The Wealth Manager database

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4801. 10810
      Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsHybrid
      Assetmark 96%
      +00% 1 yr$263M
4802. 10812
      Gallagher Capital Advisors, LLC302 clients
      Schwab 100%
      +00% 1 yr$263M
4803. 10814
      JC Capital Advisors Group LLCStamford, CT · 215 clients
      No custodian reported
      +00% 1 yr$263M
4804. 10818
      Nerdwallet Wealth Partners, LLCNew York, NY · 694 clientsPublic-company owned
      Schwab 100%
      +00% 1 yr$263M
4805. 10819
      Redwood Financial NetworkSolon, OH · 1,019 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$263M
4806. 10820
      Semus Wealth Partners, LLCBoca Raton, FL · 147 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$263M
4807. 10821
      Salus Financial Advisors365 clients
      Fidelity 86%
      +00% 1 yr$263M
4808. 10823
      Tamalpais Asset ManagementLarkspur, CA · 264 clientsHybrid
      Schwab 100%
      +00% 1 yr$263M
4809. 10825
      Waterstone Financial Advisory LLCFort Myers, FL · 291 clients
      Fidelity 100%
      +00% 1 yr$262M
4810. 10826
      Stark Wealth Management LLCBethlehem, PA · 531 clients
      SEI 96%
      +00% 1 yr$262M
4811. 10827
      Private Financial CounselingLos Angeles, CA · 254 clients
      Schwab 100%
      +00% 1 yr$262M
4812. 10828
      Horizon Financial Services, LLCWinston Salem, NC · 395 clients
      Schwab 100%
      +00% 1 yr$262M
4813. 10829
      Charleston Financial Advisors, LLCCharleston, SC · 203 clients
      Schwab 100%
      +00% 1 yr$262M
4814. 10830
      Brucke Financial, Inc.754 clients
      Schwab 100%
      +00% 1 yr$262M
4815. 10834
      Timecapital Investor Advisory Services IncPort Jefferson Station, NY · 217 clientsHybridTimecapital Securities Corporation
      Pershing 100%
      +00% 1 yr$262M
4816. 10835
      Team Financial StrategiesAbilene, TX · 292 clients
      Fidelity 86%
      +00% 1 yr$262M
4817. 10838
      Bradford Financial Services Corp577 clientsHybridOsaic Wealth, Inc.
      No custodian reported
      +00% 1 yr$262M
4818. 10840
      Kiplinger Wealth AdvisorsSpringboro, OH · 434 clientsWrap sponsorHybrid
      Altruist 95%
      +00% 1 yr$262M
4819. 10841
      Bull Oak Capital, LLCRancho Santa Fe, CA · 125 clients
      Altruist 100%
      +00% 1 yr$262M
4820. 10842
      Convoy Investments, LLC32 clients
      UBS 45%Interactive Brokers 35%
      +00% 1 yr$262M
4821. 10843
      Tandem Wealth AdvisorsPhoenix, AZ · 310 clients
      Schwab 86%
      +00% 1 yr$262M
4822. 10844
      WJ Wealth ManagementGlendale, AZ · 918 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$262M
4823. 10846
      Sage Stone Wealth Management LLCLa Jolla, CA · 126 clients
      Fidelity 100%
      +00% 1 yr$261M
4824. 10847
      Wellington Investment AdvisorsBloomington, IN · 386 clientsHybrid
      Schwab 100%
      +00% 1 yr$261M
4825. 10848
      Utopia Wealth Management, LLCCoconut Creek, FL · 62 clients
      Schwab 100%
      +00% 1 yr$261M
4826. 10850
      Elco Management Company, LLCNew York, NY · 154 clientsWrap sponsor
      Schwab 75%RBC 25%
      +00% 1 yr$261M
4827. 10851
      Corepath Wealth Partners LLCScottsdale, AZ · 230 clients
      Fidelity 100%
      +00% 1 yr$261M
4828. 10852
      Financial Designs Wealth ManagementMiami, FL · 181 clientsHybrid
      Fidelity 100%
      +00% 1 yr$261M
4829. 10853
      Portfolio Advisors, Inc.Fresno, CA · 238 clients
      Schwab 100%
      +00% 1 yr$261M
4830. 10855
      Keystone Asset Management, Inc.McLean, VA · 134 clients
      No custodian reported
      +00% 1 yr$261M
4831. 10856
      Prevail Wealth ManagementKirkland, WA · 264 clients
      Schwab 100%
      +00% 1 yr$261M
4832. 10857
      Trustwell Financial Advisors, LLCJacksonville, FL · 366 clients
      Schwab 100%
      +00% 1 yr$261M
4833. 10858
      Viawealth, LLCLeawood, KS · 87 clients
      Schwab 100%
      +00% 1 yr$261M
4834. 10859
      GLR PartnersColumbia, MD · 173 clientsHybrid
      Schwab 100%
      +00% 1 yr$261M
4835. 10861
      Winebrenner Capital Management LLCLouisville, KY · 459 clients
      Schwab 86%
      +00% 1 yr$260M
4836. 10863
      Alamar Capital Management, LLCSanta Barbara, CA · 103 clients
      Schwab 100%
      +00% 1 yr$260M
4837. 10864
      Banker Investment GroupWest Lafayette, IN · 468 clients
      Schwab 100%
      +00% 1 yr$260M
4838. 10866
      Brendel Financial Advisors LLCHanover, NH · 325 clientsHybrid
      Schwab 100%
      +00% 1 yr$260M
4839. 10867
      Vistica Wealth Advisors, LLCCarlsbad, CA · 122 clients
      Schwab 100%
      +00% 1 yr$260M
4840. 10868
      RFM Financial Solutions, LLCMt. Pleasant, MI · 570 clients
      Schwab 100%
      +00% 1 yr$260M