The RIA database

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361. 8091
     Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
     Schwab 69%Pershing 31%
     +00% 1 yr$469M
362. 8129
     First Citizens Asset Management, IncRaleigh, NC · 1,264 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
     Pershing 100%
     +00% 1 yr$465M
363. 8156
     Adirondack Financial Services CorpUtica, NY · 649 clientsWealth managerBank-affiliatedHybrid
     Pershing 100%
     +00% 1 yr$462M
364. 8173
     Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
     Fidelity 41%Schwab 34%Pershing 25%
     +00% 1 yr$460M
365. 8175
     Saiph Capital, LLCWyckoff, NJ · 225 clientsWealth manager
     Pershing 100%
     +00% 1 yr$459M
366. 8181
     Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
     SEI 68%Schwab 32%
     +00% 1 yr$459M
367. 8215
     Sicart Associates, LLCNew York, NY · 110 clientsWealth manager
     Pershing 100%
     +00% 1 yr$455M
368. 8226
     Axient Investment Advisors LLCHuntsville, AL · 768 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$454M
369. 8243
     Audent Global Asset Management, LLCBeverly Hills, CA · 164 clientsPrivate fund adviser
     Pershing 100%
     +00% 1 yr$452M
370. 8244
     Pointe Capital Management LLCGrosse Pointe Farms, MI · 188 clientsWealth manager
     Pershing 100%
     +00% 1 yr$452M
371. 8300
     Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
     UBS 65%Pershing 35%
     +00% 1 yr$446M
372. 8304
     Maxim Financial Advisors LLCNew York, NY · 775 clientsWealth managerWrap sponsorHybridMaxim Group LLC
     Pershing 100%
     +00% 1 yr$445M
373. 8344
     Money Management Services IncBirmingham, AL · 522 clientsWealth managerBank-affiliated
     Pershing 100%
     +00% 1 yr$443M
374. 8361
     Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
     BNY 32%Northern Trust 25%Pershing 23%
     +00% 1 yr$441M
375. 8397
     Hendley & Co. Inc.Zanesville, OH · 302 clientsWealth manager
     Pershing 100%
     +00% 1 yr$438M
376. 8408
     Herbert J. Sims Capital Management, Inc.Fairfield, CT · 350 clientsWealth managerWrap sponsorHybridHerbert J. Sims & Co, Inc.
     Pershing 100%
     +00% 1 yr$437M
377. 8468
     Swmg, LLCFort Worth, TX · 429 clientsWealth managerHybrid
     Pershing 99%
     +00% 1 yr$430M
378. 8528
     Gamma Asset Management LLCSAN Juan, PR · 103 clientsAsset managerHybridGamma Securities, LLC
     AV Securities 29%Pershing 28%Interactive Brokers 23%
     +00% 1 yr$425M
379. 8567
     Point Bridge Capital, LLCFort Worth, TX · 37 clientsWealth manager
     Merrill / Bank of America 71%Pershing 29%
     +00% 1 yr$420M
380. 8571
     Oriental Financial Services LLCSAN Juan, PR · 468 clientsBroker-dealer firmHybrid
     Pershing 82%
     +00% 1 yr$420M
381. 8605
     Strategic Asset Management Group AdvisorsPompano Beach, FL · 126 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$416M
382. 8609
     Highview Capital Management, LLCBuffalo Grove, IL · 97 clientsWealth manager
     Pershing 100%
     +00% 1 yr$416M
383. 8639
     TED Buchan & CompanySAN Diego, CA · 383 clientsWealth manager
     Pershing 100%
     +00% 1 yr$413M
384. 8648
     Lakeside Advisors IncSeattle, WA · 213 clientsWealth manager
     Pershing 100%
     +00% 1 yr$412M
385. 8667
     Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
     Apex Fintech 100%
     +00% 1 yr$411M
386. 8675
     Taylor Financial Group, Inc.Roanoke, VA · 501 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$410M
387. 8722
     Northland Asset ManagementMinneapolis, MN · 875 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$405M
388. 8731
     QP Wealth Management, LLCBoca Raton, FL · 121 clientsWealth manager
     Pershing 100%
     +00% 1 yr$405M
389. 8759
     Borer Denton & Associates, Inc.Blue Bell, PA · 218 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$403M
390. 8768
     BCI Securities, Inc.Miami, FL · 448 clientsBroker-dealer firmHybridBCI Corredor De Bolsa S.A.
     Pershing 100%
     +00% 1 yr$402M
391. 8802
     Stonecrest Advisors, Inc.Austin, TX · 477 clientsAsset managerHybridStonecrest Capital Markets, Inc., Winlo Management Group, LLC, clears through Pershing
     Pershing 100%
     +00% 1 yr$399M
392. 8925
     Nixon Capital LLCAustin, TX · 203 clientsWealth manager
     Schwab 70%RBC 28%
     +00% 1 yr$390M
393. 8932
     Avisen Advisors, LLCSacramento, CA · 191 clientsWealth managerHybridAvisen Wealth Management, Inc.
     Pershing 100%
     +00% 1 yr$389M
394. 8938
     Reed Financial Services, Inc.Cleveland, OH · 351 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$389M
395. 8951
     Soundview AdvisorsOlympia, WA · 190 clientsWealth manager
     Schwab 74%Pershing 26%
     +00% 1 yr$387M
396. 8965
     Ostrofe Financial Consultants IncGrass Valley, CA · 568 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$386M
397. 8970
     Fiscal Wisdom Wealth Management LLCCanton, CT · 2,828 clientsWealth managerHybrid
     Pershing 89%
     +00% 1 yr$386M
398. 8981
     Realta Investment Advisors, IncWilmington, DE · 1,231 clientsWealth managerWrap sponsorHybridRealta Equities, Inc., clears through Pershing
     Pershing 100%
     +00% 1 yr$385M
399. 8989
     Promus AdvisorsDallas, TX · 50 clientsWealth manager
     Pershing 100%
     +00% 1 yr$385M
400. 9016
     The Strategic Financial AllianceAtlanta, GA · 1,463 clientsBroker-dealer firmHybridTimbrel Capital, LLC
     Pershing 100%
     +00% 1 yr$382M