The Wealth Manager database

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5761. 12162
      Syntax Research, Inc.Boca Raton, FL · 108 clients
      No custodian reported
      +00% 1 yr$203M
5762. 12166
      Forness Financial LLCNeedham, MA · 227 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$203M
5763. 12167
      Campbell Financial Partners, LLCFort Myers, FL · 132 clients
      Altruist 100%
      +00% 1 yr$203M
5764. 12168
      CFM Advisors IncHauppauge, NY · 216 clients
      Royal Bank of Canada 100%
      +00% 1 yr$203M
5765. 12169
      Wernau Asset ManagementGloucester, MA · 103 clients
      Fidelity 100%
      +00% 1 yr$203M
5766. 12171
      Keenan FinancialBoston, MA · 751 clients
      Fidelity 100%
      +00% 1 yr$202M
5767. 12172
      Hansen & Associates Financial Group Inc.Roseville, CA · 537 clients
      LPL Financial 100%
      +00% 1 yr$202M
5768. 12173
      McGuire Capital Advisors, Inc.Bethany, OK · 1,440 clients
      Schwab 100%
      +00% 1 yr$202M
5769. 12174
      Robinson Value Management, LTD.San Antonio, TX · 56 clients
      Pershing 51%Schwab 49%
      +00% 1 yr$202M
5770. 12176
      Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clients
      Schwab 98%
      +00% 1 yr$202M
5771. 12178
      Abbington Investment Group, LLCSouth Portland, ME · 50 clients
      Fidelity 100%
      +00% 1 yr$202M
5772. 12180
      J M Brown Financial PartnersTulsa, OK · 501 clientsHybrid
      Schwab 76%American Funds 24%
      +00% 1 yr$202M
5773. 12181
      McCarthy Wealth & Tax AdvisorsSpringboro, OH · 272 clients
      Fidelity 100%
      +00% 1 yr$202M
5774. 12183
      Portage Wealth IncOakville, Canada · 185 clientsHybrid
      No custodian reported
      +00% 1 yr$202M
5775. 12184
      BAM Wealth Management LLCLakewood, CO · 288 clients
      Schwab 100%
      +00% 1 yr$202M
5776. 12185
      Blong FinancialMemphis, TN · 314 clients
      Fidelity 92%
      +00% 1 yr$202M
5777. 12186
      Great River FinancialPlymouth, MN · 136 clients
      Schwab 100%
      +00% 1 yr$202M
5778. 12188
      Daner Wealth Management, LLCAlpharetta, GA · 190 clientsWrap sponsor
      First Clearing 100%
      +00% 1 yr$202M
5779. 12191
      Maxele Advisors, LLCWebster Groves, MO · 234 clients
      Fidelity 100%
      +00% 1 yr$202M
5780. 12193
      Kraematon Investment Advisors, Inc.Braintree, MA · 173 clients
      Fidelity 100%
      +00% 1 yr$202M
5781. 12194
      Saul Wealth Advisors, LLCMiami, FL · 106 clients
      Schwab 61%BNY 39%
      +00% 1 yr$201M
5782. 12197
      Keystone Wealth Advisors, IncorporatedEagan, MN · 66 clients
      Schwab 100%
      +00% 1 yr$201M
5783. 12198
      Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWrap sponsorHybrid
      LPL Financial 95%
      +00% 1 yr$201M
5784. 12199
      Pacific Financial Strategies, IncThousand Oaks, CA · 713 clients
      Schwab 100%
      +00% 1 yr$201M
5785. 12201
      Strategic Advisory ServicesMemphis, TN · 254 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$201M
5786. 12202
      Regents Partners, LLC327 clients
      Schwab 100%
      +00% 1 yr$201M
5787. 12203
      Waverley Wealth Management LLCMountain View, CA · 114 clients
      Schwab 100%
      +00% 1 yr$201M
5788. 12204
      Upper Left Wealth Management, LLC95 clients
      Schwab 86%
      +00% 1 yr$201M
5789. 12205
      Sterling Manor Financial, LLCSaratoga Springs, NY · 395 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$201M
5790. 12206
      My Portfolio Guide, LLCSeal Beach, CA · 318 clients
      Schwab 100%
      +00% 1 yr$201M
5791. 12207
      Custom Wealth ManagementPlymouth, MI · 504 clients
      Schwab 100%
      +00% 1 yr$201M
5792. 12208
      Stride Investments, LLCChicago, IL · 531 clients
      Schwab 100%
      +00% 1 yr$201M
5793. 12211
      Blue CapitalOmaha, NE · 443 clients
      Schwab 100%
      +00% 1 yr$201M
5794. 12212
      Calculated WealthMadison, WI · 194 clients
      Schwab 94%
      +00% 1 yr$201M
5795. 12214
      Farrell FinancialOrchard Park, NY · 233 clients
      Schwab 100%
      +00% 1 yr$201M
5796. 12215
      RMG AdvisorsRockville, MD · 192 clients
      SEI 100%
      +00% 1 yr$200M
5797. 12216
      Emerald Bay Wealth Management LLCTahoe City, CA · 40 clients
      Schwab 100%
      +00% 1 yr$200M
5798. 12217
      URS AdvisoryJupiter, FL · 173 clients
      Schwab 100%
      +00% 1 yr$200M
5799. 12218
      Comprehensive Money Management Services LLC105 clients
      Schwab 100%
      +00% 1 yr$200M
5800. 12219
      Harvest Investment Advisors, LLC125 clients
      Schwab 100%
      +00% 1 yr$200M