The RIA database

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481. 8732
     Core Wealth Management, Inc.Jupiter, FL · 291 clientsWealth manager
     Schwab 100%
     +00% 1 yr$405M
482. 8735
     Kanen Wealth Management LLCCoconut Creek, FL · 255 clientsAsset manager
     Schwab 100%
     +00% 1 yr$405M
483. 8768
     BCI Securities, Inc.Miami, FL · 448 clientsBroker-dealer firmHybridBCI Corredor De Bolsa S.A.
     Pershing 100%
     +00% 1 yr$402M
484. 8769
     Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$402M
485. 8773
     Ratan Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$402M
486. 8784
     Palm Peak Capital, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$401M
487. 8791
     Keyes, Stange & Wooten Wealth Management, LLCDaytona Beach, FL · 407 clientsWealth managerHybrid
     Raymond James 100%
     +00% 1 yr$400M
488. 8830
     Sara-Bay Financial Corp.Sarasota, FL · 324 clientsWealth manager
     Schwab 100%
     +00% 1 yr$397M
489. 8836
     Kirtland Financial Management, Inc.Coral Gables, FL · 201 clientsWealth managerHybrid
     Raymond James 100%
     +00% 1 yr$396M
490. 8841
     Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$396M
491. 8844
     Galapagos Advisory LLCMiami, FL · 210 clientsAsset managerHybridGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.
     Andbanc Brokerage 41%J.P. Morgan 34%
     +00% 1 yr$396M
492. 8853
     Gravitalix FinancialCoral Springs, FL · 19,218 clientsWealth manager
     No custodian reported
     +00% 1 yr$395M
493. 8861
     FamilywealthLake Mary, FL · 407 clientsAsset manager
     Vanguard 50%
     +00% 1 yr$395M
494. 8875
     Arsenal Venture PartnersWinter Park, FL · 12 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$394M
495. 8888
     Apex Investments Management US, LLCCoconut Grove, FL · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$392M
496. 8891
     Schorn WealthEnglewood, FL · 721 clientsWealth manager
     Schwab 100%
     +00% 1 yr$392M
497. 8914
     Barramundi Advisors LLCBoca Raton, FL · 46 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$390M
498. 8930
     In ON CapitalMiami, FL · 40 clientsWealth managerAffiliated broker-dealerIn ON Capital S.A.
     J.P. Morgan 37%UBS 35%Morgan Stanley 28%
     +00% 1 yr$389M
499. 8931
     Solomon API LLCRockledge, FL · 174 clientsAsset manager
     Schwab 100%
     +00% 1 yr$389M
500. 8937
     Monorail Securities LLCSarasota, FL · 2,402 clientsAsset manager
     Schwab 99%
     +00% 1 yr$389M
501. 8967
     HD Money, Inc.Sarasota, FL · 484 clientsWealth manager
     Schwab 100%
     +00% 1 yr$386M
502. 8973
     Alternative Investment Advisors, LLCMaitland, FL · 1,424 clientsWealth managerHybridAPW Capital, Inc.
     Schwab 100%
     +00% 1 yr$386M
503. 8979
     Ranch Capital Advisors Inc.Sarasota, FL · 425 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$386M
504. 8991
     Weathervane Asset Management LLCFort Lauderdale, FL · 70 clientsPrivate fund adviserHybridPHX Financial, Inc., clears through Axos Clearing
     Schwab 100%
     +00% 1 yr$384M
505. 9003
     Keating Investment Counselors IncDelray Beach, FL · 157 clientsWealth manager
     Schwab 0%Morgan Stanley 0%
     +00% 1 yr$383M
506. 9005
     One + One Wealth Management, LLCJupiter, FL · 251 clientsWealth manager
     Schwab 100%
     +00% 1 yr$383M
507. 9007
     Canopy 360 Wealth, LLCOcala, FL · 341 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$383M
508. 9010
     Clearshares LLCMarco Island, FL · 3 clientsAsset manager
     No custodian reported
     +00% 1 yr$382M
509. 9030
     Myriad Asset Management Advisors LLCWest Palm Beach, FL · 1 clientsAsset manager
     No custodian reported
     +00% 1 yr$381M
510. 9035
     Scala Capital LLCMiami, FL · 403 clientsWealth managerHybrid
     Schwab 75%Stonex Financial 25%
     +00% 1 yr$380M
511. 9058
     Agnello Financial Group, Inc.West Palm Beach, FL · 173 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$379M
512. 9059
     Boca Wealth AdvisorsBoca Raton, FL · 157 clientsWealth manager
     Schwab 100%
     +00% 1 yr$379M
513. 9067
     Financial Advisory Partners, LLCWinter Park, FL · 147 clientsWealth managerBank-affiliatedHybridLanark Financial, Inc.
     RBC 100%
     +00% 1 yr$378M
514. 9071
     PinvestCoral Gables, FL · 6 clientsAsset manager
     Wells Fargo 26%Julius BAR 25%
     +00% 1 yr$377M
515. 9102
     St. Johns Investment Management Company, LLCJacksonville, FL · 239 clientsWealth manager
     Schwab 100%
     +00% 1 yr$375M
516. 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
517. 9104
     Aventura Private Wealth, LLCAventura, FL · 189 clientsWealth manager
     Goldman Sachs 100%
     +00% 1 yr$375M
518. 9112
     Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
     SEI 69%Schwab 31%
     +00% 1 yr$374M
519. 9176
     Aragon Global Management, LPMiami, FL · 2 clientsAsset manager
     Morgan Stanley 100%
     +00% 1 yr$369M
520. 9183
     AFT, Forsyth & Sober, LLCValrico, FL · 6 clientsWealth manager
     Schwab 100%
     +00% 1 yr$368M