The Wealth Manager database

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2641. 7376
      A & I Wealth ManagementLone Tree, CO · 518 clientsHybrid
      Axos 100%
      +00% 1 yr$560M
2642. 7379
      Ocean Path Advisors, LLCManhattan Beach, CA · 196 clients
      Schwab 100%
      +00% 1 yr$560M
2643. 7380
      Endeavor Advisors, LLCThe Woodlands, TX · 175 clients
      Schwab 100%
      +00% 1 yr$560M
2644. 7381
      Van Leeuwen Retirement & Investment ServicesRichmond, KY · 705 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$559M
2645. 7382
      M. Kraus & CompanyShelburne, VT · 228 clients
      Schwab 100%
      +00% 1 yr$559M
2646. 7383
      Headland CapitalMt. Pleasant, SC · 656 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$559M
2647. 7385
      Narus Financial Partners, LLCSalt Lake City, UT · 208 clients
      Fidelity 100%
      +00% 1 yr$559M
2648. 7386
      Capital Investment Management, IncLee's Summit, MO · 1,072 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$559M
2649. 7387
      Paulson Wealth Management Inc.West Palm Beach, FL · 379 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$559M
2650. 7388
      Ogorek Wealth Management, LLCWilliamsville, NY · 192 clients
      Schwab 100%
      +00% 1 yr$559M
2651. 7389
      Wealth Science Advisors LLCAlpharetta, GA · 273 clients
      Pershing 88%
      +00% 1 yr$559M
2652. 7391
      Guidance Point Advisors, LLC255 clients
      Fidelity 100%
      +00% 1 yr$558M
2653. 7393
      Hobart WealthCharlotte, NC · 727 clients
      Schwab 100%
      +00% 1 yr$558M
2654. 7394
      Prairie Wealth Advisors, Inc.Omaha, NE · 389 clients
      Fidelity 64%Schwab 36%
      +00% 1 yr$558M
2655. 7395
      F&v Capital Management, L.L.C.Boca Raton, FL · 132 clients
      RBC 100%
      +00% 1 yr$558M
2656. 7396
      Life Line Wealth Management LLCBeverly Hills, CA · 97 clients
      Schwab 100%
      +00% 1 yr$558M
2657. 7398
      Nicollet Investment Management, Inc.Minneapolis, MN · 301 clients
      Schwab 100%
      +00% 1 yr$557M
2658. 7399
      Financial Harvest Wealth AdvisorsWinter Park, FL · 320 clients
      Schwab 100%
      +00% 1 yr$557M
2659. 7400
      Enrich Financial Partners LLCMadison, WI · 426 clients
      Schwab 100%
      +00% 1 yr$557M
2660. 7401
      Trinity Capital Management, LLCSanta Barbara, CA · 393 clients
      Schwab 100%
      +00% 1 yr$557M
2661. 7402
      HT Partners LLCCenterbrook, CT · 121 clients
      Schwab 100%
      +00% 1 yr$556M
2662. 7403
      Oldfather Financial ServicesKearney, NE · 448 clients
      Schwab 100%
      +00% 1 yr$556M
2663. 7411
      Consilio Wealth Advisors, LLCBellevue, WA · 288 clients
      Fidelity 100%
      +00% 1 yr$556M
2664. 7412
      Kooman & AssociatesAltoona, PA · 331 clients
      Raymond James 85%
      +00% 1 yr$556M
2665. 7413
      Bigelow Investment Advisors, LLCPortland, ME · 331 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$555M
2666. 7415
      O'rourke & Company, IncorporatedBoston, MA · 580 clientsHybrid
      Fidelity 100%
      +00% 1 yr$555M
2667. 7416
      Premier Wealth Advisors, LLCNew York, NY · 643 clients
      Schwab 87%
      +00% 1 yr$555M
2668. 7417
      Kimery Wealth Management, LLCMemphis, TN · 471 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$555M
2669. 7418
      Lansing Street AdvisorsAmbler, PA · 151 clients
      Schwab 100%
      +00% 1 yr$555M
2670. 7419
      Sarasin Asset Management LimitedLondon, United Kingdom · 140 clientsBank-affiliated
      Bank J Safra Sarasin 44%RBC 34%BNY 22%
      +00% 1 yr$555M
2671. 7421
      Kercheville Advisors LLCSan Antonio, TX · 352 clients
      Pershing 100%
      +00% 1 yr$555M
2672. 7425
      Heller Wealth ManagementMelville, NY · 243 clients
      Schwab 100%
      +00% 1 yr$554M
2673. 7426
      Global View Investment Advisors, LLCGreenville, SC · 585 clients
      No custodian reported
      +00% 1 yr$554M
2674. 7428
      Pegasus Asset Management IncMorristown, NJ · 284 clients
      Schwab 100%
      +00% 1 yr$554M
2675. 7429
      Asset Planning, IncLos Alamitos, CA · 373 clients
      Schwab 100%
      +00% 1 yr$553M
2676. 7432
      Creekside PartnersPetaluma, CA · 274 clients
      Schwab 100%
      +00% 1 yr$553M
2677. 7433
      TSP Capital Management Group, LLCSummit, NJ · 144 clients
      Fidelity 100%
      +00% 1 yr$553M
2678. 7434
      N10° WealthGreenwich, CT · 131 clients
      Goldman Sachs 100%
      +00% 1 yr$553M
2679. 7436
      Tolsma Investments, LLC215 clients
      Fidelity 92%
      +00% 1 yr$553M
2680. 7438
      Omega Financial Group, LLCSanta Barbara, CA · 324 clients
      Schwab 85%
      +00% 1 yr$552M