The Wealth Manager database

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4321. 10069
      Leap Wealth ManagementDallas, TX · 363 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$306M
4322. 10070
      Adalta Capital Management LLCNew York, NY · 74 clients
      Schwab 72%
      +00% 1 yr$306M
4323. 10071
      MWA Asset ManagementDanvers, MA · 180 clients
      Fidelity 99%
      +00% 1 yr$306M
4324. 10073
      Keeler Thomas Management LLCOrem, UT · 132 clients
      Fidelity Distributors Company 99%
      +00% 1 yr$306M
4325. 10074
      Rockwall Wealth ManagementRockwall, TX · 612 clients
      Schwab 100%
      +00% 1 yr$305M
4326. 10075
      Stableford Capital LLCScottsdale, AZ · 92 clients
      Fidelity 100%
      +00% 1 yr$305M
4327. 10077
      Clarus Wealth Advisors, LLCPeoria, AZ · 503 clientsHybrid
      No custodian reported
      +00% 1 yr$305M
4328. 10078
      Retirement Capital Strategies, Inc.San Jose, CA · 263 clients
      Schwab 100%
      +00% 1 yr$305M
4329. 10079
      Kachkovsky & Fisher, Inc.San Diego, CA · 457 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$305M
4330. 10082
      Integrity Wealth LLCEugene, OR · 245 clients
      Fidelity 100%
      +00% 1 yr$305M
4331. 10086
      Broadview Wealth PartnersBoulder, CO · 310 clients
      Raymond James 100%
      +00% 1 yr$305M
4332. 10087
      Black Cypress Capital68 clients
      Fidelity 100%
      +00% 1 yr$305M
4333. 10088
      Future Finances IncColumbus, OH · 288 clientsHybrid
      No custodian reported
      +00% 1 yr$305M
4334. 10090
      Sims Investment Management LLCCincinnati, OH · 522 clients
      Schwab 100%
      +00% 1 yr$305M
4335. 10091
      Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$305M
4336. 10092
      West InvestBellingham, WA · 691 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$304M
4337. 10093
      Nautilus Advisors LLCLa Jolla, CA · 188 clients
      Schwab 100%
      +00% 1 yr$304M
4338. 10094
      MD Financial Advisors / Vestment FinancialChanhassen, MN · 478 clients
      Schwab 100%
      +00% 1 yr$304M
4339. 10095
      Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsHybridOakwood Capital Securities, Inc.
      RBC 55%Schwab 42%
      +00% 1 yr$304M
4340. 10096
      Codex Capital Asset Management, L.L.C.18 clients
      Goldman Sachs 100%
      +00% 1 yr$304M
4341. 10097
      Professional Financial Management, Inc.Bozeman, MT · 163 clients
      Schwab 100%
      +00% 1 yr$304M
4342. 10098
      Thryve Wealth ManagementSanta Barbara, CA · 84 clients
      Schwab 100%
      +00% 1 yr$304M
4343. 10100
      Provider Financial, Inc.Indianapolis, IN · 505 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$304M
4344. 10101
      Signature Resources Capital Management, LLCNewport Beach, CA · 378 clients
      Schwab 100%
      +00% 1 yr$304M
4345. 10102
      Thrive Retirement SpecialistsRoyal Oak, MI · 70 clients
      Schwab 100%
      +00% 1 yr$304M
4346. 10104
      Key Group Management, Inc.Fountain Hills, AZ · 337 clientsHybrid
      Schwab 100%
      +00% 1 yr$304M
4347. 10105
      Brightwater Advisory, LLCTampa, FL · 285 clients
      Schwab 100%
      +00% 1 yr$304M
4348. 10106
      Guilbault CapitalMetairie, LA · 138 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$304M
4349. 10107
      Ceera Investments, LLC187 clients
      Schwab 100%
      +00% 1 yr$304M
4350. 10109
      Asia Pacific Financial Management Group, Inc.Hagatna, Guam · 1,490 clients
      RBC 100%
      +00% 1 yr$304M
4351. 10110
      Penney FinancialHouston, TX · 110 clients
      Schwab 100%
      +00% 1 yr$304M
4352. 10112
      Campbell Capital Management IncMiami, FL · 265 clients
      Fidelity 100%
      +00% 1 yr$303M
4353. 10113
      Integrated Financial Solutions, Inc.Reston, VA · 237 clientsHybrid
      Pershing 100%
      +00% 1 yr$303M
4354. 10114
      Beckerman WealthOcean Grove, NJ · 217 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$303M
4355. 10117
      Clientfirst Wealth Management, LLCLittle Rock, AR · 54 clients
      Raymond James 100%
      +00% 1 yr$303M
4356. 10118
      Albanyadvisor Group LLCAlbany, NY · 412 clientsHybrid
      Fidelity 85%
      +00% 1 yr$303M
4357. 10119
      Breakwater Investment ManagementSeattle, WA · 152 clients
      Schwab 100%
      +00% 1 yr$303M
4358. 10120
      Alethea Capital Management, LLC45 clients
      Schwab 100%
      +00% 1 yr$303M
4359. 10122
      Unconventional Investor, LLC88 clients
      Schwab 100%
      +00% 1 yr$303M
4360. 10127
      FAI Advisors, Inc.Farmington Hills, MI · 370 clients
      SEI 100%
      +00% 1 yr$302M