The Wealth Manager database

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6801. 13584
      Financial Solutions AssociatesDedham, MA · 174 clients
      Schwab 100%
      +00% 1 yr$153M
6802. 13585
      Maven Capital Partners, LLCAtlanta, GA · 12 clients
      Fidelity 100%
      +00% 1 yr$153M
6803. 13586
      Livian & Co.New York, NY · 70 clients
      Fidelity 100%
      +00% 1 yr$153M
6804. 13587
      Vincent Wealth Advisors LLCNorwell, MA · 83 clients
      Schwab 100%
      +00% 1 yr$153M
6805. 13588
      STW Associates15 clients
      Schwab 100%
      +00% 1 yr$153M
6806. 13589
      Cypress Asset Management, Inc.72 clients
      Schwab 100%
      +00% 1 yr$153M
6807. 13590
      Wager Wealth Management and Financial Planning LLC121 clients
      Schwab 100%
      +00% 1 yr$153M
6808. 13591
      Sierra Legacy GroupScottsdale, AZ · 24 clientsHybrid
      Schwab 100%
      +00% 1 yr$153M
6809. 13592
      Santiago Capital, LLC36 clients
      Fidelity 100%
      +00% 1 yr$153M
6810. 13593
      Blue Point Financial, Inc.Scarborough, ME · 187 clientsHybrid
      SEI 100%
      +00% 1 yr$153M
6811. 13595
      Garner Financial ManagementLafayette, CA · 117 clients
      Fidelity 57%Schwab 43%
      +00% 1 yr$153M
6812. 13596
      Shapiro Financial Security Group, Inc.Hazlet, NJ · 137 clients
      No custodian reported
      +00% 1 yr$153M
6813. 13599
      Virtus Financial Partners675 clients
      Schwab 100%
      +00% 1 yr$153M
6814. 13600
      Markin Asset Management, LP413 clients
      Schwab 92%
      +00% 1 yr$153M
6815. 13601
      Troutman WealthMalvern, PA · 102 clients
      Schwab 100%
      +00% 1 yr$153M
6816. 13602
      Werner FinancialIndianapolis, IN · 955 clients
      Schwab 100%
      +00% 1 yr$152M
6817. 13605
      Heritage Wealth Management Group, LTDNorfolk, VA · 180 clients
      Altruist 100%
      +00% 1 yr$152M
6818. 13606
      Northlanding Financial Partners, LLCRochester, NY · 172 clients
      Fidelity 99%
      +00% 1 yr$152M
6819. 13607
      Wellspring Advisors, Inc.Hillsboro, OR · 271 clients
      SEI 94%
      +00% 1 yr$152M
6820. 13609
      Dimensions Wealth Management, LLCRoseville, CA · 122 clientsHybrid
      Raymond James 100%
      +00% 1 yr$152M
6821. 13610
      Roan Capital PartnersJohnson City, TN · 328 clients
      Schwab 100%
      +00% 1 yr$152M
6822. 13611
      Van DER Noord Financial Advisors, Inc.Greer, SC · 126 clients
      Schwab 100%
      +00% 1 yr$152M
6823. 13612
      Terra WealthHigh Point, NC · 572 clientsHybrid
      Fidelity 100%
      +00% 1 yr$152M
6824. 13613
      Chrome AdvisorsSan Francisco, CA · 124 clients
      Schwab 100%
      +00% 1 yr$152M
6825. 13614
      Infinity Wealth Counsel, LLCLoveland, OH · 125 clients
      Schwab 100%
      +00% 1 yr$152M
6826. 13615
      Portfolio Management, LLCAustin, TX · 111 clients
      Schwab 100%
      +00% 1 yr$152M
6827. 13616
      The Renn Wealth Management Group, Inc.Atlanta, GA · 74 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$152M
6828. 13618
      Apple Tree Asset Management, LLCFort Wayne, IN · 780 clients
      Schwab 81%
      +00% 1 yr$152M
6829. 13619
      Redwood Coast Financial PartnersEureka, CA · 995 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$152M
6830. 13620
      Providence Wealth Management LLCKnoxville, TN · 206 clients
      Schwab 100%
      +00% 1 yr$152M
6831. 13621
      Delta Wealth Advisors LLC181 clients
      Schwab 100%
      +00% 1 yr$152M
6832. 13622
      LCR Wealth Management LLCWestport, CT · 78 clients
      Schwab 100%
      +00% 1 yr$152M
6833. 13624
      Hershey Financial Advisers, LLCLancaster, PA · 507 clientsHybrid
      No custodian reported
      +00% 1 yr$152M
6834. 13625
      FpfocoFort Collins, CO · 119 clients
      Fidelity 51%Schwab 49%
      +00% 1 yr$152M
6835. 13626
      Integrated Wealth Strategies, LLCAustin, TX · 252 clients
      Schwab 100%
      +00% 1 yr$152M
6836. 13627
      Classic FinancialWestlake Village, CA · 215 clients
      SEI 100%
      +00% 1 yr$152M
6837. 13629
      Bartley Financial Advisors, LLCBedford, NH · 98 clients
      Fidelity 70%Schwab 30%
      +00% 1 yr$152M
6838. 13630
      Red Crane Wealth Management, LLCPalo Alto, CA · 156 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$152M
6839. 13632
      Cramer & Rauchegger, Inc.Maitland, FL · 850 clients
      Fidelity 60%
      +00% 1 yr$151M
6840. 13633
      True Wealth GroupBend, OR · 164 clients
      Schwab 100%
      +00% 1 yr$151M