The Wealth Manager database

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7801. 14835
      Dunham Lane Capital Partners LLCGreenwich, CT · 147 clients
      Interactive Brokers 100%
      +00% 1 yr$117M
7802. 14836
      PMB AdvisorsLarkspur, CA · 120 clients
      LPL Financial 100%
      +00% 1 yr$117M
7803. 14837
      Legacy Road Family Offices4 clients
      No custodian reported
      +00% 1 yr$117M
7804. 14838
      Moffatt Financial StrategiesFort Worth, TX · 181 clients
      Schwab 55%LPL Financial 45%
      +00% 1 yr$117M
7805. 14839
      Greystone Financial & Estate Services, Inc.Kirkland, WA · 208 clients
      Schwab 100%
      +00% 1 yr$117M
7806. 14840
      Sulzberger Capital Advisors, Inc.Miami, FL · 93 clients
      Pershing 100%
      +00% 1 yr$117M
7807. 14841
      BAS Capital20 clients
      Schwab 100%
      +00% 1 yr$117M
7808. 14843
      Abraham & Co., Inc.355 clientsWrap sponsorHybridAbraham Securities Corporation, clears through Wedbush
      Schwab 0%
      +00% 1 yr$117M
7809. 14844
      Wurz Financial Services, LLCHolland, OH · 491 clients
      Schwab 89%
      +00% 1 yr$117M
7810. 14846
      Greenline Wealth ManagementBoca Raton, FL · 247 clients
      Altruist 98%
      +00% 1 yr$117M
7811. 14847
      Burt Asset Management, Inc.75 clients
      Schwab 100%
      +00% 1 yr$117M
7812. 14848
      Trident Advisors IncDoylestown, PA · 225 clientsHybrid
      Wells Fargo 100%
      +00% 1 yr$117M
7813. 14849
      Omni Financial LLCMadison, WI · 526 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$117M
7814. 14852
      Abel Financial Management Co.84 clients
      Fidelity 100%
      +00% 1 yr$117M
7815. 14853
      Whitwell Advisors337 clients
      Schwab 100%
      +00% 1 yr$117M
7816. 14854
      Allpoint Financial GroupPetaluma, CA · 431 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$117M
7817. 14855
      Investment Managers Group, LLCTemecula, CA · 244 clientsHybrid
      Schwab 100%
      +00% 1 yr$117M
7818. 14856
      NIM Wealth SolutionsSan Jose, CA · 139 clientsWrap sponsor
      Schwab 94%
      +00% 1 yr$117M
7819. 14857
      Mgfs Private Wealth, LLC207 clientsHybrid
      Assetmark Brokerage 100%
      +00% 1 yr$117M
7820. 14858
      Align Wealth Management, LLCSan Jose, CA · 69 clients
      Fidelity 70%
      +00% 1 yr$117M
7821. 14859
      Delphi Management Inc26 clients
      FNZ Trust 66%
      +00% 1 yr$117M
7822. 14860
      Alsworth Capital Management, LLCCorning, NY · 177 clients
      Schwab 100%
      +00% 1 yr$117M
7823. 14861
      Tidwell Wealth Management LLCRocklin, CA · 83 clients
      Schwab 68%Fidelity 32%
      +00% 1 yr$117M
7824. 14863
      Hayes Asset Management, LLCRochester, NY · 112 clients
      No custodian reported
      +00% 1 yr$117M
7825. 14865
      Dynamic Trading Management, LLC.White Plains, NY · 82 clientsHybrid
      Interactive Brokers 64%Fidelity 36%
      +00% 1 yr$117M
7826. 14866
      Maine Advisory AssociatesFalmouth, ME · 176 clients
      Schwab 100%
      +00% 1 yr$117M
7827. 14867
      Integra WealthChattanooga, TN · 196 clients
      Schwab 100%
      +00% 1 yr$116M
7828. 14868
      Eagle Capital Advisors, LLCMiddlebury, CT · 71 clients
      Schwab 100%
      +00% 1 yr$116M
7829. 14869
      Luna Capital Management, LLCBurlingame, CA · 218 clients
      Schwab 100%
      +00% 1 yr$116M
7830. 14870
      Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clients
      Fidelity 93%
      +00% 1 yr$116M
7831. 14871
      Sturman Wealth AdvisorsCharlottesville, VA · 91 clients
      Altruist 100%
      +00% 1 yr$116M
7832. 14872
      Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clients
      Fidelity 100%
      +00% 1 yr$116M
7833. 14873
      Aton Advisors, LLC72 clients
      Schwab 88%
      +00% 1 yr$116M
7834. 14874
      Paradigm Wealth ManagementLincoln, NE · 351 clients
      Schwab 100%
      +00% 1 yr$116M
7835. 14875
      Ebert Capital Management Inc.Eureka, CA · 187 clients
      Schwab 100%
      +00% 1 yr$116M
7836. 14877
      First Light Wealth Advisors, LLCLittle Falls, NJ · 98 clients
      Schwab 100%
      +00% 1 yr$116M
7837. 14878
      Intellicapital Advisors LLCPonte Vedra, FL · 81 clients
      Schwab 83%
      +00% 1 yr$116M
7838. 14879
      Jaffe Asset Management LLCBeverly Hills, CA · 58 clients
      Schwab 100%
      +00% 1 yr$116M
7839. 14880
      Columbia Benefits, LLCDenver, CO · 138 clients
      No custodian reported
      +00% 1 yr$116M
7840. 14881
      Colburn Wealth Management, LLCGrove City, OH · 136 clients
      Schwab 100%
      +00% 1 yr$116M