The RIA database

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8281. 8281
      Harbour Group Industries, Inc.St. Louis, MO · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$448M
8282. 8282
      Merit Capital Partners VI, LLCChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$448M
8283. 8283
      Adkins Seale Capital Management LLCShreveport, LA · 140 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$448M
8284. 8284
      Advocates Wealth PlanningHouston, TX · 193 clientsWealth manager
      Schwab 100%
      +00% 1 yr$448M
8285. 8285
      Cadence Wealth Management LLCWestborough, MA · 696 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$448M
8286. 8286
      Hardin Capital Partners, LLCGreenville, SC · 520 clientsWealth manager
      Schwab 100%
      +00% 1 yr$448M
8287. 8287
      Kerrisdale Capital Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$448M
8288. 8288
      Armstrong DixonBaltimore, MD · 294 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$448M
8289. 8289
      Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
      Schwab 57%Fidelity 22%
      +00% 1 yr$447M
8290. 8290
      Flagship Private WealthWoburn, MA · 601 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$447M
8291. 8291
      Stephenson and Company, Inc.San Clemente, CA · 265 clientsWealth manager
      Schwab 57%SEI 43%
      +00% 1 yr$447M
8292. 8292
      Leslie Global Wealth, LLCItasca, IL · 385 clientsWealth managerHybrid
      LPL Financial 95%
      +00% 1 yr$447M
8293. 8293
      United Advisors AmericaProsper, TX · 2,809 clientsWealth manager
      Schwab 100%
      +00% 1 yr$447M
8294. 8294
      Oak Lane AdvisorsCenterville, UT · 932 clientsWealth manager
      Schwab 100%
      +00% 1 yr$446M
8295. 8295
      L. K. Benson & Company, P.C.Timonium, MD · 103 clientsWealth manager
      Schwab 100%
      +00% 1 yr$446M
8296. 8296
      Bracco Asset ManagementPurchase, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$446M
8297. 8297
      Peak Wealth Management, LLCPlymouth, MI · 643 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$446M
8298. 8298
      DRC Investment Advisors, LLCSanta Monica, CA · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$446M
8299. 8299
      Roberts Wealth Advisors, LLCMenlo Park, CA · 150 clientsWealth manager
      Schwab 100%
      +00% 1 yr$446M
8300. 8300
      Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
      UBS 65%Pershing 35%
      +00% 1 yr$446M
8301. 8301
      Brigham Royalties Management, LLCAustin, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$446M
8302. 8302
      Arcadia Wealth Management, LLCManchester, NH · 669 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$446M
8303. 8303
      Mindset Wealth Management, LLCIndianapolis, IN · 277 clientsWealth manager
      Schwab 100%
      +00% 1 yr$445M
8304. 8304
      Maxim Financial Advisors LLCNew York, NY · 775 clientsWealth managerWrap sponsorHybridMaxim Group LLC
      Pershing 100%
      +00% 1 yr$445M
8305. 8305
      N1 AdvisorsNewark, DE · 214 clientsWealth manager
      Schwab 100%
      +00% 1 yr$445M
8306. 8306
      4x4 CapitalNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$445M
8307. 8307
      Spectrum Wealth Advisory Group, LLCGranite Bay, CA · 670 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$445M
8308. 8308
      CWC Advisors, LLCLake Oswego, OR · 232 clientsAsset manager
      Schwab 100%
      +00% 1 yr$445M
8309. 8309
      Beaconlight Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$445M
8310. 8310
      Ssb&t Wealth Management, LLCFredericksburg, TX · 168 clientsAsset manager
      No custodian reported
      +00% 1 yr$445M
8311. 8311
      Lefavi Wealth ManagementSalt Lake City, UT · 576 clientsWealth managerWrap sponsorHybridBruce A. Lefavi Securities, Inc.
      Schwab 100%
      +00% 1 yr$445M
8312. 8312
      Robinson Smith Wealth Advisors, LLCSouth Portland, ME · 232 clientsWealth manager
      Schwab 100%
      +00% 1 yr$445M
8313. 8313
      Kenter Canyon Capital, LLC12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$445M
8314. 8314
      Flower City Capital LLCPittsford, NY · 230 clientsWealth manager
      Schwab 100%
      +00% 1 yr$445M
8315. 8315
      Westriver Management, LLCSeattle, WA · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$444M
8316. 8316
      Cornerstone Portfolio Research3 clientsAsset manager
      Schwab 94%
      +00% 1 yr$444M
8317. 8317
      CM Investment Partners, LLCNew York, NY · 5 clientsAsset managerHybridICM Nominees Holdings Limited, Investcorp Asia Services Private Limited
      No custodian reported
      +00% 1 yr$444M
8318. 8318
      Carlisle Tax Credit Advisors6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$444M
8319. 8319
      Sage Residential Management LLCMorristown, NJ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$444M
8320. 8320
      Noble Wealth Management P.B.C.Greenwood Village, CO · 201 clientsWealth manager
      Schwab 100%
      +00% 1 yr$444M