The Wealth Manager database

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3561. 8902
      Wealth Quarterback LLCToms River, NJ · 1,117 clientsHybrid
      Fidelity 100%
      +00% 1 yr$391M
3562. 8903
      Mullaney Keating & Wright IncMiddletown, CT · 198 clients
      Schwab 100%
      +00% 1 yr$391M
3563. 8904
      Oxinas Partners Wealth ManagementJeffersonville, IN · 754 clientsHybrid
      Schwab 100%
      +00% 1 yr$391M
3564. 8905
      Equita Financial Network, Inc.Fort Washington, PA · 434 clients
      Schwab 100%
      +00% 1 yr$391M
3565. 8906
      Post Oak Private Wealth AdvisorsHouston, TX · 377 clients
      Schwab 80%
      +00% 1 yr$391M
3566. 8907
      Paskin & Berler Capital Advisors, LLC66 clients
      Schwab 100%
      +00% 1 yr$391M
3567. 8908
      1776 Wealth LLCSandy Springs, GA · 100 clientsAffiliated broker-dealerKindling MBD LLC
      Raymond James 100%
      +00% 1 yr$391M
3568. 8909
      Evans Investment Advisors, L.L.C.Baton Rouge, LA · 508 clientsHybrid
      Schwab 100%
      +00% 1 yr$391M
3569. 8910
      Hillcrest Wealth Advisors - NY, LLCHolmdel, NJ · 65 clients
      Schwab 100%
      +00% 1 yr$391M
3570. 8911
      Platt Wealth ManagementSan Diego, CA · 205 clients
      Schwab 100%
      +00% 1 yr$391M
3571. 8912
      Shrier Wealth Management, LLCLos Angeles, CA · 158 clients
      Schwab 100%
      +00% 1 yr$391M
3572. 8913
      Harold Davidson & Associates, IncLos Angeles, CA · 249 clients
      Schwab 100%
      +00% 1 yr$391M
3573. 8915
      Intrepid Financial Planning Group, LLCCarmel, IN · 1,457 clients
      Schwab 100%
      +00% 1 yr$390M
3574. 8917
      16th Amendment Advisors LLCNew York, NY · 80 clients
      Fidelity 46%Schwab 27%Raymond James 27%
      +00% 1 yr$390M
3575. 8918
      Ascend Interplay, LLCNew York, NY · 19 clients
      Fidelity 100%
      +00% 1 yr$390M
3576. 8919
      Prudent MAN Investment ManagementLousiville, CO · 246 clients
      Schwab 100%
      +00% 1 yr$390M
3577. 8921
      Davis Investment Partners, LLCCharlotte, NC · 174 clients
      Raymond James 100%
      +00% 1 yr$390M
3578. 8923
      Legend Financial Advisors IncPittsburgh, PA · 219 clients
      Schwab 100%
      +00% 1 yr$390M
3579. 8925
      Nixon Capital LLCAustin, TX · 203 clients
      Schwab 70%RBC 28%
      +00% 1 yr$390M
3580. 8926
      JJP Capital Management, Inc.Columbia, MO · 67 clients
      Morgan Stanley 95%
      +00% 1 yr$390M
3581. 8927
      Pacific Point Advisors, LLCSan Diego, CA · 86 clients
      Schwab 100%
      +00% 1 yr$390M
3582. 8928
      Green Ridge Wealth Planning LLCMontville, NJ · 302 clients
      Schwab 100%
      +00% 1 yr$390M
3583. 8930
      In ON CapitalMiami, FL · 40 clientsAffiliated broker-dealerIn ON Capital S.A.
      J.P. Morgan 37%UBS 35%Morgan Stanley 28%
      +00% 1 yr$389M
3584. 8932
      Avisen Advisors, LLCSacramento, CA · 191 clientsHybridAvisen Wealth Management, Inc.
      Pershing 100%
      +00% 1 yr$389M
3585. 8933
      LBJ Family Wealth Advisors, LTD.Austin, TX · 94 clients
      Fidelity 100%
      +00% 1 yr$389M
3586. 8934
      Redwood Financial Planning, LLCScotch Plains, NJ · 634 clientsHybridMichael McLane
      Wells Fargo 100%
      +00% 1 yr$389M
3587. 8935
      Sentinel Wealth Management, Inc.Reston, VA · 97 clients
      Fidelity 100%
      +00% 1 yr$389M
3588. 8936
      RCM Wealth AdvisorsChicago, IL · 830 clients
      Schwab 81%
      +00% 1 yr$389M
3589. 8938
      Reed Financial Services, Inc.Cleveland, OH · 351 clientsHybrid
      Pershing 100%
      +00% 1 yr$389M
3590. 8939
      Costello Asset Management, Inc.Feasterville, PA · 390 clients
      Schwab 100%
      +00% 1 yr$389M
3591. 8940
      Pathways Advisory Group, Inc.Fresno, CA · 186 clients
      Schwab 100%
      +00% 1 yr$388M
3592. 8942
      Wheelhouse Advisory Group, LLCSt. Louis, MO · 548 clients
      Schwab 100%
      +00% 1 yr$388M
3593. 8943
      Brian D. Lowder, Inc.San Diego, CA · 195 clients
      Schwab 100%
      +00% 1 yr$388M
3594. 8944
      Joseph P. Lucia & Associates, LLCYorktown Heights, NY · 662 clientsHybrid
      Schwab 100%
      +00% 1 yr$388M
3595. 8945
      Ridgeview Asset Management Partners, LLCStamford, CT · 135 clients
      Schwab 90%
      +00% 1 yr$388M
3596. 8946
      Collaborative Capital Advisors LLCNew York, NY · 18 clients
      Schwab 79%
      +00% 1 yr$388M
3597. 8947
      Resolute Wealth Strategies, LLCJackson, MS · 301 clients
      Fidelity 100%
      +00% 1 yr$388M
3598. 8949
      Hassell Wealth ManagementHouma, LA · 414 clients
      Altruist 100%
      +00% 1 yr$387M
3599. 8951
      Soundview AdvisorsOlympia, WA · 190 clients
      Schwab 74%Pershing 26%
      +00% 1 yr$387M
3600. 8952
      Macroview Investment Management LLCBethesda, MD · 249 clients
      Fidelity 55%Schwab 32%
      +00% 1 yr$387M