The RIA database

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81. 7794
    Carl P. Sherr & Co., LLCWorcester, MA · 292 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$505M
82. 8149
    Harmony Asset Management LLCScottsdale, AZ · 275 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$463M
83. 8165
    Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
    Schwab 80%
    +00% 1 yr$461M
84. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    +00% 1 yr$453M
85. 8240
    Old North State Wealth Management, LLCWilmington, NC · 484 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    +00% 1 yr$453M
86. 8389
    TA Capital Management, LLCSewell, NJ · 101 clientsWealth manager
    Schwab 57%Fidelity Distributors Company 43%
    +00% 1 yr$439M
87. 8393
    Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    +00% 1 yr$439M
88. 8737
    Excel Financial, LLCRed Wing, MN · 416 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    +00% 1 yr$404M
89. 8746
    Cloud Investments, LLCHuntsville, AL · 995 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$404M
90. 8758
    Legacy Investment Partners, LLCOverland Park, KS · 223 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    +00% 1 yr$403M
91. 8806
    Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$398M
92. 8819
    Webb Financial GroupBloomington, MN · 673 clientsWealth manager
    Schwab 66%Fidelity Distributors Company 34%
    +00% 1 yr$397M
93. 8861
    FamilywealthLake Mary, FL · 407 clientsAsset manager
    Vanguard 50%
    +00% 1 yr$395M
94. 9041
    Exchange Place Advisors, LLCSudbury, MA · 248 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$380M
95. 9173
    Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
    Fidelity Distributors Company 62%Schwab 38%
    +00% 1 yr$369M
96. 9287
    Decker Retirement Planning Inc.Lehi, UT · 774 clientsWealth manager
    Fidelity Distributors Company 100%
    +00% 1 yr$360M
97. 9363
    Core Alternative Capital, LLCPeachtree Corners, GA · 3 clientsAsset manager
    Fidelity Distributors Company 100%
    +00% 1 yr$354M
98. 9530
    Premia Global Advisors, LLCCoral Gables, FL · 44 clientsWealth manager
    Fidelity Distributors Company 98%
    +00% 1 yr$341M
99. 9589
    Bluedoor Private Wealth, LLCBeverly, MA · 137 clientsWealth manager
    Schwab 84%
    +00% 1 yr$337M
100. 9607
     Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
     Schwab 99%
     +00% 1 yr$336M
101. 9649
     Good Harbor Advisors, Inc.Gloucester, MA · 249 clientsWealth managerHybrid
     Fidelity Distributors Company 100%
     +00% 1 yr$334M
102. 9677
     GEN Financial Management Inc.Plymouth, MN · 246 clientsWealth manager
     Schwab 73%Fidelity Distributors Company 27%
     +00% 1 yr$332M
103. 9902
     Ferguson-Johnson Wealth Management, Inc.Rockville, MD · 198 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$316M
104. 9939
     Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
     Fidelity Distributors Company 87%
     +00% 1 yr$314M
105. 9994
     Hudson Advisor Services, Inc.Buffalo, NY · 286 clientsWealth manager
     Fidelity Distributors Company 84%
     +00% 1 yr$310M
106. 10005
     Trunorth Financial Services, Inc.Chambersburg, PA · 445 clientsWealth manager
     Fidelity Distributors Company 82%
     +00% 1 yr$309M
107. 10073
     Keeler Thomas Management LLCOrem, UT · 132 clientsWealth manager
     Fidelity Distributors Company 99%
     +00% 1 yr$306M
108. 10114
     Beckerman WealthOcean Grove, NJ · 217 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$303M
109. 10135
     FFP Wealth Management, LLCCoon Rapids, MN · 317 clientsWealth manager
     Schwab 50%Fidelity Distributors Company 50%
     +00% 1 yr$301M
110. 10252
     Madison Park Capital Advisors, LLCSeattle, WA · 379 clientsWealth managerHybrid
     Fidelity Distributors Company 72%Schwab 28%
     +00% 1 yr$295M
111. 10278
     Tate Private Wealth AdvisersSacramento, CA · 145 clientsWealth manager
     Schwab 77%Fidelity Distributors Company 23%
     +00% 1 yr$293M
112. 10391
     Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWealth managerWrap sponsor
     Fidelity Distributors Company 100%
     +00% 1 yr$287M
113. 10433
     Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
     Fidelity Distributors Company 73%Schwab 27%
     +00% 1 yr$285M
114. 10998
     Family Fiduciary Services, Inc.Beverly, MA · 129 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$254M
115. 11260
     Tabr Capital Management, LLCOrange, CA · 235 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$241M
116. 11269
     CFG RetirementEdina, MN · 541 clientsWealth manager
     Fidelity Distributors Company 64%
     +00% 1 yr$241M
117. 11395
     Crown Oak Advisors54 clientsWealth manager
     Schwab 77%Fidelity Distributors Company 23%
     +00% 1 yr$236M
118. 11531
     Montgomery FinancialOcean City, MD · 952 clientsWealth manager
     Schwab 86%
     +00% 1 yr$230M
119. 11787
     Robert Stephen Capital Management LLCTulsa, OK · 188 clientsWealth manager
     Raymond James 57%Fidelity Distributors Company 43%
     +00% 1 yr$219M
120. 11821
     Madden Funds ManagementOak Park, IL · 167 clientsWealth manager
     Fidelity Distributors Company 100%
     +00% 1 yr$218M