The Wealth Manager database

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6561. 13273
      Main Advisory, Inc.Canonsburg, PA · 214 clients
      Fidelity 54%Axos 46%
      +00% 1 yr$163M
6562. 13276
      Sagace Wealth ManagementSt. Petersburg, FL · 80 clients
      Schwab 100%
      +00% 1 yr$163M
6563. 13278
      Four Financial ManagementAnn Arbor, MI · 353 clientsWrap sponsorHybridAlan Brilliant, David Fransko
      LPL Financial 100%
      +00% 1 yr$163M
6564. 13279
      MCS Family Wealth Advisors65 clients
      Schwab 100%
      +00% 1 yr$163M
6565. 13280
      Lewinter Wealth Advisors, LLC85 clients
      Schwab 100%
      +00% 1 yr$163M
6566. 13281
      Savant Investment Advisers, Inc.Homewood, IL · 295 clientsHybrid
      Pershing 100%
      +00% 1 yr$163M
6567. 13282
      Dedicated Capital Advisors, LLCSan Francisco, CA · 73 clients
      Schwab 53%Fidelity 47%
      +00% 1 yr$162M
6568. 13283
      Taurus FinancialJersey City, NJ · 127 clientsHybrid
      Schwab 85%
      +00% 1 yr$162M
6569. 13284
      Bestgate Wealth Advisors, LLCFrederick, MD · 118 clients
      Schwab 100%
      +00% 1 yr$162M
6570. 13285
      F.I.G. Financial Advisory Services, Inc.Oklahoma City, OK · 242 clients
      Axos 100%
      +00% 1 yr$162M
6571. 13286
      Tessara WealthBurlingame, CA · 143 clients
      Betterment 72%Schwab 28%
      +00% 1 yr$162M
6572. 13287
      Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clients
      Fidelity 60%Schwab 40%
      +00% 1 yr$162M
6573. 13288
      Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clients
      Schwab 56%Pershing 42%
      +00% 1 yr$162M
6574. 13291
      Freedom Family Office, LLC130 clients
      LPL Financial 100%
      +00% 1 yr$162M
6575. 13292
      Wolfstich Capital, LLCMedfield, MA · 80 clients
      Schwab 100%
      +00% 1 yr$162M
6576. 13293
      Shepherd Wealth ManagementCincinnati, OH · 430 clients
      Schwab 100%
      +00% 1 yr$162M
6577. 13294
      Gutt Financial Management, LLCAtlanta, GA · 49 clients
      No custodian reported
      +00% 1 yr$162M
6578. 13295
      Peak American Investment Advisors, Inc.Plano, TX · 329 clients
      Schwab 100%
      +00% 1 yr$162M
6579. 13296
      RPR FinancialOverland Park, KS · 259 clients
      Schwab 100%
      +00% 1 yr$162M
6580. 13297
      Kingsbury Capital Investment Advisors LLC250 clientsHybrid
      Schwab 100%
      +00% 1 yr$162M
6581. 13298
      Steffens Financial CorpByram Township, NJ · 229 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$162M
6582. 13299
      Arbor Investment ManagementAnn Arbor, MI · 96 clients
      Schwab 100%
      +00% 1 yr$162M
6583. 13300
      Ironoak WealthCedar Park, TX · 332 clients
      Schwab 99%
      +00% 1 yr$162M
6584. 13301
      Corkern & Co., Inc.Little Rock, AR · 85 clients
      No custodian reported
      +00% 1 yr$162M
6585. 13302
      Confidential Management Advisors, Inc.Troy, MI · 69 clientsHybridConfidential Management Financial Services, Inc.
      Schwab 87%
      +00% 1 yr$162M
6586. 13304
      Fell Capital ManagementNewport Beach, CA · 73 clients
      Pershing 100%
      +00% 1 yr$162M
6587. 13305
      Honu Wealth Management92 clients
      Schwab 100%
      +00% 1 yr$162M
6588. 13306
      Jeffrey Matthews Wealth Management, LLCFlorham Park, NJ · 367 clientsHybridThe Jeffrey Matthews Financial Group, L.L.C.
      No custodian reported
      +00% 1 yr$162M
6589. 13307
      Lynnleigh & Company, LLCPittsford, NY · 288 clients
      Schwab 100%
      +00% 1 yr$162M
6590. 13308
      Pincus Capital Management, LPNew York, NY · 17 clients
      J.P. Morgan 84%
      +00% 1 yr$162M
6591. 13309
      Flfs Advisory LLCVictor, NY · 203 clientsHybrid
      Dunham 100%
      +00% 1 yr$161M
6592. 13310
      Blom & Howell Financial Planning, Inc.Modesto, CA · 423 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$161M
6593. 13311
      Prakash Investment Advisors LLC85 clients
      Schwab 100%
      +00% 1 yr$161M
6594. 13312
      Farnam FinancialPhoenix, AZ · 81 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$161M
6595. 13313
      Elite Wealth Management, Inc.Plover, WI · 871 clients
      Schwab 77%Altruist 23%
      +00% 1 yr$161M
6596. 13314
      Clearpath Capital Partners LLCMenlo Park, CA · 61 clients
      Schwab 100%
      +00% 1 yr$161M
6597. 13315
      Laguna Wealth Advisors, LLC299 clients
      Schwab 100%
      +00% 1 yr$161M
6598. 13316
      TFS Advisors, LLCEdmonds, WA · 151 clients
      Schwab 68%Pershing 32%
      +00% 1 yr$161M
6599. 13317
      Sieben Wealth Planning LLC86 clients
      Fidelity 100%
      +00% 1 yr$161M
6600. 13318
      Barnett Capital Advisors LLCMiami, FL · 248 clientsBank-affiliated
      Schwab 86%
      +00% 1 yr$161M