The RIA database

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521. 12628
     Archer Pointe Wealth Management, LLCDavis, CA · 104 clientsWealth manager
     Schwab 57%Altruist 37%
     +00% 1 yr$186M
522. 12670
     Alpenglobal Capital, LLC141 clientsWealth manager
     RBC 99%
     +00% 1 yr$184M
523. 12692
     Nardis Advisors LLC153 clientsWealth manager
     Pershing 86%
     +00% 1 yr$183M
524. 12704
     Snavely Associates Financial ServicesLemoyne, PA · 279 clientsWealth manager
     Pershing 100%
     +00% 1 yr$183M
525. 12715
     Riho Partners, LLC6 clientsAsset manager
     Pershing 69%J.P. Morgan 31%
     +00% 1 yr$182M
526. 12743
     Crews & Associates, Inc.Little Rock, AR · 336 clientsBroker-dealer firmHybridCrews & Associates, Inc.
     Pershing 100%
     +00% 1 yr$181M
527. 12755
     Richard Brothers, Financial AdvisorsSouth Portland, ME · 173 clientsWealth managerHybridAllegiance Capital, L.L.C.
     Pershing 100%
     +00% 1 yr$181M
528. 12783
     Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
     Schwab 58%Pershing 42%
     +00% 1 yr$180M
529. 12789
     Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
     Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
     +00% 1 yr$180M
530. 12815
     AJF Capital Management, Inc.New York, NY · 313 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$179M
531. 12902
     Penbrook Management LLCNew York, NY · 81 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$175M
532. 12950
     Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsWealth managerHybrid
     Schwab 80%
     +00% 1 yr$174M
533. 13000
     Alluvial Capital Management, LLC51 clientsPrivate fund adviser
     Interactive Brokers 70%
     +00% 1 yr$173M
534. 13012
     Davidson Wealth Management LLCForked River, NJ · 228 clientsWealth managerHybrid
     SEI 65%
     +00% 1 yr$172M
535. 13016
     Steinberg Asset Management, LLCNew York, NY · 30 clientsWealth manager
     Pershing 100%
     +00% 1 yr$172M
536. 13092
     Embarcadero Financial GroupSan Francisco, CA · 166 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$170M
537. 13220
     New England Schooner, Inc.Peabody, MA · 320 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$165M
538. 13243
     Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
     Pershing 34%
     +00% 1 yr$164M
539. 13245
     RDM Capital Associates IncRed Bank, NJ · 127 clientsWealth manager
     Pershing 100%
     +00% 1 yr$164M
540. 13281
     Savant Investment Advisers, Inc.Homewood, IL · 295 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$163M
541. 13288
     Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
     Schwab 56%Pershing 42%
     +00% 1 yr$162M
542. 13304
     Fell Capital ManagementNewport Beach, CA · 73 clientsWealth manager
     Pershing 100%
     +00% 1 yr$162M
543. 13316
     TFS Advisors, LLCEdmonds, WA · 151 clientsWealth manager
     Schwab 68%Pershing 32%
     +00% 1 yr$161M
544. 13352
     Inversiones SuraMiami, FL · 437 clientsWealth managerAffiliated broker-dealerCorredor De Bolsa Sura, S.A., Corredora De Bolsa Sura, S.A.
     Pershing 100%
     +00% 1 yr$160M
545. 13456
     Finec Asset ManagementSan Diego, CA · 163 clientsWealth manager
     Pershing 100%
     +00% 1 yr$157M
546. 13483
     Pinnacle Asset Management Group, Corporation (inc.)Shreveport, LA · 240 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$156M
547. 13524
     Merrithew & Thorsten, Inc.San Diego, CA · 125 clientsWealth manager
     Altruist 97%
     +00% 1 yr$155M
548. 13568
     Arta FinanceMountain View, CA · 1,043 clientsWealth manager
     Pershing 100%
     +00% 1 yr$153M
549. 13600
     Markin Asset Management, LP413 clientsWealth manager
     Schwab 92%
     +00% 1 yr$153M
550. 13603
     J K R & Company, Inc.Van Nuys, CA · 169 clientsBroker-dealer firmHybrid
     Schwab 75%Pershing 25%
     +00% 1 yr$152M
551. 13638
     ConvexitasChicago, IL · 11 clientsAsset manager
     Schwab 75%
     +00% 1 yr$151M
552. 13665
     Veritas Wealth Partners, LLC41 clientsWealth manager
     Pershing 100%
     +00% 1 yr$151M
553. 13727
     Beacon Hill Wealth Management LTDVictoria, BC, Canada · 180 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$149M
554. 13735
     Tsai Capital Corporation52 clientsWealth manager
     Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
     +00% 1 yr$148M
555. 13825
     KI Capital Wealth Management US LLCMiami, FL · 101 clientsAsset managerAffiliated broker-dealerForex Brokerage Services
     UBS 90%
     +00% 1 yr$146M
556. 13864
     Wagner PlanningLake Oswego, OR · 203 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$145M
557. 13916
     Private Client Group Asset ManagementGladstone, NJ · 109 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$143M
558. 13958
     Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
     Pershing 57%UMB Financial Services 35%
     +00% 1 yr$142M
559. 13997
     Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
     Safra Securities 44%
     +00% 1 yr$141M
560. 14039
     The Scott S. James CompanyFalls Church, VA · 139 clientsBroker-dealer firmHybridScott James Group, Inc., clears through Pershing
     Pershing 100%
     +00% 1 yr$139M