The RIA database

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7201. 7201
      Hobbs Group Advisors LLCColumbia, SC · 479 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$584M
7202. 7202
      Fortis Advisors, LLCWayne, PA · 91 clientsAsset manager
      Schwab 100%
      +00% 1 yr$584M
7203. 7203
      Fortress Private Ledger, LLCRaleigh, NC · 704 clientsBroker-dealer firmHybrid
      Schwab 63%Interactive Brokers 37%
      +00% 1 yr$584M
7204. 7204
      Monetary Management Group IncSt Louis, MO · 117 clientsWealth managerWrap sponsor
      RBC 78%
      +00% 1 yr$584M
7205. 7205
      Persium Advisors, LLCAtlanta, GA · 177 clientsWealth manager
      Schwab 100%
      +00% 1 yr$584M
7206. 7206
      Vine Investment Advisors, LPPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$583M
7207. 7207
      Pathview Wealth AdvisorsSan Diego, CA · 362 clientsWealth manager
      Schwab 100%
      +00% 1 yr$583M
7208. 7208
      Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
      BNY 88%
      +00% 1 yr$583M
7209. 7209
      Citymark Capital Management Company LLCCleveland, OH · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$583M
7210. 7210
      Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$583M
7211. 7211
      Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
      Schwab 63%Pershing 37%
      +00% 1 yr$583M
7212. 7212
      Manteio Scalable Technologies LLCJersey City, NJ · 3 clientsAsset manager
      Goldman Sachs 100%
      +00% 1 yr$583M
7213. 7213
      Richardson Capital Management, LLCMenomonee Falls, WI · 262 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$582M
7214. 7214
      Northlight Capital PartnersWestport, CT · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$582M
7215. 7215
      Avalon Capital ManagementMenlo Park, CA · 163 clientsWealth manager
      Schwab 100%
      +00% 1 yr$582M
7216. 7216
      Boden WealthLemoyne, PA · 1,212 clientsWealth manager
      SEI 100%
      +00% 1 yr$582M
7217. 7217
      Freshford Capital Management, LLCHarrison, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$582M
7218. 7218
      Two Sigma Real Estate, LPNew York, NY · 8 clientsPrivate fund adviserAffiliated broker-dealerTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
      No custodian reported
      +00% 1 yr$582M
7219. 7219
      Stewart Wealth Management, Inc.San Rafael, CA · 346 clientsWealth manager
      Schwab 100%
      +00% 1 yr$582M
7220. 7220
      Armadillo Litigation Funding LLCHouston, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$581M
7221. 7221
      55 North Private WealthWinter Park, FL · 158 clientsWealth manager
      Fidelity 50%Schwab 50%
      +00% 1 yr$581M
7222. 7222
      Hyperion Capital Advisors LPNew York, NY · 36 clientsPrivate fund adviser
      Pershing 83%
      +00% 1 yr$581M
7223. 7223
      Rainier Investment Management LLCSeattle, WA · 4 clientsAsset managerAffiliated broker-dealerManning & Napier Investor Services, Inc.
      J.P. Morgan 100%
      +00% 1 yr$581M
7224. 7224
      RTW Financial Advisors IncDallas, TX · 182 clientsWealth managerHybrid
      Hilltop Securities 100%
      +00% 1 yr$581M
7225. 7225
      Keystone Global Partners LLCDenver, CO · 50 clientsWealth manager
      Schwab 100%
      +00% 1 yr$581M
7226. 7226
      Mosaic AdvisorsHouston, TX · 72 clientsWealth manager
      Schwab 100%
      +00% 1 yr$581M
7227. 7227
      Winch FinancialAppleton, WI · 851 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$580M
7228. 7228
      Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
      LPL Financial 83%
      +00% 1 yr$580M
7229. 7229
      Savanna Investment Management LLCNew York, NY · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$580M
7230. 7230
      Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
      Schwab 57%Fidelity 38%
      +00% 1 yr$580M
7231. 7231
      Harvey Capital Management IncPalm Beach, FL · 172 clientsWealth manager
      No custodian reported
      +00% 1 yr$579M
7232. 7232
      EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
      Fidelity Distributors Company 47%Schwab 32%
      +00% 1 yr$579M
7233. 7233
      Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
      Schwab 57%Wells Fargo 43%
      +00% 1 yr$579M
7234. 7234
      Edgerock Wealth ManagementDenver, CO · 575 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$579M
7235. 7235
      Two Roads Partners Management, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$579M
7236. 7236
      Civitas Capital Management, LLCDallas, TX · 83 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$579M
7237. 7237
      Twele Capital Management, Inc.Minnetonka, MN · 67 clientsAsset manager
      Schwab 100%
      +00% 1 yr$578M
7238. 7238
      Boxer Capital Management, LLCSan Diego, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$578M
7239. 7239
      Bh3 Fund Advisors, LLCFort Lauderdale, FL · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$578M
7240. 7240
      Oxler Private WealthRye Brook, NY · 151 clientsWealth manager
      Pershing 100%
      +00% 1 yr$578M