The RIA database

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8161. 8161
      AOF Management LLCLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$461M
8162. 8162
      Fusion CapitalLos Angeles, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$461M
8163. 8163
      Saybrook Fund Advisors, LLCSanta Monica, CA · 7 clientsPrivate fund adviser
      Citi 88%
      +00% 1 yr$461M
8164. 8164
      True North Retirement Advisors, LLCClackamas, OR · 382 clientsWealth manager
      Schwab 100%
      +00% 1 yr$461M
8165. 8165
      Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
      Schwab 80%
      +00% 1 yr$461M
8166. 8166
      Websterrogers Financial Advisors, LLCFlorence, SC · 328 clientsWealth manager
      Schwab 100%
      +00% 1 yr$461M
8167. 8167
      MBX Investors LLCFarmington Hills, MI · 1 clientsPrivate fund adviserHybridMBX Clearing LLC
      No custodian reported
      +00% 1 yr$460M
8168. 8168
      Beta Wealth Group, IncSan Diego, CA · 378 clientsWealth manager
      Fidelity 66%Schwab 34%
      +00% 1 yr$460M
8169. 8169
      Roth Financial Partners LLCKingwood, TX · 267 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$460M
8170. 8170
      Vermillion Wealth Management Inc.Rosemount, MN · 706 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$460M
8171. 8171
      Alpha Financial Partners LLCLexington, KY · 402 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$460M
8172. 8172
      Gdev Management, LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$460M
8173. 8173
      Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
      Fidelity 41%Schwab 34%Pershing 25%
      +00% 1 yr$460M
8174. 8174
      Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
      Fidelity 54%Schwab 46%
      +00% 1 yr$459M
8175. 8175
      Saiph Capital, LLCWyckoff, NJ · 225 clientsWealth manager
      Pershing 100%
      +00% 1 yr$459M
8176. 8176
      US Select Asset Management, LLC5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$459M
8177. 8177
      Seaside Wealth Management, Inc.Carlsbad, CA · 380 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$459M
8178. 8178
      Mizzen Management LLCStamford, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$459M
8179. 8179
      NIA Impact Capital171 clientsWealth manager
      Fidelity 65%Schwab 35%
      +00% 1 yr$459M
8180. 8180
      Owen Larue Financial GroupElizabethtown, KY · 861 clientsWealth manager
      Schwab 100%
      +00% 1 yr$459M
8181. 8181
      Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
      SEI 68%Schwab 32%
      +00% 1 yr$459M
8182. 8182
      Warner WealthMadison, CT · 758 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$458M
8183. 8183
      Strategas Asset Management, LLCNew York, NY · 15 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
      Robert W. Baird & Co. Incorporated 75%Schwab 25%
      +00% 1 yr$458M
8184. 8184
      Ancor Capital PartnersSouthlake, TX · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$458M
8185. 8185
      Trinity Capital InvestorsJackson, MS · 37 clientsPrivate fund adviser
      Natioanl Banking Institution 97%
      +00% 1 yr$458M
8186. 8186
      First Nebraska Financial ServicesNorth Platte, NE · 474 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$458M
8187. 8187
      MRE Management, LLCAnnapolis, MD · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$458M
8188. 8188
      Paragon Private Wealth Management LLCLexington, KY · 169 clientsWealth manager
      Schwab 100%
      +00% 1 yr$458M
8189. 8189
      Eagle Point Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
      No custodian reported
      +00% 1 yr$458M
8190. 8190
      Cambridge Capital Management, LLCO'fallon, IL · 346 clientsWealth manager
      Schwab 100%
      +00% 1 yr$458M
8191. 8191
      Paramount Group Real Estate Advisor LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$458M
8192. 8192
      Pursuit Wealth Strategies, LLCRaleigh, NC · 483 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$457M
8193. 8193
      Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
      Principal Financial Group 64%
      +00% 1 yr$457M
8194. 8194
      Corten Real Estate Management LLCPhiladelphia, PA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$457M
8195. 8195
      Palladin Consumer Partners, LLCBoston, MA · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$457M
8196. 8196
      Retirement Consulting Group, Inc.Lake Oswego, OR · 86 clientsAsset manager
      Schwab 48%Vanguard 32%
      +00% 1 yr$457M
8197. 8197
      Global Wealth Strategies and Associates, LLCDenver, CO · 925 clientsWealth manager
      Schwab 100%
      +00% 1 yr$457M
8198. 8198
      Smith FinancialKokomo, IN · 159 clientsWealth manager
      Schwab 100%
      +00% 1 yr$457M
8199. 8199
      Moseley Investment Management, Inc.Bradention, FL · 364 clientsWealth manager
      Schwab 100%
      +00% 1 yr$457M
8200. 8200
      Wealth Advisors of Tampa BayTampa, FL · 225 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$457M