The Wealth Manager database

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6881. 13680
      191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWyckoff, NJ · 319 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$150M
6882. 13682
      Intentional Retirement, LLCOmaha, NE · 293 clients
      Schwab 100%
      +00% 1 yr$150M
6883. 13689
      Parrish Capital, LLCKennesaw, GA · 238 clients
      Schwab 100%
      +00% 1 yr$150M
6884. 13692
      Financial Management Advisors, Inc.Tullahoma, TN · 525 clientsHybrid
      No custodian reported
      +00% 1 yr$150M
6885. 13693
      Cavalcade Capital LLCNew York, NY
      Goldman Sachs 79%
      +00% 1 yr$150M
6886. 13694
      Clearbrook Investment Solutions LLCNew York, NY · 48 clients
      Schwab 71%Commerce Bank 29%
      +00% 1 yr$150M
6887. 13695
      Schneider Wealth Management37 clients
      Schwab 100%
      +00% 1 yr$150M
6888. 13696
      Financial Strategies, Inc.Brookfield, WI · 199 clients
      Schwab 100%
      +00% 1 yr$150M
6889. 13698
      Fiduciary Capital Management LLCCheyenne, WY · 74 clientsHybrid
      No custodian reported
      +00% 1 yr$150M
6890. 13699
      Onesource Wealth ManagementGranite Bay, CA · 229 clients
      Schwab 75%Interactive Brokers 25%
      +00% 1 yr$150M
6891. 13700
      White & Company Financial Planning, Inc.Sunnyside, WA · 307 clients
      Schwab 100%
      +00% 1 yr$150M
6892. 13701
      Sonas Financial Group, Inc.Kansas City, MO · 105 clients
      Fidelity 100%
      +00% 1 yr$150M
6893. 13702
      Keen Capital, LLC62 clients
      Schwab 100%
      +00% 1 yr$150M
6894. 13703
      Portfolio Design Services, LLCRiver Falls, WI · 256 clients
      Axos 66%Schwab 34%
      +00% 1 yr$150M
6895. 13704
      Evident FinancialErie, PA · 90 clients
      Schwab 100%
      +00% 1 yr$150M
6896. 13705
      Polaris Financial Planning, LLC.129 clients
      Schwab 100%
      +00% 1 yr$150M
6897. 13706
      Second Summit Wealth Management, LLC38 clients
      Schwab 89%
      +00% 1 yr$150M
6898. 13707
      CMG Financial Consulting118 clients
      Schwab 100%
      +00% 1 yr$150M
6899. 13708
      Clarity Financial Advisors LLCSt. Petersburg, FL · 992 clients
      Altruist 100%
      +00% 1 yr$150M
6900. 13709
      Oakmont Advisory Group, LLCAlbuquerque, NM · 476 clients
      Altruist 100%
      +00% 1 yr$150M
6901. 13710
      Purewater Capital, LLCFort Worth, TX · 237 clients
      Schwab 100%
      +00% 1 yr$149M
6902. 13711
      Monson Wealth Management, Inc.Kennewick, WA · 364 clients
      Axos 100%
      +00% 1 yr$149M
6903. 13712
      Fund Advisors of America IncOrlando, FL · 585 clients
      Schwab 100%
      +00% 1 yr$149M
6904. 13713
      Cardenas Asset Management, LLC185 clients
      Schwab 0%
      +00% 1 yr$149M
6905. 13714
      Bellingham CapitalBellingham, WA · 252 clients
      Schwab 100%
      +00% 1 yr$149M
6906. 13716
      Sidoxia Capital Management, LLCNewport Beach, CA · 108 clients
      Schwab 100%
      +00% 1 yr$149M
6907. 13717
      Harborfront Financial GroupLudington, MI · 604 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$149M
6908. 13718
      Brookline Wealth, LLCAustin, TX · 32 clients
      Schwab 100%
      +00% 1 yr$149M
6909. 13720
      Sanders & Scott, ChfcWatkinsville, GA · 410 clients
      Schwab 100%
      +00% 1 yr$149M
6910. 13721
      Harvest Financial PartnersPaoli, PA · 147 clients
      Schwab 100%
      +00% 1 yr$149M
6911. 13722
      Compass Financial Group, Inc.Dublin, OH · 158 clientsHybrid
      Fidelity 100%
      +00% 1 yr$149M
6912. 13724
      Wagner Wealth Management, Corp.Conyngham, PA · 261 clients
      Schwab 100%
      +00% 1 yr$149M
6913. 13725
      Peerless WealthColumbus, OH · 220 clientsHybrid
      Schwab 82%
      +00% 1 yr$149M
6914. 13726
      Quantum Financial Partners LLCOverland Park, KS · 395 clients
      Schwab 100%
      +00% 1 yr$149M
6915. 13727
      Beacon Hill Wealth Management LTDVictoria, BC, Canada · 180 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$149M
6916. 13728
      Curtis Wealth Management LLCHenderson, NV · 105 clients
      Fidelity 100%
      +00% 1 yr$149M
6917. 13729
      Sonnet, LLCSpring, TX · 269 clients
      Schwab 97%
      +00% 1 yr$148M
6918. 13731
      Arborfi Advisors, LLCAnn Arbor, MI · 101 clients
      Schwab 100%
      +00% 1 yr$148M
6919. 13732
      Prestige Wealth ManagementSouthlake, TX · 297 clientsWrap sponsor
      Fidelity 91%
      +00% 1 yr$148M
6920. 13734
      Townsend Financial PlanningMt. Sterling, KY · 160 clients
      Fidelity 100%
      +00% 1 yr$148M