The RIA database

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5801. 5801
      Running Oak Capital LLCMinneapolis, MN · 1,035 clientsWealth managerWrap sponsor
      Fidelity 86%
      +00% 1 yr$875M
5802. 5802
      Broadside WealthSan Francisco, CA · 20 clientsWealth manager
      Interactive Brokers 90%
      +00% 1 yr$875M
5803. 5803
      Bitkraft Ventures Management, LLC6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$874M
5804. 5804
      Leisure Capital Management, Inc.Costa Mesa, CA · 349 clientsWealth manager
      Schwab 100%
      +00% 1 yr$874M
5805. 5805
      Sandglass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$874M
5806. 5806
      Gearhart & AssociatesCincinnati, OH · 2,903 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$873M
5807. 5807
      Integrity Growth Partners, L.P.Los Angeles, CA · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$873M
5808. 5808
      Affinity Wealth Management LLCWilmington, DE · 664 clientsWealth manager
      Schwab 100%
      +00% 1 yr$873M
5809. 5809
      Alpha Capital ManagementAustin, TX · 468 clientsWealth manager
      Schwab 89%
      +00% 1 yr$871M
5810. 5810
      Marlin Manager, LLCSaint Petersburg, FL · 5 clientsAsset manager
      No custodian reported
      +00% 1 yr$871M
5811. 5811
      Oak Grove Capital, LLC115 clientsWealth manager
      Schwab 100%
      +00% 1 yr$871M
5812. 5812
      Secure Asset Management, L.L.C.Troy, MI · 2,877 clientsWealth managerHybridAurora Securities Inc
      Schwab 64%Fidelity 36%
      +00% 1 yr$871M
5813. 5813
      Prairie CapitalChicago, IL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$870M
5814. 5814
      Atlas Capital Management CorpFt Wayne, IN · 3,261 clientsWealth manager
      Axos 100%
      +00% 1 yr$870M
5815. 5815
      Pine Valley Capital Partners LLCAustin, TX · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$870M
5816. 5816
      Redw Wealth LLCAlbuquerque, NM · 403 clientsAsset manager
      Schwab 78%
      +00% 1 yr$869M
5817. 5817
      Canopy PartnersCincinnati, OH · 8 clientsWealth manager
      Schwab 100%
      +00% 1 yr$869M
5818. 5818
      Bridgewealth Advisory Group, LLCFresno, CA · 793 clientsWealth managerWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$869M
5819. 5819
      BG Investment Services, LLCHagatna, Guam · 722 clientsAsset manager
      Fidelity 96%
      +00% 1 yr$868M
5820. 5820
      Aspen Renewable Investments, L.L.C.New York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$868M
5821. 5821
      Circle Advisers IncNew York, NY · 348 clientsWealth manager
      Schwab 81%
      +00% 1 yr$868M
5822. 5822
      Integrity Financial CorporationJackson, WY · 1,450 clientsWealth manager
      Schwab 100%
      +00% 1 yr$868M
5823. 5823
      Park Capital Management, LLCMadison, WI · 625 clientsWealth managerBank-affiliatedHybrid
      Schwab 80%
      +00% 1 yr$868M
5824. 5824
      Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
      Schwab 100%
      +00% 1 yr$868M
5825. 5825
      TMB Capital Partners, LLCLittle Rock, AR · 432 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$868M
5826. 5826
      Vantage Financial Group, Inc.Cleveland, OH · 2,521 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$867M
5827. 5827
      Long Arc Capital LPNew York, NY · 14 clientsPrivate fund adviserAffiliated broker-dealerRobertson Stephens Capital Markets, LLC
      No custodian reported
      +00% 1 yr$867M
5828. 5828
      StorgeCoral Gables, FL · 70 clientsWealth manager
      Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
      +00% 1 yr$867M
5829. 5829
      Asendo Wealth AdvisoryColumbus, OH · 1,157 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$867M
5830. 5830
      WellfullHarleysville, PA · 801 clientsWealth manager
      Schwab 100%
      +00% 1 yr$866M
5831. 5831
      Canton Hathaway LLCProvidence, RI · 96 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$866M
5832. 5832
      KKM Financial LLCChicago, IL · 162 clientsAsset manager
      Schwab 73%Pershing 27%
      +00% 1 yr$866M
5833. 5833
      XA InvestmentsChicago, IL · 3 clientsAsset managerHybridXMS Capital Partners, LLC
      No custodian reported
      +00% 1 yr$866M
5834. 5834
      Hampshire Family Office70 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$866M
5835. 5835
      Charger Investment Partners LPEl Segundo, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$865M
5836. 5836
      Carson Advisory GroupAthens, GA · 957 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$865M
5837. 5837
      Treo Asset Management, LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$865M
5838. 5838
      Backcast Partners Management LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$864M
5839. 5839
      Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
      Goldman Sachs 25%
      +00% 1 yr$864M
5840. 5840
      I80 Group LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$864M