The Wealth Manager database

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3321. 8538
      Geneva Partners, LLCLake Geneva, WI · 565 clients
      Fidelity 100%
      +00% 1 yr$424M
3322. 8540
      Heritage Family Offices, LLPScottsdale, AZ · 250 clients
      Schwab 100%
      +00% 1 yr$423M
3323. 8541
      Sagevest Wealth ManagementMcLean, VA · 150 clients
      Schwab 100%
      +00% 1 yr$423M
3324. 8543
      Valiant Wealth, LLCWest Des Moines, IA · 207 clients
      Schwab 100%
      +00% 1 yr$423M
3325. 8544
      Blakeslee & Blakeslee Financial Advisers Inc.San Luis Obispo, CA · 807 clientsWrap sponsorHybridBlakeslee and Blakeslee Inc.
      No custodian reported
      +00% 1 yr$423M
3326. 8545
      Capital Wealth InvestmentsScranton, PA · 469 clientsHybrid
      Schwab 100%
      +00% 1 yr$423M
3327. 8546
      McCarthy Asset Management, Inc.Redwood Shores, CA · 218 clients
      Schwab 100%
      +00% 1 yr$422M
3328. 8548
      Forza Wealth ManagementSarasota, FL · 129 clients
      Schwab 100%
      +00% 1 yr$422M
3329. 8549
      Congress Park Capital LLCSaratoga Springs, NY · 145 clients
      Fidelity 100%
      +00% 1 yr$422M
3330. 8550
      Adirondack Capital Advisors, LLCSyracuse, NY · 489 clients
      Schwab 100%
      +00% 1 yr$422M
3331. 8552
      The Estate Planners GroupYardley, PA · 342 clients
      No custodian reported
      +00% 1 yr$422M
3332. 8553
      TrufpCumming, GA · 820 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$422M
3333. 8557
      Giverny Capital AdvisorsPrinceton, NJ · 190 clients
      No custodian reported
      +00% 1 yr$421M
3334. 8558
      Odyssey Group Wealth AdvisorsLancaster, PA · 245 clients
      Altruist 100%
      +00% 1 yr$421M
3335. 8559
      Graham, Bordelon, Golson & Gilbert, Inc.Monroe, LA · 207 clientsHybrid
      Fidelity 100%
      +00% 1 yr$421M
3336. 8560
      Rubicon AdvisorsRedding, CA · 1,391 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$421M
3337. 8562
      Gencap Portfolio ManagementTiburon, CA · 184 clients
      Schwab 100%
      +00% 1 yr$420M
3338. 8563
      Acima Private Wealth LLCRichmond, VA · 63 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$420M
3339. 8564
      Genesee Capital Advisors, LLCAuburn, NY · 557 clients
      Schwab 100%
      +00% 1 yr$420M
3340. 8565
      Exeter Financial, LLCScottsdale, AZ · 88 clients
      Schwab 100%
      +00% 1 yr$420M
3341. 8567
      Point Bridge Capital, LLCFort Worth, TX · 37 clients
      Merrill / Bank of America 71%Pershing 29%
      +00% 1 yr$420M
3342. 8568
      Hollander Asset Management LLCMiami, FL · 8 clientsPublic-company owned
      Citi 100%
      +00% 1 yr$420M
3343. 8572
      R.W. Roge & Company, IncBohemia, NY · 332 clients
      Schwab 100%
      +00% 1 yr$419M
3344. 8574
      Harlow Wealth Management, Inc.Vancouver, WA · 656 clients
      Schwab 54%Fidelity 46%
      +00% 1 yr$419M
3345. 8575
      Rhodes Investment Advisors, Inc.Fort Worth, TX · 805 clientsHybridRhodes Securities, Inc.
      Wells Fargo 100%
      +00% 1 yr$419M
3346. 8577
      Ridgewood InvestmentsSpringfield, NJ · 295 clients
      Schwab 52%Fidelity 47%
      +00% 1 yr$419M
3347. 8579
      WT Wealth Management, LLCScottsdale, AZ · 1,141 clients
      Schwab 100%
      +00% 1 yr$419M
3348. 8582
      Silver Oak Advisory GroupPortland, OR · 193 clients
      Schwab 100%
      +00% 1 yr$419M
3349. 8583
      Transce3nd LLCBuda, TX · 1,620 clientsWrap sponsorHybrid
      Schwab 82%
      +00% 1 yr$419M
3350. 8584
      One Oak Capital Management, LLCPurchase, NY · 384 clients
      No custodian reported
      +00% 1 yr$419M
3351. 8586
      Lincoln Capital CorporationEast Greenwich, RI · 270 clients
      Schwab 100%
      +00% 1 yr$418M
3352. 8587
      Aspect Partners, LLCFairfax, VA · 287 clientsHybrid
      Fidelity 100%
      +00% 1 yr$418M
3353. 8590
      Mauney-Pitt Financial Management, Inc.Shelby, NC · 705 clients
      Raymond James 100%
      +00% 1 yr$418M
3354. 8591
      Quantum Private Wealth, LLCTampa, FL · 92 clients
      Fidelity 100%
      +00% 1 yr$418M
3355. 8593
      Fruth Investment ManagementHouston, TX · 173 clients
      Schwab 0%
      +00% 1 yr$418M
3356. 8596
      Flatrock Wealth Partners LLCNewport Beach, CA · 73 clients
      Schwab 54%Fidelity 46%
      +00% 1 yr$418M
3357. 8597
      Coquina Private Wealth AdvisorsPort Charlotte, FL · 1,519 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$418M
3358. 8598
      Eagle Wealth Management Group Inc.Valencia, CA · 480 clientsHybrid
      Schwab 100%
      +00% 1 yr$418M
3359. 8599
      Cedar Wealth Management72 clients
      Schwab 79%
      +00% 1 yr$417M
3360. 8601
      Castleview Partners, LLCDallas, TX · 594 clientsHybrid
      Schwab 73%Fidelity 27%
      +00% 1 yr$417M