The Wealth Manager database

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6601. 13319
      Newground Social InvestmentSeattle, WA · 120 clients
      Schwab 100%
      +00% 1 yr$161M
6602. 13320
      Williams Wealth Management Group, Inc.Bradenton, FL · 475 clients
      Schwab 100%
      +00% 1 yr$161M
6603. 13321
      Broadwater Capital Management LLCBoston, MA · 36 clients
      Fidelity 100%
      +00% 1 yr$161M
6604. 13324
      Lauer Wealth ManagementValparaiso, IN · 404 clients
      Schwab 80%
      +00% 1 yr$161M
6605. 13325
      Eagle Harbor Asset Management, Inc.203 clients
      Schwab 89%
      +00% 1 yr$161M
6606. 13326
      Medicus Wealth Planning, Inc.Draper, UT · 196 clients
      Fidelity 100%
      +00% 1 yr$161M
6607. 13329
      Going Cpas & Wealth Advisors, LLPOpelousas, LA · 324 clients
      Schwab 100%
      +00% 1 yr$161M
6608. 13331
      Research & Portfolio ManagementCrescent Springs, KY · 259 clients
      Raymond James 100%
      +00% 1 yr$161M
6609. 13333
      Steward Advisors, LLCChicago, IL · 109 clients
      Schwab 100%
      +00% 1 yr$161M
6610. 13334
      ZendamentalsChicago, IL · 424 clients
      Altruist 100%
      +00% 1 yr$161M
6611. 13335
      Martinwright Advisory, LLCAtlanta, GA · 116 clients
      Goldman Sachs 100%
      +00% 1 yr$161M
6612. 13336
      Kelly Wealth Management, Inc.Royal Oak, MI · 529 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$161M
6613. 13337
      Dorman Financial Management, P.A.Maitland, FL · 262 clients
      Schwab 100%
      +00% 1 yr$161M
6614. 13340
      Bountiful Investment Management LLCRumford, RI · 560 clients
      Schwab 100%
      +00% 1 yr$161M
6615. 13341
      Collier Financial, IncDenver, CO · 172 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$161M
6616. 13342
      Kropog Financial Group, LLCMandeville, LA · 221 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$160M
6617. 13343
      Witt Financial Group, LLCCrossville, TN · 314 clients
      No custodian reported
      +00% 1 yr$160M
6618. 13344
      Fenix TradingNew York, NY · 447 clientsHybridFenix Securities, LLC
      Stonex Financial 100%
      +00% 1 yr$160M
6619. 13346
      Sherman Wealth Management LLCGaithersburg, MD · 143 clients
      Schwab 100%
      +00% 1 yr$160M
6620. 13347
      Old Oak Financial Planning, Inc.Brighton, MI · 264 clients
      Schwab 100%
      +00% 1 yr$160M
6621. 13349
      Fifth SET Private Wealth Management LLC63 clients
      Schwab 64%Fidelity 36%
      +00% 1 yr$160M
6622. 13350
      M3 Wealth ManagementNorth Royalton, OH · 486 clientsHybrid
      Schwab 100%
      +00% 1 yr$160M
6623. 13351
      Harding Financial GroupWesterville, OH · 97 clients
      Schwab 100%
      +00% 1 yr$160M
6624. 13352
      Inversiones SuraMiami, FL · 437 clientsAffiliated broker-dealerCorredor De Bolsa Sura, S.A., Corredora De Bolsa Sura, S.A.
      Pershing 100%
      +00% 1 yr$160M
6625. 13353
      The Wealth Group, LTDRaleigh, NC · 148 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
      Schwab 100%
      +00% 1 yr$160M
6626. 13355
      Arbor Private Wealth, LLCAshburn, VA · 101 clients
      Schwab 100%
      +00% 1 yr$160M
6627. 13357
      Turloff Financial Consulting Inc.80 clients
      Schwab 100%
      +00% 1 yr$160M
6628. 13358
      Pendleton Financial Wealth ManagementRaleigh, NC · 143 clients
      Schwab 76%Ascensus Trust 24%
      +00% 1 yr$160M
6629. 13360
      Spectrum Advisors, Inc.Plano, TX · 308 clients
      Schwab 100%
      +00% 1 yr$160M
6630. 13361
      Fidelis Financial Planning, LLCSaint Charles, MO · 149 clients
      Schwab 100%
      +00% 1 yr$160M
6631. 13362
      Sequinox Wealth Management, LLCLancaster, PA · 761 clients
      Fidelity 100%
      +00% 1 yr$160M
6632. 13363
      Hazlett Wealth Management LLCKetchum, ID · 60 clients
      No custodian reported
      +00% 1 yr$160M
6633. 13364
      Sequoia Planning & Investments LLC30 clients
      Schwab 100%
      +00% 1 yr$160M
6634. 13365
      Kensington Financial Advisors LLCRoseland, NJ · 91 clients
      Schwab 100%
      +00% 1 yr$160M
6635. 13366
      Steady Returns336 clients
      Schwab 100%
      +00% 1 yr$160M
6636. 13368
      Blue Water Capital Management, LLCApex, NC · 106 clients
      Schwab 100%
      +00% 1 yr$160M
6637. 13369
      Season Investments, LLCColorado Springs, CO · 76 clients
      Schwab 100%
      +00% 1 yr$160M
6638. 13370
      Read & Powell Financial Services, LLCElko, NV · 530 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$160M
6639. 13371
      Wiregrass Asset ManagementThomasville, GA · 330 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$160M
6640. 13372
      RAI Wealth ManagementPlacentia, CA · 247 clients
      Schwab 53%SEI 47%
      +00% 1 yr$160M