The Wealth Manager database

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7521. 14491
      The Advisory FirmAlpharetta, GA · 120 clients
      Schwab 100%
      +00% 1 yr$126M
7522. 14493
      Financial Empowerment LLCBurnsville, MN · 100 clients
      No custodian reported
      +00% 1 yr$126M
7523. 14494
      Premier Private Wealth Management, LLCPalm Harbor, FL · 700 clients
      Schwab 100%
      +00% 1 yr$126M
7524. 14497
      Shepherd Street AdvisorsLarkspur, CA · 49 clients
      Schwab 100%
      +00% 1 yr$126M
7525. 14499
      Private Wealth Management LLC12 clients
      Schwab 100%
      +00% 1 yr$126M
7526. 14500
      Oak Street AdvisorsMyrtle Beach, SC · 159 clients
      Schwab 100%
      +00% 1 yr$126M
7527. 14501
      VIP Planners, Inc.Roanoke, VA · 209 clients
      Fidelity 100%
      +00% 1 yr$126M
7528. 14502
      Adirondack Research & Management Inc.Guilderland, NY · 85 clients
      Fidelity 100%
      +00% 1 yr$126M
7529. 14503
      Capital Wealth Advisors, LTD.West Bend, WI · 185 clients
      Schwab 100%
      +00% 1 yr$126M
7530. 14504
      VIP Wealth AdvisorsDecatur, GA · 30 clients
      Schwab 80%
      +00% 1 yr$126M
7531. 14505
      Significant Wealth Partners LLCCary, IL · 851 clients
      Schwab 100%
      +00% 1 yr$126M
7532. 14506
      Thielen Capital CorporationLadera Ranch, CA · 82 clients
      Schwab 80%
      +00% 1 yr$126M
7533. 14507
      Tidal Creek Capital AdvisorsBluffton, SC · 181 clients
      Schwab 100%
      +00% 1 yr$126M
7534. 14508
      Integrity Road Wealth Partners LLCHouston, TX · 66 clients
      Schwab 100%
      +00% 1 yr$126M
7535. 14509
      Reality Financial Planning Services, LLCSarasota, FL · 214 clients
      Schwab 100%
      +00% 1 yr$126M
7536. 14510
      Eagle's Crest Advisors, LLCHuntington, NY · 60 clients
      Altruist 83%
      +00% 1 yr$126M
7537. 14511
      BSC Capital Partners, LLCWest Des Moines, IA · 321 clients
      Fidelity 100%
      +00% 1 yr$126M
7538. 14512
      Sundial Wealth LLCDelray Beach, FL · 58 clients
      Schwab 100%
      +00% 1 yr$126M
7539. 14513
      Breakthru Advisory Services, LLCMuskego, WI · 21 clients
      Schwab 100%
      +00% 1 yr$126M
7540. 14514
      Index Financial Advisors LLC23 clients
      Schwab 100%
      +00% 1 yr$126M
7541. 14515
      ODA and Company, Inc.Medina, OH · 197 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$126M
7542. 14516
      Hyphen Wealth ManagementLafayette, CA · 59 clients
      Schwab 100%
      +00% 1 yr$126M
7543. 14519
      Lone Peak AdvisersDraper, UT · 905 clientsHybridTransitional Broker LLC
      Schwab 69%Assetmark 28%
      +00% 1 yr$125M
7544. 14520
      Berkeley Advisors, Inc.Atlanta, GA · 81 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$125M
7545. 14521
      Cultivate Wealth PartnersBroomfield, CO · 85 clients
      SEI 100%
      +00% 1 yr$125M
7546. 14522
      Demers Financial PlanningColumbus, OH · 38 clients
      Schwab 100%
      +00% 1 yr$125M
7547. 14523
      Downtown Investment AdvisoryWhite Plains, NY · 59 clients
      Schwab 87%
      +00% 1 yr$125M
7548. 14524
      The Gardner GroupDallas, TX · 134 clients
      Fidelity 81%
      +00% 1 yr$125M
7549. 14525
      WMS Group LLC252 clients
      Schwab 100%
      +00% 1 yr$125M
7550. 14526
      Bastion Fiduciary242 clients
      Goldman Sachs 53%Schwab 47%
      +00% 1 yr$125M
7551. 14527
      Konza Global Wealth GroupOverland Park, KS · 112 clients
      Schwab 86%
      +00% 1 yr$125M
7552. 14528
      Seedsafe Financial LLC86 clients
      Schwab 100%
      +00% 1 yr$125M
7553. 14529
      Blue Curve Advisory, LLCTowson, MD · 291 clients
      Schwab 100%
      +00% 1 yr$125M
7554. 14531
      Cantlon Financial Planning LLC99 clients
      Fidelity 100%
      +00% 1 yr$125M
7555. 14532
      44 North Capital, LLCBurlington, VT · 438 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$125M
7556. 14533
      MAR Wealth Management Services, LLCWest Palm Beach, FL · 53 clients
      Schwab 100%
      +00% 1 yr$125M
7557. 14534
      Centrus Financial StrategiesOrlando, FL · 190 clients
      Principal Securities 99%
      +00% 1 yr$125M
7558. 14535
      Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clients
      SEI 100%
      +00% 1 yr$125M
7559. 14537
      Strongtower Wealth Management, PLCHot Springs, AR · 380 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$125M
7560. 14541
      Tidehaven Wealth, LLCMount Pleasant, SC · 163 clients
      Schwab 100%
      +00% 1 yr$125M