The RIA database

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5121. 5121
      5am VenturesSan Francisco, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5122. 5122
      Lineweaver Wealth AdvisorsValley View, OH · 2,134 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.1B
5123. 5123
      King Wealth Management Group, LLCSaratoga Springs, NY · 719 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.1B
5124. 5124
      UpliftDarien, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5125. 5125
      Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsWealth managerPublic-company owned
      Banque Pictet & CIE SA 46%UBS 32%
      +00% 1 yr$1.1B
5126. 5126
      McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$1.1B
5127. 5127
      Austin Wealth Management, LLCAustin, TX · 629 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5128. 5128
      FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
      Schwab 54%Fidelity Distributors Company 46%
      +00% 1 yr$1.1B
5129. 5129
      Nfsg CorporationBoca Raton, FL · 3,096 clientsWealth managerWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
      Axos 100%
      +00% 1 yr$1.1B
5130. 5130
      BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
      Capital Client Group 40%SEI 39%
      +00% 1 yr$1.1B
5131. 5131
      Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsWealth managerHybrid
      Raymond James 84%
      +00% 1 yr$1.1B
5132. 5132
      Randolph Co IncCincinnati, OH · 59 clientsAsset manager
      Schwab 100%
      +00% 1 yr$1.1B
5133. 5133
      TitanNew York, NY · 41,733 clientsWealth managerWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing
      Apex Fintech 100%
      +00% 1 yr$1.1B
5134. 5134
      Anzu Partners, LLCTampa, FL · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5135. 5135
      Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
      Schwab 82%
      +00% 1 yr$1.1B
5136. 5136
      CIM Capital IC Management, LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
      No custodian reported
      +00% 1 yr$1.1B
5137. 5137
      Maritime CapitalNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5138. 5138
      Trebuchet Consulting, LLCPittsburgh, PA · 414 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.1B
5139. 5139
      SV Health Investors, LLCBoston, MA · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5140. 5140
      FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
      Morgan Stanley 45%Barclays Capital 42%
      +00% 1 yr$1.1B
5141. 5141
      Summit Asset Management LLCMemphis, TN · 532 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5142. 5142
      Goldstein Advisors, LLCMadison, WI · 1,070 clientsWealth managerHybridKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$1.1B
5143. 5143
      Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
      ADP Broker-Dealer 56%Transamerica Capital 22%
      +00% 1 yr$1.1B
5144. 5144
      Solomon Hess Capital ManagementArlington, VA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5145. 5145
      Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5146. 5146
      Greenlake Asset Management LLCSouth Pasadena, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5147. 5147
      Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$1.1B
5148. 5148
      Cornerstone Trust Management Services LLCAltamonte Springs, FL · 1 clientsAsset manager
      Regions Bank 100%
      +00% 1 yr$1.1B
5149. 5149
      Basecamp Wealth Advisors, LLCBellevue, WA · 80 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.1B
5150. 5150
      Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.1B
5151. 5151
      Bridge33 Investment Management LLCSeattle, WA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5152. 5152
      Fulcrum Capital, LLCSeattle, WA · 329 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5153. 5153
      AMB Wealth, LLCThomasville, GA · 920 clientsWealth managerHybridAllen, Mooney & Barnes Brokerage Services, LLC
      Wells Fargo 100%
      +00% 1 yr$1.1B
5154. 5154
      Fort Baker Capital Management LPLarkspur, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5155. 5155
      Elwood & GoetzAthens, GA · 686 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5156. 5156
      Mattern Capital Management, LLCLakewood, CO · 436 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5157. 5157
      American Investment Services IncGreat Barrington, MA · 378 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5158. 5158
      Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.1B
5159. 5159
      DSF Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.1B
5160. 5160
      Power Sustainable Manager US, Inc.Miami, FL · 6 clientsPrivate fund adviser
      BMO Bank 100%
      +00% 1 yr$1.1B