The RIA database

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5721. 5721
      Stonebridge Financial GroupSan Rafael, CA · 951 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$896M
5722. 5722
      Maytech Global InvestmentsNew York, NY · 126 clientsWealth manager
      Interactive Brokers 68%Schwab 32%
      +00% 1 yr$895M
5723. 5723
      Kelman Lazarov IncMemphis, TN · 579 clientsWealth managerHybrid
      Schwab 85%
      +00% 1 yr$895M
5724. 5724
      Makrod Investment Associates IncVerona, NJ · 576 clientsWealth manager
      Schwab 82%
      +00% 1 yr$894M
5725. 5725
      BCG Securities, Inc.Cherry Hill, NJ · 2,181 clientsBroker-dealer firmHybridHorace Mann Investors, Inc.
      No custodian reported
      +00% 1 yr$894M
5726. 5726
      Teleo Capital Management LLCBoise, ID · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$894M
5727. 5727
      Atlantic Private Wealth, LLCChapel Hill, NC · 208 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$894M
5728. 5728
      Allspring Global Investments (singapore) PTE. LTD.Singapore, Singapore · 3 clientsAsset manager
      State Street 100%
      +00% 1 yr$894M
5729. 5729
      Compass Financial Management LLCTampa, FL · 2,228 clientsWealth managerHybrid
      Schwab 54%Fidelity 46%
      +00% 1 yr$894M
5730. 5730
      Vance WealthSanta Clarita, CA · 428 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$894M
5731. 5731
      The Millstone Evans Group, LLCBoulder, CO · 654 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$893M
5732. 5732
      Acorn Capital ManagementOklahoma City, OK · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$893M
5733. 5733
      Moerus Capital Management LLCNew York, NY · 10 clientsAsset managerHybrid
      State Street 51%Northern Trust 49%
      +00% 1 yr$893M
5734. 5734
      JLB & Associates IncPlymouth, MI · 291 clientsWealth manager
      Schwab 78%
      +00% 1 yr$893M
5735. 5735
      Wesbanco Investment DepartmentWheeling, WV · 6 clientsAsset managerHybridWesbanco Securities, Inc.
      No custodian reported
      +00% 1 yr$893M
5736. 5736
      AutopilotNew York, NY · 103,270 clientsWealth manager
      No custodian reported
      +00% 1 yr$892M
5737. 5737
      REA Wealth ManagementNew Philadelphia, OH · 938 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$892M
5738. 5738
      Oneprime CapitalPalo Alto, CA · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$892M
5739. 5739
      GEC Advisors LLCHouston, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$892M
5740. 5740
      HeadinvestPortland, ME · 445 clientsWealth manager
      Schwab 100%
      +00% 1 yr$892M
5741. 5741
      Swisspartners AdvisorsZurich, Switzerland · 90 clientsWealth manager
      Bank Julius Baer 62%
      +00% 1 yr$892M
5742. 5742
      PactNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$892M
5743. 5743
      Optima Asset Management LPNew York, NY · 30 clientsPrivate fund adviserHybrid
      Goldman Sachs 100%
      +00% 1 yr$892M
5744. 5744
      Southland Equity Partners, LLC.1,766 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$891M
5745. 5745
      Commerce Street Investment ManagementDallas, TX · 64 clientsAsset managerHybridCommerce Street Capital, LLC
      Fidelity Management Trust 53%Empower Trust 47%
      +00% 1 yr$891M
5746. 5746
      Drucker Wealth614 clientsWealth managerWrap sponsorHybrid
      Fidelity 61%Altruist 30%
      +00% 1 yr$891M
5747. 5747
      Entrepreneur First Investment Manager LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$891M
5748. 5748
      LWO LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$891M
5749. 5749
      Bluescape Energy Partners LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$890M
5750. 5750
      Thomas J. Herzfeld Advisors, Inc.Miami Beach, FL · 300 clientsPrivate fund adviser
      Schwab 41%RBC 37%
      +00% 1 yr$890M
5751. 5751
      Tran Capital Management, L.P.San Rafael, CA · 348 clientsWealth managerHybrid
      Fidelity 47%Schwab 33%
      +00% 1 yr$890M
5752. 5752
      Grandview Property Partners, LLCGreenwich, CT · 22 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$890M
5753. 5753
      J.P. King Advisors, Inc.Walnut Creek, CA · 452 clientsWealth manager
      Fidelity 66%Schwab 33%
      +00% 1 yr$890M
5754. 5754
      3chopt Investment Partners LLCRichmond, VA · 236 clientsWealth manager
      Schwab 100%
      +00% 1 yr$889M
5755. 5755
      Correct Capital Wealth Management, LLCClayton, MO · 466 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$889M
5756. 5756
      GO Invest LLCWest Jordan, UT · 4,277 clientsAsset manager
      Matrix Trust 100%
      +00% 1 yr$889M
5757. 5757
      Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
      Raymond James 43%Morgan Stanley 40%
      +00% 1 yr$889M
5758. 5758
      Westside Investment Management, LLCSanta Monica, CA · 890 clientsWealth managerHybrid
      LPL Financial 84%
      +00% 1 yr$889M
5759. 5759
      Sagepoint Capital Partners LLCFranklin, TNWealth managerHybrid
      No custodian reported
      +00% 1 yr$888M
5760. 5760
      Dupree & Company, Inc.Lexington, KY · 1 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$888M