The Wealth Manager database

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5841. 12280
      Safir Wealth Advisors, LLC67 clients
      Fidelity 100%
      +00% 1 yr$198M
5842. 12281
      Welch Financial Planning, LLCBoulder, CO · 157 clients
      Schwab 100%
      +00% 1 yr$198M
5843. 12284
      Constant Guidance Financial, LLCNorth Attleboro, MA · 240 clients
      Schwab 0%
      +00% 1 yr$198M
5844. 12286
      Entasis Asset Management LLCBrookfield, WI · 159 clients
      Schwab 68%Fidelity 32%
      +00% 1 yr$198M
5845. 12289
      D & P Investment Advisors, LTD.Wakefield, RI · 247 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$198M
5846. 12291
      Accruent Wealth AdvisorsWinston-Salem, NC · 138 clients
      Schwab 100%
      +00% 1 yr$198M
5847. 12292
      Preston InvestmentsKingman, AZ · 2,528 clients
      Schwab 85%
      +00% 1 yr$198M
5848. 12294
      Boardwalk Financial Strategies LLCHartland, WI · 85 clients
      Schwab 100%
      +00% 1 yr$198M
5849. 12295
      Attentive Investments, LLCStockton, CA · 430 clients
      Schwab 100%
      +00% 1 yr$197M
5850. 12296
      Inman Financial Services, Inc.Portland, OR · 237 clients
      Schwab 100%
      +00% 1 yr$197M
5851. 12298
      Copper Beech Financial Group, LLCMoorestown, NJ · 201 clientsHybrid
      SEI 100%
      +00% 1 yr$197M
5852. 12299
      Rydar Equities, Inc.Weatherford, TX · 142 clients
      Schwab 100%
      +00% 1 yr$197M
5853. 12300
      Bautis Financial, LLCMontclair, NJ · 275 clients
      Schwab 100%
      +00% 1 yr$197M
5854. 12302
      APS Investment Management GroupJackson, CA · 557 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$197M
5855. 12303
      Osprey Capital Management Corp.Miami Beach, FLHybridVasiliou & Company Inc.
      UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
      +00% 1 yr$197M
5856. 12305
      Davis Wealth AdvisorsSalem, NH · 92 clients
      Fidelity 100%
      +00% 1 yr$197M
5857. 12306
      Concordia Wealth Management, LLCConcord, MA · 53 clients
      Morgan Stanley 100%
      +00% 1 yr$197M
5858. 12307
      Unified Retirement Planning GroupBriarcliff Manor, NY · 152 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$197M
5859. 12308
      Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWrap sponsor
      Fidelity 72%LPL Financial 28%
      +00% 1 yr$197M
5860. 12311
      REI Wealth Management26 clients
      Raymond James 100%
      +00% 1 yr$197M
5861. 12313
      Bradley Wealth LLCScottsdale, AZ · 204 clients
      Altruist 67%Pershing 30%
      +00% 1 yr$197M
5862. 12315
      The Bendix Financial Group, Inc.Garden City, NY · 211 clientsHybrid
      No custodian reported
      +00% 1 yr$197M
5863. 12316
      Certified Planners, Inc.San Ramon, CA · 188 clients
      Schwab 100%
      +00% 1 yr$197M
5864. 12318
      Kingdom Legacy Advisors223 clients
      Schwab 84%
      +00% 1 yr$197M
5865. 12319
      Avant Financial AdvisorsAustin, TX · 166 clients
      Schwab 100%
      +00% 1 yr$196M
5866. 12320
      Friedenthal Financial, LLCMarlton, NJ · 196 clients
      Schwab 100%
      +00% 1 yr$196M
5867. 12322
      Grand Central Investment Group, LLCTampa, FL · 238 clientsWrap sponsor
      TradePMR / Robinhood 100%
      +00% 1 yr$196M
5868. 12323
      Amphora Wealth Management, LLCChapel Hill, NC · 103 clients
      Fidelity 87%
      +00% 1 yr$196M
5869. 12324
      Reyes Financial Architecture Inc.San Diego, CA · 170 clients
      Schwab 99%
      +00% 1 yr$196M
5870. 12325
      Smith Partners Wealth Management, LLCGreensboro, NC · 123 clients
      Schwab 100%
      +00% 1 yr$196M
5871. 12327
      Hummer Financial Advisory Services Inc44 clients
      Wells Fargo 66%Schwab 34%
      +00% 1 yr$196M
5872. 12328
      Trueman BrownLake Zurich, IL · 129 clients
      Fidelity 100%
      +00% 1 yr$196M
5873. 12329
      Frazier Financial Consultants, LLCChapel Hill, NC · 89 clients
      Schwab 100%
      +00% 1 yr$196M
5874. 12331
      Golden Gate Personal Financial PlanningSan Francisco, CA · 33 clients
      Schwab 100%
      +00% 1 yr$196M
5875. 12334
      Interactive Advisers, Interactive AdvisorsLondon, United Kingdom · 3,467 clientsPublic-company ownedAffiliated broker-dealerInteractive Brokers LLC
      Interactive Brokers 100%
      +00% 1 yr$196M
5876. 12335
      J.K. Financial, Inc.Dallas, TX · 133 clients
      Schwab 100%
      +00% 1 yr$196M
5877. 12336
      J2 Capital Management, Inc.Troy, MI · 209 clients
      Schwab 100%
      +00% 1 yr$196M
5878. 12338
      Tepp Wealth ManagementWestfield, NJ · 149 clients
      Fidelity 100%
      +00% 1 yr$196M
5879. 12341
      Ark Advisors LLCBloomington, IL · 339 clients
      Wells Fargo 86%
      +00% 1 yr$196M
5880. 12345
      Clark & Stuart IncPortland, ME · 180 clients
      Schwab 100%
      +00% 1 yr$196M