The Wealth Manager database

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7441. 14393
      Stephen Smith Financial Inc.Schaumburg, IL · 160 clients
      Schwab 100%
      +00% 1 yr$129M
7442. 14394
      Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clients
      Fidelity 93%
      +00% 1 yr$129M
7443. 14395
      Mariva Global Asset Management, LLCMiami, FL · 153 clientsBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
      Pershing 94%
      +00% 1 yr$129M
7444. 14396
      Infinity Advisory GroupPortage, MI · 208 clients
      Fidelity 100%
      +00% 1 yr$129M
7445. 14397
      Wolfgang CapitalTemecula, CA · 430 clients
      Schwab 100%
      +00% 1 yr$129M
7446. 14398
      Gordon Asset Management LLCWest Palm Beach, FL · 38 clients
      Schwab 100%
      +00% 1 yr$129M
7447. 14399
      Colchester Investment Counsel LLCRidgefield, CT · 58 clients
      Schwab 100%
      +00% 1 yr$129M
7448. 14400
      Quality Financial ConceptsMaryville, TN · 211 clientsHybrid
      Schwab 100%
      +00% 1 yr$129M
7449. 14401
      Capital View Wealth Management, LLC27 clients
      Schwab 100%
      +00% 1 yr$129M
7450. 14402
      Holm & Cawley Financial Group LLCLas Vegas, NV · 251 clients
      Schwab 81%
      +00% 1 yr$129M
7451. 14403
      Diccianni Financial Group, Inc.East Norriton, PA · 321 clientsHybridLeigh Baldwin & Co., LLC
      Schwab 100%
      +00% 1 yr$129M
7452. 14404
      Lord and RichardsHighlands Ranch, CO · 1,228 clients
      Schwab 100%
      +00% 1 yr$129M
7453. 14405
      Pasnau Investment Management, Inc.233 clients
      Fidelity 100%
      +00% 1 yr$129M
7454. 14407
      Prospettiva FinancialSan Francisco, CA · 294 clients
      Schwab 100%
      +00% 1 yr$129M
7455. 14409
      Banta Asset Management LPNewport Beach, CA · 117 clients
      Schwab 100%
      +00% 1 yr$129M
7456. 14410
      Catum Advisory Group, LLC.Wilton, CT · 94 clients
      Schwab 82%
      +00% 1 yr$129M
7457. 14411
      Revalue LLCGrand Rapids, MI · 254 clients
      SEI 100%
      +00% 1 yr$129M
7458. 14412
      The Capeloto & Hedrick Co126 clients
      Schwab 100%
      +00% 1 yr$129M
7459. 14413
      Pelican Investment Advisors, LLCBaton Rouge, LA · 270 clientsHybrid
      Schwab 100%
      +00% 1 yr$129M
7460. 14414
      Berkeley Capital Management, LLCEllsworth, KS · 370 clients
      Schwab 100%
      +00% 1 yr$128M
7461. 14415
      Kurtin Financial Advisers, LLC22 clients
      Schwab 100%
      +00% 1 yr$128M
7462. 14417
      Broadhurst Financial Advisors, Inc.Austin, TX · 59 clients
      Altruist 100%
      +00% 1 yr$128M
7463. 14418
      Indfin LLC55 clients
      Fidelity 87%
      +00% 1 yr$128M
7464. 14419
      St. John & Associates, Inc.Roswell, GA · 153 clients
      No custodian reported
      +00% 1 yr$128M
7465. 14423
      Pacifica Partners Capital Management Inc.Surrey, Canada · 260 clients
      Schwab 100%
      +00% 1 yr$128M
7466. 14424
      Bright AdvisorsGreenwood Village, CO · 178 clients
      No custodian reported
      +00% 1 yr$128M
7467. 14425
      Networth Financial Services, LLCJohns Creek, GA · 107 clients
      Schwab 100%
      +00% 1 yr$128M
7468. 14427
      Ydream Financial Services, Inc.125 clients
      Fidelity 100%
      +00% 1 yr$128M
7469. 14428
      The Marin Group Inc.Atlanta, GA · 142 clients
      Schwab 100%
      +00% 1 yr$128M
7470. 14429
      Guardian Capital, LLCWexford, PA · 241 clients
      Schwab 100%
      +00% 1 yr$128M
7471. 14431
      Next Generation Investing, LLCTopeka, KS · 245 clientsHybrid
      No custodian reported
      +00% 1 yr$128M
7472. 14432
      Second Half Financial Partners, LLCSebring, FL · 493 clients
      Schwab 100%
      +00% 1 yr$128M
7473. 14433
      Harbor Hills Financial AdvisorsMontecito, CA · 142 clients
      Schwab 100%
      +00% 1 yr$128M
7474. 14434
      Opus Private Wealth Group, LLCOrange, CA · 142 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$128M
7475. 14435
      Breakwater Financial, LLCNeedham, MA · 62 clients
      Fidelity 100%
      +00% 1 yr$128M
7476. 14437
      Clio Asset Management LLCCharlottesville, VA · 46 clients
      Schwab 100%
      +00% 1 yr$128M
7477. 14438
      Wiser Advisor Group154 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$128M
7478. 14439
      Chartered Advisory GroupChadds Ford, PA · 283 clients
      Allianz Life Insurance Company of North America 51%Schwab 49%
      +00% 1 yr$128M
7479. 14440
      Split Creek LLC DBA Split Creek Capital LLC37 clients
      Schwab 100%
      +00% 1 yr$128M
7480. 14441
      GPS InvestmentsScottsdale, AZ · 85 clientsHybrid
      Fidelity 85%
      +00% 1 yr$128M