The Wealth Manager database

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5721. 12107
      Osbon Capital Management, LLCBoston, MA · 57 clients
      Fidelity 100%
      +00% 1 yr$205M
5722. 12108
      Safebridge LLC88 clients
      No custodian reported
      +00% 1 yr$205M
5723. 12110
      Blue Marble InvestmentsSanta Barbara, CA · 243 clientsHybrid
      Schwab 100%
      +00% 1 yr$205M
5724. 12112
      Enduring Wealth Management, LLCMeridian, ID · 173 clientsHybrid
      Raymond James 100%
      +00% 1 yr$205M
5725. 12113
      Chesapeake Investment Management LLCMcLean, VA · 395 clientsHybrid
      No custodian reported
      +00% 1 yr$205M
5726. 12115
      Flavin Financial Services, Inc.Melbourne, FL · 182 clients
      Fidelity 62%Schwab 38%
      +00% 1 yr$205M
5727. 12116
      3rd Creek Investments108 clients
      Schwab 100%
      +00% 1 yr$205M
5728. 12117
      Kirk Capital Advisors LLCVienna, VA · 136 clients
      Schwab 100%
      +00% 1 yr$205M
5729. 12118
      Northavenue LLCColumbus, OH · 138 clients
      Schwab 100%
      +00% 1 yr$205M
5730. 12119
      The Herbst Group, LLC190 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$205M
5731. 12121
      Kohlhepp Investment Advisors, LTD.Doylestown, PA · 201 clientsHybrid
      Schwab 100%
      +00% 1 yr$205M
5732. 12122
      Mittelman Wealth Management33 clients
      Schwab 100%
      +00% 1 yr$205M
5733. 12123
      Donalies Financial Planning, LLC135 clients
      Schwab 100%
      +00% 1 yr$205M
5734. 12124
      Momentum Wealth Planning127 clients
      Schwab 100%
      +00% 1 yr$205M
5735. 12126
      McGinn Penninger Investment Management Inc.Alexandria, VA · 332 clients
      No custodian reported
      +00% 1 yr$204M
5736. 12127
      The William Allan CorporationFort Collins, CO · 239 clients
      Schwab 100%
      +00% 1 yr$204M
5737. 12128
      Guardant Wealth AdvisorsMiami, FL · 58 clients
      Schwab 100%
      +00% 1 yr$204M
5738. 12129
      Prospect Financial Group LLC48 clients
      Schwab 100%
      +00% 1 yr$204M
5739. 12130
      John A. Bysko AssociatesOld Lyme, CT · 124 clients
      No custodian reported
      +00% 1 yr$204M
5740. 12132
      Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clients
      Schwab 52%Merrill / Bank of America 48%
      +00% 1 yr$204M
5741. 12134
      Royal Capital Wealth Management LLC68 clients
      Schwab 100%
      +00% 1 yr$204M
5742. 12135
      Frankly Finances29 clients
      Schwab 100%
      +00% 1 yr$204M
5743. 12136
      Portus Wealth Advisors, LLCCharlotte, NC · 137 clients
      Schwab 100%
      +00% 1 yr$204M
5744. 12138
      MB Family AdvisorsNew York, NY · 8 clients
      No custodian reported
      +00% 1 yr$204M
5745. 12139
      Viden Arbor Capital21 clients
      Schwab 100%
      +00% 1 yr$204M
5746. 12140
      Merkkuri Wealth Advisors LLCJericho, NY · 286 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$204M
5747. 12141
      Commercial Trust Financial ServicesFayette, MO · 927 clientsBank-affiliatedHybrid
      LPL Financial 100%
      +00% 1 yr$204M
5748. 12142
      Teton Wealth Group LLCMurray, UT · 849 clients
      Fidelity 100%
      +00% 1 yr$204M
5749. 12143
      Gehrig Capital Management, Inc.Merrillville, IN · 652 clients
      Fidelity 100%
      +00% 1 yr$204M
5750. 12146
      Moler Capital Management87 clients
      Schwab 100%
      +00% 1 yr$204M
5751. 12147
      UP North Financial, LLCTraverse City, MI · 337 clients
      Fidelity 100%
      +00% 1 yr$204M
5752. 12148
      Rochester Wealth Strategies, LLCRochester, MI · 141 clients
      Schwab 100%
      +00% 1 yr$204M
5753. 12150
      Lightsquare Wealth Management, LLCBingham Farms, MI · 172 clients
      Raymond James 100%
      +00% 1 yr$204M
5754. 12151
      Element Squared Private WealthMinneapolis, MN · 478 clients
      Fidelity 100%
      +00% 1 yr$203M
5755. 12155
      Kahala Financial Advisors, LLCHonolulu, HI · 163 clients
      Schwab 100%
      +00% 1 yr$203M
5756. 12157
      WJ Financial Advisors, LLCKillingworth, CT · 274 clients
      Schwab 100%
      +00% 1 yr$203M
5757. 12158
      McDermott Investment Advisors, LLCNaples, FL · 618 clientsHybridMcDermott Investment Services, LLC, clears through Hilltop Securities
      Hilltop Securities 100%
      +00% 1 yr$203M
5758. 12159
      New Horizons Wealth ManagementCedar Knolls, NJ · 228 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$203M
5759. 12160
      Ball & Company154 clients
      Fidelity 100%
      +00% 1 yr$203M
5760. 12161
      Independent Wealth Management, LLCTraverse City, MI · 176 clients
      Fidelity 100%
      +00% 1 yr$203M