The RIA database

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321. 6178
     Amerant Investments, Inc.Coral Gables, FL · 1,297 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$782M
322. 6189
     Portfolio Medics, LLCBonita Springs, FL · 2,929 clientsWealth managerHybrid
     E*Trade 100%
     +00% 1 yr$780M
323. 6197
     Artia Global Partners LPMiami, FL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$779M
324. 6217
     KLH CapitalTampa, FL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$774M
325. 6250
     Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$766M
326. 6256
     Orange Investment Advisors, LLCWinter Park, FL · 3 clientsAsset manager
     Federal Home Loan Bank of Atlanta 100%
     +00% 1 yr$765M
327. 6265
     FSA Investment Group, LLCPensacola, FL · 61 clientsAsset managerAffiliated broker-dealerFSA Securities LLC
     Schwab 100%
     +00% 1 yr$762M
328. 6276
     Invex Advisors LLCCoral Gables, FL · 80 clientsAsset managerHybridInvex, LLC.
     Pershing 100%
     +00% 1 yr$759M
329. 6296
     Lighthouse FinancialSaint Petersburg, FL · 134 clientsWealth manager
     Schwab 100%
     +00% 1 yr$756M
330. 6308
     Gator Capital Management, LLCTampa, FL · 26 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$751M
331. 6320
     QTR Family Wealth, LLCLake Mary, FL · 205 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$749M
332. 6328
     Fiduciary Family Office, LLCBoca Raton, FL · 46 clientsWealth manager
     Schwab 88%
     +00% 1 yr$748M
333. 6333
     Dudley & Shanley, Inc.Palm Beach, FL · 51 clientsWealth manager
     BNY 66%J.P. Morgan 34%
     +00% 1 yr$747M
334. 6347
     Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
     J.P. Morgan 54%Northern Trust 35%
     +00% 1 yr$745M
335. 6368
     Bayshore Wealth AdvisorsCoral Gables, FL · 129 clientsWealth manager
     Schwab 100%
     +00% 1 yr$740M
336. 6435
     Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
     Interactive Brokers 72%Creand Securities 28%
     +00% 1 yr$725M
337. 6447
     Global Wealth Management Investment Advisory, Inc.Fort Lauderdale, FL · 1,667 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$723M
338. 6455
     Materetsky Financial GroupBoynton Beach, FL · 830 clientsWealth managerWrap sponsorHybrid
     Pershing 91%
     +00% 1 yr$721M
339. 6461
     SaagaMiami, FL · 22 clientsWealth manager
     No custodian reported
     +00% 1 yr$717M
340. 6474
     G. A. Repple & CompanyCasselberry, FL · 3,207 clientsBroker-dealer firmHybrid
     Fidelity 100%
     +00% 1 yr$716M
341. 6493
     Aston Capital ManagementCoral Gables, FL · 36 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$712M
342. 6502
     Rogan & AssociatesSafety Harbor, FL · 1,483 clientsWealth managerWrap sponsorHybrid
     Schwab 72%Osaic FS 28%
     +00% 1 yr$710M
343. 6506
     Bench Walk Advisors LLCBoca Raton, FL · 90 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$708M
344. 6516
     Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
     Fidelity 90%
     +00% 1 yr$706M
345. 6535
     Core Wealth Advisors, Inc.Lakeland, FL · 586 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$702M
346. 6554
     Lafise Global Advisors LLCMiami, FLAsset managerHybridLafise Securities LLC, clears through StoneX
     Stonex Securities 89%
     +00% 1 yr$699M
347. 6565
     Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
     Schwab 59%Pershing 41%
     +00% 1 yr$696M
348. 6577
     ICV Partners, LLCMiami, FL · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$694M
349. 6594
     Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
     Citi 61%Pershing 39%
     +00% 1 yr$691M
350. 6595
     Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsWealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
     J.P. Morgan 42%Morgan Stanley 30%Citi 28%
     +00% 1 yr$691M
351. 6637
     Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
     LPL Financial 85%
     +00% 1 yr$681M
352. 6648
     Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton, FL · 12 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
     No custodian reported
     +00% 1 yr$680M
353. 6656
     Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWealth managerWrap sponsor
     Pershing 90%
     +00% 1 yr$678M
354. 6676
     Summit Wealth Partners, LLCOrlando, FL · 783 clientsWealth manager
     Schwab 74%Fidelity 26%
     +00% 1 yr$676M
355. 6677
     Advantage Wealth PartnersFort Myers, FL · 583 clientsWealth managerWrap sponsor
     Fidelity 86%
     +00% 1 yr$675M
356. 6753
     Truvestments Capital LLCSarasota, FL · 1,317 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$661M
357. 6771
     Highpost Capital, LLCWest Palm Beach, FL · 26 clientsPrivate fund adviserAffiliated broker-dealerSanctuary Advisors, LLC
     No custodian reported
     +00% 1 yr$657M
358. 6776
     Polar Capital (america) CorporationTampa, FL · 5 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$656M
359. 6788
     Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
     LPL Financial 59%
     +00% 1 yr$653M
360. 6811
     Dale K. Ehrhart, Inc.Venice, FL · 139 clientsWealth manager
     Schwab 70%Fidelity 30%
     +00% 1 yr$649M