The Wealth Manager database

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4121. 9753
      Pointone Family OfficeManhattan Beach, CA · 25 clientsHybrid
      Goldman Sachs 100%
      +00% 1 yr$327M
4122. 9754
      Octavia Investments LLC73 clients
      Schwab 100%
      +00% 1 yr$327M
4123. 9756
      Ardent Capital Management, Inc.Cincinnati, OH · 113 clients
      U.S. Bank 100%
      +00% 1 yr$327M
4124. 9757
      Wilkerson Advisory Group LLCColumbia, MO · 582 clients
      Schwab 100%
      +00% 1 yr$327M
4125. 9758
      Mpwm Advisory Solutions LLCAlpharetta, GA · 589 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$327M
4126. 9759
      Avondale Wealth Management LLCWest Lake Hills, TX · 201 clientsHybrid
      Fidelity 100%
      +00% 1 yr$327M
4127. 9761
      Vantage Point Wealth ManagementPlymouth, MN · 1,223 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$327M
4128. 9762
      Law & Associates IncGlen Echo, MD · 319 clientsHybrid
      Raymond James 100%
      +00% 1 yr$327M
4129. 9765
      Purefi Wealth, LLCBoston, MA · 98 clients
      Fidelity 85%
      +00% 1 yr$326M
4130. 9766
      Base Wealth ManagementLakewood Ranch, FL · 862 clients
      Schwab 73%Fidelity 27%
      +00% 1 yr$326M
4131. 9767
      Entrewealth174 clients
      Schwab 100%
      +00% 1 yr$326M
4132. 9768
      Pack Private Wealth, LLCWayzata, MN · 222 clients
      Schwab 100%
      +00% 1 yr$326M
4133. 9769
      Bay Rivers Group Wealth PartnersWilliamsburg, VA · 401 clientsHybrid
      Schwab 100%
      +00% 1 yr$326M
4134. 9773
      Hurley Capital, LLCNew York, NY · 187 clients
      Schwab 96%
      +00% 1 yr$326M
4135. 9774
      Centerline Wealth Advisors, LLCLouisville, KY · 268 clients
      Schwab 100%
      +00% 1 yr$326M
4136. 9775
      Lifeplan GroupRaleigh, NC · 278 clients
      Schwab 100%
      +00% 1 yr$326M
4137. 9777
      Patron Partners, LLCHouston, TX · 164 clients
      Schwab 100%
      +00% 1 yr$326M
4138. 9778
      Schuchard Capital Management Inc197 clients
      Schwab 100%
      +00% 1 yr$326M
4139. 9780
      Silver Lake Advisory Partners, LLC159 clients
      Schwab 100%
      +00% 1 yr$325M
4140. 9782
      Strategic Wealth Advisors, LLC111 clients
      Schwab 82%
      +00% 1 yr$325M
4141. 9783
      Catawba River CapitalLake Wylie, SC · 275 clients
      Fidelity 100%
      +00% 1 yr$325M
4142. 9784
      Treiberg Wealth ManagementTucson, AZ · 274 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$325M
4143. 9787
      Whipplewood Advisors, LLCLittleton, CO · 377 clientsHybrid
      SEI 100%
      +00% 1 yr$325M
4144. 9788
      Crimson ManagementHouston, TX · 53 clients
      Schwab 100%
      +00% 1 yr$324M
4145. 9789
      EKS AssociatesPrinceton, NJ · 48 clientsHybrid
      Schwab 100%
      +00% 1 yr$324M
4146. 9791
      Vista Investment Management, LLCPittsburgh, PA · 189 clients
      Schwab 100%
      +00% 1 yr$324M
4147. 9792
      Kennicott Capital Management LLC55 clients
      Fidelity 100%
      +00% 1 yr$324M
4148. 9797
      Johnson Wealth Management, LLCGrand Forks, ND · 169 clients
      Schwab 100%
      +00% 1 yr$323M
4149. 9799
      Choice Wealth Advisors LLCWaterville, ME · 602 clientsHybrid
      Schwab 100%
      +00% 1 yr$323M
4150. 9800
      Brown Financial Advisors, LLCMilford, OH · 613 clients
      Schwab 100%
      +00% 1 yr$323M
4151. 9801
      Aull & MonroeMobile, AL · 190 clients
      Schwab 100%
      +00% 1 yr$323M
4152. 9802
      Pacific Sun Financial CorpLos Angeles, CA · 381 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$323M
4153. 9803
      Lauer Capital Management LTDSioux Falls, SD · 90 clients
      Schwab 100%
      +00% 1 yr$323M
4154. 9804
      Next Level Wealth Planning, LLCMeridian, ID · 572 clients
      Raymond James 89%
      +00% 1 yr$323M
4155. 9806
      Fortune Financial Advisors, LLCOverland Park, KS · 206 clients
      Schwab 100%
      +00% 1 yr$323M
4156. 9807
      Carswell Investments, LLCEast Syracuse, NY · 175 clients
      Fidelity 100%
      +00% 1 yr$322M
4157. 9809
      RBS Wealth ManagementAlto, MI · 472 clients
      Schwab 100%
      +00% 1 yr$322M
4158. 9810
      Forte Asset Management, LLC64 clients
      Fidelity 100%
      +00% 1 yr$322M
4159. 9812
      Kapstone Financial Advisors LLCLebanon, OH · 508 clients
      Raymond James 100%
      +00% 1 yr$322M
4160. 9814
      Financial Transparency235 clients
      Schwab 51%Axos 49%
      +00% 1 yr$322M