The Wealth Manager database

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7161. 14038
      Encircle Financial Strategies242 clients
      Raymond James 100%
      +00% 1 yr$139M
7162. 14040
      Beyond Wealth Management Group, LLCNew Paltz, NY · 327 clients
      Assetmark Brokerage 100%
      +00% 1 yr$139M
7163. 14041
      Snowball Wealth ManagementBoulder, CO · 164 clients
      Schwab 85%
      +00% 1 yr$139M
7164. 14042
      Clearwater Capital Management18 clients
      Schwab 100%
      +00% 1 yr$139M
7165. 14043
      Cravens Brothers Private Wealth Management LLCDallas, TX · 44 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$139M
7166. 14044
      Lane Generational LLC50 clients
      Fidelity 100%
      +00% 1 yr$139M
7167. 14046
      Legacy Financial Advisors216 clients
      Schwab 100%
      +00% 1 yr$139M
7168. 14047
      Benold Financial Planning60 clients
      Fidelity 100%
      +00% 1 yr$139M
7169. 14049
      Stonebriar Wealth, LLCLehi, UT · 505 clients
      Fidelity 100%
      +00% 1 yr$139M
7170. 14050
      Integra Financial, Inc.Greenwood Village, CO · 113 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$139M
7171. 14051
      Twenty Twenty Investment Advisors, LLC341 clients
      Schwab 100%
      +00% 1 yr$139M
7172. 14052
      Gunder Wealth Management, LLC111 clients
      Schwab 100%
      +00% 1 yr$139M
7173. 14054
      Brooktree Capital Management Inc.Grand Rapids, MI · 74 clients
      Schwab 100%
      +00% 1 yr$139M
7174. 14057
      Blair Hall Advisors, LLC48 clients
      Schwab 100%
      +00% 1 yr$139M
7175. 14059
      Wisdom Wealth Investment Advisors LLCPhoenix, AZ · 271 clients
      Schwab 80%
      +00% 1 yr$139M
7176. 14060
      Broussard Financial Group, LLCKaplan, LA · 191 clients
      Schwab 100%
      +00% 1 yr$139M
7177. 14062
      Dorato Capital Management94 clients
      No custodian reported
      +00% 1 yr$139M
7178. 14063
      Metanoia Financial, LLC151 clients
      Schwab 100%
      +00% 1 yr$139M
7179. 14064
      Howland and Associates, LLCSt Petersburg, FL · 67 clients
      Schwab 100%
      +00% 1 yr$139M
7180. 14066
      Marchand Faries Financial Management, Inc.90 clients
      Schwab 100%
      +00% 1 yr$139M
7181. 14068
      Strategic Probability Partners, LLC8 clients
      Schwab 100%
      +00% 1 yr$139M
7182. 14069
      Hull Wealth ManagementMurfreesboro, TN · 202 clients
      Fidelity 100%
      +00% 1 yr$139M
7183. 14070
      Constantine Barry Asset Management (cbam)New York, NY · 59 clients
      RBC 52%Bergos AG 48%
      +00% 1 yr$139M
7184. 14072
      Centerpiece Wealth AdvisorGreenwood Village, CO · 75 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$139M
7185. 14073
      TKC Wealth Management LLCDallas, TX · 284 clientsHybrid
      Schwab 72%
      +00% 1 yr$139M
7186. 14074
      Stone Loft Wealth Management LLC28 clients
      Schwab 100%
      +00% 1 yr$139M
7187. 14075
      The Wealth ConservatoryLebanon, NH · 124 clients
      Schwab 100%
      +00% 1 yr$138M
7188. 14076
      Blueprint Wealth Management106 clients
      Schwab 100%
      +00% 1 yr$138M
7189. 14079
      CMG Wealth Advisors LLCMadison, WI · 1,058 clientsBank-affiliatedHybridCMG Securities LLC, clears through Pershing
      Commonwealth Financial Network 57%LPL Financial 43%
      +00% 1 yr$138M
7190. 14080
      Garrison Bradford & Associates IncNew York, NY · 92 clients
      Morgan Stanley 64%
      +00% 1 yr$138M
7191. 14081
      Stratton Capital Investment Advisory LLCNew York, NY · 663 clients
      Schwab 97%
      +00% 1 yr$138M
7192. 14082
      Wildes Financial Strategies, IncGeorgetown, SC · 422 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$138M
7193. 14083
      Maya Advisors, Inc.Palo Alto, CA · 39 clients
      Schwab 100%
      +00% 1 yr$138M
7194. 14084
      Paragon Investing, LLC184 clients
      Schwab 100%
      +00% 1 yr$138M
7195. 14085
      Mark Bell Advisory Services, Inc.Chicago, IL · 27 clients
      Schwab 100%
      +00% 1 yr$138M
7196. 14086
      Calamita Wealth ManagementCharlotte, NC · 110 clients
      Schwab 100%
      +00% 1 yr$138M
7197. 14087
      Burr Financial Services, LLC159 clients
      Schwab 100%
      +00% 1 yr$138M
7198. 14088
      Arbor Wealth Management, LLCTempe, AZ · 111 clients
      Schwab 100%
      +00% 1 yr$138M
7199. 14090
      Diversified Wealth Advisors, LLCKansas City, MO · 408 clients
      Fidelity 100%
      +00% 1 yr$138M
7200. 14091
      Giving Tree Wealth AdvisorsSan Ramon, CA · 225 clientsHybrid
      Axos 49%SEI 46%
      +00% 1 yr$138M