The Wealth Manager database

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4481. 10322
      Aspire Wealth ArchitectsWexford, PA · 137 clients
      Schwab 100%
      +00% 1 yr$290M
4482. 10323
      Mbia Capital AdvisorsCincinnati, OH · 258 clients
      Schwab 45%UBS 36%
      +00% 1 yr$290M
4483. 10324
      Fox Hill Wealth ManagementDedham, MA · 410 clients
      Schwab 93%
      +00% 1 yr$290M
4484. 10325
      Gimbal Financial, LLCCarmel, IN · 388 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$290M
4485. 10326
      Retirement Portfolios, LLCLawrence, KS · 245 clients
      Altruist 100%
      +00% 1 yr$290M
4486. 10327
      Full Financial Inc.264 clients
      Schwab 94%
      +00% 1 yr$290M
4487. 10329
      Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWrap sponsor
      LPL Financial 59%SEI 41%
      +00% 1 yr$290M
4488. 10331
      Orser Capital Management LLCSouthlake, TX · 141 clients
      Schwab 100%
      +00% 1 yr$290M
4489. 10334
      Bluefin FinancialMoorestown, NJ · 331 clients
      Schwab 100%
      +00% 1 yr$290M
4490. 10336
      Hiley Hunt Wealth Management, Inc.Omaha, NE · 265 clients
      Schwab 100%
      +00% 1 yr$290M
4491. 10338
      Family CFO Inc53 clients
      Schwab 100%
      +00% 1 yr$289M
4492. 10339
      Grant Koehler & Levin LTD.191 clients
      Fidelity 100%
      +00% 1 yr$289M
4493. 10341
      Gradient Advisors, LLCArden Hills, MN · 2,152 clientsHybridGradient Securities, LLC
      Schwab 77%SEI 23%
      +00% 1 yr$289M
4494. 10346
      North Star Advisory Group, LLCBeachwood, OH · 484 clients
      Schwab 88%
      +00% 1 yr$289M
4495. 10347
      Guardian Wealth Management Inc.Peoria, IL · 190 clientsHybrid
      Schwab 91%
      +00% 1 yr$289M
4496. 10348
      PFG Private Wealth Management, LLCLutz, FL · 478 clients
      Schwab 100%
      +00% 1 yr$289M
4497. 10349
      Impactfolio LLCDenver, CO · 127 clients
      Schwab 100%
      +00% 1 yr$289M
4498. 10352
      Greenhouse Wealth Management, LLCWestport, CT · 71 clients
      Schwab 100%
      +00% 1 yr$289M
4499. 10355
      Philip Vongontard, CFA, LLCSt.louis, MO · 55 clients
      Schwab 100%
      +00% 1 yr$289M
4500. 10357
      Financial Guidance Group, Inc.296 clients
      Shareholders Service Group 100%
      +00% 1 yr$288M
4501. 10358
      Oak Harbor Wealth Partners269 clients
      Schwab 100%
      +00% 1 yr$288M
4502. 10360
      Traction Financial PartnersEncampment, WY · 338 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$288M
4503. 10362
      Worth Asset ManagementDallas, TX · 333 clientsHybrid
      Schwab 100%
      +00% 1 yr$288M
4504. 10363
      Echo Wealth Management, LLCPlymouth, MN · 144 clients
      Schwab 100%
      +00% 1 yr$288M
4505. 10364
      Innova Wealth Partners, LLCNewtown, PA · 521 clients
      Schwab 100%
      +00% 1 yr$288M
4506. 10365
      Kanani Advisory Group Inc.Irvine, CA · 598 clients
      Fidelity 75%Schwab 25%
      +00% 1 yr$288M
4507. 10367
      Financial Independence, LLCWarwick, RI · 279 clients
      Fidelity 100%
      +00% 1 yr$288M
4508. 10368
      Capital Cities InvestmentsIndianapolis, IN · 476 clientsHybrid
      Schwab 100%
      +00% 1 yr$288M
4509. 10369
      Optivise Advisory Services LLCFranklin, TN · 1,233 clientsHybrid
      Schwab 100%
      +00% 1 yr$288M
4510. 10370
      Factorpoint Planning, LLCPittsford, NY · 141 clients
      Schwab 100%
      +00% 1 yr$288M
4511. 10375
      One Wealth MAP, LLCLas Vegas, NV · 223 clients
      No custodian reported
      +00% 1 yr$287M
4512. 10376
      Burkholder & Associates, LLCWashington, DC · 93 clientsHybrid
      Fidelity 100%
      +00% 1 yr$287M
4513. 10378
      Valtrion Capital Management, LLCFranklin, TN · 188 clientsBank-affiliated
      Schwab 57%Fidelity 43%
      +00% 1 yr$287M
4514. 10382
      Rice Financial Consulting, Inc.Los Gatos, CA · 369 clients
      Schwab 65%Axos 35%
      +00% 1 yr$287M
4515. 10383
      Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$287M
4516. 10384
      Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clients
      Schwab 100%
      +00% 1 yr$287M
4517. 10386
      McBeath Financial GroupNormal, IL · 237 clients
      Schwab 100%
      +00% 1 yr$287M
4518. 10387
      Pathways Wealth Management, Inc.508 clients
      Fidelity 100%
      +00% 1 yr$287M
4519. 10389
      Lynx Capital Group LTD71 clients
      Fidelity 100%
      +00% 1 yr$287M
4520. 10390
      Alchemi Wealth, LLCEssex, CT · 1,136 clients
      Schwab 100%
      +00% 1 yr$287M