*Sourced By Meridian IQ.
To view definitions of each classification click HERE.
|Row Number||Registration||Full Legal Name||Primary Advisory Business Name||State|
|1||New RIAs||Wingate Capital Advisors LLC||Wingate Capital Advisors LLC||OK|
|2||New RIAs||Grupp Financial LLC||Grupp Financial LLC||ID|
|3||New RIAs||Olympus Advisers, LLC||Olympus Advisers, LLC||CA|
|4||Breakaway RIA||Affordable Financial Planning LLC||Affordable Financial Planning LLC||NY|
|5||New RIA Established by IAR||Wiegand Asset Management, LLC||Wiegand Asset Management, LLC||CA|
|6||New RIAs Affiliated with Existing RIAs||Capwealth Insights, LLC||Capwealth Insights, LLC||TN|
|7||New RIAs Affiliated with Existing RIAs||Chloe Advisors, LLC||Chloe Advisors, LLC||NY|
|8||New RIAs Affiliated with Existing RIAs||Doria Advisors, LLC||Doria Advisors, LLC||NY|
|9||New RIAs Affiliated with Existing RIAs||Mallard Advisors||Mallard Advisors||DE|