The Wealth Manager database

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2201. 6637
      Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWrap sponsorHybrid
      LPL Financial 85%
      +00% 1 yr$681M
2202. 6639
      Lees Monsour GroupShreveport, LA · 361 clients
      Raymond James 100%
      +00% 1 yr$681M
2203. 6641
      Eagle Bay Family OfficeNew York, NY · 50 clients
      Fidelity 100%
      +00% 1 yr$681M
2204. 6644
      Von Borstel & AssociatesThe Dalles, OR · 500 clients
      Schwab 100%
      +00% 1 yr$680M
2205. 6647
      Landmark Wealth ManagementGetzville, NY · 294 clients
      Fidelity 100%
      +00% 1 yr$680M
2206. 6649
      Century Management Financial AdvisorsAustin, TX · 737 clients
      Schwab 83%
      +00% 1 yr$680M
2207. 6650
      Saxon Financial GroupHouston, TX · 509 clients
      Raymond James 90%
      +00% 1 yr$679M
2208. 6651
      Brasada Capital Management, LPHouston, TX · 382 clients
      Schwab 100%
      +00% 1 yr$679M
2209. 6654
      Monument Group Wealth Advisors, LLCConcord, MA · 173 clients
      Schwab 63%Fidelity 37%
      +00% 1 yr$679M
2210. 6655
      Thor Wealth Management IncCincinnati, OH · 493 clients
      Schwab 100%
      +00% 1 yr$679M
2211. 6656
      Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWrap sponsor
      Pershing 90%
      +00% 1 yr$678M
2212. 6658
      Hyposwiss Advisors SAGeneva, Switzerland · 176 clientsBank-affiliated
      Hyposwiss Private Bank 28%Banque Pictet ET CIE SA 24%UBS 23%
      +00% 1 yr$678M
2213. 6659
      MTM Investment Management, LLCSpartanburg, SC · 424 clients
      Raymond James 100%
      +00% 1 yr$678M
2214. 6662
      VSM Wealth Advisory, LLCHunt Valley, MD · 613 clients
      Schwab 100%
      +00% 1 yr$678M
2215. 6663
      Financial Strategies Group, IncOkemos, MI · 1,284 clients
      Schwab 86%
      +00% 1 yr$677M
2216. 6666
      Carderock Capital Management, Inc.Chevy Chase, MD · 221 clients
      Schwab 98%
      +00% 1 yr$677M
2217. 6667
      Leverty Financial Group, LLCHudson, WI · 665 clients
      Pershing 100%
      +00% 1 yr$677M
2218. 6668
      Jacobson & Schmitt Advisors, LLCMiddleton, WI · 462 clients
      Schwab 100%
      +00% 1 yr$676M
2219. 6669
      Rockport Wealth AdvisorsFairview Park, OH · 1,623 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$676M
2220. 6671
      Boston Research and Management, Inc.Manchester, MA · 124 clients
      Fidelity 100%
      +00% 1 yr$676M
2221. 6672
      Stordahl Capital Management, Inc.Greenwood Village, CO · 331 clients
      Schwab 100%
      +00% 1 yr$676M
2222. 6673
      Waterway Wealth Management, L.L.C.The Woodlands, TX · 142 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$676M
2223. 6676
      Summit Wealth Partners, LLCOrlando, FL · 783 clients
      Schwab 74%Fidelity 26%
      +00% 1 yr$676M
2224. 6677
      Advantage Wealth PartnersFort Myers, FL · 583 clientsWrap sponsor
      Fidelity 86%
      +00% 1 yr$675M
2225. 6678
      Little House Capital, LLCBraintree, MA · 253 clients
      Schwab 76%Fidelity 24%
      +00% 1 yr$675M
2226. 6679
      RDA Financial NetworkAkron, IA · 1,521 clientsHybrid
      Schwab 100%
      +00% 1 yr$675M
2227. 6680
      Allegiance Financial GroupVienna, VA · 605 clientsHybrid
      Schwab 78%Fidelity 22%
      +00% 1 yr$675M
2228. 6681
      Ballast Advisors, LLCWoodbury, MN · 831 clients
      Schwab 100%
      +00% 1 yr$674M
2229. 6682
      The Goff Financial GroupHouston, TX · 226 clients
      Schwab 83%
      +00% 1 yr$674M
2230. 6683
      West Financial Advisors, L.L.C.Des Moines, IA · 305 clients
      Schwab 100%
      +00% 1 yr$674M
2231. 6684
      Integral Wealth ManagementTurlock, CA · 468 clients
      Schwab 100%
      +00% 1 yr$674M
2232. 6685
      Garden State Investment Advisory Services, LLCRed Bank, NJ · 2,531 clientsWrap sponsorHybridGarden State Securities, Inc., clears through Axos Clearing
      Schwab 65%Axos 35%
      +00% 1 yr$674M
2233. 6686
      Cherry Tree Wealth Management, LLCMinnetonka, MN · 334 clientsHybridCherry Tree & Associates, LLC
      Schwab 69%Fidelity 31%
      +00% 1 yr$673M
2234. 6690
      Pinnacle Financial Group LLCWestern Springs, IL · 394 clients
      Schwab 74%Fidelity 26%
      +00% 1 yr$673M
2235. 6693
      Firethorn Wealth Partners, LLCAugusta, GA · 731 clientsHybrid
      Schwab 100%
      +00% 1 yr$672M
2236. 6694
      Lifecycle Financial Planners Inc.Bloomfield Hills, MI · 171 clients
      Schwab 100%
      +00% 1 yr$672M
2237. 6695
      Presilium Private Wealth, LLCRadnor, PA · 380 clients
      Fidelity 100%
      +00% 1 yr$672M
2238. 6697
      Diversifi Capital IncLos Altos, CA · 277 clients
      Schwab 100%
      +00% 1 yr$671M
2239. 6699
      Harvest Financial Advisors, LLCWest Chester, OH · 442 clients
      No custodian reported
      +00% 1 yr$671M
2240. 6700
      Planned Solutions, Inc.Folsom, CA · 827 clients
      No custodian reported
      +00% 1 yr$671M