The RIA database

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41. 5789
    Transatlantique Private Wealth LLCNew York, NY · 411 clientsWealth managerBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
    Interactive Brokers 41%Banque Transatlantique Paris 38%
    +00% 1 yr$879M
42. 5794
    Noesis Capital Management CorpBoca Raton, FL · 374 clientsWealth manager
    Schwab 96%
    +00% 1 yr$877M
43. 5802
    Broadside WealthSAN Francisco, CA · 20 clientsWealth manager
    Interactive Brokers 90%
    +00% 1 yr$875M
44. 5853
    Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
    Interactive Brokers 54%Schwab 46%
    +00% 1 yr$861M
45. 5889
    Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
    Morgan Stanley 59%Interactive Brokers 32%
    +00% 1 yr$852M
46. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    +00% 1 yr$845M
47. 6077
    Hoxton WealthOrlando, FL · 1,378 clientsWealth manager
    Interactive Brokers 45%Rl360 39%
    +00% 1 yr$804M
48. 6306
    Nymbus Capital Inc.Montreal, Quebec, Canada · 93 clientsAsset manager
    Nbin 73%Interactive Brokers 26%
    +00% 1 yr$751M
49. 6308
    Gator Capital Management, LLCTampa, FL · 26 clientsPrivate fund adviser
    Interactive Brokers 100%
    +00% 1 yr$751M
50. 6343
    Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsWealth managerHybrid
    RL 360 Insurance Company, LTD. 32%Schwab 29%
    +00% 1 yr$745M
51. 6424
    Virtus Family OfficeEL Paso, TX · 155 clientsWealth manager
    UBS 77%Interactive Brokers 23%
    +00% 1 yr$727M
52. 6435
    Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
    Interactive Brokers 72%Creand Securities 28%
    +00% 1 yr$725M
53. 6512
    Kaleidoscope CapitalBoston, MA · 7 clientsPrivate fund adviser
    Interactive Brokers 100%
    +00% 1 yr$706M
54. 6554
    Lafise Global Advisors LLCMiami, FLAsset managerHybridLafise Securities LLC, clears through StoneX
    Stonex Securities 89%
    +00% 1 yr$699M
55. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    +00% 1 yr$691M
56. 6656
    Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWealth managerWrap sponsor
    Pershing 90%
    +00% 1 yr$678M
57. 6664
    9823 Capital, LPDallas, TX · 18 clientsPrivate fund adviser
    Goldman Sachs 85%
    +00% 1 yr$677M
58. 6750
    Banorte Asset Management, Inc.Houston, TX · 869 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
    Pershing 91%
    +00% 1 yr$661M
59. 6939
    Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
    Schwab 60%Fidelity 30%
    +00% 1 yr$627M
60. 7078
    Proaltus USAMiami, FL · 94 clientsPrivate fund adviser
    Actinver 69%
    +00% 1 yr$605M
61. 7098
    Dunhill FinancialLondon, United Kingdom · 996 clientsWealth manager
    Interactive Brokers 41%Fidelity 39%
    +00% 1 yr$602M
62. 7176
    Eschler Asset Management LLPLondon, United Kingdom · 40 clientsPrivate fund adviser
    Interactive Brokers 54%UBS 46%
    +00% 1 yr$588M
63. 7203
    Fortress Private Ledger, LLCRaleigh, NC · 704 clientsBroker-dealer firmHybrid
    Schwab 63%Interactive Brokers 37%
    +00% 1 yr$584M
64. 7329
    Adams Wealth AdvisorsLogan, UT · 703 clientsWealth manager
    Fidelity 68%
    +00% 1 yr$566M
65. 7436
    Tolsma Investments, LLC215 clientsWealth manager
    Fidelity 92%
    +00% 1 yr$553M
66. 7465
    Rays Capital Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    UOB KAY Hian (hong Kong) Limited 47%Citi 42%
    +00% 1 yr$547M
67. 7547
    Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
    Interactive Brokers 65%Axos 35%
    +00% 1 yr$536M
68. 7591
    Titan Retirement Advisors LLCFulshear, TX · 383 clientsAsset managerHybrid
    Interactive Brokers 89%
    +00% 1 yr$531M
69. 7730
    LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
    Schwab 89%
    +00% 1 yr$512M
70. 7869
    Infanger Investment Technology, LLCMountain View, CA · 1 clientsAsset manager
    Morgan Stanley 44%Bank Gutmann Aktiengesellschaft 25%
    +00% 1 yr$495M
71. 7945
    Ballina Capital, LLC11 clientsAsset manager
    State Street 59%J.P. Morgan 28%
    +00% 1 yr$486M
72. 8033
    Xendia Wealth LLCMiami, FL · 4,810 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    +00% 1 yr$475M
73. 8086
    Kingsbridge Wealth Management, Inc.LAS Vegas, NV · 52 clientsWealth manager
    Schwab 97%
    +00% 1 yr$469M
74. 8255
    Juniper Investment CompanyNew York, NY · 6 clientsPrivate fund adviser
    Interactive Brokers 100%
    +00% 1 yr$451M
75. 8528
    Gamma Asset Management LLCSAN Juan, PR · 103 clientsAsset managerHybridGamma Securities, LLC
    AV Securities 29%Pershing 28%Interactive Brokers 23%
    +00% 1 yr$425M
76. 8577
    Ridgewood InvestmentsSpringfield, NJ · 295 clientsWealth manager
    Schwab 52%Fidelity 47%
    +00% 1 yr$419M
77. 8617
    Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
    Interactive Brokers 87%
    +00% 1 yr$416M
78. 8769
    Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsWealth managerHybrid
    Schwab 100%
    +00% 1 yr$402M
79. 8772
    O'neil Global Advisors, Inc.LOS Angeles, CA · 11 clientsAsset managerHybridO'neil Securities Incorporated
    Interactive Brokers 82%
    +00% 1 yr$402M
80. 8795
    Sjbenen Advisory, LLC149 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    +00% 1 yr$400M