The Wealth Manager database

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6081. 12626
      Larson Financial Planning Inc.131 clients
      Schwab 100%
      +00% 1 yr$186M
6082. 12627
      Delos Private Client Group, LLCDallas, TX · 95 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$186M
6083. 12628
      Archer Pointe Wealth Management, LLCDavis, CA · 104 clients
      Schwab 57%Altruist 37%
      +00% 1 yr$186M
6084. 12629
      Crown Point Wealth AdvisorsHood River, OR · 675 clientsHybrid
      Schwab 100%
      +00% 1 yr$186M
6085. 12631
      Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWrap sponsorHybrid
      Fidelity 89%
      +00% 1 yr$185M
6086. 12632
      Networth Advisors, LLCCanonsburg, PA · 405 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$185M
6087. 12633
      Ahara AdvisorsJersey City, NJ · 55 clients
      Fidelity 83%
      +00% 1 yr$185M
6088. 12634
      Guild Investment Management, Inc.Westlake Village, CA · 90 clients
      Citi 61%Schwab 33%
      +00% 1 yr$185M
6089. 12635
      Meadowbrook Investment Advisors LLCLivonia, MI · 71 clients
      Schwab 100%
      +00% 1 yr$185M
6090. 12636
      Emissary WealthHackensack, NJ · 230 clients
      Schwab 100%
      +00% 1 yr$185M
6091. 12637
      Boon Capital Advisors LLCNorthbrook, IL · 60 clients
      Schwab 100%
      +00% 1 yr$185M
6092. 12639
      Halberstadt Financial Consultants IncPrinceton, NJ · 158 clients
      Schwab 100%
      +00% 1 yr$185M
6093. 12640
      Strategic Advisory Services, L.L.C.Houston, TX · 208 clients
      SEI 100%
      +00% 1 yr$185M
6094. 12641
      Schwarz Investment PartnersSilver Lake, KS · 717 clientsHybrid
      Schwab 100%
      +00% 1 yr$185M
6095. 12642
      Brindle & Bay Financial Advisors, LLCFrisco, TX · 184 clients
      Altruist 100%
      +00% 1 yr$185M
6096. 12643
      PCB Capital LLCEast Brunswick, NJ · 358 clients
      Schwab 100%
      +00% 1 yr$185M
6097. 12644
      Torrey-Payne Wealth ManagementPasadena, CA · 237 clientsHybrid
      Schwab 100%
      +00% 1 yr$185M
6098. 12645
      Logic Wealth Management, LLCPasadena, CA · 220 clients
      No custodian reported
      +00% 1 yr$185M
6099. 12647
      Statera Wealth ManagementSt. George, UT · 230 clients
      Schwab 100%
      +00% 1 yr$185M
6100. 12648
      Greenway Wealth Advisors, LLCCharlotte, NC · 180 clients
      Schwab 100%
      +00% 1 yr$185M
6101. 12651
      Avail Investment Partners, LLCLemont, PA · 144 clients
      Fidelity 89%
      +00% 1 yr$184M
6102. 12652
      Selkirk Wealth Advisors, LLCSpokane, WA · 164 clients
      Schwab 100%
      +00% 1 yr$184M
6103. 12653
      Red Mountain Financial, LLC151 clients
      Schwab 100%
      +00% 1 yr$184M
6104. 12654
      Rivertree Advisors, LLCWinter Park, FL · 103 clients
      Raymond James 100%
      +00% 1 yr$184M
6105. 12657
      The Worley Banks Group, LLCCreve Coeur, MO · 749 clients
      Schwab 100%
      +00% 1 yr$184M
6106. 12659
      Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$184M
6107. 12661
      Global Wealth Management, L.C.Deerfield Beach, FL · 34 clients
      Bank Vontobel AG 53%Interactive Brokers 31%
      +00% 1 yr$184M
6108. 12662
      Longevity Capital ManagementThousand Oaks, CA · 187 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$184M
6109. 12663
      Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsHybridCFS Securities, Inc.
      Fidelity 100%
      +00% 1 yr$184M
6110. 12664
      Atlas Investment AdvisorsAlpharetta, GA · 116 clients
      Schwab 100%
      +00% 1 yr$184M
6111. 12665
      Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWrap sponsor
      Fidelity 52%Schwab 48%
      +00% 1 yr$184M
6112. 12669
      High Pines Wealth Management LLCDuxbury, MA · 163 clients
      Fidelity 64%Schwab 36%
      +00% 1 yr$184M
6113. 12670
      Alpenglobal Capital, LLC141 clients
      RBC 99%
      +00% 1 yr$184M
6114. 12673
      MytimeequityPlano, TX · 512 clients
      Schwab 60%Interactive Brokers 37%
      +00% 1 yr$184M
6115. 12676
      Shotwell Rutter Baer IncLansing, MI · 282 clients
      Schwab 100%
      +00% 1 yr$184M
6116. 12677
      Brazos Wealth Advisors LLCFort Worth, TX · 155 clients
      Schwab 100%
      +00% 1 yr$184M
6117. 12678
      Vincimus Capital, LLCMalibu, CA · 61 clients
      No custodian reported
      +00% 1 yr$184M
6118. 12680
      Barden Capital Management, Inc.202 clients
      Schwab 100%
      +00% 1 yr$184M
6119. 12681
      Sledge and Company Wealth AdvisorsHigh Point, NC · 200 clientsHybrid
      SEI 100%
      +00% 1 yr$183M
6120. 12683
      Magnolia Wealth Management LLCDothan, AL · 385 clients
      Schwab 100%
      +00% 1 yr$183M