The RIA database

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281. 6276
     Invex Advisors LLCCoral Gables, FL · 80 clientsAsset managerHybridInvex, LLC.
     Pershing 100%
     +00% 1 yr$759M
282. 6277
     Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$759M
283. 6340
     Blue Horizon Equity, Inc.Pittsford, NY · 1,491 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$746M
284. 6355
     Interchange Capital PartnersPittsburgh, PA · 218 clientsWealth manager
     Pershing 83%
     +00% 1 yr$744M
285. 6392
     Able Financial Group, LLCScottsdale, AZ · 624 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$733M
286. 6437
     The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
     Schwab 57%Pershing 43%
     +00% 1 yr$725M
287. 6445
     Cora Capital AdvisorsMarlton, NJ · 786 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$723M
288. 6455
     Materetsky Financial GroupBoynton Beach, FL · 830 clientsWealth managerWrap sponsorHybrid
     Pershing 91%
     +00% 1 yr$721M
289. 6481
     Financial Management Strategies, Inc.Broadview HTS., OH · 1,895 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$714M
290. 6484
     Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
     Pershing 72%Schwab 28%
     +00% 1 yr$713M
291. 6503
     Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
     Pershing 100%
     +00% 1 yr$708M
292. 6504
     Arc Advisory LLCSAN Francisco, CA · 762 clientsAsset managerAffiliated broker-dealerAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
     Pershing 100%
     +00% 1 yr$708M
293. 6519
     Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWealth managerWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
     Pershing 100%
     +00% 1 yr$705M
294. 6525
     Solidarity Wealth, LLCLehi, UT · 218 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$704M
295. 6540
     Harbour Capital Advisors, LLCTysons Corner, VA · 55 clientsWealth manager
     Pershing 100%
     +00% 1 yr$701M
296. 6541
     RPG Family Wealth Advisory, LLCBurlington, MA · 600 clientsWealth manager
     Pershing 69%Fidelity 31%
     +00% 1 yr$701M
297. 6554
     Lafise Global Advisors LLCMiami, FLAsset managerHybridLafise Securities LLC, clears through StoneX
     Stonex Securities 89%
     +00% 1 yr$699M
298. 6565
     Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
     Schwab 59%Pershing 41%
     +00% 1 yr$696M
299. 6578
     Black Swift Group, LLCBoulder, CO · 406 clientsWealth manager
     Pershing 100%
     +00% 1 yr$694M
300. 6594
     Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
     Citi 61%Pershing 39%
     +00% 1 yr$691M
301. 6603
     East End Financial Group, Inc.Riverhead, NY · 360 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$689M
302. 6630
     Compass Wealth Management LLCGuilford, CT · 375 clientsWealth managerWrap sponsor
     Schwab 93%
     +00% 1 yr$683M
303. 6656
     Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWealth managerWrap sponsor
     Pershing 90%
     +00% 1 yr$678M
304. 6667
     Leverty Financial Group, LLCHudson, WI · 665 clientsWealth manager
     Pershing 100%
     +00% 1 yr$677M
305. 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
306. 6765
     Aries Wealth Management, LLCPortland, ME · 164 clientsWealth manager
     Pershing 68%Schwab 32%
     +00% 1 yr$659M
307. 6782
     RBO & Co, LLCSt. Helena, CA · 112 clientsWealth manager
     Pershing 100%
     +00% 1 yr$655M
308. 6802
     Monex Asset Management, Inc.Houston, TX · 599 clientsWealth managerHybridMonex Securities, Inc.
     Pershing 100%
     +00% 1 yr$651M
309. 6865
     MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
     Assetmark Trust 91%
     +00% 1 yr$640M
310. 6872
     Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWealth managerWrap sponsorHybridTcfg Wealth Management, LLC
     Pershing 95%
     +00% 1 yr$639M
311. 6911
     Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
     J.P. Morgan 60%Pershing 22%
     +00% 1 yr$631M
312. 6923
     Searle & Co.Greenwich, CT · 127 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$630M
313. 6945
     B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clientsWealth manager
     Pershing 100%
     +00% 1 yr$626M
314. 7055
     Rose Capital Advisors, LLCMiami Beach, FL · 375 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$608M
315. 7099
     Lunt Capital Management Inc.Holladay, UT · 232 clientsAsset manager
     Schwab 59%Pershing 23%
     +00% 1 yr$601M
316. 7110
     Steginsky Capital LLC117 clientsWealth manager
     Pershing 100%
     +00% 1 yr$599M
317. 7117
     Concorde Asset Management, LLCANN Arbor, MI · 3,705 clientsWealth managerHybridConcorde Investment Services, LLC, clears through Pershing, RBC Capital Markets
     Schwab 80%
     +00% 1 yr$598M
318. 7165
     Fairfield, Bush & Co.Darien, CT · 253 clientsWealth manager
     J.P. Morgan 61%Schwab 23%
     +00% 1 yr$589M
319. 7183
     Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
     Pershing 81%
     +00% 1 yr$587M
320. 7211
     Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
     Schwab 63%Pershing 37%
     +00% 1 yr$583M