The RIA database

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9801. 9801
      Aull & MonroeMobile, AL · 190 clientsWealth manager
      Schwab 100%
      +00% 1 yr$323M
9802. 9802
      Pacific Sun Financial CorpLos Angeles, CA · 381 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$323M
9803. 9803
      Lauer Capital Management LTDSioux Falls, SD · 90 clientsWealth manager
      Schwab 100%
      +00% 1 yr$323M
9804. 9804
      Next Level Wealth Planning, LLCMeridian, ID · 572 clientsWealth manager
      Raymond James 89%
      +00% 1 yr$323M
9805. 9805
      Oriental TrustSan Juan, PR · 2 clientsAsset managerHybridOriental Financial Services LLC
      No custodian reported
      +00% 1 yr$323M
9806. 9806
      Fortune Financial Advisors, LLCOverland Park, KS · 206 clientsWealth manager
      Schwab 100%
      +00% 1 yr$323M
9807. 9807
      Carswell Investments, LLCEast Syracuse, NY · 175 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$322M
9808. 9808
      Vistamark InvestmentsHinsdale, IL · 45 clientsAsset manager
      No custodian reported
      +00% 1 yr$322M
9809. 9809
      RBS Wealth ManagementAlto, MI · 472 clientsWealth manager
      Schwab 100%
      +00% 1 yr$322M
9810. 9810
      Forte Asset Management, LLC64 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$322M
9811. 9811
      Osceola Capital ManagementTampa, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$322M
9812. 9812
      Kapstone Financial Advisors LLCLebanon, OH · 508 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$322M
9813. 9813
      Gordonmd Global Investments LPBeverly Hills, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$322M
9814. 9814
      Financial Transparency235 clientsWealth manager
      Schwab 51%Axos 49%
      +00% 1 yr$322M
9815. 9815
      Reik & Co., LLC60 clientsWealth manager
      Morgan Stanley 86%
      +00% 1 yr$322M
9816. 9816
      M4a3 LLCBoulder, CO · 65 clientsWealth manager
      Pershing 67%Schwab 33%
      +00% 1 yr$322M
9817. 9817
      Nicholson Wealth Management GroupCharleston, SC · 205 clientsWealth manager
      Schwab 100%
      +00% 1 yr$322M
9818. 9818
      Shum Financial Group, Inc.Alameda, CA · 330 clientsWealth manager
      Schwab 100%
      +00% 1 yr$322M
9819. 9819
      Stewardship Advisory Group, LLCClermont, FL · 536 clientsWealth managerHybrid
      Axos 68%Schwab 32%
      +00% 1 yr$322M
9820. 9820
      Wealth Asset ManagersSpokane, WA · 2,003 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$322M
9821. 9821
      Truenorth Wealth AdvisorsSeattle, WA · 179 clientsWealth manager
      Schwab 100%
      +00% 1 yr$322M
9822. 9822
      Emerson Equity LLCSan Mateo, CA · 620 clientsBroker-dealer firmHybrid
      Schwab 70%Pershing 30%
      +00% 1 yr$322M
9823. 9823
      B.B. Graham & Company, Inc.Orange, CA · 427 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$322M
9824. 9824
      HF Advisory Group, LLCAnnapolis, MD · 460 clientsWealth manager
      Schwab 100%
      +00% 1 yr$322M
9825. 9825
      Ig4 Capital Advisors US LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$321M
9826. 9826
      Price Capital Management, Inc.5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$321M
9827. 9827
      Asset Preservation Group IncGrapevine, TX · 330 clientsWealth managerWrap sponsorHybrid
      Axos 85%
      +00% 1 yr$321M
9828. 9828
      Advisors Financial, Inc.McLean, VA · 225 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$321M
9829. 9829
      Strategic Financial Partners, LTD360 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$321M
9830. 9830
      Minerva Advisors LLCBala Cynwyd, PA · 7 clientsPrivate fund adviser
      RBC 68%Merrill / Bank of America 22%
      +00% 1 yr$321M
9831. 9831
      Toomey Investment Management, IncWallingford, CT · 1,302 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$321M
9832. 9832
      Founder Family Financial, LLCAustin, TX · 123 clientsWealth manager
      Schwab 100%
      +00% 1 yr$321M
9833. 9833
      Meadowbrook Advisors142 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$321M
9834. 9834
      OFF the Chain Capital, LLC2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$321M
9835. 9835
      Meros Investment Management, LPDallas, TX · 4 clientsAsset manager
      BNY 50%Northern Trust 43%
      +00% 1 yr$321M
9836. 9836
      HW Capital LLCSanta Monica, CA · 6 clientsWealth manager
      J.P. Morgan 100%
      +00% 1 yr$321M
9837. 9837
      Sentinel Advisory Group, LLCMiddleton, WI · 381 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$321M
9838. 9838
      AWM Financial Services Inc.The Woodlands, TX · 209 clientsWealth manager
      Schwab 100%
      +00% 1 yr$321M
9839. 9839
      Tradewell Tax & FinancialFort Wayne, IN · 441 clientsWealth manager
      Schwab 100%
      +00% 1 yr$320M
9840. 9840
      1 North Wealth Services, LLCAnnapolis, MD · 222 clientsWealth manager
      Schwab 100%
      +00% 1 yr$320M