The Wealth Manager database

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3761. 9180
      Sage Capital Management LLC315 clients
      Fidelity 100%
      +00% 1 yr$369M
3762. 9181
      Ruggaard & AssociatesHudson, OH · 314 clients
      Fidelity 67%Schwab 33%
      +00% 1 yr$369M
3763. 9182
      Gaddis Premier Wealth Advisors LLCDurant, OK · 1,460 clientsHybrid
      Schwab 100%
      +00% 1 yr$369M
3764. 9183
      AFT, Forsyth & Sober, LLCValrico, FL · 6 clients
      Schwab 100%
      +00% 1 yr$368M
3765. 9184
      Persimmon Capital ManagementBlue Bell, PA · 86 clients
      Pershing 59%Schwab 41%
      +00% 1 yr$368M
3766. 9185
      Peregrine Investment Advisors, LLCMadison, MS · 86 clients
      Schwab 100%
      +00% 1 yr$368M
3767. 9186
      Highland Investment Advisors LLCPonte Vedra, FL · 605 clients
      Schwab 89%
      +00% 1 yr$368M
3768. 9187
      Overridge Wealth AdvisorsFort Worth, TX · 464 clientsHybrid
      Schwab 100%
      +00% 1 yr$368M
3769. 9188
      Blossom Wealth Management, LLC258 clients
      Schwab 100%
      +00% 1 yr$368M
3770. 9190
      Saxony Capital Management, LLCSaint Louis, MO · 762 clientsHybridPatrick Capital Markets, LLC, Saxony Securities, Inc.
      No custodian reported
      +00% 1 yr$368M
3771. 9191
      Redbud AdvisorsAustin, TX · 60 clients
      Schwab 100%
      +00% 1 yr$368M
3772. 9196
      PKS Investment Advisors LLCSalisbury, MD · 500 clients
      Schwab 87%
      +00% 1 yr$367M
3773. 9197
      Switchpoint Financial Planning LLCLehi, UT · 102 clients
      Schwab 100%
      +00% 1 yr$367M
3774. 9198
      Tull Financial Group, Inc.Chesapeake, VA · 295 clients
      Schwab 100%
      +00% 1 yr$367M
3775. 9201
      Strategy Financial GroupPhoenix, AZ · 1,051 clients
      Fidelity 100%
      +00% 1 yr$367M
3776. 9202
      Oder Investment Management, LLCWoodland Hills, CA · 201 clients
      Schwab 100%
      +00% 1 yr$367M
3777. 9203
      T. Anton Investment House, Inc.Madison, WI · 328 clients
      No custodian reported
      +00% 1 yr$367M
3778. 9207
      Shira Ridge Wealth ManagementSan Rafael, CA · 281 clients
      Schwab 100%
      +00% 1 yr$366M
3779. 9210
      Sharper & Granite LLCEl Segundo, CA · 135 clients
      Schwab 100%
      +00% 1 yr$366M
3780. 9212
      Financial Life AdvisorsSan Antonio, TX · 209 clients
      Schwab 100%
      +00% 1 yr$366M
3781. 9213
      Camden Wealth Advisors LLCHouston, TX · 160 clients
      Fidelity 100%
      +00% 1 yr$366M
3782. 9214
      Homage Wealth Group LLCHouston, TX · 4 clients
      Schwab 100%
      +00% 1 yr$366M
3783. 9216
      Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clients
      Schwab 100%
      +00% 1 yr$366M
3784. 9219
      North CapitalSalt Lake City, UT · 182 clientsPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
      Schwab 97%
      +00% 1 yr$366M
3785. 9220
      Chicago Wealth Management, Inc.Chicago, IL · 304 clients
      Schwab 100%
      +00% 1 yr$366M
3786. 9221
      Inflection Capital Management, LLCSan Francisco, CA · 17 clients
      Fidelity 60%Schwab 40%
      +00% 1 yr$366M
3787. 9222
      Asset Planning Services IncCovington, LA · 148 clients
      Schwab 100%
      +00% 1 yr$366M
3788. 9223
      Prairiewood Wealth ManagementFargo, ND · 244 clients
      Schwab 100%
      +00% 1 yr$365M
3789. 9224
      Tealwood Asset ManagementMinneapolis, MN · 231 clients
      Schwab 67%Fidelity 33%
      +00% 1 yr$365M
3790. 9226
      Beaumont Asset Management, LLCBeaumont, TX · 219 clients
      Fidelity 100%
      +00% 1 yr$365M
3791. 9227
      Regimen Wealth, LLCAtlanta, GA · 216 clients
      Fidelity 100%
      +00% 1 yr$365M
3792. 9229
      My Personal CFO, LLCVancouver, WA · 85 clients
      Schwab 100%
      +00% 1 yr$365M
3793. 9235
      FPC Investment Advisory, Inc.Petaluma, CA · 162 clients
      Schwab 100%
      +00% 1 yr$365M
3794. 9236
      Signify Wealth LLCSt. Louis, MO · 114 clients
      Schwab 100%
      +00% 1 yr$365M
3795. 9237
      TL Private WealthSouthlake, TX · 269 clients
      Fidelity 100%
      +00% 1 yr$364M
3796. 9238
      Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$364M
3797. 9239
      Sebold Capital Management, IncLisle, IL · 204 clients
      Schwab 100%
      +00% 1 yr$364M
3798. 9240
      Synergy FG126 clients
      Schwab 100%
      +00% 1 yr$364M
3799. 9241
      Regency Capital Management Inc.Honolulu, HI · 127 clients
      Schwab 100%
      +00% 1 yr$364M
3800. 9242
      Invenio Wealth Partners, LLCCoral Gables, FL · 332 clients
      Pershing 100%
      +00% 1 yr$364M