The Wealth Manager database

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1281. 4825
      De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$1.2B
1282. 4826
      Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clients
      Fidelity 100%
      +00% 1 yr$1.2B
1283. 4829
      Fielder Capital Group LLCNashville, TN · 131 clients
      Fidelity 56%Schwab 44%
      +00% 1 yr$1.2B
1284. 4833
      ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clients
      Schwab 100%
      +00% 1 yr$1.2B
1285. 4835
      Folger Nolan Fleming Douglas Capital Management, Inc.Washington, DC · 488 clientsHybridFolger Nolan Fleming Douglas Incorporated
      Pershing 100%
      +00% 1 yr$1.2B
1286. 4837
      Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clients
      Fidelity 100%
      +00% 1 yr$1.2B
1287. 4841
      Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clients
      Fidelity 34%Schwab 33%Wells Fargo 32%
      +00% 1 yr$1.2B
1288. 4842
      Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clients
      Raymond James 100%
      +00% 1 yr$1.2B
1289. 4843
      Van Cleef Asset Management IncBeachwood, OH · 226 clients
      Schwab 85%
      +00% 1 yr$1.2B
1290. 4846
      Childress Capital Advisors, LLCHouston, TX · 146 clients
      Fidelity 100%
      +00% 1 yr$1.2B
1291. 4849
      Arista Wealth Management, LLCLas Vegas, NV · 530 clients
      Fidelity 67%Schwab 33%
      +00% 1 yr$1.2B
1292. 4852
      Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clients
      Schwab 100%
      +00% 1 yr$1.2B
1293. 4855
      Autumn Lane Advisors, LLCHouston, TX · 73 clients
      Schwab 100%
      +00% 1 yr$1.2B
1294. 4858
      Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clients
      Schwab 90%
      +00% 1 yr$1.2B
1295. 4861
      Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$1.2B
1296. 4864
      Centura Wealth AdvisorySan Diego, CA · 588 clients
      Schwab 100%
      +00% 1 yr$1.2B
1297. 4865
      Richard Young AdvisorsAugusta, GA · 1,940 clients
      Schwab 100%
      +00% 1 yr$1.2B
1298. 4869
      Tobias Financial AdvisorsPlantation, FL · 383 clients
      Schwab 100%
      +00% 1 yr$1.2B
1299. 4875
      Moment Partners, LLCSan Francisco, CA · 435 clients
      Wells Fargo 100%
      +00% 1 yr$1.2B
1300. 4877
      Avier Wealth AdvisorsBellevue, WA · 583 clients
      Schwab 57%Fidelity 43%
      +00% 1 yr$1.2B
1301. 4878
      Aspire Growth Partners LLC958 clients
      Raymond James 100%
      +00% 1 yr$1.2B
1302. 4880
      Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsHybrid
      LPL Financial 64%
      +00% 1 yr$1.2B
1303. 4881
      Tvamp, LLCKnoxville, TN · 2,553 clientsHybrid
      LPL Financial 88%
      +00% 1 yr$1.2B
1304. 4883
      Sachem Hill LLCDenver, CO · 141 clients
      Schwab 81%
      +00% 1 yr$1.2B
1305. 4884
      Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWrap sponsorHybrid
      Schwab 87%
      +00% 1 yr$1.2B
1306. 4888
      TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsHybrid
      Schwab 86%
      +00% 1 yr$1.2B
1307. 4889
      Verus Financial PartnersRichmond, VA · 636 clients
      Schwab 100%
      +00% 1 yr$1.2B
1308. 4890
      Cooper/haims Advisors, LLCVictor, NY · 527 clientsBank-affiliatedHybridESL Investment Services, LLC, clears through LPL Financial
      Schwab 100%
      +00% 1 yr$1.2B
1309. 4892
      Sikich FinancialSpringfield, IL · 1,164 clientsHybridSikich Corporate Finance LLC
      Fidelity 100%
      +00% 1 yr$1.2B
1310. 4893
      Evergreen WealthSpringfield, IL · 679 clients
      Schwab 82%
      +00% 1 yr$1.2B
1311. 4894
      Crusonia Wealth Advisors LLCDenver, CO · 542 clients
      Schwab 100%
      +00% 1 yr$1.2B
1312. 4896
      Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsHybrid
      Schwab 88%
      +00% 1 yr$1.2B
1313. 4899
      DeerfieldIndianapolis, IN · 331 clients
      Schwab 100%
      +00% 1 yr$1.2B
1314. 4900
      Signet Financial Management, LLCParsippany, NJ · 707 clients
      Schwab 100%
      +00% 1 yr$1.2B
1315. 4902
      Kearns and Associates, LLC46 clients
      Schwab 51%Northern Trust 49%
      +00% 1 yr$1.2B
1316. 4904
      Portland Global Advisors LLCPortland, ME · 304 clients
      Fidelity 100%
      +00% 1 yr$1.2B
1317. 4905
      Brand Asset Management Group, Inc.Chesterfield, MO · 355 clients
      Fidelity 51%Schwab 49%
      +00% 1 yr$1.2B
1318. 4907
      Wellington Shields Capital Management, LLCNew York, NY · 574 clientsHybridWellington Shields & Co., LLC
      Pershing 100%
      +00% 1 yr$1.2B
1319. 4910
      Cheviot Value Management, LLCBeverly Hills, CA · 619 clients
      Schwab 100%
      +00% 1 yr$1.2B
1320. 4911
      StraightlineTroy, MI · 2,365 clients
      Schwab 53%Fidelity 25%
      +00% 1 yr$1.2B