The Wealth Manager database

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7681. 14685
      Craft Wealth ServicesTampa, FL · 224 clients
      Schwab 100%
      +00% 1 yr$121M
7682. 14687
      Epic Wealth Management, LLCOklahoma City, OK · 153 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$121M
7683. 14688
      The Wealth BoutiqueChester, NJ · 317 clientsWrap sponsor
      Assetmark 72%LPL Financial 28%
      +00% 1 yr$121M
7684. 14689
      Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsHybrid
      Schwab 98%
      +00% 1 yr$121M
7685. 14690
      Montchanin Asset Management, LLCMontchanin, DE · 60 clients
      Schwab 86%
      +00% 1 yr$121M
7686. 14691
      Emerald Asset Management, Inc.Rocky Mount, NC · 170 clients
      Raymond James 100%
      +00% 1 yr$121M
7687. 14692
      Williams and Schiller Wealth Management, LLCSandpoint, ID · 104 clients
      Schwab 100%
      +00% 1 yr$121M
7688. 14693
      Wright Cove CapitalPortland, ME · 41 clients
      Schwab 100%
      +00% 1 yr$121M
7689. 14694
      Future Bright401 clients
      Schwab 66%
      +00% 1 yr$121M
7690. 14695
      Colleen Weber CPA, LLCChanhassen, MN · 50 clients
      Schwab 100%
      +00% 1 yr$121M
7691. 14696
      Apogee Investment Management123 clients
      No custodian reported
      +00% 1 yr$121M
7692. 14697
      Leder Fiduciary Capital LLCBellaire, TX · 31 clients
      Schwab 100%
      +00% 1 yr$121M
7693. 14698
      10elms LLPTulsa, OK · 37 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$121M
7694. 14699
      Quantum Leap Capital, LLCSouth Burlington, VT · 333 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$121M
7695. 14700
      Lotus Asset Management Limited Liability Company117 clientsWrap sponsor
      Altruist 100%
      +00% 1 yr$121M
7696. 14702
      Tweet Management Services, Inc.La Mesa, CA · 168 clients
      Schwab 100%
      +00% 1 yr$121M
7697. 14703
      Back Bay Financial Planning & InvestmentsBethany Beach, DE · 94 clients
      Schwab 100%
      +00% 1 yr$120M
7698. 14704
      Trott Brook FinancialAnoka, MN · 155 clientsHybrid
      Fidelity 100%
      +00% 1 yr$120M
7699. 14705
      Advanced Planning Advisors Group Inc.Naperville, IL · 227 clients
      Schwab 100%
      +00% 1 yr$120M
7700. 14706
      Fullerton Advisors, LLCDanville, CA · 71 clients
      Fidelity 100%
      +00% 1 yr$120M
7701. 14707
      Trinity Neches72 clients
      Schwab 87%
      +00% 1 yr$120M
7702. 14708
      Dachtler Wealth Advisors, LLCFolsom, CA · 198 clientsHybrid
      SEI 100%
      +00% 1 yr$120M
7703. 14709
      Goldberg Financial Advisors, LLCEl Segundo, CA · 60 clients
      Schwab 100%
      +00% 1 yr$120M
7704. 14711
      Stonefield Investment Advisory, Inc.Cedar Rapids, IA · 184 clients
      Schwab 100%
      +00% 1 yr$120M
7705. 14712
      Western Reserve Capital Management, LLCHudson, OH · 101 clients
      Schwab 100%
      +00% 1 yr$120M
7706. 14715
      American Wealth Advisors, LLCJohns Creek, GA · 109 clients
      Fidelity 100%
      +00% 1 yr$120M
7707. 14716
      Mile Wealth ManagementIrvine, CA · 63 clients
      Schwab 100%
      +00% 1 yr$120M
7708. 14717
      Abens Financial Services IncEdina, MN · 98 clients
      Schwab 100%
      +00% 1 yr$120M
7709. 14718
      Hinsdale AssociatesHinsdale, IL · 155 clients
      No custodian reported
      +00% 1 yr$120M
7710. 14719
      Sasser Investment Management, Inc.Berkeley, CA · 119 clients
      Schwab 100%
      +00% 1 yr$120M
7711. 14720
      Summit Wealth Management LLCAkron, OH · 198 clients
      Schwab 100%
      +00% 1 yr$120M
7712. 14723
      GFN Capital ManagementRichardson, TX · 377 clientsWrap sponsorHybrid
      Trust Based Custodian 100%
      +00% 1 yr$120M
7713. 14726
      Pinetree Advisors Corp.Miami, FL · 33 clients
      Merrill / Bank of America 27%LPL Financial 26%
      +00% 1 yr$120M
7714. 14727
      K2 Wealth Management LLCChicago, IL · 70 clients
      Fidelity Distributors Company 68%Schwab 32%
      +00% 1 yr$120M
7715. 14728
      Goldman Wealth ManagementSan Diego, CA · 101 clients
      Schwab 80%
      +00% 1 yr$120M
7716. 14730
      MTR Financial Services, LLCKingwood, TX · 86 clients
      Schwab 100%
      +00% 1 yr$120M
7717. 14733
      Altman Investment Management LLCPrinceton, NJ · 39 clients
      Schwab 53%UBS 37%
      +00% 1 yr$120M
7718. 14736
      Fair Asset Management, LLC47 clients
      Altruist 100%
      +00% 1 yr$120M
7719. 14737
      Schauer Investment Management, Inc.Northridge, CA · 24 clients
      Schwab 100%
      +00% 1 yr$120M
7720. 14738
      Solid Point Wealth Advisors, LLC239 clients
      Schwab 100%
      +00% 1 yr$120M