The Wealth Manager database

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4841. 10869
      Greenstone Belt Wealth Advisors, LLCChicago, IL · 84 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$260M
4842. 10870
      The Wealth Conservancy, Inc.Boulder, CO · 47 clients
      Schwab 100%
      +00% 1 yr$260M
4843. 10871
      Capital Financial Advisors of New York, LLCClifton Park, NY · 144 clients
      No custodian reported
      +00% 1 yr$260M
4844. 10872
      Archetype Advisors, LLCDoylestown, PA · 275 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$260M
4845. 10876
      Clark Wealth Partners, LLCO'fallon, IL · 464 clients
      Schwab 100%
      +00% 1 yr$260M
4846. 10877
      Finley Financial, LLCLas Vegas, NV · 124 clients
      Fidelity 100%
      +00% 1 yr$260M
4847. 10878
      Bridge Generations Wealth ManagementSouth Miami, FL · 171 clients
      Fidelity 94%
      +00% 1 yr$260M
4848. 10882
      Ridgeline Wealth Planning LLCCenterville, OH · 443 clients
      Schwab 100%
      +00% 1 yr$260M
4849. 10884
      Storyone Family OfficeOverland Park, KS · 135 clients
      Raymond James 100%
      +00% 1 yr$259M
4850. 10885
      Braeburn Wealth Management, LLCMuskegon, MI · 454 clients
      Fidelity 100%
      +00% 1 yr$259M
4851. 10886
      Private Wealth Consulting, LLC143 clients
      Schwab 100%
      +00% 1 yr$259M
4852. 10887
      Cohen Investment Advisors, LLCBedford, NH · 251 clients
      Pershing 100%
      +00% 1 yr$259M
4853. 10888
      Global Financial Advisory Services, Inc.Valencia, CA · 296 clients
      Schwab 100%
      +00% 1 yr$259M
4854. 10889
      Elevation Wealth Management179 clients
      Fidelity 100%
      +00% 1 yr$259M
4855. 10891
      Davis Capital ManagementJacksonville, FL · 232 clients
      Schwab 100%
      +00% 1 yr$259M
4856. 10892
      Kure Advisory, LLCPlymouth, MN · 401 clients
      Schwab 100%
      +00% 1 yr$259M
4857. 10894
      AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clients
      Fidelity 80%
      +00% 1 yr$259M
4858. 10895
      Revel Wealth ManagementElmwood Park, NJ · 49 clients
      Schwab 100%
      +00% 1 yr$259M
4859. 10896
      Cobblestone Asset ManagementRichmond, VA · 432 clientsHybrid
      No custodian reported
      +00% 1 yr$259M
4860. 10897
      Northern Lights Advisors, Inc.Seattle, WA · 123 clients
      Schwab 100%
      +00% 1 yr$259M
4861. 10898
      724 Capital, LLC1,270 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$259M
4862. 10900
      GK Wealth Management LLCReno, NV · 534 clients
      Schwab 100%
      +00% 1 yr$259M
4863. 10901
      Pacific Capital AssociatesSan Diego, CA · 497 clientsHybrid
      Schwab 100%
      +00% 1 yr$259M
4864. 10902
      Shaker InvestmentsBeachwood, OH · 130 clients
      Schwab 100%
      +00% 1 yr$259M
4865. 10903
      Triton Financial Group, IncOklahoma City, OK · 313 clients
      Schwab 100%
      +00% 1 yr$259M
4866. 10904
      Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clients
      Pershing 100%
      +00% 1 yr$259M
4867. 10905
      Financial Institution Services, LLC332 clients
      Fidelity 100%
      +00% 1 yr$259M
4868. 10906
      Steel Tower InvestmentsPittsburgh, PA · 68 clientsAffiliated broker-dealerHBK Sorce Brokerage LLC
      Schwab 86%
      +00% 1 yr$259M
4869. 10907
      Equity Wealth Partners, LLCIndependence, MO · 939 clientsHybrid
      Raymond James 100%
      +00% 1 yr$259M
4870. 10908
      AFT, Forsyth and Company, Inc.Jupiter, FL · 71 clients
      Schwab 100%
      +00% 1 yr$259M
4871. 10909
      Redwood Family Wealth LLCPlano, TX · 235 clientsHybrid
      Raymond James 100%
      +00% 1 yr$259M
4872. 10910
      Nabity-Jensen Investment Management, Inc.Omaha, NE · 92 clientsHybrid
      Schwab 100%
      +00% 1 yr$258M
4873. 10912
      Bush Wealth ManagementValdosta, GA · 496 clients
      Schwab 100%
      +00% 1 yr$258M
4874. 10913
      McDonough Capital Management, Inc.Orlando, FL · 293 clientsHybrid
      Schwab 100%
      +00% 1 yr$258M
4875. 10914
      Horizons Wealth ManagementAsheville, NC · 286 clients
      Schwab 100%
      +00% 1 yr$258M
4876. 10915
      Koenig Investment Advisory, LLCAshland, OR · 293 clients
      Schwab 100%
      +00% 1 yr$258M
4877. 10916
      Bruce G. Allen Investments, LLCDenver, CO · 132 clientsHybrid
      Schwab 100%
      +00% 1 yr$258M
4878. 10919
      Malvern Capital ManagementMalvern, PA · 133 clients
      Fidelity 88%
      +00% 1 yr$258M
4879. 10920
      Kamichu Wealth Management LLC20 clients
      Fidelity 100%
      +00% 1 yr$258M
4880. 10921
      Village Wealth AdvisorsWestlake Village, CA · 240 clients
      Schwab 100%
      +00% 1 yr$258M