The Wealth Manager database

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6001. 12515
      Financial Strategies GroupFargo, ND · 659 clientsHybrid
      Axos 86%
      +00% 1 yr$189M
6002. 12517
      Hara Capital LLC35 clients
      Schwab 100%
      +00% 1 yr$189M
6003. 12519
      CFS Wealth ManagementMacon, GA · 465 clientsHybrid
      Fidelity 100%
      +00% 1 yr$189M
6004. 12520
      Elm3 Financial Group, LLCAlpharetta, GA · 287 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$189M
6005. 12521
      Ridgeline Wealth Advisors, LLC.Raleigh, NC · 199 clients
      Schwab 100%
      +00% 1 yr$189M
6006. 12522
      Public Equity Partners2 clients
      Fidelity 100%
      +00% 1 yr$189M
6007. 12523
      Bledsoe Asset Management, LLCPhoenix, AZ · 341 clients
      Schwab 100%
      +00% 1 yr$189M
6008. 12524
      Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$189M
6009. 12525
      KRS Capital Management, LLCBloomfield Hills, MI · 42 clients
      Schwab 100%
      +00% 1 yr$189M
6010. 12527
      Seed Wealth Management, Inc.34 clients
      Schwab 100%
      +00% 1 yr$189M
6011. 12529
      Pile Wealth ManagementIndianapolis, IN · 86 clients
      Schwab 100%
      +00% 1 yr$189M
6012. 12530
      Hahn Financial GroupSioux Falls, SD · 1,861 clients
      Schwab 100%
      +00% 1 yr$189M
6013. 12531
      McCulley Financial Group, LLCWestchester, IL · 169 clients
      Schwab 100%
      +00% 1 yr$189M
6014. 12532
      Ivy League Financial Advisors LLCRockville, MD · 103 clients
      Schwab 100%
      +00% 1 yr$189M
6015. 12534
      Nearside Advisors, LLCIndianapolis, IN · 113 clients
      Schwab 100%
      +00% 1 yr$189M
6016. 12535
      Siler Wealth ManagementLongwood, FL · 664 clients
      Schwab 100%
      +00% 1 yr$189M
6017. 12536
      Highroad Wealth Advisors, LLCCoos Bay, OR · 111 clients
      Altruist 100%
      +00% 1 yr$189M
6018. 12538
      Wright Wealth LLCAtlanta, GA · 242 clients
      Schwab 100%
      +00% 1 yr$188M
6019. 12540
      Trailhead Planners, LLCEdina, MN · 151 clients
      Schwab 100%
      +00% 1 yr$188M
6020. 12541
      Bristlecone Value Partners, LLCLos Angeles, CA · 94 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$188M
6021. 12542
      Vine Capital Management, LLC168 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$188M
6022. 12543
      ColarionMountain Brook, AL · 96 clients
      Schwab 60%
      +00% 1 yr$188M
6023. 12546
      Cross State Financial Group LLCAlbuquerque, NM · 406 clients
      Schwab 100%
      +00% 1 yr$188M
6024. 12547
      Frank Financial AdvisorsCarlsbad, CA · 144 clients
      Schwab 100%
      +00% 1 yr$188M
6025. 12548
      Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clients
      Schwab 100%
      +00% 1 yr$188M
6026. 12549
      Financial Consultants Group IncCumming, GA · 245 clients
      Axos 100%
      +00% 1 yr$188M
6027. 12551
      KFG, LLCRapid City, SD · 101 clients
      Schwab 100%
      +00% 1 yr$188M
6028. 12552
      Heritage Financial Advisors, LLCWaterville, OH · 220 clients
      Schwab 100%
      +00% 1 yr$188M
6029. 12553
      Finsym Partners, LLC90 clients
      Schwab 100%
      +00% 1 yr$188M
6030. 12556
      Hoffman, Alan N. Investment Management75 clients
      Schwab 100%
      +00% 1 yr$188M
6031. 12558
      Liftpoint Family Wealth Advisors, LLCFar Hills, NJ · 64 clients
      Fidelity 100%
      +00% 1 yr$188M
6032. 12560
      Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsHybrid
      Schwab 100%
      +00% 1 yr$188M
6033. 12561
      Rothwell Investment AdvisorsSalem, MA · 709 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$188M
6034. 12562
      Wall Street Financial Group, Inc.Carlinville, IL · 425 clients
      Schwab 100%
      +00% 1 yr$188M
6035. 12563
      Colman Knight Advisory Group, LLCActon, MA · 127 clients
      Fidelity 100%
      +00% 1 yr$188M
6036. 12564
      SFG Wealth Advisors, LLCTampa, FL · 251 clientsHybridThe Strategic Financial Alliance, Inc.
      Fidelity Distributors Company 53%Schwab 47%
      +00% 1 yr$188M
6037. 12565
      Finarc Investments, Inc.Norwood, MA · 93 clients
      Schwab 98%
      +00% 1 yr$188M
6038. 12566
      Steele Street Private Wealth ManagementDenver, CO · 111 clients
      Schwab 100%
      +00% 1 yr$188M
6039. 12567
      Infiniti Wealth ManagementBrewster, NY · 171 clients
      Fidelity 100%
      +00% 1 yr$187M
6040. 12569
      Topturn Capital, LLCCarmel, CA · 106 clients
      Schwab 100%
      +00% 1 yr$187M