The RIA database

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3921. 3921
      Finser Investment AdvisorSan Antonio, TX · 10 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.7B
3922. 3922
      Sapient Private Wealth Management, LLCEugene, OR · 661 clientsWealth managerAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$1.7B
3923. 3923
      Parkman Healthcare Partners LLCStamford, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3924. 3924
      Swift Creek PartnersDallas, TX · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.7B
3925. 3925
      Amplius Wealth AdvisorsBlue Bell, PA · 781 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.7B
3926. 3926
      Nextech Ventures (US) LLCBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3927. 3927
      Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
      Northern Trust 40%State Street 34%BNY 26%
      +00% 1 yr$1.7B
3928. 3928
      Accumulus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
      Privatbank Ihag Zurich AG 100%
      +00% 1 yr$1.7B
3929. 3929
      Equus Capital Partners, LTD.Newtown Square, PA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3930. 3930
      Bcpc Advisors, LPBoston, MA · 1 clientsAsset managerHybridBain Capital Markets, LLC
      No custodian reported
      +00% 1 yr$1.7B
3931. 3931
      Latash Investments, LLCAnchorage, AK · 7 clientsAsset manager
      Northern Trust 74%Fhlb DES Moines 26%
      +00% 1 yr$1.7B
3932. 3932
      Steele Creek Investment Management LLCCharlotte, NC · 11 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
      No custodian reported
      +00% 1 yr$1.7B
3933. 3933
      Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
      Fidelity 61%Raymond James 39%
      +00% 1 yr$1.7B
3934. 3934
      WBH Advisory, Inc.Baltimore, MD · 746 clientsWealth manager
      Schwab 71%Fidelity 29%
      +00% 1 yr$1.7B
3935. 3935
      Amity VenturesSan Francisco, CA · 41 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3936. 3936
      Assured Healthcare Partners LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3937. 3937
      Center Rock Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3938. 3938
      Main Street Capital PartnersHouston, TX · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.7B
3939. 3939
      Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
      State Street 76%
      +00% 1 yr$1.7B
3940. 3940
      RW Investment Management LLCEagle, ID · 796 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.7B
3941. 3941
      Commonwealth Credit Advisors, LLCWest Palm Beach, FL · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.7B
3942. 3942
      WNY Asset Management, LLCWilliamsville, NY · 3,260 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.7B
3943. 3943
      AGW Capital AdvisorsTampa, FL · 142 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.7B
3944. 3944
      Ally Invest AdvisorsCharlotte, NC · 83,199 clientsWealth managerBank-affiliatedHybridAlly Invest Securities LLC, clears through Apex Clearing
      Apex Fintech 100%
      +00% 1 yr$1.7B
3945. 3945
      Engine Capital Management, LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3946. 3946
      Liberty Wealth Management, LLCOakland, CA · 1,554 clientsWealth managerHybrid
      Fidelity 99%
      +00% 1 yr$1.7B
3947. 3947
      Perry Creek Capital LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3948. 3948
      Galaxy Digital Capital Management LPNew York, NY · 26 clientsPrivate fund adviserHybridFin2, LLC, Galaxy Digital Partners LLC
      No custodian reported
      +00% 1 yr$1.7B
3949. 3949
      Catalyst Financial PartnersBoston, MA · 355 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$1.7B
3950. 3950
      AdvisorsharesBethesda, MD · 18 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.7B
3951. 3951
      Guidepost Growth Equity Management Company, L.P.Boston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3952. 3952
      Wexford Capital LPWest Palm Beach, FL · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3953. 3953
      RK Capital Management, LLCWeston, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3954. 3954
      Novem GroupRochester, NY · 3,653 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$1.7B
3955. 3955
      Princeton Equity GroupPrinceton, NJ · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3956. 3956
      Slate Advisory Service (US) LLCChicago, IL · 8 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$1.7B
3957. 3957
      GCW Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$1.7B
3958. 3958
      Delegate Advisors, LLCChapel Hill, NC · 51 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$1.7B
3959. 3959
      Omega Fund Management, LLCBoston, MA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.7B
3960. 3960
      Argent Advisors, Inc.Ruston, LA · 1,499 clientsWealth managerBank-affiliatedHybrid
      Argent Trust 53%Fidelity 47%
      +00% 1 yr$1.7B