The RIA database

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81. 5778
    Lebenthal Diversified Asset Management Inc.Hauppauge, NYAsset managerHybridLebenthal Financial Services, Inc.
    Raymond James 53%Schwab 47%
    +00% 1 yr$884M
82. 5806
    Gearhart & AssociatesCincinnati, OH · 2,903 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$873M
83. 5825
    TMB Capital Partners, LLCLittle Rock, AR · 432 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$868M
84. 5836
    Carson Advisory GroupAthens, GA · 957 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    +00% 1 yr$865M
85. 5850
    The High Net Worth Advisory Group, LLCNaples, FL · 426 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$862M
86. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    +00% 1 yr$825M
87. 6122
    Wealth Management Partners, LLCTucson, AZ · 799 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$794M
88. 6175
    Harfst and Associates, Inc.Sheridan, WY · 539 clientsWealth manager
    Schwab 55%Raymond James 45%
    +00% 1 yr$783M
89. 6183
    West Michigan AdvisorsHolland, MI · 1,378 clientsWealth managerHybrid
    Schwab 80%
    +00% 1 yr$781M
90. 6220
    Forthright Wealth Management, LLCAlpharetta, GA · 575 clientsWealth managerHybrid
    Raymond James 100%
    +00% 1 yr$773M
91. 6334
    Financial Insights Wealth ManagementTacoma, WA · 774 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$747M
92. 6354
    Element Wealth, LLCRidgeland, MS · 743 clientsWealth manager
    Fidelity 76%
    +00% 1 yr$744M
93. 6389
    CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    RBC 64%Raymond James 26%
    +00% 1 yr$734M
94. 6416
    Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$728M
95. 6428
    Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clientsWealth manager
    Raymond James 100%
    +00% 1 yr$727M
96. 6495
    The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWealth managerWrap sponsor
    Raymond James 100%
    +00% 1 yr$711M
97. 6499
    Peak Planning Group, LLCCentennial, CO · 838 clientsWealth managerWrap sponsor
    Raymond James 74%Schwab 26%
    +00% 1 yr$710M
98. 6501
    Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsWealth managerHybrid
    Raymond James 100%
    +00% 1 yr$710M
99. 6520
    Rempart Asset ManagementMontreal, Quebec, Canada · 467 clientsWealth manager
    National Bank Independent Network 82%
    +00% 1 yr$705M
100. 6639
     Lees Monsour GroupShreveport, LA · 361 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$681M
101. 6650
     Saxon Financial GroupHouston, TX · 509 clientsWealth manager
     Raymond James 90%
     +00% 1 yr$679M
102. 6659
     MTM Investment Management, LLCSpartanburg, SC · 424 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$678M
103. 6731
     Allen Wealth Management, LLCBoone, NC · 1,108 clientsWealth managerWrap sponsorHybrid
     Raymond James 100%
     +00% 1 yr$664M
104. 6736
     McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clientsWealth manager
     Schwab 80%
     +00% 1 yr$663M
105. 6742
     Harrell Investment Partners, LLCAustin, TX · 186 clientsWealth manager
     Raymond James 89%
     +00% 1 yr$662M
106. 6786
     Eagle Wealth StrategiesMullica Hill, NJ · 654 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$654M
107. 6793
     Early McClintic & McMillan, LLCStafford, TX · 655 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$652M
108. 6836
     1808 Capital PartnersGreensboro, NC · 272 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$645M
109. 6860
     Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWealth managerWrap sponsorHybrid
     Raymond James 100%
     +00% 1 yr$641M
110. 6900
     The Salvetti GroupSacramento, CA · 590 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$634M
111. 6904
     Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$633M
112. 6916
     Stuart Investment Advisors, Inc.Austin, TX · 401 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$631M
113. 6974
     12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
     U.S. Bancorp Investments 52%
     +00% 1 yr$622M
114. 6999
     Saling Wealth AdvisorsLouisville, KY · 230 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$618M
115. 7043
     Vista Investment Partners LLCOklahoma City, OK · 479 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$611M
116. 7081
     Heritage Wealth AdvisorsCincinnati, OH · 201 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$605M
117. 7101
     Alliance Wealth Advisors, LLCScranton, PA · 677 clientsWealth manager
     Raymond James 51%Schwab 49%
     +00% 1 yr$601M
118. 7127
     CfciBloomington, IN · 1,083 clientsWealth managerHybrid
     Raymond James 100%
     +00% 1 yr$596M
119. 7129
     Reliant Wealth Planning, LLCLouisville, KY · 1,701 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
     Raymond James 100%
     +00% 1 yr$595M
120. 7145
     Wealth Preservation Advisors, LLCChattanooga, TN · 330 clientsWealth manager
     Schwab 76%Raymond James 24%
     +00% 1 yr$592M