The Wealth Manager database

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5281. 11492
      Svrn Asset Management, LLCAustin, TX · 24 clients
      Schwab 100%
      +00% 1 yr$231M
5282. 11493
      Taurus Capital Advisors, LLCLake Oswego, OR · 263 clients
      Schwab 100%
      +00% 1 yr$231M
5283. 11496
      Financial Concepts Unlimited, Inc.198 clientsHybrid
      Schwab 100%
      +00% 1 yr$231M
5284. 11497
      Andrew Hill Investment Advisors, Inc.Naples, FL · 253 clients
      Fidelity 100%
      +00% 1 yr$231M
5285. 11498
      BXM Wealth LLCEnglewood, CO · 61 clients
      Fidelity 97%
      +00% 1 yr$231M
5286. 11500
      Vann Equity Management LLCPlano, TX · 188 clientsHybrid
      Goldman Sachs 51%Schwab 49%
      +00% 1 yr$231M
5287. 11502
      Wharton Midmarket Investment Advisors IncWoodbridge, CT · 47 clientsHybridWharton Midmarket Securities Inc., clears through Raymond James
      Raymond James 100%
      +00% 1 yr$231M
5288. 11503
      Tenzing Financial LLCWilliamsburg, VA · 165 clientsWrap sponsor
      LPL Financial 54%Schwab 46%
      +00% 1 yr$231M
5289. 11504
      Sachem Investment Counsel LLC11 clients
      UBS 92%
      +00% 1 yr$231M
5290. 11506
      Rosenberg Wealth AdvisorsBirmingham, MI · 161 clients
      Schwab 100%
      +00% 1 yr$231M
5291. 11507
      Draper Asset Management, LLCSmithtown, NY · 527 clients
      Schwab 100%
      +00% 1 yr$231M
5292. 11508
      Concorde Financial ResourcesYork, SC · 235 clientsHybrid
      Fidelity 100%
      +00% 1 yr$231M
5293. 11509
      Arch Global Advisors, LLCNew York, NY · 442 clientsHybrid
      Schwab 100%
      +00% 1 yr$231M
5294. 11512
      Disciplined Portfolio Solutions LLC59 clients
      Schwab 100%
      +00% 1 yr$231M
5295. 11513
      Amplify Financial, LLCScottsdale, AZ · 1,601 clientsHybridAshton Thomas Securities, LLC
      Schwab 78%
      +00% 1 yr$231M
5296. 11514
      Forest Asset Management LLCRiverside, IL · 114 clients
      Fidelity 70%Schwab 30%
      +00% 1 yr$231M
5297. 11515
      7twoDenver, CO · 57 clientsHybrid
      Schwab 100%
      +00% 1 yr$230M
5298. 11516
      Redwood Investment Group, IncFort Bragg, CA · 763 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$230M
5299. 11517
      SL CapitalScottsdale, AZ · 229 clients
      Schwab 100%
      +00% 1 yr$230M
5300. 11519
      Aljen Asset Management LLCCedar Knolls, NJ · 456 clients
      Fidelity 100%
      +00% 1 yr$230M
5301. 11521
      Woodfield Financial Advisors, Inc.Deer Park, IL · 395 clients
      No custodian reported
      +00% 1 yr$230M
5302. 11522
      Scratch CapitalBoise, ID · 162 clients
      Schwab 100%
      +00% 1 yr$230M
5303. 11523
      MOS Capital, Inc.120 clients
      Fidelity 100%
      +00% 1 yr$230M
5304. 11524
      Chicago Investment Advisory Council, Inc.St. Charles, IL · 1,105 clientsHybrid
      Schwab 100%
      +00% 1 yr$230M
5305. 11525
      Grantvest Financial Group LLCMatawan, NJ · 630 clientsHybrid
      Schwab 100%
      +00% 1 yr$230M
5306. 11526
      Primoris Wealth Advisors, LLCNorth Palm Beach, FL · 429 clients
      Fidelity 100%
      +00% 1 yr$230M
5307. 11527
      Granite Islands Private Wealth, LLCGuilford, CT · 491 clientsHybrid
      Fidelity 100%
      +00% 1 yr$230M
5308. 11528
      Lionshead Wealth Management, LLCNew York, NY · 107 clients
      Schwab 100%
      +00% 1 yr$230M
5309. 11530
      Wlth Capital Management, LLCChandler, AZ · 81 clients
      Schwab 69%Fidelity 31%
      +00% 1 yr$230M
5310. 11531
      Montgomery FinancialOcean City, MD · 952 clients
      Schwab 86%
      +00% 1 yr$230M
5311. 11532
      Tableaux WealthGreat Barrington, MA · 209 clients
      Fidelity 63%Schwab 37%
      +00% 1 yr$230M
5312. 11534
      Bradford Financial CenterClarion, IA · 710 clientsHybrid
      Schwab 100%
      +00% 1 yr$230M
5313. 11535
      Turner Financial Group, Inc.Pace, FL · 620 clientsHybrid
      Schwab 76%Goldman Sachs 24%
      +00% 1 yr$230M
5314. 11536
      Vima, LLCTroy, MI · 1,182 clients
      Pershing 100%
      +00% 1 yr$229M
5315. 11537
      Formulate Financial LLC47 clients
      No custodian reported
      +00% 1 yr$229M
5316. 11539
      Rightwealth Advisors, LLCMiamisburg, OH · 249 clientsHybrid
      Raymond James 100%
      +00% 1 yr$229M
5317. 11541
      Sterling Investment Advisors,llcBolivar, MO · 269 clients
      Fidelity 100%
      +00% 1 yr$229M
5318. 11542
      Powell WealthCornelius, NC · 108 clients
      Fidelity 100%
      +00% 1 yr$229M
5319. 11543
      Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clients
      Fidelity 86%
      +00% 1 yr$229M
5320. 11546
      Hippocratic Financial AdvisorsWestlake Village, CA · 382 clients
      Schwab 100%
      +00% 1 yr$229M