The Wealth Manager database

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5521. 11841
      Costello Financial Planning, Inc.117 clients
      Schwab 100%
      +00% 1 yr$217M
5522. 11842
      Polaris Investment Advisors, LLCFramingham, MA · 138 clients
      Fidelity 100%
      +00% 1 yr$217M
5523. 11845
      Cutter Financial Group LLCFalmouth, MA · 521 clients
      Fidelity 100%
      +00% 1 yr$217M
5524. 11846
      Paladin FinancialArden Hills, MN · 518 clientsHybridGradient Securities, LLC
      Schwab 100%
      +00% 1 yr$217M
5525. 11847
      Strategic Retirement Advisors, LLCElk Grove, CA · 945 clients
      No custodian reported
      +00% 1 yr$217M
5526. 11848
      Lifetime Wealth Management P.C.Rockwall, TX · 119 clients
      Schwab 98%
      +00% 1 yr$217M
5527. 11849
      Ledgewood Wealth Advisors, LLCExeter, NH · 98 clients
      Pershing 100%
      +00% 1 yr$217M
5528. 11850
      Etre LLCCambridge, MA · 60 clients
      Fidelity 100%
      +00% 1 yr$217M
5529. 11851
      Blackridge Asset Management, LLCJupiter, FL · 2,433 clientsHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
      Schwab 100%
      +00% 1 yr$217M
5530. 11852
      The Simmons Partnership, IncTowson, MD · 308 clients
      Schwab 100%
      +00% 1 yr$217M
5531. 11853
      FFG Retirement CounselingCentennial, CO · 156 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$216M
5532. 11854
      Aegis Wealth Management, Inc.Guthrie Center, IA · 2,350 clients
      Schwab 100%
      +00% 1 yr$216M
5533. 11855
      Hofer & Associates Wealth ManagementThousand Oaks, CA · 300 clients
      Schwab 100%
      +00% 1 yr$216M
5534. 11856
      Fmsa1,291 clients
      No custodian reported
      +00% 1 yr$216M
5535. 11857
      Delta Advisory Group, Inc.Maitland, FL · 468 clients
      Schwab 96%
      +00% 1 yr$216M
5536. 11859
      Integrous Wealth StrategiesHamilton, NJ · 441 clientsHybrid
      No custodian reported
      +00% 1 yr$216M
5537. 11860
      Brown Capital Management, LLCLittle Rock, AR · 327 clients
      Schwab 100%
      +00% 1 yr$216M
5538. 11861
      Prosperity Advisory Group LLCVictor, NY · 244 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$216M
5539. 11862
      Ark Wealth ManagementAustin, TX · 175 clients
      Schwab 100%
      +00% 1 yr$216M
5540. 11863
      Sky Alpha Asset AdvisorsBoca Raton, FL · 318 clients
      Schwab 100%
      +00% 1 yr$216M
5541. 11866
      Wedgewood Investors IncErie, PA · 296 clients
      No custodian reported
      +00% 1 yr$216M
5542. 11870
      Marrick WealthIrvine, CA · 89 clients
      Schwab 100%
      +00% 1 yr$216M
5543. 11871
      Kennedy Wealth & Tax Management, LLCSouthbury, CT · 136 clients
      Schwab 100%
      +00% 1 yr$215M
5544. 11872
      Levin Funding Group LLCTucson, AZ · 58 clients
      Schwab 100%
      +00% 1 yr$215M
5545. 11873
      Values First Advisors, Inc.Johnson City, TN · 967 clients
      Goldman Sachs 100%
      +00% 1 yr$215M
5546. 11874
      Advantage Investment ManagementLouisville, KY · 369 clients
      Schwab 90%
      +00% 1 yr$215M
5547. 11875
      Gragg FinancialShelby, NC · 327 clients
      No custodian reported
      +00% 1 yr$215M
5548. 11876
      Illumine Investment Management, LLCPoulsbo, WA · 90 clients
      Fidelity 91%
      +00% 1 yr$215M
5549. 11877
      Dishmi Capital, LLCPasadena, CA · 76 clientsWrap sponsor
      Fidelity 95%
      +00% 1 yr$215M
5550. 11879
      Providence Financial and Insurances, Inc.Woodland Hills, CA · 624 clients
      Schwab 100%
      +00% 1 yr$215M
5551. 11880
      Financial Service Group IncMount Pleasant, WI · 192 clients
      Schwab 100%
      +00% 1 yr$215M
5552. 11881
      Florian Financial Group LLCWilliamsville, NY · 245 clients
      Schwab 100%
      +00% 1 yr$215M
5553. 11882
      Broadway Advisor GroupAlbany, NY · 321 clients
      Interactive Brokers 55%Fidelity 45%
      +00% 1 yr$215M
5554. 11883
      Simplyria Advisor NetworkBrighton, MI · 602 clients
      Schwab 100%
      +00% 1 yr$215M
5555. 11884
      Schultz Financial Group IncorporatedReno, NV · 116 clients
      Schwab 100%
      +00% 1 yr$215M
5556. 11885
      Powerhouse Assets LLC61 clients
      Fidelity 100%
      +00% 1 yr$215M
5557. 11887
      Downshift Financial81 clients
      Schwab 100%
      +00% 1 yr$215M
5558. 11890
      Eastsound Capital Advisors, LLC247 clients
      Schwab 74%
      +00% 1 yr$215M
5559. 11891
      UTA LLCVancouver, WA · 103 clients
      Schwab 100%
      +00% 1 yr$215M
5560. 11893
      Quest Wealth Solutions, Inc.Mansfield, OH · 361 clients
      Raymond James 100%
      +00% 1 yr$215M