The Wealth Manager database

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8241. 15374
      Endurance Financial Planning, LLCMcAllen, TX · 596 clients
      Schwab 100%
      +00% 1 yr$102M
8242. 15376
      Strategic Wealth Partners LLCFranklin, TN · 212 clients
      No custodian reported
      +00% 1 yr$102M
8243. 15377
      Hanover Square Wealth Advisors LLC98 clients
      No custodian reported
      +00% 1 yr$102M
8244. 15379
      Sequentis Capital LLCBoston, MA · 90 clients
      Schwab 100%
      +00% 1 yr$102M
8245. 15380
      Tax & Investment AdvisorsNewburyport, MA · 346 clients
      Fidelity 100%
      +00% 1 yr$102M
8246. 15381
      Sky Vision Wealth Management Corp.Irvine, CA · 86 clientsHybrid
      Schwab 100%
      +00% 1 yr$101M
8247. 15382
      Integrative Planning, Inc.Cornelius, NC · 224 clients
      Schwab 100%
      +00% 1 yr$101M
8248. 15383
      Mendoza Private WealthNorth Miami, FL · 53 clients
      Schwab 100%
      +00% 1 yr$101M
8249. 15384
      Bespoke Investment Group, LLCHarrison, NY · 59 clients
      Schwab 100%
      +00% 1 yr$101M
8250. 15385
      Axxets WMAventura, FL · 5 clients
      J.P. Morgan 69%Morgan Stanley 31%
      +00% 1 yr$101M
8251. 15386
      Wells Global Investment Advisers LLCWinter Haven, FL · 133 clientsHybridValor Financial Securities LLC
      Pershing 100%
      +00% 1 yr$101M
8252. 15387
      Integrated Benefits, Incorporated155 clients
      Schwab 100%
      +00% 1 yr$101M
8253. 15390
      Rock Creek Wealth ManagementHillsboro, OR · 241 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$101M
8254. 15391
      Cantata Wealth Management, LLCCoral Gables, FL · 30 clients
      Fidelity 100%
      +00% 1 yr$101M
8255. 15392
      RGA Investment Advisors, LLCGreat Neck, NY · 100 clients
      Schwab 100%
      +00% 1 yr$101M
8256. 15393
      Suttle Crossland Wealth Advisors, LLCScottsdale, AZ · 53 clients
      Altruist 90%
      +00% 1 yr$101M
8257. 15394
      Beacon Associates Wealth Management, LLCMaumee, OH · 204 clients
      Schwab 62%Fidelity 38%
      +00% 1 yr$101M
8258. 15395
      Ensign Advisory Partners LLCGilbert, AZ · 304 clients
      Assetmark 100%
      +00% 1 yr$101M
8259. 15396
      Brave Eagle Wealth ManagementNew York, NY · 107 clients
      Interactive Brokers 100%
      +00% 1 yr$101M
8260. 15397
      FC Wealth Solutions LLCWesterville, OH · 163 clients
      Fidelity 90%
      +00% 1 yr$101M
8261. 15398
      34 Financial, LLCAtlanta, GA · 90 clients
      Schwab 100%
      +00% 1 yr$101M
8262. 15399
      CWM Advisory, LLCOcean Pines, MD · 248 clients
      SEI 100%
      +00% 1 yr$101M
8263. 15401
      Fuerst Financial Group, Inc.Chattanooga, TN · 325 clients
      SEI 100%
      +00% 1 yr$101M
8264. 15403
      Ascent Financial GroupRichmond, VA · 128 clients
      Schwab 100%
      +00% 1 yr$101M
8265. 15404
      Pflueger Wealth34 clients
      Schwab 100%
      +00% 1 yr$101M
8266. 15406
      CDP Financial Group, LLCLittleton, CO · 110 clientsHybrid
      Schwab 100%
      +00% 1 yr$100M
8267. 15407
      Miller Wealth ManagementGilbert, AZ · 91 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$100M
8268. 15408
      Bridge Financial Planning, LLC95 clients
      Schwab 100%
      +00% 1 yr$100M
8269. 15409
      Sagent Wealth ManagementLaguna Beach, CA · 82 clients
      Altruist 69%Fidelity 31%
      +00% 1 yr$100M
8270. 15410
      Newsong Capital Management, Inc.Hattiesburg, MS · 142 clients
      Interactive Brokers 100%
      +00% 1 yr$100M
8271. 15411
      Hilpan Moxie Wealth Management, LLC78 clients
      Wells Fargo 86%
      +00% 1 yr$100M
8272. 15412
      Course Management Investment Advisors, LLCPinehurst, NC · 161 clientsHybrid
      Schwab 100%
      +00% 1 yr$100M
8273. 15413
      Financial Action, Inc.Monument, CO · 479 clients
      Schwab 100%
      +00% 1 yr$100M
8274. 15415
      Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clients
      Schwab 94%
      +00% 1 yr$100M
8275. 15416
      Financial Counseling, Inc.Springboro, OH · 417 clients
      Schwab 100%
      +00% 1 yr$100M
8276. 15417
      Retire Ready Wealth ManagementRadnor, PA · 535 clients
      Fidelity 100%
      +00% 1 yr$100M
8277. 15420
      Infinity Tax & Financial PlanningHuntsville, AL · 332 clients
      Schwab 84%
      +00% 1 yr$100M
8278. 15421
      Three Oaks WealthGold River, CA · 100 clients
      Schwab 100%
      +00% 1 yr$100M
8279. 15422
      Chamberlain Lane Capital, LLCNashville, TN
      Schwab 100%
      +00% 1 yr$100M
8280. 15423
      Approach Capital LLC100 clients
      Schwab 75%Vantage Self Directed Retirement Plans 25%
      +00% 1 yr$100M