The Wealth Manager database

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8001. 15077
      Success Wealth Management LLCWexford, PA · 821 clients
      Schwab 84%
      +00% 1 yr$110M
8002. 15078
      REH Wealth Advisors LLCRaleigh, NC · 69 clients
      Schwab 100%
      +00% 1 yr$110M
8003. 15079
      White Oak Wealth PartnersRaleigh, NC · 78 clients
      Schwab 100%
      +00% 1 yr$110M
8004. 15080
      ASK Capital Investment ManagersAmarillo, TX · 100 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$110M
8005. 15081
      Mussett Wealth Management, LLCRensselaer, NY · 103 clients
      Schwab 83%
      +00% 1 yr$110M
8006. 15082
      One Oak18 clients
      Morgan Stanley 53%Schwab 47%
      +00% 1 yr$110M
8007. 15083
      Midway Capital Research & Management LLCChicago, IL · 51 clients
      Schwab 100%
      +00% 1 yr$110M
8008. 15084
      Quint Investments and InsuranceWappingers Falls, NY · 412 clients
      Schwab 100%
      +00% 1 yr$110M
8009. 15085
      Armour Wealth Advisors, LLCTumwater, WA · 109 clients
      Schwab 100%
      +00% 1 yr$110M
8010. 15086
      Exponent Wealth LLCOrem, UT · 96 clients
      Schwab 92%
      +00% 1 yr$110M
8011. 15087
      Generouswealth, LLCSummerville, SC · 305 clientsWrap sponsorHybrid
      LPL Financial 98%
      +00% 1 yr$110M
8012. 15088
      Wolfstone Wealth153 clients
      Schwab 100%
      +00% 1 yr$110M
8013. 15089
      Robert Charles Capital Management44 clients
      Schwab 100%
      +00% 1 yr$110M
8014. 15090
      Charles River Wealth Management, LLCBurlington, MA · 103 clients
      Raymond James 100%
      +00% 1 yr$110M
8015. 15092
      Cornerstone Professional Advisor Services, LLCGarden City, NY · 366 clientsHybrid
      SEI 100%
      +00% 1 yr$110M
8016. 15093
      CS Tomasi Wealth ManagementCosta Mesa, CA · 84 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$110M
8017. 15094
      Visionx Wealth PartnersFort Dodge, IA · 231 clientsWrap sponsor
      SEI 100%
      +00% 1 yr$110M
8018. 15096
      CFG Wealth Management Services IncIndianapolis, IN · 68 clients
      Schwab 100%
      +00% 1 yr$110M
8019. 15097
      Pacific Financial AdvisorsBellevue, WA · 184 clients
      Schwab 100%
      +00% 1 yr$110M
8020. 15099
      Servatus CapitalNaples, FL · 32 clients
      Schwab 100%
      +00% 1 yr$110M
8021. 15100
      Hampel Investment Advisors50 clients
      Fidelity 84%
      +00% 1 yr$110M
8022. 15102
      Meadowbrook Wealth Management, LLCGarden City, NY · 174 clients
      LPL Financial 100%
      +00% 1 yr$110M
8023. 15103
      Bentham Wealth AdvisorsWilliamsville, NY · 218 clients
      Schwab 100%
      +00% 1 yr$110M
8024. 15104
      Lockerman Financial Group, IncNewport Beach, CA · 69 clients
      Fidelity 85%
      +00% 1 yr$110M
8025. 15105
      Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsHybrid
      Nationwide Investment Services 52%Security Distributors 25%Axos 23%
      +00% 1 yr$110M
8026. 15106
      Investable Wealth, LLC146 clients
      Schwab 100%
      +00% 1 yr$110M
8027. 15107
      Taber Asset Management L.L.C.102 clients
      Schwab 100%
      +00% 1 yr$110M
8028. 15108
      O.F.O. Partners, LLCHingham, MA · 10 clients
      Schwab 100%
      +00% 1 yr$110M
8029. 15109
      Hunt Wealth ManagementConcord, CA · 185 clients
      No custodian reported
      +00% 1 yr$110M
8030. 15110
      Werlemann Wealth ManagementNewport Beach, CA · 40 clients
      Schwab 100%
      +00% 1 yr$110M
8031. 15111
      Private Client Advisor Group, LLCPalm City, FL · 190 clients
      Schwab 100%
      +00% 1 yr$110M
8032. 15113
      Tenbridge Partners LLCPortland, OR · 356 clients
      Schwab 100%
      +00% 1 yr$110M
8033. 15114
      Oldfield Wealth PartnersBangor, ME · 93 clients
      Schwab 100%
      +00% 1 yr$110M
8034. 15116
      Caregen Wealth ManagementSan Mateo, CA · 51 clients
      Schwab 100%
      +00% 1 yr$110M
8035. 15117
      MD Wealth Management, LLCChelsea, MI · 78 clients
      Schwab 100%
      +00% 1 yr$110M
8036. 15118
      Renaissance Wealth Advisors, LLCNewton, MA · 93 clients
      Schwab 70%Fidelity 30%
      +00% 1 yr$110M
8037. 15121
      Gilbert Financial, LLCHoneoye Falls, NY · 152 clients
      Pershing 100%
      +00% 1 yr$110M
8038. 15122
      Quabbin AdvisorsAmherst, MA · 47 clients
      Schwab 92%
      +00% 1 yr$110M
8039. 15123
      Jake Carris Financial PlanningOrlando, FL · 115 clients
      Schwab 100%
      +00% 1 yr$110M
8040. 15124
      Oxford Wealth ManagementLindon, UT · 66 clients
      Fidelity 75%Interactive Brokers 25%
      +00% 1 yr$110M