The Wealth Manager database

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6201. 12790
      Astra Ventures52 clients
      Schwab 91%
      +00% 1 yr$180M
6202. 12791
      Eames Financial50 clients
      No custodian reported
      +00% 1 yr$180M
6203. 12792
      Crossover CapitalYardley, PA · 99 clients
      Fidelity 100%
      +00% 1 yr$179M
6204. 12794
      Beers Kight Financial Advisors, LLCColumbia, SC · 100 clients
      Schwab 100%
      +00% 1 yr$179M
6205. 12795
      Waystone Advisors LLC306 clients
      Equity Trust 100%
      +00% 1 yr$179M
6206. 12796
      The Private Investment Group, Inc.Kettering, OH · 184 clients
      Schwab 100%
      +00% 1 yr$179M
6207. 12797
      Palm Wealth PartnersBoca Raton, FL · 696 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$179M
6208. 12798
      The Dowling Group Wealth ManagementGreenwich, CT · 324 clients
      Fidelity 100%
      +00% 1 yr$179M
6209. 12799
      Timmons Wealth ManagementAttleboro, MA · 150 clients
      Schwab 100%
      +00% 1 yr$179M
6210. 12802
      Dolan Capital Advisors, LLCCharlotte, NC · 83 clients
      Schwab 100%
      +00% 1 yr$179M
6211. 12803
      O'connor Wealth Management, Inc.Monrovia, CA · 221 clients
      Wells Fargo 100%
      +00% 1 yr$179M
6212. 12804
      Benchmark Wealth ManagementCincinnati, OH · 76 clients
      Schwab 84%
      +00% 1 yr$179M
6213. 12805
      Brightree Wealth Management, LLC191 clients
      Schwab 100%
      +00% 1 yr$179M
6214. 12807
      Parvin Asset Management, LLCSioux Falls, SD · 101 clients
      Schwab 81%
      +00% 1 yr$179M
6215. 12808
      Mirretti Perryman Wealth Strategies, LLCSkokie, IL · 178 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$179M
6216. 12809
      True Square Financial LLCAtlanta, GA · 73 clients
      Schwab 100%
      +00% 1 yr$179M
6217. 12810
      Collaborative Portfolio ManagementOverland Park, KS · 182 clientsHybrid
      Fidelity 100%
      +00% 1 yr$179M
6218. 12811
      The Planner's Edge LLCMercer Island, WA · 213 clients
      Schwab 100%
      +00% 1 yr$179M
6219. 12814
      Clearview Wealth ManagementIrvine, CA · 386 clients
      Schwab 100%
      +00% 1 yr$179M
6220. 12815
      AJF Capital Management, Inc.New York, NY · 313 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$179M
6221. 12816
      Keystone Financial Resources, LLCBrentwood, TN · 100 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$179M
6222. 12817
      Core Financial AdvisorsSan Bernardino, CA · 249 clientsHybrid
      Schwab 100%
      +00% 1 yr$179M
6223. 12818
      Liberty One Wealth AdvisorsPhiladelphia, PA · 236 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$178M
6224. 12819
      Legacy Wealth Advisors, LLCSan Jose, CA · 62 clients
      Schwab 100%
      +00% 1 yr$178M
6225. 12820
      Glass Lakes Capital Management LLCOverland Park, KS · 140 clients
      Schwab 100%
      +00% 1 yr$178M
6226. 12823
      Aspetuck Financial Management LLCWestport, CT · 99 clients
      Schwab 100%
      +00% 1 yr$178M
6227. 12824
      Avrio Wealth PTE LTDSingapore, Singapore · 136 clients
      Interactive Brokers 100%
      +00% 1 yr$178M
6228. 12826
      Investment Insight Wealth Management, LLC133 clients
      Schwab 100%
      +00% 1 yr$178M
6229. 12830
      Hedges Asset Management LLC28 clientsHybrid
      Schwab 100%
      +00% 1 yr$178M
6230. 12831
      Acme Jack Wealth Management73 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$178M
6231. 12832
      Fiduciary Wealth Group, LLCCenterville, OH · 222 clients
      Fidelity 100%
      +00% 1 yr$178M
6232. 12833
      Wisconsin Wealth Advisors, LLCSun Prairie, WI · 293 clientsHybrid
      Axos 100%
      +00% 1 yr$178M
6233. 12835
      Silicon Private Wealth, LLC89 clientsHybrid
      Schwab 100%
      +00% 1 yr$178M
6234. 12836
      SMB Financial Services, Inc.Portland, OR · 444 clients
      Schwab 100%
      +00% 1 yr$178M
6235. 12837
      Gasber Financial Advisors, IncFolsom, CA · 183 clients
      Schwab 100%
      +00% 1 yr$178M
6236. 12838
      Conway Financial Group, LLCChesterfield, MO · 84 clients
      Schwab 100%
      +00% 1 yr$178M
6237. 12839
      Muntz Financial, LLCDoylestown, PA · 99 clients
      Interactive Brokers 65%Nationwide Investment Services 25%
      +00% 1 yr$178M
6238. 12840
      TDC Capital Advisors, Inc.College Station, TX · 113 clients
      Fidelity 100%
      +00% 1 yr$178M
6239. 12841
      Crossgrain Family Investments, LLC77 clients
      Schwab 100%
      +00% 1 yr$178M
6240. 12842
      M Wealth Management, LLCSan Diego, CA · 358 clients
      Schwab 100%
      +00% 1 yr$178M