The Wealth Manager database

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7641. 14640
      Bridgeview Capital Advisors, Inc.El Dorado Hills, CA · 153 clients
      Schwab 100%
      +00% 1 yr$122M
7642. 14641
      Apex Wealth Advisors LLC223 clientsHybrid
      Fidelity 99%
      +00% 1 yr$122M
7643. 14642
      Condon Wealth Management, Inc.Plymouth, MA · 228 clientsHybrid
      Schwab 100%
      +00% 1 yr$122M
7644. 14643
      United Value Capital, LLC8 clients
      Interactive Brokers 57%U.S. Bank 43%
      +00% 1 yr$122M
7645. 14644
      Evans Wealth ManagementGallipolis, OH · 665 clients
      No custodian reported
      +00% 1 yr$122M
7646. 14645
      Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clients
      Schwab 81%
      +00% 1 yr$122M
7647. 14646
      CJC Wealth Management81 clients
      Schwab 100%
      +00% 1 yr$122M
7648. 14647
      KW Wealth Management LLC80 clientsHybrid
      Interactive Brokers 100%
      +00% 1 yr$122M
7649. 14648
      First Look Capital Management, LLC98 clients
      Schwab 100%
      +00% 1 yr$122M
7650. 14649
      Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
      Pershing 83%
      +00% 1 yr$122M
7651. 14650
      Tolley Financial Group, LLCRaleigh, NC · 192 clients
      Schwab 94%
      +00% 1 yr$122M
7652. 14653
      Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clients
      Schwab 97%
      +00% 1 yr$122M
7653. 14654
      Traver Financial Consulting Network PALakewood Ranch, FL · 54 clients
      Schwab 100%
      +00% 1 yr$122M
7654. 14655
      Commencement Financial Planning LLC46 clients
      Schwab 100%
      +00% 1 yr$122M
7655. 14656
      Cypress Capital Management, LLCSheridan, WY · 196 clients
      Schwab 99%
      +00% 1 yr$122M
7656. 14657
      Encore Wealth AdvisorsMorris, MN · 464 clients
      Schwab 86%
      +00% 1 yr$122M
7657. 14658
      New Wave Financial Services69 clients
      Altruist 74%
      +00% 1 yr$122M
7658. 14659
      ArbalphaMiami, FL
      No custodian reported
      +00% 1 yr$122M
7659. 14660
      Boston Portfolio AdvisersBoston, MA · 145 clients
      Schwab 100%
      +00% 1 yr$122M
7660. 14661
      Blue Haven Capital, LLCGeneva, IL · 206 clients
      Schwab 100%
      +00% 1 yr$122M
7661. 14662
      Twin Rivers Wealth ManagementSacramento, CA · 274 clients
      Schwab 100%
      +00% 1 yr$122M
7662. 14663
      Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clients
      Schwab 100%
      +00% 1 yr$121M
7663. 14664
      Regal Advisory Services, Inc.Glenview, IL · 274 clientsHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
      RBC 84%
      +00% 1 yr$121M
7664. 14665
      Pathfinder Advisory, Inc.Rockford, IL · 142 clients
      Schwab 100%
      +00% 1 yr$121M
7665. 14666
      Wealth Script AdvisorsSan Francisco, CA · 51 clients
      Schwab 100%
      +00% 1 yr$121M
7666. 14667
      Matrix Planning IncSanta Monica, CA · 17 clients
      Schwab 100%
      +00% 1 yr$121M
7667. 14670
      WP Asset ManagementBedminster, NJ · 224 clients
      No custodian reported
      +00% 1 yr$121M
7668. 14671
      Strickland Davis Advisors LLCMarietta, GA · 93 clients
      Schwab 100%
      +00% 1 yr$121M
7669. 14672
      Encompass Advisory Services, LLCKaty, TX · 433 clients
      Schwab 100%
      +00% 1 yr$121M
7670. 14673
      Foresight Wealth AdvisorsSkokie, IL · 7 clients
      Schwab 100%
      +00% 1 yr$121M
7671. 14674
      Life Strategies, Inc.Cardiff, CA · 115 clients
      Schwab 100%
      +00% 1 yr$121M
7672. 14675
      Arrow Wealth AdvisorsLynchburg, VA · 198 clients
      Schwab 100%
      +00% 1 yr$121M
7673. 14676
      Genesis Advisors, LLCFishers, IN · 132 clients
      Schwab 100%
      +00% 1 yr$121M
7674. 14677
      Allen Financial ManagementOxford, MI · 288 clientsHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$121M
7675. 14679
      Gudorf Financial Group, LLCDayton, OH · 103 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$121M
7676. 14680
      Greensview Wealth ManagementFranklin, TN · 178 clientsHybrid
      No custodian reported
      +00% 1 yr$121M
7677. 14681
      Resnick Wealth Alliance, LLCPalm Beach Gardens, FL · 62 clients
      Schwab 100%
      +00% 1 yr$121M
7678. 14682
      West Financial Strategies, Inc.Sanford, NC · 140 clients
      Schwab 100%
      +00% 1 yr$121M
7679. 14683
      Jbglobal.com LLCNew York, NY · 50 clients
      Schwab 100%
      +00% 1 yr$121M
7680. 14684
      ALO Financial PlanningMount Prospect, IL · 67 clients
      Fidelity 100%
      +00% 1 yr$121M