The RIA database

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8401. 8401
      CIC Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$438M
8402. 8402
      Cayside PartnersJupiter, FL · 69 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$438M
8403. 8403
      Fischer Investment Group, Inc.Pittsford, NY · 210 clientsWealth manager
      No custodian reported
      +00% 1 yr$438M
8404. 8404
      Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
      Schwab 99%
      +00% 1 yr$438M
8405. 8405
      Skylar Capital Management LPHouston, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$438M
8406. 8406
      The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
      Fidelity 97%
      +00% 1 yr$438M
8407. 8407
      Note Advisors, LLCBuffalo, NY · 542 clientsWealth manager
      Schwab 100%
      +00% 1 yr$437M
8408. 8408
      Herbert J. Sims Capital Management, Inc.Fairfield, CT · 350 clientsWealth managerWrap sponsorHybridHerbert J. Sims & Co, Inc.
      Pershing 100%
      +00% 1 yr$437M
8409. 8409
      Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$437M
8410. 8410
      Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
      Schwab 89%
      +00% 1 yr$437M
8411. 8411
      Fogel Capital Management IncStuart, FL · 263 clientsWealth manager
      Schwab 100%
      +00% 1 yr$437M
8412. 8412
      Ndure Global LLC23 clientsWealth manager
      No custodian reported
      +00% 1 yr$437M
8413. 8413
      August Wealth Advisors LLCWestport, CT · 319 clientsWealth manager
      Schwab 100%
      +00% 1 yr$437M
8414. 8414
      Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
      Schwab 79%
      +00% 1 yr$436M
8415. 8415
      Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
      Schwab 99%
      +00% 1 yr$436M
8416. 8416
      Financial Asset Management CorpChappaqua, NY · 204 clientsWealth manager
      Schwab 100%
      +00% 1 yr$436M
8417. 8417
      Ravenswood Partners LPMcLean, VA · 10 clientsAsset manager
      State Street 100%
      +00% 1 yr$436M
8418. 8418
      Chapel Hill Investment Analysts IncGreensburg, PA · 1,411 clientsWealth manager
      No custodian reported
      +00% 1 yr$436M
8419. 8419
      Muhlenkamp & Co IncWexford, PA · 69 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$436M
8420. 8420
      OFF Road Capital Management LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$436M
8421. 8421
      Precision Financial ServicesMine Hill, NJ · 528 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$436M
8422. 8422
      Princeton Capital Management LLCRed Bank, NJ · 184 clientsWealth manager
      Schwab 89%
      +00% 1 yr$435M
8423. 8423
      Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
      Schwab 56%Fidelity 44%
      +00% 1 yr$435M
8424. 8424
      Fundsmith Partners US LLCStamford, CT · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$435M
8425. 8425
      Mmhp Investment AdvisorsThomasville, GA · 336 clientsWealth manager
      Schwab 100%
      +00% 1 yr$435M
8426. 8426
      Fefa FinancialSaint Louis, MO · 1,686 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$435M
8427. 8427
      Family Capital ManagementGrand Rapids, MI · 499 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$435M
8428. 8428
      Horrell Capital Management, Inc.Little Rock, AR · 81 clientsWealth manager
      BNY 52%Schwab 48%
      +00% 1 yr$435M
8429. 8429
      Brandon Financial Planning, Inc.Memphis, TN · 252 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$435M
8430. 8430
      Seven Fleet Capital Management LP4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$435M
8431. 8431
      Carmel Capital Partners, LLCSan Diego, CA · 263 clientsWealth manager
      Schwab 100%
      +00% 1 yr$434M
8432. 8432
      Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clientsWealth manager
      Schwab 100%
      +00% 1 yr$434M
8433. 8433
      Mutual of America Life Insurance CompanyNew York, NY · 21 clientsAsset managerHybridMutual of America Securities LLC
      No custodian reported
      +00% 1 yr$434M
8434. 8434
      Spark Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$434M
8435. 8435
      Sestante Family OfficeCoronado, CA · 16 clientsWealth manager
      Schwab 87%
      +00% 1 yr$434M
8436. 8436
      Plan A Wealth, LLCLincoln, NE · 658 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$434M
8437. 8437
      Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
      Schwab 71%Fidelity 29%
      +00% 1 yr$434M
8438. 8438
      L1 Capital Global Inc.Miami Beach, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$434M
8439. 8439
      Santori & PetersCanonsburg, PA · 199 clientsWealth manager
      Schwab 100%
      +00% 1 yr$433M
8440. 8440
      Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
      Schwab 81%
      +00% 1 yr$433M