The RIA database

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7561. 7561
      Morse Asset Management, Inc.Darien, CT · 198 clientsWealth manager
      Schwab 48%Citi 31%
      +00% 1 yr$534M
7562. 7562
      Peirce Capital Management, LLCThe Woodlands, TX · 165 clientsWealth manager
      Schwab 63%Fidelity 37%
      +00% 1 yr$534M
7563. 7563
      Robertson Investment ManagementHouston, TX · 1,143 clientsWealth managerHybrid
      Pershing 64%Schwab 36%
      +00% 1 yr$534M
7564. 7564
      Affiliated Private Investors LLCWest Palm Beach, FL · 27 clientsWealth manager
      No custodian reported
      +00% 1 yr$534M
7565. 7565
      Jacksonville Wealth ManagementJacksonville, FL · 1,034 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$534M
7566. 7566
      New Capital Management, LPHouston, TX · 130 clientsWealth manager
      No custodian reported
      +00% 1 yr$534M
7567. 7567
      Sky Island CapitalDallas, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$533M
7568. 7568
      Bayberry Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$533M
7569. 7569
      Collective Family Office, LLCYork, PA · 146 clientsWealth manager
      Schwab 100%
      +00% 1 yr$533M
7570. 7570
      Trigran Investments, Inc.Northbrook, IL · 2 clientsPrivate fund adviser
      Comerica Bank 66%
      +00% 1 yr$533M
7571. 7571
      Wealth Intelligently Navigated, LLCGreer, SC · 408 clientsWealth manager
      Schwab 100%
      +00% 1 yr$533M
7572. 7572
      Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$533M
7573. 7573
      Cimarron Healthcare Capital, LLCSalt Lake City, UT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$533M
7574. 7574
      Consultiva Wealth Management, Corp.San Juan, PR · 137 clientsBroker-dealer firmHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
      Banco Popular De Puerto Rico 71%Huntleigh Securities 29%
      +00% 1 yr$533M
7575. 7575
      CMT Asset Management LLCChicago, IL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$533M
7576. 7576
      Brophy Wealth Management, LLCBedford, NH · 391 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$533M
7577. 7577
      Passport Capital, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$532M
7578. 7578
      Eight 31 Financial, LLCMidland, TX · 74 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$532M
7579. 7579
      Founders Grove Wealth Partners, LLCRichmond, VA · 169 clientsWealth manager
      Schwab 100%
      +00% 1 yr$532M
7580. 7580
      White Pine Investment CoLivonia, MI · 355 clientsWealth manager
      Schwab 100%
      +00% 1 yr$532M
7581. 7581
      P. Schoenfeld Asset Management LPNew York, NY · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$532M
7582. 7582
      DST Wealth Management LLCIndian Wells, CA · 197 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$532M
7583. 7583
      Elevated Financial GroupIndianapolis, IN · 716 clientsWealth managerHybrid
      Schwab 59%Transamerica Capital 25%
      +00% 1 yr$532M
7584. 7584
      MH Advisory Services LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$532M
7585. 7585
      Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$532M
7586. 7586
      XXI Wealth, LLCChicago, IL · 87 clientsWealth manager
      Schwab 100%
      +00% 1 yr$532M
7587. 7587
      New Silk RouteNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$532M
7588. 7588
      Ceeto Capital Group, LLCCoral Gables, FL · 18 clientsWealth manager
      Fidelity 69%Salem Trust 31%
      +00% 1 yr$531M
7589. 7589
      Sardis Group, LLCAtlanta, GA · 10 clientsAsset manager
      Federal Home Loan Bank of Atlanta 85%
      +00% 1 yr$531M
7590. 7590
      Cap91 Partners Management LLCRichmond, VA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$531M
7591. 7591
      Titan Retirement Advisors LLCFulshear, TX · 383 clientsAsset managerHybrid
      Interactive Brokers 89%
      +00% 1 yr$531M
7592. 7592
      RAI WealthNaperville, IL · 450 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$531M
7593. 7593
      Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$531M
7594. 7594
      Securitize Capital LLCMiami, FL · 7 clientsPrivate fund adviserHybridSecuritize Markets, LLC
      No custodian reported
      +00% 1 yr$530M
7595. 7595
      Santa Barbara ManagementChicago, IL · 9 clientsWealth manager
      Schwab 100%
      +00% 1 yr$530M
7596. 7596
      Matheson & Rock Wealth Management, LLCDavenport, IA · 428 clientsWealth manager
      Schwab 100%
      +00% 1 yr$530M
7597. 7597
      A-Street Management LP4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$530M
7598. 7598
      Carlson Capital, L.P.Dallas, TX · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$530M
7599. 7599
      Pension & Wealth Management AdvisorsWaltham, MA · 523 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$530M
7600. 7600
      Denver Wealth Management, Inc.Denver, CO · 986 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$530M