The RIA database

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9401. 9401
      Forty North WealthGlendale, CO · 534 clientsWealth manager
      Schwab 100%
      +00% 1 yr$351M
9402. 9402
      Norcap Investment Management, L.P.Austin, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$351M
9403. 9403
      Bridgewater Asset Management LLCChesterfield, MO · 401 clientsWealth managerWrap sponsorHybrid
      LPL Financial 98%
      +00% 1 yr$351M
9404. 9404
      Forman Capital, LLCDelray Beach, FL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$351M
9405. 9405
      V2 Financial Group, LLC205 clientsWealth manager
      Schwab 100%
      +00% 1 yr$350M
9406. 9406
      Jones Road Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$350M
9407. 9407
      Protocol VC LLC2 clientsAsset manager
      No custodian reported
      +00% 1 yr$350M
9408. 9408
      Maestria Partners LLCAtlanta, GA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$350M
9409. 9409
      Sykon Capital LLCHarrison, NY · 664 clientsWealth manager
      Schwab 100%
      +00% 1 yr$350M
9410. 9410
      Sonoma AllocationsSanta Rosa, CA · 332 clientsWealth manager
      Schwab 100%
      +00% 1 yr$350M
9411. 9411
      Turn8 Private Wealth Inc.Pointe Claire, Canada · 293 clientsPrivate fund adviser
      National Bank Independent Network 88%
      +00% 1 yr$350M
9412. 9412
      Superior Planning Wealth Management & Family OfficeSan Diego, CA · 516 clientsWealth managerHybrid
      Raymond James 42%Schwab 39%
      +00% 1 yr$350M
9413. 9413
      Guggenheim Private Investments, LLCNew York, NY · 7 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
      J.P. Morgan 100%
      +00% 1 yr$349M
9414. 9414
      Empower Wealth ManagementCedar Park, TX · 551 clientsWealth manager
      Schwab 75%Fidelity 25%
      +00% 1 yr$349M
9415. 9415
      Aragon Capital LLCFort Lauderdale, FL · 1,209 clientsWealth manager
      Stonex Financial 64%
      +00% 1 yr$349M
9416. 9416
      Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
      UBS 29%
      +00% 1 yr$349M
9417. 9417
      Altriarch Asset Management, LLCCharleston, SC · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$349M
9418. 9418
      FWG Investments, LLCLexington, KY · 1,846 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$349M
9419. 9419
      Willis Asset Finance Management LLCCoconut Creek, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$349M
9420. 9420
      Jackson Creek Investment Advisors LLCCastle Rock, CO · 21 clientsAsset manager
      State Street 50%Schwab 50%
      +00% 1 yr$349M
9421. 9421
      Brooks, Moore & Associates, Inc.Chattanooga, TN · 177 clientsWealth manager
      Schwab 61%
      +00% 1 yr$349M
9422. 9422
      Factor Investing GroupWestborough, MA · 491 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$349M
9423. 9423
      Arlen Capital, LLCWarwick, RI · 222 clientsWealth managerHybrid
      Pershing 96%
      +00% 1 yr$349M
9424. 9424
      EGI Financial, Inc.Akron, OH · 292 clientsWealth managerHybridAmerican Heritage Securities, Inc.
      Wells Fargo 88%
      +00% 1 yr$349M
9425. 9425
      Gainline Financial Partners, LLCLouisville, CO · 998 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$349M
9426. 9426
      Wittlin Advisory16 clientsWealth manager
      Schwab 100%
      +00% 1 yr$348M
9427. 9427
      Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
      Matrix Trust 42%Altruist 28%
      +00% 1 yr$348M
9428. 9428
      Opal Capital LLCBoca Raton, FL · 6 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$348M
9429. 9429
      Trill Impact Advisory Inc.New York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$348M
9430. 9430
      Elliott Cove Capital ManagementSeattle, WA · 670 clientsAsset manager
      Axos 78%
      +00% 1 yr$348M
9431. 9431
      Smartharvest Portfolios255 clientsWealth manager
      Schwab 90%
      +00% 1 yr$348M
9432. 9432
      Wafd Wealth, IncSeattle, WA · 274 clientsWealth managerBank-affiliated
      Goldman Sachs 100%
      +00% 1 yr$348M
9433. 9433
      American Retirement Planning Group IncLas Vegas, NV · 870 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$348M
9434. 9434
      ISQ Openinfra Registered Advisor LLCMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$348M
9435. 9435
      4j Wealth Management, LLCMcLean, VA · 243 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$348M
9436. 9436
      Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsWealth managerHybrid
      Schwab 69%SEI 31%
      +00% 1 yr$348M
9437. 9437
      Michels Family Financial, LLCFort Worth, TX · 410 clientsWealth manager
      Schwab 100%
      +00% 1 yr$348M
9438. 9438
      Pelican Capital Management LLC5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$348M
9439. 9439
      United Financial Planning Group LLCHauppauge, NY · 188 clientsWealth manager
      Schwab 100%
      +00% 1 yr$347M
9440. 9440
      Heritage Oak Wealth AdvisorsSanta Rosa Beach, FL · 241 clientsWealth manager
      Schwab 100%
      +00% 1 yr$347M