The Wealth Manager database

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4361. 10128
      Core FinancialEl Segundo, CA · 129 clientsWrap sponsor
      Fidelity 53%Schwab 38%
      +00% 1 yr$302M
4362. 10129
      Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clients
      Fidelity 77%Schwab 23%
      +00% 1 yr$301M
4363. 10131
      Blue Diamond Capital Investment AdvisorsProvo, UT · 10 clients
      No custodian reported
      +00% 1 yr$301M
4364. 10132
      Seneschal Family OfficeTacoma, WA · 227 clients
      Schwab 100%
      +00% 1 yr$301M
4365. 10135
      FFP Wealth Management, LLCCoon Rapids, MN · 317 clients
      Schwab 50%Fidelity Distributors Company 50%
      +00% 1 yr$301M
4366. 10136
      Kinloch Capital, LLCGlen Allen, VA · 185 clients
      Schwab 100%
      +00% 1 yr$301M
4367. 10139
      Headway WealthDurham, United Kingdom · 599 clients
      AJ Bell 100%
      +00% 1 yr$301M
4368. 10140
      RetirableNew York, NY · 2,210 clients
      Altruist 100%
      +00% 1 yr$301M
4369. 10141
      Johnson Financial AdvisorsTempe, AZ · 297 clientsHybrid
      Fidelity 100%
      +00% 1 yr$301M
4370. 10143
      Vital Wealth Management, LLCRosemont, IL · 300 clients
      Schwab 100%
      +00% 1 yr$301M
4371. 10145
      Trunorth AdvisorsGreenville, SC · 1,107 clients
      Schwab 100%
      +00% 1 yr$301M
4372. 10147
      Cauble & Harre Wealth Management, Inc.St. Louis, MO · 106 clients
      Fidelity 77%Schwab 23%
      +00% 1 yr$301M
4373. 10148
      Transition Financial Advisors Group, LLC149 clients
      Schwab 76%National Bank Independent Network 24%
      +00% 1 yr$301M
4374. 10149
      Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsHybrid
      Pershing 65%
      +00% 1 yr$301M
4375. 10151
      Pinnacle Capital Management, LLCEast Syracuse, NY · 511 clientsHybridPinnacle Investments, LLC
      Wells Fargo 100%
      +00% 1 yr$300M
4376. 10153
      Stangier Wealth ManagementClackamas, OR · 496 clients
      Axos 100%
      +00% 1 yr$300M
4377. 10154
      Summit Place Financial Advisors, LLCSummit, NJ · 59 clients
      Schwab 100%
      +00% 1 yr$300M
4378. 10155
      Westwood Wealth ManagementLos Angeles, CA · 130 clients
      LPL Financial 100%
      +00% 1 yr$300M
4379. 10156
      Capital Wealth Alliance, LLCScottsdale, AZ · 348 clientsHybrid
      Raymond James 100%
      +00% 1 yr$300M
4380. 10157
      Wealth Advisors Network, Inc.Hastings, NE · 494 clientsHybrid
      Fidelity 90%
      +00% 1 yr$300M
4381. 10160
      Cloud Capital ManagementSeattle, WA · 131 clients
      Schwab 100%
      +00% 1 yr$300M
4382. 10161
      Spreng Capital Management, Inc.Bucyrus, OH · 944 clients
      Schwab 100%
      +00% 1 yr$300M
4383. 10162
      Optimum Financial Services, LLCJackson, MS · 242 clients
      Fidelity 100%
      +00% 1 yr$300M
4384. 10163
      Guardian Wealth Advisors, LLCSt Louis Park, MN · 260 clients
      Schwab 100%
      +00% 1 yr$300M
4385. 10164
      Azzendo Wealth AdvisorsCoral Gables, FL · 245 clients
      Schwab 100%
      +00% 1 yr$300M
4386. 10165
      Birchcreek Wealth Management, LLCMiami Township, OH · 198 clients
      Fidelity 100%
      +00% 1 yr$300M
4387. 10167
      Kennon FinancialSarasota, FL · 741 clients
      Schwab 100%
      +00% 1 yr$300M
4388. 10170
      Capital West Partners, LLCTucson, AZ · 173 clients
      No custodian reported
      +00% 1 yr$300M
4389. 10171
      Silver Oak Wealth Advisors Services, LLCLos Angeles, CA · 142 clients
      Schwab 100%
      +00% 1 yr$300M
4390. 10174
      Stonecrop Wealth Advisors, LLCWest Chester, PA · 1,230 clients
      Fidelity 100%
      +00% 1 yr$300M
4391. 10175
      Security First FinancialSwartz Creek, MI · 640 clients
      Schwab 100%
      +00% 1 yr$300M
4392. 10176
      Maner WealthLansing, MI · 492 clients
      Schwab 70%Fidelity 30%
      +00% 1 yr$299M
4393. 10179
      Stonepath Wealth ManagementTraverse City, MI · 606 clients
      Raymond James 100%
      +00% 1 yr$299M
4394. 10181
      Peterson Financial Group, Inc.Des Moines, IA · 522 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$299M
4395. 10182
      Hamrick Investment Counsel, LLCSeattle, WA · 101 clients
      No custodian reported
      +00% 1 yr$299M
4396. 10183
      Kovalcik & Geraghty Wealth Partners LLPUpper Arlington, OH · 277 clients
      Raymond James 100%
      +00% 1 yr$299M
4397. 10185
      Gatepass Capital, LLCIndependence, OH · 167 clients
      Schwab 60%Fidelity 37%
      +00% 1 yr$299M
4398. 10188
      Dovetail Financial Group LLCWilmington, NC · 342 clients
      Raymond James 71%Schwab 29%
      +00% 1 yr$299M
4399. 10191
      Physician Wealth Solutions109 clients
      Schwab 100%
      +00% 1 yr$299M
4400. 10193
      Aqua Advisors LLC51 clients
      Citi 32%
      +00% 1 yr$299M