The Wealth Manager database

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6321. 12953
      FMA Wealth Management, LLCDuxbury, MA · 144 clients
      Schwab 100%
      +00% 1 yr$174M
6322. 12954
      Hanseatic Management Services IncAlbuquerque, NM · 216 clients
      Interactive Brokers 100%
      +00% 1 yr$174M
6323. 12955
      Athena Wealth Management, LLCReno, NV · 144 clientsHybrid
      Fidelity 100%
      +00% 1 yr$174M
6324. 12956
      Chancellor Wealth Management, Inc.Atlanta, GA · 119 clients
      Schwab 100%
      +00% 1 yr$174M
6325. 12957
      Ivanoff Wealth Management Inc.Cypress, CA · 618 clients
      Schwab 100%
      +00% 1 yr$174M
6326. 12958
      Infinity Financial Services AdvisoryOakland, CA · 657 clientsHybridInfinity Securities, Inc.
      Schwab 67%RBC 33%
      +00% 1 yr$174M
6327. 12959
      Levatus LLCBoston, MA · 46 clients
      Schwab 100%
      +00% 1 yr$174M
6328. 12960
      CLP Asset Management, LLC6 clients
      Schwab 100%
      +00% 1 yr$174M
6329. 12962
      Servo Wealth Management LLCOklahoma City, OK · 89 clients
      Schwab 100%
      +00% 1 yr$174M
6330. 12963
      Blakely Walters Wealth ManagementScottsdale, AZ · 314 clientsHybrid
      SEI 100%
      +00% 1 yr$174M
6331. 12966
      Anchor Point FinancialBakersfield, CA · 171 clients
      Schwab 100%
      +00% 1 yr$174M
6332. 12967
      Benchmark Capital Group LTD.Galena, IL · 166 clients
      Schwab 63%Axos 37%
      +00% 1 yr$174M
6333. 12968
      Douglass Investment GroupWichita, KS · 142 clients
      Raymond James 100%
      +00% 1 yr$174M
6334. 12969
      RLB FinancialSpringfield, MO · 607 clients
      Schwab 100%
      +00% 1 yr$174M
6335. 12970
      Pinafore Wealth Counsel Inc.Durham, NC · 105 clients
      Schwab 100%
      +00% 1 yr$174M
6336. 12971
      Neuenschwander Asset Management, LLCMcFarland, WI · 199 clients
      Fidelity 100%
      +00% 1 yr$174M
6337. 12972
      Price Financial Group Wealth Management, Inc.Portland, OR · 549 clientsWrap sponsor
      Schwab 99%
      +00% 1 yr$173M
6338. 12974
      IFCAuburn, CA · 1,050 clients
      Schwab 0%Altruist 0%
      +00% 1 yr$173M
6339. 12976
      Paradigm Capital ManagementReno, NV · 125 clients
      Schwab 100%
      +00% 1 yr$173M
6340. 12978
      Innis Investments237 clients
      Apex Fintech 100%
      +00% 1 yr$173M
6341. 12980
      Leibman Financial Servces, Inc.Louisville, NE · 270 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$173M
6342. 12981
      Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clients
      Schwab 87%
      +00% 1 yr$173M
6343. 12982
      Gasaway Investment Advisors, Inc.Kalamazoo, MI · 446 clients
      Raymond James 59%Matrix Trust Co 41%
      +00% 1 yr$173M
6344. 12983
      International Asset ManagementSan Mateo, CA · 190 clients
      Schwab 63%Interactive Brokers 37%
      +00% 1 yr$173M
6345. 12984
      Azzendo Wealth AdvisorsHollywood, FL · 102 clients
      Schwab 100%
      +00% 1 yr$173M
6346. 12986
      Wabash Capital, Inc.Terre Haute, IN · 499 clients
      No custodian reported
      +00% 1 yr$173M
6347. 12987
      Shuttleworth & CompanyPowell, OH · 204 clients
      Schwab 100%
      +00% 1 yr$173M
6348. 12988
      Zynergy Retirement PlanningRed Bank, NJ · 172 clients
      Schwab 100%
      +00% 1 yr$173M
6349. 12989
      Stronghold Wealth Management L.L.C.Tampa, FL · 145 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$173M
6350. 12992
      Midwestern Financial GroupIowa City, IA · 135 clients
      Schwab 88%
      +00% 1 yr$173M
6351. 12993
      Ridgeline Private WealthMesa, AZ · 186 clients
      Schwab 100%
      +00% 1 yr$173M
6352. 12994
      Liberty Asset Management, Inc.Woodridge, IL · 243 clients
      Fidelity 100%
      +00% 1 yr$173M
6353. 12995
      Cornermen Financial, LLCSan Antonio, TX · 379 clients
      SEI 100%
      +00% 1 yr$173M
6354. 12997
      Yanni & Associates Investment Advisors, LLCWexford, PA · 109 clients
      Schwab 100%
      +00% 1 yr$173M
6355. 12998
      Wealthbuilders InvestmentsGreenwood Village, CO · 271 clients
      Schwab 100%
      +00% 1 yr$173M
6356. 12999
      Walnut Private Equity Partners, LLCOmaha, NE · 2 clients
      BNY 93%
      +00% 1 yr$173M
6357. 13001
      Wealth Management SolutionsScottsdale, AZ · 99 clients
      Schwab 100%
      +00% 1 yr$173M
6358. 13002
      Cedar Valley Wealth AdvisorsCedar Falls, IA · 97 clients
      Schwab 54%Fidelity 46%
      +00% 1 yr$173M
6359. 13005
      Aeternitas Investment Management, LLCYardley, PA · 66 clients
      Fidelity 100%
      +00% 1 yr$173M
6360. 13007
      Vannoy Advisory Group, Inc.Austin, TX · 54 clients
      Schwab 100%
      +00% 1 yr$172M