The RIA database

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8041. 8041
      Noctua International WMG, LLCMiami, FL · 43 clientsWealth manager
      Pershing 100%
      +00% 1 yr$474M
8042. 8042
      Trueblood Wealth Management, LLCLima, OH · 346 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$474M
8043. 8043
      Proem Advisors LLCDallas, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$474M
8044. 8044
      Markowski Investments1,275 clientsWealth manager
      Fidelity 65%Schwab 35%
      +00% 1 yr$474M
8045. 8045
      Spielberger & Brooks, Inc.Woodbury, NY · 251 clientsWealth manager
      No custodian reported
      +00% 1 yr$474M
8046. 8046
      SDS Real Estate AdvisorsLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$474M
8047. 8047
      Cape Investment Advisory, Inc.McDonough, GA · 1,013 clientsWealth managerHybridAmerican Global Wealth Management, Inc., Cape Securities Inc.
      No custodian reported
      +00% 1 yr$474M
8048. 8048
      Towle & CoDenver, CO · 32 clientsAsset manager
      Pershing 100%
      +00% 1 yr$474M
8049. 8049
      The Wellington GRP LLCIndianapolis, IN · 1,516 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$474M
8050. 8050
      Juncture Wealth Strategies, LLCScottsdale, AZ · 462 clientsWealth manager
      Schwab 100%
      +00% 1 yr$474M
8051. 8051
      Sycale AdvisorsNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$473M
8052. 8052
      Promethean InvestmentsEdinburgh, United Kingdom · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$473M
8053. 8053
      Coign Capital Advisors LLCDraper, UT · 466 clientsWealth manager
      Schwab 100%
      +00% 1 yr$473M
8054. 8054
      Brightside Capital Partners LLCLantana, FL · 1 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$473M
8055. 8055
      Blue Water WealthPortland, OR · 404 clientsWealth manager
      Schwab 100%
      +00% 1 yr$473M
8056. 8056
      Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$473M
8057. 8057
      Stellus Private BDC Advisor, LLCHouston, TX · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$473M
8058. 8058
      Aigh Capital Management, LLC2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$473M
8059. 8059
      Lighthouse Financial Services IncBrea, CA · 461 clientsWealth manager
      Schwab 100%
      +00% 1 yr$473M
8060. 8060
      Return ON Life Wealth PartnersCleveland, OH · 284 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$473M
8061. 8061
      Straight Path Wealth ManagementJenison, MI · 902 clientsWealth manager
      Schwab 100%
      +00% 1 yr$472M
8062. 8062
      Zimmerman Wealth Management, LLCEvanston, IL · 225 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$472M
8063. 8063
      Wealthedge Investment Advisors, LLCNew York, NY · 379 clientsWealth manager
      Schwab 100%
      +00% 1 yr$472M
8064. 8064
      Wealth EffectsBoston, MA · 602 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$472M
8065. 8065
      Cabana Asset ManagementFayetteville, AR · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$472M
8066. 8066
      Mainstreet RIA LLCO'fallon, MO · 141 clientsAsset manager
      Corebridge Retirment Services 83%
      +00% 1 yr$472M
8067. 8067
      Birinyi Associates, Inc.Westport, CT · 107 clientsWealth manager
      RBC 100%
      +00% 1 yr$472M
8068. 8068
      Main Capital Partners North America LLCBoston, MA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$472M
8069. 8069
      Mason & Associates, LLCNewport News, VA · 414 clientsWealth manager
      Axos 100%
      +00% 1 yr$471M
8070. 8070
      The Sterling GroupPasadena, CA · 281 clientsWealth managerWrap sponsorHybrid
      LPL Financial 82%
      +00% 1 yr$471M
8071. 8071
      Praetorian PR LLCRincon, PR · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$471M
8072. 8072
      Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
      Schwab 80%
      +00% 1 yr$471M
8073. 8073
      Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
      LPL Financial 47%Fidelity 27%Schwab 26%
      +00% 1 yr$471M
8074. 8074
      Illumination Wealth ManagementSan Diego, CA · 215 clientsWealth manager
      Schwab 100%
      +00% 1 yr$471M
8075. 8075
      Vanterra Capital LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$471M
8076. 8076
      Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
      RBC 52%Schwab 48%
      +00% 1 yr$470M
8077. 8077
      Atyant Capital Management LTDPort-Louis, Mauritius · 6 clientsAsset manager
      BNY 100%
      +00% 1 yr$470M
8078. 8078
      Keel Wealth Management, LLC29 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$470M
8079. 8079
      HS Management Partners, LLCNew York, NY · 58 clientsAsset manager
      Schwab 60%Northern Trust 23%
      +00% 1 yr$470M
8080. 8080
      Rothschild Capital PartnersNew York, NY · 70 clientsPrivate fund adviser
      Wilmington Trust Company A Subsidiary of M&t Bank 81%
      +00% 1 yr$470M