The RIA database

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6921. 6921
      Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$630M
6922. 6922
      G2 Investment Partners Management LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$630M
6923. 6923
      Searle & Co.Greenwich, CT · 127 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$630M
6924. 6924
      Rose Park Advisors, LLCBoston, MA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$630M
6925. 6925
      Pharos Capital Group, LLCBrentwood, TN · 7 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$630M
6926. 6926
      Legacy Wealth Management, LLCBoise, ID · 3,416 clientsWealth manager
      Schwab 100%
      +00% 1 yr$629M
6927. 6927
      Solas Capital Management, LLCDarien, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$629M
6928. 6928
      Cornerstone Wealth ManagementWestlake, OH · 463 clientsWealth manager
      Schwab 100%
      +00% 1 yr$629M
6929. 6929
      Manatuck Hill Partners, LLCWestport, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$629M
6930. 6930
      Argentem Creek PartnersNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$628M
6931. 6931
      Gem Asset Management, LLCPlymouth, MI · 506 clientsWealth manager
      Schwab 100%
      +00% 1 yr$628M
6932. 6932
      Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$628M
6933. 6933
      Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
      Schwab 60%Fidelity 40%
      +00% 1 yr$628M
6934. 6934
      Findec Wealth Services, Inc.Stockton, CA · 597 clientsAsset manager
      Schwab 100%
      +00% 1 yr$628M
6935. 6935
      Aljian Capital ManagementCarson City, NV · 436 clientsWealth manager
      Schwab 100%
      +00% 1 yr$628M
6936. 6936
      Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clientsWealth manager
      Schwab 100%
      +00% 1 yr$628M
6937. 6937
      Meridian Financial Partners LLCWarrenton, VA · 583 clientsWealth manager
      Schwab 100%
      +00% 1 yr$628M
6938. 6938
      Centrica Wealth ManagementMiami, FL · 14 clientsWealth managerHybrid
      J.P. Morgan 100%
      +00% 1 yr$627M
6939. 6939
      Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
      Schwab 60%Fidelity 30%
      +00% 1 yr$627M
6940. 6940
      Harvest Growth Capital9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$627M
6941. 6941
      Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
      Fidelity 68%PNC Bank 32%
      +00% 1 yr$627M
6942. 6942
      Lynx1 Capital Management LPDorado, PR · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$627M
6943. 6943
      Crosstimbers Capital Group, LLCHouston, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$626M
6944. 6944
      Epsilon Financial Group, Inc.Fairfield, CA · 434 clientsWealth manager
      Schwab 100%
      +00% 1 yr$626M
6945. 6945
      B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clientsWealth manager
      Pershing 100%
      +00% 1 yr$626M
6946. 6946
      Rialto Wealth ManagementSyracuse, NY · 344 clientsWealth manager
      Schwab 100%
      +00% 1 yr$626M
6947. 6947
      Impact Capital Partners LLCGreenwood Village, CO · 230 clientsWealth manager
      Schwab 100%
      +00% 1 yr$626M
6948. 6948
      Phraction Management LLCColchester, CT · 73 clientsAsset manager
      No custodian reported
      +00% 1 yr$626M
6949. 6949
      Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
      Goldman Sachs 73%Merrill / Bank of America 27%
      +00% 1 yr$625M
6950. 6950
      Climber Capital SANyon, Vaud, Switzerland · 94 clientsWealth manager
      Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
      +00% 1 yr$625M
6951. 6951
      Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$625M
6952. 6952
      Portfolio Design Labs, LLCEncino, CA · 357 clientsWealth manager
      Schwab 82%
      +00% 1 yr$625M
6953. 6953
      PVG Asset Management CorpCentennial, CO · 240 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$625M
6954. 6954
      Lountzis Asset Management, LLCWyomissing, PA · 155 clientsWealth manager
      Schwab 100%
      +00% 1 yr$624M
6955. 6955
      Riverview Capital Advisers LLCBoston, MA · 221 clientsWealth manager
      Schwab 100%
      +00% 1 yr$624M
6956. 6956
      Industrial Development Funding LLCMiami Beach, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$624M
6957. 6957
      Hill Island Financial LLCGrand Rapids, MI · 217 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$624M
6958. 6958
      Axius Advisors LLCSaint Charles, MO · 1,231 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$624M
6959. 6959
      Machine Investment Group, LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$624M
6960. 6960
      Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
      Schwab 87%
      +00% 1 yr$624M