The Wealth Manager database

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4721. 10676
      Generational Private Wealth41 clients
      Schwab 100%
      +00% 1 yr$272M
4722. 10677
      Alliance FinancialWyomissing, PA · 656 clientsWrap sponsorHybrid
      LPL Financial 95%
      +00% 1 yr$272M
4723. 10678
      Tailored Wealth SolutionsSaratoga Springs, NY · 253 clients
      Schwab 100%
      +00% 1 yr$272M
4724. 10681
      Rahlfs Capital, LLC15 clients
      Bank of Texas, N.A. Private Wealth Trust Group 56%Schwab 44%
      +00% 1 yr$272M
4725. 10682
      SK Advisor Network, LLCPlano, TX · 185 clientsWrap sponsor
      Schwab 75%Fidelity 25%
      +00% 1 yr$272M
4726. 10683
      True Blue Financial, LLCStevensville, MI · 575 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$272M
4727. 10684
      Eastgate Capital Advisors LLCWinnetka, IL · 55 clients
      Schwab 100%
      +00% 1 yr$271M
4728. 10686
      Round Hill Asset Management IncPasadena, CA · 186 clients
      Schwab 100%
      +00% 1 yr$271M
4729. 10689
      Hutner Capital Management Inc.Manchester, VT · 120 clients
      Pershing 74%BNY 26%
      +00% 1 yr$271M
4730. 10692
      Councilmark Asset Management, LLCKnoxville, TN · 28 clients
      Schwab 100%
      +00% 1 yr$271M
4731. 10693
      CBG & Company, Inc.Fishers, IN · 211 clients
      Schwab 79%
      +00% 1 yr$271M
4732. 10695
      Daus Financial Group, LLCKalamazoo, MI · 327 clients
      Schwab 100%
      +00% 1 yr$271M
4733. 10698
      Financial FuturesBrielle, NJ · 206 clients
      Schwab 100%
      +00% 1 yr$270M
4734. 10700
      Prota FinancialHouston, TX · 673 clients
      Schwab 100%
      +00% 1 yr$270M
4735. 10702
      Corps Capital Advisors, LLCSouthlake, TX · 19 clients
      Fidelity 100%
      +00% 1 yr$270M
4736. 10703
      Sage Financial Advisors Inc.Scottsdale, AZ · 115 clients
      Schwab 100%
      +00% 1 yr$270M
4737. 10705
      The Jenkins GroupAlbany, GA · 251 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$270M
4738. 10708
      Evart, Young & Hobbs Investment ManagementRedwood City, CA · 240 clients
      Schwab 100%
      +00% 1 yr$270M
4739. 10710
      Ervin Investment Management98 clients
      Schwab 100%
      +00% 1 yr$270M
4740. 10711
      Alpha Zero LLCBoca Raton, FL · 422 clientsHybrid
      Schwab 100%
      +00% 1 yr$270M
4741. 10712
      Client First Capital, LLC73 clients
      Fidelity 100%
      +00% 1 yr$270M
4742. 10713
      Hawke Financial GroupMeridian, ID · 571 clientsHybrid
      Schwab 100%
      +00% 1 yr$270M
4743. 10714
      Wallace Advisory Group, LLCLafayette, CA · 87 clientsHybrid
      Schwab 100%
      +00% 1 yr$269M
4744. 10715
      Mader & Shannon Wealth ManagementKansas City, MO · 375 clientsHybrid
      Schwab 100%
      +00% 1 yr$269M
4745. 10716
      Hardy & Hardy Co LLCLima, OH · 272 clientsHybrid
      LPL Financial 73%Aegon USA Securities 27%
      +00% 1 yr$269M
4746. 10718
      Prosperity Wealth Planning LLCIrvine, CA · 173 clients
      Schwab 100%
      +00% 1 yr$269M
4747. 10720
      Barr Financial Services, LLCWinter Park, FL · 253 clientsHybrid
      SEI 100%
      +00% 1 yr$269M
4748. 10721
      Capitol Financial Consultants, Inc.McLean, VA · 107 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$269M
4749. 10726
      Dorado Wealth Management LLC76 clients
      No custodian reported
      +00% 1 yr$269M
4750. 10727
      Schear Investment Advisers, LLCCincinnati, OH · 92 clients
      Schwab 100%
      +00% 1 yr$269M
4751. 10728
      Peak Financial AdvisorsDenver, CO · 122 clients
      Schwab 100%
      +00% 1 yr$269M
4752. 10729
      Stonebridge Capital Management IncLos Angeles, CA · 212 clients
      Schwab 100%
      +00% 1 yr$269M
4753. 10731
      Byrne Asset Management, LLCKingston, NJ · 168 clients
      Schwab 100%
      +00% 1 yr$269M
4754. 10733
      Andrews Advisory Associates, LLCHonolulu, HI · 263 clients
      Schwab 88%
      +00% 1 yr$269M
4755. 10736
      Athos Private Wealth LLCHolladay, UT · 146 clients
      Schwab 100%
      +00% 1 yr$268M
4756. 10737
      Astra Wealth PartnersJersey City, NJ · 138 clients
      Schwab 100%
      +00% 1 yr$268M
4757. 10738
      Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$268M
4758. 10740
      JMK & Associates, LLCSpokane, WA · 1,453 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$268M
4759. 10743
      Invested AdvisorsState College, PA · 283 clients
      Fidelity 85%
      +00% 1 yr$268M
4760. 10744
      Reliant Investment Partners, LLCPinehurst, NC · 696 clients
      Raymond James 100%
      +00% 1 yr$268M