The Wealth Manager database

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4601. 10508
      RCS Financial Planning, LLCAnnapolis, MD · 220 clients
      Fidelity 65%Schwab 35%
      +00% 1 yr$281M
4602. 10509
      WMS Advisors, LLCCharlotte, NC · 131 clientsHybrid
      Schwab 100%
      +00% 1 yr$281M
4603. 10510
      Seven Hills Financial, LLCTallahassee, FL · 382 clientsHybrid
      Schwab 100%
      +00% 1 yr$281M
4604. 10513
      Worth AdvisorsCharlotte, NC · 451 clients
      Schwab 89%
      +00% 1 yr$281M
4605. 10515
      Wilson & Boucher Capital Management, LLC133 clients
      Schwab 100%
      +00% 1 yr$280M
4606. 10516
      Family FinancialManhattan Beach, CA · 108 clients
      Schwab 100%
      +00% 1 yr$280M
4607. 10517
      Timberchase Financial, LLCHomewood, AL · 126 clients
      Schwab 100%
      +00% 1 yr$280M
4608. 10518
      DBS Investment Advisers, LLCBay City, MI · 591 clients
      Fidelity 63%Ascensus Trust 28%
      +00% 1 yr$280M
4609. 10520
      Farrow Financial IncSouth Burlington, VT · 195 clients
      Schwab 95%
      +00% 1 yr$280M
4610. 10521
      WWM Advisory Inc.Culver City, CA · 110 clients
      Vanguard 50%Morgan Stanley 29%
      +00% 1 yr$280M
4611. 10522
      Rockingstone AdvisorsGreat Barrington, MA · 61 clients
      Schwab 57%Fidelity 43%
      +00% 1 yr$280M
4612. 10523
      Victus Capital WealthSanta Monica, CA · 188 clients
      Schwab 0%
      +00% 1 yr$280M
4613. 10524
      Willow Creek Capital Management, Inc.Missoula, MT · 413 clientsHybrid
      Raymond James 100%
      +00% 1 yr$280M
4614. 10526
      Conquis Financial LLCMillbrae, CA · 50 clients
      Schwab 100%
      +00% 1 yr$280M
4615. 10527
      ARG Private Wealth, LLCCincinnati, OH · 65 clients
      No custodian reported
      +00% 1 yr$280M
4616. 10528
      Paladin Wealth PartnersClive, IA · 102 clients
      Schwab 100%
      +00% 1 yr$280M
4617. 10530
      Creekside Capital, Inc.Knoxville, TN · 234 clients
      Schwab 100%
      +00% 1 yr$280M
4618. 10531
      Tandem Capital Management, Inc.Woodcliff Lake, NJ · 93 clients
      Fidelity 100%
      +00% 1 yr$280M
4619. 10534
      Members Wealth LLCMedia, PA · 166 clients
      Fidelity 100%
      +00% 1 yr$280M
4620. 10537
      Higgins & Schmidt Wealth Strategies LLCDenver, CO · 239 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$279M
4621. 10538
      Mosley Wealth Management, Inc.Anaheim, CA · 707 clients
      Schwab 100%
      +00% 1 yr$279M
4622. 10539
      American Financial & Tax Strategies, Inc.New York, NY · 191 clients
      Schwab 100%
      +00% 1 yr$279M
4623. 10541
      Pathworks Financial, Inc.Novi, MI · 410 clientsWrap sponsor
      Fidelity 73%Schwab 27%
      +00% 1 yr$279M
4624. 10542
      TSW Wealth ManagementFramingham, MA · 132 clientsHybrid
      Schwab 89%
      +00% 1 yr$279M
4625. 10545
      Detterbeck Wealth ManagementPalatine, IL · 165 clients
      Schwab 100%
      +00% 1 yr$279M
4626. 10548
      Schlegel Dunn LLCPlano, TX · 154 clients
      Raymond James 100%
      +00% 1 yr$279M
4627. 10549
      Cottonwood Wealth Strategies, LLCSalt Lake City, UT · 238 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$279M
4628. 10550
      Horizon Family Wealth, Inc.Chicago, IL · 94 clients
      Raymond James 100%
      +00% 1 yr$279M
4629. 10552
      Aquilant AdvisorsSt. Louis, MO · 314 clientsHybrid
      Schwab 100%
      +00% 1 yr$279M
4630. 10554
      Millennial WealthFall City, WA · 229 clients
      Schwab 100%
      +00% 1 yr$279M
4631. 10556
      Holistic Wealth AdvisorsClifton Park, NY · 656 clientsWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$279M
4632. 10557
      Vermillion & White Wealth Management GroupPhoenixville, PA · 357 clients
      Schwab 100%
      +00% 1 yr$279M
4633. 10558
      Verity Wealth Advisors, LLCSausalito, CA · 52 clients
      Schwab 100%
      +00% 1 yr$279M
4634. 10559
      Wealth Advisors Group, LLCCoralville, IA · 272 clients
      Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
      +00% 1 yr$278M
4635. 10560
      Fort Henry Capital, LLCWheeling, WV · 476 clients
      Schwab 100%
      +00% 1 yr$278M
4636. 10561
      Lexington Hill Partners, LLCDallas, TX · 57 clients
      Schwab 70%Fidelity 30%
      +00% 1 yr$278M
4637. 10563
      Guardian Asset Advisors, LLCMechanicsburg, PA · 1,201 clientsHybrid
      Schwab 100%
      +00% 1 yr$278M
4638. 10564
      International Money Matters PVT LTDBengaluru, Karnataka, India · 646 clients
      No custodian reported
      +00% 1 yr$278M
4639. 10565
      Beacon Capital, LLCCedar Rapids, IA · 629 clients
      Schwab 100%
      +00% 1 yr$278M
4640. 10566
      Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clients
      Schwab 100%
      +00% 1 yr$278M