The Wealth Manager database

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5241. 11428
      St. Louis Financial Planners Asset Management, LLCChesterfield, MO · 446 clients
      Axos 100%
      +00% 1 yr$234M
5242. 11429
      Legacy Planning Advisors, LLCSuwanee, GA · 265 clientsHybrid
      No custodian reported
      +00% 1 yr$234M
5243. 11430
      Bonfire Financial, LLCColorado Springs, CO · 278 clients
      Schwab 100%
      +00% 1 yr$234M
5244. 11431
      Delta Financial Advisors, IncKensington, MD · 245 clientsHybrid
      Schwab 100%
      +00% 1 yr$234M
5245. 11432
      Daviman Financial, LLC256 clients
      Schwab 100%
      +00% 1 yr$234M
5246. 11435
      Helium Advisors LLCVancouver, WA · 279 clients
      Fidelity 59%Schwab 30%
      +00% 1 yr$234M
5247. 11436
      Atlas Wealth Partners LLCWyomissing, PA · 314 clients
      Schwab 100%
      +00% 1 yr$234M
5248. 11438
      Fountain Square Asset ManagementCincinnati, OH · 398 clientsHybrid
      Pershing 100%
      +00% 1 yr$234M
5249. 11439
      The Aranda Group Advisors, LLCJenkintown, PA · 159 clients
      Fidelity 100%
      +00% 1 yr$234M
5250. 11441
      Geneva Financial GroupLakewood, NJ · 49 clients
      Pershing 54%BNY 46%
      +00% 1 yr$234M
5251. 11442
      Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsHybrid
      Fidelity 56%Schwab 44%
      +00% 1 yr$234M
5252. 11443
      MPI Wealth Management LLCHinsdale, IL · 153 clients
      Schwab 68%Fifth Third Bank 32%
      +00% 1 yr$234M
5253. 11445
      Catalyst Financial NW CorporationGresham, OR · 1,068 clients
      Schwab 100%
      +00% 1 yr$233M
5254. 11446
      Figure 8 Investment Strategies LLCBoise, ID · 176 clients
      Schwab 100%
      +00% 1 yr$233M
5255. 11448
      Walker Financial Advisors IncMission Viejo, CA · 178 clients
      Schwab 100%
      +00% 1 yr$233M
5256. 11450
      Aspirean Wealth, LLCMill Valley, CA · 165 clients
      Schwab 100%
      +00% 1 yr$233M
5257. 11451
      Ironwood Wealth Management, Inc.Hurricane, WV · 276 clients
      Schwab 100%
      +00% 1 yr$233M
5258. 11452
      Holos Integrated WealthKennett Square, PA · 225 clients
      Fidelity 100%
      +00% 1 yr$233M
5259. 11454
      WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clients
      Equity Advisors Solutions 46%Schwab 35%
      +00% 1 yr$233M
5260. 11455
      Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clients
      Fidelity 97%
      +00% 1 yr$233M
5261. 11456
      D C Voss & Company, LLC59 clients
      Schwab 100%
      +00% 1 yr$233M
5262. 11457
      Sundvold FinancialColumbia, MO · 480 clients
      No custodian reported
      +00% 1 yr$233M
5263. 11458
      Summit Financial Advisors, Inc.Middletown, OH · 139 clients
      Schwab 100%
      +00% 1 yr$233M
5264. 11461
      Oberon Asset Management, LLCNew York, NY · 48 clients
      Fidelity 100%
      +00% 1 yr$233M
5265. 11462
      Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clients
      Schwab 100%
      +00% 1 yr$233M
5266. 11464
      Direct Financial Care97 clients
      Schwab 100%
      +00% 1 yr$233M
5267. 11465
      Foundry Financial LLCPasadena, CA · 184 clients
      Fidelity 55%Schwab 45%
      +00% 1 yr$233M
5268. 11467
      Mount Vernon Associates IncBaltimore, MD · 72 clients
      Schwab 84%
      +00% 1 yr$233M
5269. 11468
      Integrated Capital Management, Inc.Jessup, PA · 926 clients
      Schwab 90%
      +00% 1 yr$232M
5270. 11470
      Bingham Private Wealth, LLCSan Francisco, CA · 117 clients
      Schwab 100%
      +00% 1 yr$232M
5271. 11471
      Trimarc Wealth Management LLC15 clients
      No custodian reported
      +00% 1 yr$232M
5272. 11473
      Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsHybrid
      Schwab 100%
      +00% 1 yr$232M
5273. 11474
      Reshape WealthBoca Raton, FL · 127 clients
      Schwab 100%
      +00% 1 yr$232M
5274. 11477
      Econ Wealth ManagementHarrisburg, PA · 337 clients
      Schwab 100%
      +00% 1 yr$232M
5275. 11479
      Shelter Rock Management, LLCJericho, NY · 142 clients
      Fidelity 99%
      +00% 1 yr$232M
5276. 11480
      Conway Capital Management, Inc.Burbank, CA · 68 clients
      Fidelity 100%
      +00% 1 yr$232M
5277. 11483
      Piedmont Capital Management, LLCWhitefish, MT · 469 clients
      Schwab 100%
      +00% 1 yr$232M
5278. 11484
      Loudon Investment Management, LLCWest Lebanon, NH · 76 clients
      Schwab 80%
      +00% 1 yr$232M
5279. 11487
      Heisten Wrenn Private Wealth, LLCAnchorage, AK · 224 clients
      Fidelity 100%
      +00% 1 yr$232M
5280. 11489
      Yardley Wealth Management LLCYardley, PA · 169 clients
      Schwab 77%Fidelity 23%
      +00% 1 yr$232M