The RIA database

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2321. 9133
      United Brokerage Services IncParkersburg, WV · 1,390 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$372M
2322. 9135
      Callahan Wealth Advisory290 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$372M
2323. 9137
      Livelife Capital Partners LLCSouthborough, MA · 261 clientsWealth managerWrap sponsorHybrid
      Schwab 62%Pershing 38%
      +00% 1 yr$372M
2324. 9140
      Pinnacle Family Advisors, LLCSpringfield, MO · 917 clientsWealth managerHybrid
      Schwab 64%Fidelity 36%
      +00% 1 yr$372M
2325. 9143
      Guggenheim Wealth Solutions, LLCSanta Monica, CA · 233 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
      Morgan Stanley 87%
      +00% 1 yr$371M
2326. 9144
      Warther Private WealthAkron, OH · 249 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$371M
2327. 9146
      Craig Duvarney, CFP152 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$371M
2328. 9155
      Langley Wealth Management, LLCCorinth, MS · 1,229 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$371M
2329. 9160
      Catalyst Private Wealth, LLCSan Mateo, CA · 524 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$370M
2330. 9161
      WealthspringLong Beach, CA · 409 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$370M
2331. 9164
      Cosner Financial Group, LLCWindsor, CO · 635 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$370M
2332. 9167
      InterwiseHolladay, UT · 334 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$370M
2333. 9173
      Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
      Fidelity Distributors Company 62%Schwab 38%
      +00% 1 yr$369M
2334. 9179
      Cromwell FundsBaltimore, MD · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$369M
2335. 9182
      Gaddis Premier Wealth Advisors LLCDurant, OK · 1,460 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$369M
2336. 9187
      Overridge Wealth AdvisorsFort Worth, TX · 464 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$368M
2337. 9190
      Saxony Capital Management, LLCSaint Louis, MO · 762 clientsWealth managerHybridPatrick Capital Markets, LLC, Saxony Securities, Inc.
      No custodian reported
      +00% 1 yr$368M
2338. 9208
      M. E. Allison & Co., Inc.San Antonio, TX · 499 clientsBroker-dealer firmHybrid
      Fidelity 0%
      +00% 1 yr$366M
2339. 9219
      North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
      Schwab 97%
      +00% 1 yr$366M
2340. 9230
      Kondo Wealth Advisors, IncPasadena, CA · 362 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$365M
2341. 9244
      Croak CapitalToledo, OH · 784 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$364M
2342. 9254
      MarketridersChesterfield, MO · 477 clientsWealth managerHybridSogotrade, Inc.
      Apex Fintech 100%
      +00% 1 yr$363M
2343. 9255
      Leclair Wealth PartnersDublin, OH · 152 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$363M
2344. 9267
      Pace Financial AdvisorsHillsboro, OR · 1,242 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$362M
2345. 9270
      Dynamic Market Advantage, LLCLouisville, KY · 2 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$362M
2346. 9274
      MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$361M
2347. 9276
      Dearborn Capital Management, LLCChicago, IL · 2 clientsAsset managerHybridDCM Brokers, LLC
      No custodian reported
      +00% 1 yr$361M
2348. 9277
      Sierra Investment Management, LLCSanta Monica, CA · 312 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$361M
2349. 9279
      Transcendent Capital GroupEdmond, OK · 510 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$361M
2350. 9282
      Goldman Lancaster, Inc.Long Beach, CA · 392 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$361M
2351. 9283
      Outcome Driven Strategies, LLCHunt Valley, MD · 22 clientsAsset managerHybridIcapital Hong Kong LTD, Icapital Markets LLC
      No custodian reported
      +00% 1 yr$360M
2352. 9285
      ACP Capital Management, LLCMiami, FL · 125 clientsWealth managerHybridACP Securities, LLC
      Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
      +00% 1 yr$360M
2353. 9288
      U. S. Boston Capital CorporationLincoln, MA · 97 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$360M
2354. 9289
      BCO Wealth Management, LLCCarlsbad, NM · 552 clientsWealth managerHybrid
      SEI 100%
      +00% 1 yr$360M
2355. 9292
      Lynk Capital Management Company, LLCJacksonville, FL · 5 clientsPrivate fund adviserHybrid
      U.S. Bank 90%
      +00% 1 yr$360M
2356. 9309
      Point Windward Advisors, Inc.New York, NY · 278 clientsWealth managerHybridBeech Hill Securities, Inc.
      Pershing 100%
      +00% 1 yr$359M
2357. 9311
      California Capital ManagementBurbank, CA · 352 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$358M
2358. 9318
      Access Wealth Management, LLCLouisville, KY · 174 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$358M
2359. 9322
      Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsWealth managerHybridPapamarkou Wellner & Co., Inc.
      Pershing 80%
      +00% 1 yr$358M
2360. 9331
      Fourth Dimension Wealth, LLCMiddleburg Heights, OH · 631 clientsWealth managerHybrid
      LPL Financial 84%
      +00% 1 yr$356M