartnersNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4809. 4809
      Premier Path Wealth Partners, LLCMadison, NJ · 463 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4810. 4810
      Parkway Wealth Management Group, LLCPlano, TX · 1,342 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.2B
4811. 4811
      Mountain Point Credit Management LLCGreenwich, CT · 4 clientsPrivate fund adviserAffiliated broker-dealerEagle Point Securities LLC, SPC Capital Markets LLC
      No custodian reported
      +00% 1 yr$1.2B
4812. 4812
      Fourthstone LLCSt. Louis, MO · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4813. 4813
      RLH Equity PartnersLos Angeles, CA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4814. 4814
      Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
      Fidelity 92%
      +00% 1 yr$1.2B
4815. 4815
      Water Island Capital, LLCNew York, NY · 7 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.2B
4816. 4816
      Sanford C. Bernstein & Co., LLCNashville, TN · 112 clientsBroker-dealer firmAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
      Canadian Imperial Bank of Commerce 77%Sanford C. Bernstein & Co. 23%
      +00% 1 yr$1.2B
4817. 4817
      Icapital Registered Fund Adviser LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
      No custodian reported
      +00% 1 yr$1.2B
4818. 4818
      Palmer Square BDC Advisor LLCMission Woods, KS · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.2B
4819. 4819
      Cabot Wealth ManagementBeverly, MA · 650 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4820. 4820
      Parthenon LLCLouisville, KY · 243 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4821. 4821
      Wynkoop LLCGreenwood Village, CO · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4822. 4822
      Investment Advisory Group LLCSarasota, FL · 1,542 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.2B
4823. 4823
      Seasons of Advice Wealth ManagementNew York, NY · 891 clientsWealth managerWrap sponsorAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$1.2B
4824. 4824
      Snapdragon Capital Partners LLC8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4825. 4825
      De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.2B
4826. 4826
      Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4827. 4827
      Old Ironsides Energy, LLCWaltham, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4828. 4828
      Hauser Retirement Solutions 2 LLCCincinnati, OH · 76 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.2B
4829. 4829
      Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
      Fidelity 56%Schwab 44%
      +00% 1 yr$1.2B
4830. 4830
      Agamerica Lending LLCLakeland, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4831. 4831
      Regents Gate Capital LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4832. 4832
      Hudson Cove Capital Management LLCJersey City, NJ · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4833. 4833
      ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.2B
4834. 4834
      Ivyrock Asset Management (HK) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$1.2B
4835. 4835
      Folger Nolan Fleming Douglas Capital Management, Inc.Washington, DC · 488 clientsWealth managerHybridFolger Nolan Fleming Douglas Incorporated
      Pershing 100%
      +00% 1 yr$1.2B
4836. 4836
      James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
      Schwab 47%Morgan Stanley 39%
      +00% 1 yr$1.2B
4837. 4837
      Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.2B
4838. 4838
      HG Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4839. 4839
      Tokio Marine Asset Management (USA), LTD.New York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B
4840. 4840
      Amergin Asset Management, LLCBoca Raton, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.2B