The RIA database

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11521. 11521
       Woodfield Financial Advisors, Inc.Deer Park, IL · 395 clientsWealth manager
       No custodian reported
       +00% 1 yr$230M
11522. 11522
       Scratch CapitalBoise, ID · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$230M
11523. 11523
       MOS Capital, Inc.120 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$230M
11524. 11524
       Chicago Investment Advisory Council, Inc.St. Charles, IL · 1,105 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$230M
11525. 11525
       Grantvest Financial Group LLCMatawan, NJ · 630 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$230M
11526. 11526
       Primoris Wealth Advisors, LLCNorth Palm Beach, FL · 429 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$230M
11527. 11527
       Granite Islands Private Wealth, LLCGuilford, CT · 491 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$230M
11528. 11528
       Lionshead Wealth Management, LLCNew York, NY · 107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$230M
11529. 11529
       Bowside Capital, LLCCharleston, SC · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$230M
11530. 11530
       Wlth Capital Management, LLCChandler, AZ · 81 clientsWealth manager
       Schwab 69%Fidelity 31%
       +00% 1 yr$230M
11531. 11531
       Montgomery FinancialOcean City, MD · 952 clientsWealth manager
       Schwab 86%
       +00% 1 yr$230M
11532. 11532
       Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
       Fidelity 63%Schwab 37%
       +00% 1 yr$230M
11533. 11533
       Cygnus Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$230M
11534. 11534
       Bradford Financial CenterClarion, IA · 710 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$230M
11535. 11535
       Turner Financial Group, Inc.Pace, FL · 620 clientsWealth managerHybrid
       Schwab 76%Goldman Sachs 24%
       +00% 1 yr$230M
11536. 11536
       Vima, LLCTroy, MI · 1,182 clientsWealth manager
       Pershing 100%
       +00% 1 yr$229M
11537. 11537
       Formulate Financial LLC47 clientsWealth manager
       No custodian reported
       +00% 1 yr$229M
11538. 11538
       Lonetree Capital, LLCNew York, NY · 5 clientsPrivate fund adviserAffiliated broker-dealerLeonis Securities, LLC
       No custodian reported
       +00% 1 yr$229M
11539. 11539
       Rightwealth Advisors, LLCMiamisburg, OH · 249 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$229M
11540. 11540
       Booster, LLCBaltimore, MD · 190 clientsAsset manager
       Ascensus Financial Services, LLC. 100%
       +00% 1 yr$229M
11541. 11541
       Sterling Investment Advisors,llcBolivar, MO · 269 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$229M
11542. 11542
       Powell WealthCornelius, NC · 108 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$229M
11543. 11543
       Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
       Fidelity 86%
       +00% 1 yr$229M
11544. 11544
       Velvet Sea VenturesWest Palm Beach, FL · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$229M
11545. 11545
       Gideon Capital, LLCLos Angeles, CA · 17 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$229M
11546. 11546
       Hippocratic Financial AdvisorsWestlake Village, CA · 382 clientsWealth manager
       Schwab 100%
       +00% 1 yr$229M
11547. 11547
       Reflection Asset Management72 clientsAsset manager
       Schwab 100%
       +00% 1 yr$229M
11548. 11548
       Forsyth Street Asset Management LLCNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$229M
11549. 11549
       Hemisphere Partners LLCNew York, NY · 40 clientsWealth manager
       Morgan Stanley 53%J.P. Morgan 37%
       +00% 1 yr$229M
11550. 11550
       Dilation Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$229M
11551. 11551
       Bayesian Capital Management, LP1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$229M
11552. 11552
       Campion Asset Management, LLCFairfax, VA · 111 clientsWealth manager
       Schwab 100%
       +00% 1 yr$229M
11553. 11553
       LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
       LPL Financial 51%Fifth Third Securities 49%
       +00% 1 yr$229M
11554. 11554
       DFC Preferred Advisors LLCBozeman, MT · 1 clientsAsset managerHybridDestra Capital Investments LLC
       No custodian reported
       +00% 1 yr$229M
11555. 11555
       J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
       Pershing 56%RBC 44%
       +00% 1 yr$229M
11556. 11556
       Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
       Fidelity 54%Schwab 46%
       +00% 1 yr$229M
11557. 11557
       X Advisors, LLCSanta Maria, CA · 659 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$229M
11558. 11558
       Atlasmark Financial, Inc.Austin, TX · 133 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$229M
11559. 11559
       Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
       Fidelity 64%SEI 36%
       +00% 1 yr$229M
11560. 11560
       Bruce Colin and Company28 clientsWealth manager
       Schwab 100%
       +00% 1 yr$229M