The RIA database

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9321. 9321
      Conservative Wealth Management LLC68 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$358M
9322. 9322
      Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsWealth managerHybridPapamarkou Wellner & Co., Inc.
      Pershing 80%
      +00% 1 yr$358M
9323. 9323
      Lifespan Financial Strategies, Inc.Weston, FL · 515 clientsWealth manager
      Assetmark Trust 100%
      +00% 1 yr$357M
9324. 9324
      Montvue Capital Management, Inc.Lynchburg, VA · 196 clientsWealth manager
      Fidelity 93%
      +00% 1 yr$357M
9325. 9325
      Houlihan Financial Resource Group, LTD.Ashburn, VA · 171 clientsWealth manager
      Fidelity 53%Schwab 47%
      +00% 1 yr$357M
9326. 9326
      GKV Capital Management Co IncWalnut Creek, CA · 175 clientsWealth manager
      Pershing 100%
      +00% 1 yr$357M
9327. 9327
      Moment Private WealthSaint Louis, MO · 105 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$357M
9328. 9328
      Carnegie Wealth Management, LLCBerwyn, PA · 229 clientsWealth manager
      Schwab 100%
      +00% 1 yr$357M
9329. 9329
      Saltmarsh Financial Advisors, LLCPensacola, FL · 224 clientsWealth manager
      Schwab 100%
      +00% 1 yr$357M
9330. 9330
      Alcyon Wealth PartnersYoungstown, OH · 395 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$356M
9331. 9331
      Fourth Dimension Wealth, LLCMiddleburg Heights, OH · 631 clientsWealth managerHybrid
      LPL Financial 84%
      +00% 1 yr$356M
9332. 9332
      Oakcliff Partners LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$356M
9333. 9333
      Wealth OklahomaTulsa, OK · 175 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$356M
9334. 9334
      Capstone Wealth Management Group, LLCDunmore, PA · 524 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$356M
9335. 9335
      Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clientsWealth manager
      Fidelity 77%TradePMR / Robinhood 23%
      +00% 1 yr$356M
9336. 9336
      Crawford Fund Management, LLCBoston, MA · 3 clientsPrivate fund adviser
      State Street 100%
      +00% 1 yr$356M
9337. 9337
      Monhegan Capital Management, LLCWealth manager
      Fidelity 100%
      +00% 1 yr$356M
9338. 9338
      Lifegoal Investments, LLC291 clientsWealth manager
      Schwab 100%
      +00% 1 yr$356M
9339. 9339
      Armor Investment Advisors, LLCRaleigh, NC · 206 clientsWealth manager
      Schwab 61%Fidelity 39%
      +00% 1 yr$356M
9340. 9340
      Arkview Capital, L.P.Stamford, CT · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$356M
9341. 9341
      Twin Point Capital LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$356M
9342. 9342
      Argyle Capital Management, LLCCenter Valley, PA · 65 clientsWealth manager
      Schwab 70%Merrill / Bank of America 30%
      +00% 1 yr$356M
9343. 9343
      Stone Oak Wealth Management, LLCSan Antonio, TX · 293 clientsWealth manager
      Schwab 100%
      +00% 1 yr$356M
9344. 9344
      Griffin Black, LLCRedwood City, CA · 171 clientsWealth manager
      Altruist 68%Pershing 32%
      +00% 1 yr$356M
9345. 9345
      Acorn Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$355M
9346. 9346
      FpnavigatorsMaple Grove, MN · 433 clientsWealth manager
      LPL Financial 66%Schwab 34%
      +00% 1 yr$355M
9347. 9347
      Sepulveda Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridTCW Asia Limited, TCW Funds Distributors LLC
      No custodian reported
      +00% 1 yr$355M
9348. 9348
      Tompkins & Co.Wealth manager
      J.P. Morgan 100%
      +00% 1 yr$355M
9349. 9349
      Clay Northam Wealth ManagementHuntington Beach, CA · 420 clientsWealth manager
      Schwab 100%
      +00% 1 yr$355M
9350. 9350
      Hanover Advisors, IncSeneca, SC · 245 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$355M
9351. 9351
      Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$355M
9352. 9352
      Williams Financial GroupMobile, AL · 658 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$355M
9353. 9353
      Bridge City Capital, LLCLake Oswego, OR · 40 clientsAsset manager
      State Street 47%J.P. Morgan 41%
      +00% 1 yr$355M
9354. 9354
      Resurgent AdvisorsAtlanta, GA · 381 clientsWealth manager
      Schwab 71%Raymond James 29%
      +00% 1 yr$355M
9355. 9355
      Lexington Research and Capital Group, LLCFayetteville, AR · 205 clientsWealth manager
      No custodian reported
      +00% 1 yr$355M
9356. 9356
      Lloyd Harbor Capital Management, LLCCold Spring Harbor, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$354M
9357. 9357
      Capstone WealthBillings, MT · 169 clientsWealth manager
      Schwab 100%
      +00% 1 yr$354M
9358. 9358
      Wealth Advisors NWPortland, OR · 304 clientsWealth manager
      Schwab 100%
      +00% 1 yr$354M
9359. 9359
      Stance Capital LLCBoston, MA · 45 clientsAsset manager
      U.S. Bancorp Investments 82%
      +00% 1 yr$354M
9360. 9360
      Sightline Wealth Advisors, LLCGroton, CT · 290 clientsWealth manager
      Schwab 100%
      +00% 1 yr$354M