The Wealth Manager database

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7881. 14932
      Capstone Wealth PartnersDublin, OH · 157 clients
      Fidelity 57%Schwab 43%
      +00% 1 yr$115M
7882. 14933
      Metis Wealth Management & Planning LLCBluffton, SC · 465 clients
      Schwab 100%
      +00% 1 yr$115M
7883. 14934
      Futura Asset Advisors LLCCoral Gables, FL · 17 clients
      Valley Financial Management 49%Morgan Stanley 30%
      +00% 1 yr$115M
7884. 14935
      Green Ocean Global Advisors LLCSan Francisco, CA · 147 clientsHybrid
      Schwab 100%
      +00% 1 yr$115M
7885. 14936
      South Bay Financial PartnersTorrance, CA · 50 clients
      No custodian reported
      +00% 1 yr$115M
7886. 14940
      Pope Asset Management, LLCMemphis, TN · 59 clients
      U.S. Bank 100%
      +00% 1 yr$115M
7887. 14944
      Alpine Hill Advisors LLCWestport, CT · 56 clients
      Fidelity 100%
      +00% 1 yr$115M
7888. 14946
      1102 Partners, LLC21 clients
      Schwab 100%
      +00% 1 yr$114M
7889. 14947
      Engleson & AssociatesRochester, NY · 362 clientsHybrid
      Schwab 100%
      +00% 1 yr$114M
7890. 14948
      Endeavor Advisors LLCPhoenix, AZ · 426 clients
      Altruist 77%Schwab 23%
      +00% 1 yr$114M
7891. 14949
      Abri LLCLexington, KY · 271 clients
      Altruist 100%
      +00% 1 yr$114M
7892. 14950
      Queen City Capital Management, LLCCincinnati, OH · 173 clients
      Fidelity 79%
      +00% 1 yr$114M
7893. 14952
      Sera Capital Management, LLCAnnapolis, MD · 74 clients
      Schwab 100%
      +00% 1 yr$114M
7894. 14954
      Goodstein Wealth Management LLCEncino, CA · 101 clients
      Schwab 100%
      +00% 1 yr$114M
7895. 14955
      Ryan Poage & Co.Kansas City, MO · 192 clientsHybrid
      Schwab 100%
      +00% 1 yr$114M
7896. 14956
      Richard G. Slater48 clients
      Schwab 100%
      +00% 1 yr$114M
7897. 14957
      Leonard Advisory Group LLCSaint Joseph, MI · 253 clients
      Assetmark Brokerage 88%
      +00% 1 yr$114M
7898. 14958
      Skloff Financial Group444 clients
      Fidelity 100%
      +00% 1 yr$114M
7899. 14959
      Integrated Wealth Solutions, LLCYork, PA · 306 clients
      Schwab 100%
      +00% 1 yr$114M
7900. 14960
      Alpha FiduciaryPhoenix, AZ · 105 clients
      Schwab 100%
      +00% 1 yr$114M
7901. 14962
      AtwobKatonah, NY · 97 clients
      Schwab 100%
      +00% 1 yr$114M
7902. 14963
      Financial Planning First, LLCTuscon, AZ · 296 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$114M
7903. 14964
      Coordinated Wealth Management, L.L.C.Hendersonville, TN · 96 clients
      Schwab 100%
      +00% 1 yr$114M
7904. 14965
      Finamex Asset Management, LLCHouston, TX · 190 clientsHybridCasa De Bolsa Finamex S.A.B. De C.V., Finamex International, LLC
      No custodian reported
      +00% 1 yr$114M
7905. 14966
      Webster Street Investment Advisors LLC56 clients
      Schwab 100%
      +00% 1 yr$114M
7906. 14967
      Common Cents Wealth Management, LLCPembroke Pines, FL · 205 clients
      Schwab 100%
      +00% 1 yr$114M
7907. 14968
      Burne Financial Concepts, LLCWatertown, CT · 144 clients
      Schwab 100%
      +00% 1 yr$114M
7908. 14969
      Pleasantdale Wealth Management, LLC187 clients
      Schwab 94%
      +00% 1 yr$114M
7909. 14970
      Tollefson and Company Investment Management LLC29 clients
      Schwab 100%
      +00% 1 yr$114M
7910. 14971
      ARX Private WealthLancaster, PA · 27 clients
      Schwab 100%
      +00% 1 yr$114M
7911. 14972
      Scofield & Company, LLCFairlawn, OH · 104 clientsHybrid
      Schwab 100%
      +00% 1 yr$114M
7912. 14973
      Broadwealth LLC18 clients
      Fidelity 100%
      +00% 1 yr$114M
7913. 14974
      Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$114M
7914. 14976
      Expand Financial Group, LLC320 clients
      Schwab 100%
      +00% 1 yr$113M
7915. 14977
      Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWrap sponsor
      Schwab 87%
      +00% 1 yr$113M
7916. 14978
      HFG Advisors, Inc.Kennewick, WA · 133 clients
      Schwab 100%
      +00% 1 yr$113M
7917. 14979
      Financial Design Group, LLCLavista, NE · 210 clients
      Wells Fargo 100%
      +00% 1 yr$113M
7918. 14980
      Compass Private Wealth Group LLCShort Hills, NJ · 80 clients
      Schwab 100%
      +00% 1 yr$113M
7919. 14981
      56 Capital Partners, LTDColorado Springs, CO · 262 clients
      Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
      +00% 1 yr$113M
7920. 14982
      Modernist Financial, LLCPortland, OR · 48 clients
      Schwab 100%
      +00% 1 yr$113M