The Wealth Manager database

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7481. 14442
      WillowRogers, AR · 108 clients
      Schwab 100%
      +00% 1 yr$128M
7482. 14444
      Align Advisor Group, LLCVineland, NJ · 210 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$128M
7483. 14445
      Hidden Hills Wealth13 clients
      Schwab 100%
      +00% 1 yr$128M
7484. 14448
      Longview Wealth Management, LLC44 clients
      No custodian reported
      +00% 1 yr$127M
7485. 14450
      YES Wealth ManagementMahtomedi, MN · 100 clients
      Schwab 100%
      +00% 1 yr$127M
7486. 14451
      Divvi Wealth ManagementKansas City, MO · 197 clients
      Schwab 100%
      +00% 1 yr$127M
7487. 14452
      WE Financial GroupSan Francisco, CA · 140 clients
      Schwab 84%
      +00% 1 yr$127M
7488. 14454
      Cardinal Retirement Planning, Inc.107 clients
      Schwab 100%
      +00% 1 yr$127M
7489. 14455
      Luminescent Wealth Management, Inc.Scottsdale, AZ · 56 clients
      Schwab 100%
      +00% 1 yr$127M
7490. 14456
      Millenia Financial Partners, LLC52 clients
      Schwab 91%
      +00% 1 yr$127M
7491. 14457
      2 Knights Wealth Management, LLCPepper Pike, OH · 59 clients
      Fidelity 98%
      +00% 1 yr$127M
7492. 14458
      Sabre Asset Management LLCPepper Pike, OH · 147 clients
      Schwab 100%
      +00% 1 yr$127M
7493. 14459
      Fairchild Financial Advisors, Inc.Folsom, CA · 247 clientsWrap sponsorHybrid
      Schwab 79%
      +00% 1 yr$127M
7494. 14460
      Moore Financial Advisors, LTD.Belmont, MA · 92 clients
      Fidelity 57%Altruist 43%
      +00% 1 yr$127M
7495. 14461
      Axim Planning & WealthSpringboro, OH · 287 clients
      Schwab 100%
      +00% 1 yr$127M
7496. 14462
      Wright Wealth Strategies, LLCSan Luis Obispo, CA · 202 clientsHybrid
      LPL Financial 81%
      +00% 1 yr$127M
7497. 14463
      Synergy Wealth Management, LLCGrand Rapids, MI · 282 clients
      Schwab 93%
      +00% 1 yr$127M
7498. 14464
      Sierra Management GroupReno, NV · 168 clients
      LPL Financial 100%
      +00% 1 yr$127M
7499. 14465
      Strategic Portfolio ManagersNorthfield, IL · 84 clients
      No custodian reported
      +00% 1 yr$127M
7500. 14466
      Double Bay Management & PlanningSan Francisco, CA · 32 clients
      Schwab 84%
      +00% 1 yr$127M
7501. 14467
      Sage Wealth PlanningGeorgetown, TX · 119 clients
      Schwab 100%
      +00% 1 yr$127M
7502. 14468
      Growstrong Wealth StrategiesFort Collins, CO · 227 clients
      Schwab 76%MID Atlantic Clearing & Settlement 24%
      +00% 1 yr$127M
7503. 14469
      Gainspoletti Wealth PlannersCleveland, MS · 250 clientsHybrid
      Schwab 100%
      +00% 1 yr$127M
7504. 14470
      Miller Financial Services, Inc.San Juan Capistrano, CA · 200 clients
      Schwab 100%
      +00% 1 yr$127M
7505. 14472
      Ashwood AdvisorsMedfield, MA · 110 clientsHybrid
      Fidelity 100%
      +00% 1 yr$127M
7506. 14474
      Advisor.comCharleston, SC · 426 clients
      Altruist 100%
      +00% 1 yr$127M
7507. 14475
      Bone Fide WealthNew York, NY · 181 clients
      Altruist 100%
      +00% 1 yr$127M
7508. 14476
      Personal Money Planning, LLCWichita Falls, TX · 217 clients
      No custodian reported
      +00% 1 yr$127M
7509. 14477
      Shadowridge Asset Management, LLCAustin, TX · 614 clients
      Axos 76%Fidelity Distributors Company 24%
      +00% 1 yr$127M
7510. 14478
      Carmichael Creel InvestmentsFranklin, TN · 76 clients
      Schwab 100%
      +00% 1 yr$127M
7511. 14479
      Brackenwood Capital Management, LLCBainbridge Island, WA · 86 clients
      Schwab 100%
      +00% 1 yr$127M
7512. 14480
      Artesa Financial GroupConroe, TX · 329 clients
      Schwab 100%
      +00% 1 yr$127M
7513. 14481
      Copperline Wealth Management & PlanningCody, WY · 440 clientsWrap sponsorHybrid
      LPL Financial 70%Schwab 30%
      +00% 1 yr$127M
7514. 14482
      Kingwood Investment GroupKingwood, TX · 244 clients
      Schwab 100%
      +00% 1 yr$127M
7515. 14483
      Hickory Wealth Management, LLCSpringfield, MO · 209 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$127M
7516. 14484
      Acts Financial AdvisorsMcLean, VA · 23 clients
      Schwab 100%
      +00% 1 yr$127M
7517. 14485
      Twin Gryphon Advisors LLCMarshfield, MA · 50 clients
      Fidelity 100%
      +00% 1 yr$127M
7518. 14487
      RIA Wealth Advisors, LLCRound Rock, TX · 241 clients
      Fidelity 100%
      +00% 1 yr$126M
7519. 14488
      Fortitude Private WealthCarmel, IN · 67 clients
      Schwab 100%
      +00% 1 yr$126M
7520. 14489
      Aisa InternationalDevizes, United Kingdom · 242 clients
      No custodian reported
      +00% 1 yr$126M