The Wealth Manager database

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4281. 10002
      Windward Private Wealth Management Inc.Overland Park, KS · 235 clients
      Schwab 100%
      +00% 1 yr$310M
4282. 10005
      Trunorth Financial Services, Inc.Chambersburg, PA · 445 clients
      Fidelity Distributors Company 82%
      +00% 1 yr$309M
4283. 10006
      Beacon Financial Strategies Corp.Raleigh, NC · 141 clients
      Schwab 100%
      +00% 1 yr$309M
4284. 10009
      AIM CapitalScottsdale, AZ · 246 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$309M
4285. 10011
      Milestone Asset Management Group, LLCAvon, CT · 214 clients
      Fidelity 100%
      +00% 1 yr$309M
4286. 10012
      Meriwether Wealth & Planning, LLCMinden, LA · 607 clients
      SEI 100%
      +00% 1 yr$309M
4287. 10014
      Synergy Financial Partners, LLCDenver, CO · 526 clientsHybrid
      Fidelity 100%
      +00% 1 yr$309M
4288. 10015
      New Perspectives, Inc.Ridgeland, MS · 423 clients
      Schwab 100%
      +00% 1 yr$309M
4289. 10017
      Finivi Inc.Westborough, MA · 683 clients
      Schwab 100%
      +00% 1 yr$308M
4290. 10018
      Beacon Wealthcare LLCRaleigh, NC · 908 clients
      No custodian reported
      +00% 1 yr$308M
4291. 10019
      Merit Financial Partners LLCMaspeth, NY · 197 clients
      Schwab 100%
      +00% 1 yr$308M
4292. 10021
      Covington & Associates, Inc.Westfield, NJ · 45 clients
      Fidelity 86%
      +00% 1 yr$308M
4293. 10022
      Broadway Wealth SolutionsSan Antonio, TX · 906 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$308M
4294. 10023
      Kotys Wealth ProfessionalsValparaiso, IN · 321 clients
      Schwab 100%
      +00% 1 yr$308M
4295. 10026
      Allsquare Wealth Management, LLCAlbany, NY · 436 clientsHybrid
      Pershing 100%
      +00% 1 yr$308M
4296. 10027
      YIM Investment Management, LLCHonolulu, HI · 523 clientsHybrid
      No custodian reported
      +00% 1 yr$308M
4297. 10028
      Marathon Financial GroupBoston, MA · 118 clients
      Fidelity 100%
      +00% 1 yr$308M
4298. 10029
      Generations Wealth, LLCCincinnati, OH · 79 clients
      Schwab 89%
      +00% 1 yr$308M
4299. 10030
      Gentry Private WealthWichita, KS · 257 clientsWrap sponsor
      Schwab 86%
      +00% 1 yr$308M
4300. 10032
      Compass Wealth Management, LLCAtlanta, GA · 171 clients
      Schwab 100%
      +00% 1 yr$308M
4301. 10033
      Holland Advisory Services, Inc.Ormond Beach, FL · 527 clients
      Fidelity 100%
      +00% 1 yr$308M
4302. 10035
      Prepared Retirement Institute LLCMontgomeryville, PA · 259 clients
      Schwab 100%
      +00% 1 yr$308M
4303. 10037
      Commons Capital, LLCNeedham, MA · 226 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$307M
4304. 10039
      Copley Investment Management, LLC553 clients
      Schwab 100%
      +00% 1 yr$307M
4305. 10042
      Kevin M. Gibney and Company, LLCIselin, NJ · 108 clients
      Fidelity 70%Schwab 30%
      +00% 1 yr$307M
4306. 10043
      N10° AssetsGreenwich, CT · 101 clients
      Goldman Sachs 100%
      +00% 1 yr$307M
4307. 10044
      Spectra Investment Management, LLCStuart, FL · 49 clients
      Fidelity 66%Northern Trust 34%
      +00% 1 yr$307M
4308. 10046
      One Wealth Capital Management, LLCScottsdale, AZ · 261 clients
      Schwab 100%
      +00% 1 yr$307M
4309. 10047
      Craft & Sage WealthKansas City, MO · 531 clients
      Assetmark Brokerage 100%
      +00% 1 yr$307M
4310. 10050
      GFG SolutionsOrlando, FL · 315 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$307M
4311. 10051
      Heritage Asset Advisors LTD., LLP391 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$307M
4312. 10053
      Blue Sky Capital Consultants Group, Inc.Poway, CA · 506 clientsHybrid
      Schwab 100%
      +00% 1 yr$306M
4313. 10055
      McAllister Capital ManagementJackson, MS · 210 clients
      Schwab 100%
      +00% 1 yr$306M
4314. 10056
      Mardin Capital GroupRye, NH · 238 clients
      Altruist 100%
      +00% 1 yr$306M
4315. 10057
      Fidelis IMMedford, OR · 275 clients
      Schwab 100%
      +00% 1 yr$306M
4316. 10062
      Hendershott Wealth Management, LLCFishers, IN · 158 clients
      Schwab 90%
      +00% 1 yr$306M
4317. 10063
      Finer Wealth Management, Inc.Salem, MA · 277 clients
      Schwab 100%
      +00% 1 yr$306M
4318. 10066
      Winans InvestmentsLas Vegas, NV · 276 clients
      Schwab 100%
      +00% 1 yr$306M
4319. 10067
      Varra FinancialLouisville, CO · 525 clientsHybrid
      SEI 90%
      +00% 1 yr$306M
4320. 10068
      Joel Adams and Associates Inc.Asheville, NC · 284 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$306M