The RIA database

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13081. 13081
       G. Dewayne McAnallyOklahoma City, OK · 399 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13082. 13082
       Oxford Capital ManagementRichm0nd, VA · 29 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13083. 13083
       Larimer Capital CorporationDenver, CO · 101 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$170M
13084. 13084
       Trumix AdvisorsBloomington, MN · 170 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13085. 13085
       Kuhn Capital PartnersOak Brook, IL · 271 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13086. 13086
       Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
       Reliance Trust 47%
       +00% 1 yr$170M
13087. 13087
       Del MAR Wealth Management IncDel Mar, CA · 73 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13088. 13088
       Stillpoint Investments LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$170M
13089. 13089
       Stone House PartnersBay Harbor Islands, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$170M
13090. 13090
       Tactical Fund Advisors, LLCCincinnati, OH · 4 clientsAsset manager
       No custodian reported
       +00% 1 yr$170M
13091. 13091
       Turnstone FinancialTroy, OH · 113 clientsWealth manager
       National Advisors Trust 100%
       +00% 1 yr$170M
13092. 13092
       Embarcadero Financial GroupSan Francisco, CA · 166 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$170M
13093. 13093
       Titanium Advisors, LLCFranklin, MA · 48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13094. 13094
       The ChartistLong Beach, CA · 426 clientsWealth manager
       No custodian reported
       +00% 1 yr$170M
13095. 13095
       Pathmont Investment ManagementSeattle, WA · 28 clientsWealth manager
       Schwab 100%
       +00% 1 yr$170M
13096. 13096
       Family CFO, LLC46 clientsWealth manager
       No custodian reported
       +00% 1 yr$170M
13097. 13097
       Leatherback Investments LLCLakewood, NJ · 12 clientsAsset manager
       Schwab 100%
       +00% 1 yr$170M
13098. 13098
       Ddelta Real Estate InvestmentsAustin, TX · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$170M
13099. 13099
       Delos Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$170M
13100. 13100
       Stonekeep Investments, LLC114 clientsWealth manager
       Schwab 91%
       +00% 1 yr$170M
13101. 13101
       Kensington Financial Group, Inc.Winston-Salem, NC · 763 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$170M
13102. 13102
       Avise FinancialLos Angeles, CA · 170 clientsWealth manager
       Schwab 69%Altruist 31%
       +00% 1 yr$169M
13103. 13103
       Cedar Spring Advisors, LLC285 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13104. 13104
       Clara Vista Management Company LLCNew York, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13105. 13105
       Silva Capital Management LLCChicago, IL · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$169M
13106. 13106
       Altus Capital Partners, Inc.Wilton, CT · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13107. 13107
       Vilga Financial Planning LLC19 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13108. 13108
       Ark Royal Wealth Management LLCRaleigh, NC · 121 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13109. 13109
       Financial Justus70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13110. 13110
       Private Harbour Investment Management & Counsel LLC.141 clientsWealth manager
       U. S. Bank 67%Schwab 33%
       +00% 1 yr$169M
13111. 13111
       Life Planning Advisors LLCBigfork, MT · 979 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13112. 13112
       Planwiser FinancialColorado Springs, CO · 224 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13113. 13113
       Family Legacy PlanningBentonville, AR · 341 clientsWealth manager
       Fidelity 81%
       +00% 1 yr$169M
13114. 13114
       North Star Wealth Management76 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13115. 13115
       McCarley & Cook Financial PlannersCincinnati, OH · 169 clientsWealth manager
       Schwab 100%
       +00% 1 yr$169M
13116. 13116
       Checketts Partners Investment Management, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13117. 13117
       Path Capital Partners, LLCNorth Miami Beach, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$169M
13118. 13118
       Gladwyn Financial Advisors, Inc.98 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$169M
13119. 13119
       Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
       Schwab 75%
       +00% 1 yr$169M
13120. 13120
       OBP CapitalRocky Mount, NC · 5 clientsAsset manager
       No custodian reported
       +00% 1 yr$169M