The RIA database

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9081. 9081
      Olde Wealth Management, LLC315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$377M
9082. 9082
      Genoa Wealth, LLC18 clientsWealth manager
      Schwab 100%
      +00% 1 yr$377M
9083. 9083
      Strategic Planning, Inc.Columbus, OH · 817 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$377M
9084. 9084
      Intelligent CapitalworksScottsdale, AZ · 99 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$377M
9085. 9085
      Kleinfelder Capital, Inc.Cincinnati, OH · 498 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$377M
9086. 9086
      Palm Drive Capital LLCNew York, NY · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$376M
9087. 9087
      Daiwa Capital Management Silicon Valley Inc.Palo Alto, CA · 2 clientsPrivate fund adviserAffiliated broker-dealerDaiwa Securities Co. LTD.
      No custodian reported
      +00% 1 yr$376M
9088. 9088
      Christy Capital Management, Inc.Macon, GA · 766 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$376M
9089. 9089
      Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
      Fidelity 86%
      +00% 1 yr$376M
9090. 9090
      Stonecrest Wealth Management, IncChandler, AZ · 385 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$376M
9091. 9091
      Findell Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$376M
9092. 9092
      Prosperity Advisers, LLCHorsham, PA · 289 clientsWealth manager
      Schwab 100%
      +00% 1 yr$376M
9093. 9093
      Dover Advisors, LLC128 clientsWealth manager
      Schwab 100%
      +00% 1 yr$376M
9094. 9094
      Marin Bay Wealth Advisors, LLCSan Anselmo, CA · 133 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$376M
9095. 9095
      Melkonian Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$375M
9096. 9096
      Abbey StreetEden Prairie, MN · 139 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$375M
9097. 9097
      Retirement Planning Group, LLCMalta, NY · 1,043 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$375M
9098. 9098
      Hilton Head Financial Advisors, Inc.Hilton Head, SC · 173 clientsWealth manager
      Schwab 100%
      +00% 1 yr$375M
9099. 9099
      Cultivar Capital, Inc.Denton, TX · 372 clientsWealth manager
      Schwab 100%
      +00% 1 yr$375M
9100. 9100
      Bear Mountain Capital Inc.Seattle, WA · 234 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$375M
9101. 9101
      Viking Partners AdvisorsCincinnati, OH · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$375M
9102. 9102
      St. Johns Investment Management Company, LLCJacksonville, FL · 239 clientsWealth manager
      Schwab 100%
      +00% 1 yr$375M
9103. 9103
      Cibest Capital Advisory Services LLCMiami, FL · 462 clientsAsset managerHybridCibest Capital Panama S.A., Cibest Capital Securities, LLC, clears through Pershing
      Pershing 86%
      +00% 1 yr$375M
9104. 9104
      Aventura Private Wealth, LLCAventura, FL · 189 clientsWealth manager
      Goldman Sachs 100%
      +00% 1 yr$375M
9105. 9105
      Strategent Financial, LLCHarrisonburg, VA · 140 clientsWealth manager
      Schwab 100%
      +00% 1 yr$375M
9106. 9106
      Harrington Investments, Inc.Napa, CA · 115 clientsWealth manager
      Schwab 100%
      +00% 1 yr$375M
9107. 9107
      Hale Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$375M
9108. 9108
      Carl Marks Management Company, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerCarl Marks Securities LLC
      No custodian reported
      +00% 1 yr$374M
9109. 9109
      Bouvel Investment Partners, LLCPhoenixville, PA · 206 clientsWealth manager
      Pershing 100%
      +00% 1 yr$374M
9110. 9110
      KM Capital Management, LTD.Austin, TX · 42 clientsWealth manager
      Schwab 100%
      +00% 1 yr$374M
9111. 9111
      The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
      Wells Fargo 87%
      +00% 1 yr$374M
9112. 9112
      Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
      SEI 69%Schwab 31%
      +00% 1 yr$374M
9113. 9113
      Westward Partners LLCSeattle, WA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$374M
9114. 9114
      Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
      Schwab 67%
      +00% 1 yr$374M
9115. 9115
      Demars Financial Group LLCSpokane Valley, WA · 502 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$374M
9116. 9116
      B.A. Roberts Financial Services, Inc.Marquette, MI · 1,344 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$374M
9117. 9117
      Dorval & Chorne Financial AdvisorsMaple Grove, MN · 663 clientsWealth manager
      Schwab 100%
      +00% 1 yr$374M
9118. 9118
      Tony Walker FinancialBowling Green, KY · 1,828 clientsWealth manager
      Schwab 100%
      +00% 1 yr$374M
9119. 9119
      Oak Wealth Advisors LLCNorthbrook, IL · 186 clientsWealth manager
      Schwab 100%
      +00% 1 yr$374M
9120. 9120
      Capital Investment AdvisorsWashington D.C., DC · 437 clientsWealth managerHybrid
      Assetmark Brokerage 66%Pershing 34%
      +00% 1 yr$374M