The RIA database

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401. 9020
     Snyder Wealth GroupMedford, NY · 606 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$382M
402. 9058
     Agnello Financial Group, Inc.West Palm Beach, FL · 173 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$379M
403. 9068
     Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsWealth managerHybrid
     Schwab 80%
     +00% 1 yr$378M
404. 9103
     Cibest Capital Advisory Services LLCMiami, FL · 462 clientsAsset managerHybridCibest Capital Panama S.A., Cibest Capital Securities, LLC, clears through Pershing
     Pershing 86%
     +00% 1 yr$375M
405. 9109
     Bouvel Investment Partners, LLCPhoenixville, PA · 206 clientsWealth manager
     Pershing 100%
     +00% 1 yr$374M
406. 9114
     Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
     Schwab 67%
     +00% 1 yr$374M
407. 9120
     Capital Investment AdvisorsWashington D.C., DC · 437 clientsWealth managerHybrid
     Assetmark Brokerage 66%Pershing 34%
     +00% 1 yr$374M
408. 9124
     Uniwealth Advisors, Inc.9 clientsAsset managerHybrid
     Pershing 100%
     +00% 1 yr$373M
409. 9137
     Livelife Capital Partners LLCSouthborough, MA · 261 clientsWealth managerWrap sponsorHybrid
     Schwab 62%Pershing 38%
     +00% 1 yr$372M
410. 9142
     Olistico Wealth, LLCTulsa, OK · 404 clientsWealth managerWrap sponsor
     Pershing 78%Empower Financial Services 22%
     +00% 1 yr$372M
411. 9145
     Invicta Financial GroupYuma, AZ · 477 clientsWealth manager
     Pershing 100%
     +00% 1 yr$371M
412. 9146
     Craig Duvarney, CFP152 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$371M
413. 9162
     Charbeth Advisory L.L.C.1 clientsAsset manager
     UBS 47%Pershing 28%J.P. Morgan 24%
     +00% 1 yr$370M
414. 9184
     Persimmon Capital ManagementBlue Bell, PA · 86 clientsWealth manager
     Pershing 59%Schwab 41%
     +00% 1 yr$368M
415. 9242
     Invenio Wealth Partners, LLCCoral Gables, FL · 332 clientsWealth manager
     Pershing 100%
     +00% 1 yr$364M
416. 9285
     ACP Capital Management, LLCMiami, FL · 125 clientsWealth managerHybridACP Securities, LLC
     Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
     +00% 1 yr$360M
417. 9309
     Point Windward Advisors, Inc.New York, NY · 278 clientsWealth managerHybridBeech Hill Securities, Inc.
     Pershing 100%
     +00% 1 yr$359M
418. 9322
     Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsWealth managerHybridPapamarkou Wellner & Co., Inc.
     Pershing 80%
     +00% 1 yr$358M
419. 9326
     GKV Capital Management Co IncWalnut Creek, CA · 175 clientsWealth manager
     Pershing 100%
     +00% 1 yr$357M
420. 9344
     Griffin Black, LLCRedwood City, CA · 171 clientsWealth manager
     Altruist 68%Pershing 32%
     +00% 1 yr$356M
421. 9350
     Hanover Advisors, IncSeneca, SC · 245 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$355M
422. 9351
     Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$355M
423. 9373
     Norris Financial Group, LLCGreenville, SC · 403 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$353M
424. 9416
     Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
     UBS 29%
     +00% 1 yr$349M
425. 9423
     Arlen Capital, LLCWarwick, RI · 222 clientsWealth managerHybrid
     Pershing 96%
     +00% 1 yr$349M
426. 9433
     American Retirement Planning Group IncLAS Vegas, NV · 870 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$348M
427. 9449
     Custos Family Office LLC67 clientsWealth managerWrap sponsor
     Pershing 77%Fidelity 23%
     +00% 1 yr$347M
428. 9455
     GBM Wealth Management, Inc.Houston, TX · 546 clientsWealth managerHybridGBM Grupo Bursatil Mexicano SA De CV, Casa De Bolsa, GBM International, Inc., clears through Pershing
     Pershing 100%
     +00% 1 yr$346M
429. 9479
     Nepsis, Inc.Minneapolis, MN · 590 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$345M
430. 9510
     Legacy Beyond Wealth LLC14 clientsAsset manager
     Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
     +00% 1 yr$342M
431. 9530
     Premia Global Advisors, LLCCoral Gables, FL · 44 clientsWealth manager
     Fidelity Distributors Company 98%
     +00% 1 yr$341M
432. 9563
     Amerity Wealth Management, LLCLakeland, FL · 750 clientsWealth manager
     Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
     +00% 1 yr$339M
433. 9582
     Uwharrie Investment Advisors, Inc.Albemarle, NC · 875 clientsWealth managerBank-affiliatedHybridThe Strategic Alliance Corporation
     Pershing 100%
     +00% 1 yr$338M
434. 9635
     Wealthharbor Capital Group, LLCMetairie, LA · 252 clientsAsset manager
     Pershing 50%MG Trust Company 50%
     +00% 1 yr$335M
435. 9650
     Strait & Sound243 clientsWealth manager
     Schwab 73%Pershing 27%
     +00% 1 yr$334M
436. 9693
     Bernardi Asset Management, LLCNorthfield, IL · 69 clientsAsset managerHybridBernardi Securities, Inc.
     Pershing 52%Schwab 30%
     +00% 1 yr$331M
437. 9723
     Benchmark Investment Advisors LLCChicago, IL · 126 clientsWealth manager
     Fidelity 79%
     +00% 1 yr$329M
438. 9749
     RYE Brook Capital, LLCGreenwich, CT · 20 clientsAsset manager
     Morgan Stanley 73%Pershing 24%
     +00% 1 yr$327M
439. 9816
     M4a3 LLCBoulder, CO · 65 clientsWealth manager
     Pershing 67%Schwab 33%
     +00% 1 yr$322M
440. 9822
     Emerson Equity LLCSAN Mateo, CA · 620 clientsBroker-dealer firmHybrid
     Schwab 70%Pershing 30%
     +00% 1 yr$322M