The Wealth Manager database

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7721. 14739
      1650 Wealth Management, LLCLighthouse Point, FL · 125 clients
      Schwab 100%
      +00% 1 yr$120M
7722. 14740
      Copperwood FinancialBurr Ridge, IL · 262 clients
      Schwab 100%
      +00% 1 yr$120M
7723. 14741
      Money Management Concepts Inc.Melbourne, FL · 90 clients
      Schwab 100%
      +00% 1 yr$120M
7724. 14742
      Black Capital Management, LLC48 clients
      Schwab 100%
      +00% 1 yr$120M
7725. 14743
      Hicks & Associates Wealth Management, LLCCary, NC · 162 clients
      Schwab 100%
      +00% 1 yr$120M
7726. 14744
      Sentara CapitalMarietta, GA · 169 clients
      Schwab 100%
      +00% 1 yr$120M
7727. 14745
      COX & Cook Wealth AdvisorsDublin, OH · 223 clientsHybrid
      Schwab 100%
      +00% 1 yr$120M
7728. 14746
      Triad Investment Management, LLCNewport Beach, CA · 45 clients
      Fidelity 100%
      +00% 1 yr$120M
7729. 14747
      Chestnut Street Investment Counsel, LLCLancaster, PA · 85 clients
      Schwab 100%
      +00% 1 yr$120M
7730. 14748
      Engage Wealth Group, LLCNorthfield, IL · 94 clients
      Schwab 100%
      +00% 1 yr$120M
7731. 14749
      Abacus Capital AdvisorsPlantation, FL · 48 clients
      Interactive Brokers 85%
      +00% 1 yr$120M
7732. 14750
      Yunistone Investment Group, LLCChicago, IL · 14 clients
      Schwab 100%
      +00% 1 yr$120M
7733. 14752
      BoulevardBloomington, MN · 268 clients
      Schwab 100%
      +00% 1 yr$119M
7734. 14753
      Integrated Planning & Wealth Management, LLC169 clients
      Schwab 100%
      +00% 1 yr$119M
7735. 14754
      Virtus Financial GroupOlivette, MO · 230 clients
      Schwab 100%
      +00% 1 yr$119M
7736. 14756
      Enspire Wealth Management, LLCSanta Rosa, CA · 52 clients
      Schwab 100%
      +00% 1 yr$119M
7737. 14757
      CMC Financial Group, LLCAtlanta, GA · 230 clientsWrap sponsor
      TradePMR / Robinhood 100%
      +00% 1 yr$119M
7738. 14759
      Rheeco, Inc.Natick, MA · 318 clients
      Schwab 72%Fidelity 28%
      +00% 1 yr$119M
7739. 14760
      Greenport Capital AdvisorsMarlborough, MA · 68 clients
      No custodian reported
      +00% 1 yr$119M
7740. 14761
      Exceed Advisory LLCNew York, NY · 92 clients
      Schwab 100%
      +00% 1 yr$119M
7741. 14762
      Freedom Value Partners, LLC42 clients
      Schwab 100%
      +00% 1 yr$119M
7742. 14763
      Avantia Investment Services, LLCSeattle, WA · 30 clients
      Schwab 100%
      +00% 1 yr$119M
7743. 14764
      Minko WealthBrooklyn, NY · 152 clients
      Schwab 100%
      +00% 1 yr$119M
7744. 14765
      Carolina Strategy, LLC64 clients
      Schwab 100%
      +00% 1 yr$119M
7745. 14766
      Sullivan Financial, LLCEssex, CT · 131 clients
      Schwab 86%
      +00% 1 yr$119M
7746. 14767
      Washington Financial Group, Inc.Osterville, MA · 213 clients
      No custodian reported
      +00% 1 yr$119M
7747. 14768
      Fama Fiduciary Wealth LLCManchester, MO · 61 clients
      Fidelity 100%
      +00% 1 yr$119M
7748. 14769
      Pelican Advisory LLCCovington, LA · 207 clientsHybrid
      LPL Financial 83%
      +00% 1 yr$119M
7749. 14770
      Kailix Advisors LLCAventura, FL · 14 clients
      Schwab 75%Interactive Brokers 25%
      +00% 1 yr$119M
7750. 14771
      Redfish CapitalCypress, TX · 170 clients
      Fidelity 90%
      +00% 1 yr$119M
7751. 14772
      Compass Capital Management, LLCMcAlester, OK · 231 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$119M
7752. 14773
      Singer Wealth Management135 clients
      Schwab 100%
      +00% 1 yr$119M
7753. 14774
      Baer Investment Advisory LLC80 clients
      Schwab 100%
      +00% 1 yr$119M
7754. 14775
      Form Prosperity Wealth Advisors, LLCChandler, AZ · 326 clients
      Schwab 100%
      +00% 1 yr$119M
7755. 14776
      Ridgegate Advisors, LLCEnglewood, CO · 206 clientsHybrid
      Schwab 82%
      +00% 1 yr$119M
7756. 14777
      TCN Private Wealth Management LLC11 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$119M
7757. 14779
      Riley S. Crosbie Advisory, LLCLogan, UT · 101 clientsHybrid
      Schwab 100%
      +00% 1 yr$119M
7758. 14780
      LD Lowe Wealth AdvisoryRichardson, TX · 264 clientsWrap sponsor
      ETC Brokerage Services 100%
      +00% 1 yr$119M
7759. 14781
      Charmarline Wealth ManagementLynchburg, VA · 124 clients
      Schwab 100%
      +00% 1 yr$119M
7760. 14784
      Hartley Advisors Corp.129 clients
      No custodian reported
      +00% 1 yr$119M