The RIA database

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8241. 8241
      Aspen Investment Management Inc.Grand Rapids, MI · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$452M
8242. 8242
      Certior Financial Group, LLCKing of Prussia, PA · 478 clientsWealth manager
      Schwab 100%
      +00% 1 yr$452M
8243. 8243
      Audent Global Asset Management, LLCBeverly Hills, CA · 164 clientsPrivate fund adviser
      Pershing 100%
      +00% 1 yr$452M
8244. 8244
      Pointe Capital Management LLCGrosse Pointe Farms, MI · 188 clientsWealth manager
      Pershing 100%
      +00% 1 yr$452M
8245. 8245
      Sarver Vrooman Wealth Advisors LLCKansas City, MO · 296 clientsWealth manager
      First Clearing 100%
      +00% 1 yr$452M
8246. 8246
      RBA Wealth Management, LLCNewport Beach, CA · 426 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$452M
8247. 8247
      Blackhawk Capital Partners, LLCThiensville, WI · 342 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$452M
8248. 8248
      Virtera Partners LLCPepper Pike, OH · 22 clientsAsset manager
      Schwab 78%Keybank National Association 22%
      +00% 1 yr$452M
8249. 8249
      Holcombe Financial, Inc.Atlanta, GA · 187 clientsWealth manager
      Schwab 100%
      +00% 1 yr$452M
8250. 8250
      Primark Advisors, LLCDenver, CO · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$451M
8251. 8251
      Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
      Fidelity 78%Schwab 22%
      +00% 1 yr$451M
8252. 8252
      Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
      Merrill / Bank of America 100%
      +00% 1 yr$451M
8253. 8253
      Private Wealth AdvisorsFresno, CA · 898 clientsWealth manager
      Schwab 100%
      +00% 1 yr$451M
8254. 8254
      Wealthspan Partners, LLCDavenport, IA · 526 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$451M
8255. 8255
      Juniper Investment CompanyNew York, NY · 6 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$451M
8256. 8256
      Kinetic Investment Management, Inc.Los Angeles, CA · 1,460 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$451M
8257. 8257
      IFC Personal Money Managers, Inc.New York, NY · 90 clientsWealth manager
      Schwab 100%
      +00% 1 yr$451M
8258. 8258
      Enzi WealthAustin, TX · 224 clientsWealth manager
      Schwab 100%
      +00% 1 yr$451M
8259. 8259
      Havencrest Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$451M
8260. 8260
      Stonecourt Capital LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$451M
8261. 8261
      M1 Capital Management LLCTroy, MI · 403 clientsWealth manager
      Schwab 100%
      +00% 1 yr$450M
8262. 8262
      Nolan Management LLCHermosa Beach, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$450M
8263. 8263
      TimonierWinston Salem, NC · 198 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$450M
8264. 8264
      Global TrustPalm Beach Gardens, FL · 276 clientsWealth manager
      Fidelity 62%Schwab 38%
      +00% 1 yr$450M
8265. 8265
      Waterequity LLCKansas City, MO · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$450M
8266. 8266
      Perry Capital Partners LLC50 clientsAsset manager
      No custodian reported
      +00% 1 yr$450M
8267. 8267
      Mitchell & Pahl Private WealthOklahoma City, OK · 225 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$450M
8268. 8268
      Capital Square, LLCAthens, TN · 715 clientsWealth manager
      No custodian reported
      +00% 1 yr$450M
8269. 8269
      Hazard & Siegel Advisory Services LLCDewitt, NY · 150 clientsAsset managerHybridHazard & Siegel, Inc.
      Fidelity 35%Principal Securities 32%
      +00% 1 yr$450M
8270. 8270
      Guidance Capital, Inc.Louisville, KY · 759 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$450M
8271. 8271
      Mustard Seed Wealth ManagementMagnolia, AR · 734 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$449M
8272. 8272
      Quaker Wealth Management LLCMoorestown, NJ · 455 clientsWealth manager
      Schwab 100%
      +00% 1 yr$449M
8273. 8273
      Silverleafe Capital Partners, LLCGermantown, TN · 179 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$449M
8274. 8274
      Avant Management LLCDenver, CO · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$449M
8275. 8275
      Nikulski Financial, Inc.Bettendorf, IA · 475 clientsWealth manager
      Altruist 52%Schwab 48%
      +00% 1 yr$449M
8276. 8276
      Square Circle IA LPBoston, MA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$449M
8277. 8277
      Westbourne Investment Advisors Inc.Annapolis, MD · 203 clientsWealth manager
      Schwab 100%
      +00% 1 yr$449M
8278. 8278
      Main Line Retirement Advisors, LLCWhitefish, MT · 181 clientsWealth manager
      Schwab 100%
      +00% 1 yr$449M
8279. 8279
      Darby International Capital5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$448M
8280. 8280
      Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
      Raymond James 48%Schwab 41%
      +00% 1 yr$448M