The Wealth Manager database

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7281. 14198
      Financial Advisor Network, Inc.Farmingdale, NY · 158 clients
      No custodian reported
      +00% 1 yr$135M
7282. 14199
      JRS Wealth Management LLCSouth Jordan, UT · 348 clients
      Schwab 100%
      +00% 1 yr$135M
7283. 14200
      Red Reef Advisors LLCBoca Raton, FL · 91 clients
      Schwab 89%
      +00% 1 yr$135M
7284. 14201
      Schmitt Wealth Advisers, LLCCincinnati, OH · 145 clients
      Schwab 100%
      +00% 1 yr$135M
7285. 14203
      Fors FinancialPort Angeles, WA · 240 clients
      Schwab 100%
      +00% 1 yr$135M
7286. 14204
      Integrity Financial Advisors, LLCWoburn, MA · 240 clients
      Schwab 79%
      +00% 1 yr$135M
7287. 14205
      RW Baker Wealth Management Group LLCCheyenne, WY · 196 clients
      Schwab 100%
      +00% 1 yr$135M
7288. 14206
      Seal Cove Capital LLC3 clients
      Fidelity 100%
      +00% 1 yr$135M
7289. 14207
      Haddonfield Financial Planning LLCHaddonfield, NJ · 212 clients
      Fidelity 100%
      +00% 1 yr$135M
7290. 14209
      BSG AdvisersApex, NC · 272 clients
      Fidelity 99%
      +00% 1 yr$135M
7291. 14210
      Calder Financial LLC103 clients
      Schwab 100%
      +00% 1 yr$135M
7292. 14211
      Big Sky Wealth Advisors, LLCGreat Falls, MT · 207 clients
      Schwab 100%
      +00% 1 yr$135M
7293. 14212
      Stonebridge Wealth Management, LLCFrisco, TX · 40 clients
      Fidelity 100%
      +00% 1 yr$135M
7294. 14213
      Veach Family FinancialNorth Little Rock, AR · 195 clients
      Schwab 100%
      +00% 1 yr$134M
7295. 14214
      Clarion Advisors Inc.Auburn, CA · 632 clients
      Schwab 100%
      +00% 1 yr$134M
7296. 14215
      Longbow Asset ManagementTulsa, OK · 132 clients
      Schwab 100%
      +00% 1 yr$134M
7297. 14216
      Almega Wealth ManagementScottsdale, AZ · 246 clients
      Schwab 97%
      +00% 1 yr$134M
7298. 14218
      Bluelist Partners, LLCOccoquan, VA · 86 clients
      Schwab 100%
      +00% 1 yr$134M
7299. 14219
      Epic Advisory Services CorpBoca Raton, FL · 179 clientsHybridAsset Managers Agente De Valores S.A., Capital Markets Argentina S.A., clears through Pershing
      Pershing 100%
      +00% 1 yr$134M
7300. 14222
      Wave Wealth Management, LLCFrisco, TX · 62 clients
      Schwab 100%
      +00% 1 yr$134M
7301. 14223
      Reliance Wealth ManagementSan Antonio, TX · 302 clients
      Schwab 99%
      +00% 1 yr$134M
7302. 14225
      Heximer Investment Management Inc.116 clients
      Pershing 100%
      +00% 1 yr$134M
7303. 14226
      Sound Financial Management, Inc.Raleigh, NC · 180 clients
      Schwab 100%
      +00% 1 yr$134M
7304. 14228
      Murray Financial Services, IncChico, CA · 132 clients
      Schwab 100%
      +00% 1 yr$134M
7305. 14229
      Tumolo Wealth Management LLCEast Lyme, CT · 449 clients
      Schwab 53%Fidelity 47%
      +00% 1 yr$134M
7306. 14230
      Stone Island Financial PlanningNaperville, IL · 148 clients
      Pershing 100%
      +00% 1 yr$134M
7307. 14231
      Trio Wealth Management, LLCGreat Falls, VA · 87 clients
      Fidelity 55%Schwab 45%
      +00% 1 yr$134M
7308. 14232
      Lewis Financial, LLCSan Luis Obispo, CA · 255 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$134M
7309. 14234
      Hudson Oak Wealth Advisory LLCHoboken, NJ · 56 clients
      Schwab 100%
      +00% 1 yr$134M
7310. 14235
      GW FinancialReno, NV · 93 clients
      Schwab 100%
      +00% 1 yr$134M
7311. 14236
      Gibson Financial Solutions, Inc.Ellsworth, ME · 153 clients
      Schwab 100%
      +00% 1 yr$134M
7312. 14237
      Arete Wealth StrategistsBrisbane, Australia · 98 clients
      Schwab 86%
      +00% 1 yr$134M
7313. 14238
      Panorama Wealth AdvisorsGreenwood Village, CO · 200 clientsHybrid
      Fidelity 100%
      +00% 1 yr$134M
7314. 14239
      DBD Retirement and Financial Services21 clients
      Assetmark Trust 100%
      +00% 1 yr$134M
7315. 14240
      Anderson Griggs InvestmentsRock Hill, SC · 170 clients
      Schwab 100%
      +00% 1 yr$134M
7316. 14241
      Lasalle Investment Advisors, Inc.Pewaukee, WI · 233 clientsHybrid
      No custodian reported
      +00% 1 yr$134M
7317. 14242
      Garhwal, Chan & Williams Inc.San Francisco, CA · 28 clients
      Schwab 99%
      +00% 1 yr$134M
7318. 14243
      Loyd Financial Management Inc.Centennial, CO · 149 clients
      Schwab 100%
      +00% 1 yr$134M
7319. 14245
      Rechter Wealth Management, LLC57 clients
      Fidelity 100%
      +00% 1 yr$134M
7320. 14247
      Elm Capital Management LLCPittsburgh, PA · 564 clients
      Schwab 100%
      +00% 1 yr$133M