The Wealth Manager database

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7081. 13936
      The Advisors GroupLubbock, TX · 194 clients
      Schwab 100%
      +00% 1 yr$142M
7082. 13937
      Castleton Partners, LLC16 clients
      Fidelity 63%Northern Trust 37%
      +00% 1 yr$142M
7083. 13938
      RJ Patterson GroupSan Diego, CA · 197 clientsHybrid
      Schwab 100%
      +00% 1 yr$142M
7084. 13939
      Allstate Financial Advisors, LLCLincoln, NE · 397 clientsPublic-company ownedHybridAllstate Financial Services, LLC
      No custodian reported
      +00% 1 yr$142M
7085. 13940
      Northwind Financial LLCBend, OR · 168 clients
      No custodian reported
      +00% 1 yr$142M
7086. 13942
      J. L. Perkins Wealth Management, LLCMacon, GA · 339 clients
      Schwab 100%
      +00% 1 yr$142M
7087. 13943
      LTG Capital LLCFramingham, MA · 92 clients
      Fidelity 68%Schwab 32%
      +00% 1 yr$142M
7088. 13944
      Josh Arnold Investment Consultant, LLCEdina, MN · 256 clients
      Tradingblock 100%
      +00% 1 yr$142M
7089. 13945
      Foothills Advisors, LLCCave Creek, AZ · 188 clients
      Schwab 100%
      +00% 1 yr$142M
7090. 13946
      Barnett & Co IncChattanooga, TN · 116 clients
      Schwab 100%
      +00% 1 yr$142M
7091. 13947
      Heydorn Stone Capital Management LLCLarchmont, NY · 117 clients
      Schwab 100%
      +00% 1 yr$142M
7092. 13948
      Fortress Financial Solutions, LLCTucson, AZ · 279 clients
      Schwab 100%
      +00% 1 yr$142M
7093. 13949
      Freedom Asset ManagementSpokane, WA · 420 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$142M
7094. 13952
      Financial Trust Asset Management CharteredBoca Raton, FL · 208 clients
      Schwab 74%Goldman Sachs 26%
      +00% 1 yr$142M
7095. 13953
      Midwest Financial Network, LLCTinley Park, IL · 218 clients
      Interactive Brokers 100%
      +00% 1 yr$142M
7096. 13955
      Severin Investments LLCSt. Louis, MO · 235 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$142M
7097. 13956
      Stock Management LLC446 clients
      Fidelity 54%Schwab 46%
      +00% 1 yr$142M
7098. 13957
      Pulliam Family Office, LLCCrested Butte, CO · 37 clientsHybrid
      Schwab 100%
      +00% 1 yr$142M
7099. 13958
      Lanier Asset Management, LLCLouisville, KY · 103 clients
      Pershing 57%UMB Financial Services 35%
      +00% 1 yr$142M
7100. 13959
      Pivot Point Advisors, LLCBellaire, TX · 90 clients
      Schwab 100%
      +00% 1 yr$142M
7101. 13960
      October Wealth Advisors, IncFort Smith, AR · 160 clients
      Schwab 100%
      +00% 1 yr$142M
7102. 13961
      Equity Advisors of Kentucky IncLexington, KY · 114 clients
      SEI 100%
      +00% 1 yr$142M
7103. 13963
      Think Different Financial Planning45 clients
      Schwab 100%
      +00% 1 yr$142M
7104. 13965
      Integrated Financial Consulting, LLCAirmont, NY · 89 clients
      Schwab 100%
      +00% 1 yr$141M
7105. 13966
      Clarity Investments + Planning LLCMount Kisco, NY · 90 clients
      Fidelity 100%
      +00% 1 yr$141M
7106. 13967
      Bourke Wealth ManagementSanta Barbara, CA · 97 clients
      Schwab 100%
      +00% 1 yr$141M
7107. 13968
      Olympus Peaks Financial, LLCSandy, UT · 163 clients
      Axos 100%
      +00% 1 yr$141M
7108. 13969
      MJB Asset Management LLCNew York, NY · 108 clients
      Schwab 100%
      +00% 1 yr$141M
7109. 13970
      St. Clair FinancialRoseville, CA · 93 clients
      Schwab 100%
      +00% 1 yr$141M
7110. 13971
      Derive WealthPasadena, CA · 125 clients
      Schwab 100%
      +00% 1 yr$141M
7111. 13972
      Markle Financial LLCLaramie, WY · 265 clients
      SEI 100%
      +00% 1 yr$141M
7112. 13973
      Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)Oxford, MS · 71 clients
      Schwab 100%
      +00% 1 yr$141M
7113. 13974
      Storms & Rowdon Financial Services, Inc.Ormond Beach, FL · 228 clients
      Raymond James 100%
      +00% 1 yr$141M
7114. 13975
      Gary L. GreenbergEden Prairie, MN · 67 clients
      Fidelity 100%
      +00% 1 yr$141M
7115. 13976
      Hawthorn Capital Management, LLC12 clients
      Schwab 100%
      +00% 1 yr$141M
7116. 13977
      Littlefield Asset Management, Inc.54 clients
      Schwab 100%
      +00% 1 yr$141M
7117. 13978
      Dougherty Investment AdvisorsSpring Hill, FL · 414 clients
      Schwab 100%
      +00% 1 yr$141M
7118. 13979
      Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWrap sponsor
      Fidelity 92%
      +00% 1 yr$141M
7119. 13980
      Marathon Wealth Partners, Inc35 clients
      Schwab 100%
      +00% 1 yr$141M
7120. 13981
      Entrust Investment Services, IncCampbell, CA · 170 clients
      American Funds 60%Assetmark Brokerage 40%
      +00% 1 yr$141M