The Wealth Manager database

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1641. 5582
      Frisch Financial Group, Inc.Melville, NY · 601 clients
      Schwab 100%
      +00% 1 yr$932M
1642. 5584
      PCG Wealth ManagementOverland Park, KS · 1,959 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$931M
1643. 5585
      Sky Investment Group LLCHartford, CT · 396 clients
      Schwab 69%
      +00% 1 yr$931M
1644. 5587
      PGI Wealth ManagementAlpharetta, GA · 497 clients
      Schwab 100%
      +00% 1 yr$931M
1645. 5588
      RB Capital Management, LLCReno, NV · 648 clientsWrap sponsorHybrid
      Pershing 67%Schwab 33%
      +00% 1 yr$931M
1646. 5590
      Strategy Asset Managers L.L.C.Pasadena, CA · 633 clientsHybrid
      Schwab 100%
      +00% 1 yr$930M
1647. 5592
      Stablepoint Partners, LLCBraintree, MA · 561 clientsWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$930M
1648. 5593
      Wick Capital Partners, LLCWayne, PA · 367 clients
      Schwab 100%
      +00% 1 yr$930M
1649. 5595
      Investmark Advisory Group LLCShelton, CT · 690 clientsHybrid
      Fidelity 75%SEI 25%
      +00% 1 yr$930M
1650. 5596
      Galecki Financial Management IncFort Wayne, IN · 530 clients
      No custodian reported
      +00% 1 yr$929M
1651. 5598
      Canvas Wealth Advisors, LLCShawnee, KS · 553 clients
      Fidelity 100%
      +00% 1 yr$929M
1652. 5599
      Mountain Capital Investment Advisors IncWestminster, CO · 1,191 clients
      Schwab 89%
      +00% 1 yr$929M
1653. 5600
      Old Mission Investment Company, LLCTraverse City, MI · 1,055 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$929M
1654. 5601
      Vaquero Private Wealth, LTD.Dallas, TX · 285 clients
      Pershing 62%Fidelity 38%
      +00% 1 yr$929M
1655. 5604
      Riversedge AdvisorsWilmington, DE · 454 clients
      Schwab 100%
      +00% 1 yr$928M
1656. 5605
      Glass Jacobson Wealth AdvisorsOwings Mills, MD · 504 clients
      Schwab 87%
      +00% 1 yr$928M
1657. 5608
      Strategic Financial Concepts, LLCSan Antonio, TX · 3,824 clientsHybrid
      LPL Financial 52%Schwab 47%
      +00% 1 yr$928M
1658. 5609
      Trifecta Capital Advisors, LLCNorthbrook, IL · 159 clients
      Schwab 100%
      +00% 1 yr$927M
1659. 5611
      The Advisory Resource Group, LLCTulsa, OK · 709 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$927M
1660. 5612
      Statheros Financial Solutions, Inc.El Dorado Hills, CA · 625 clients
      Schwab 61%MID Atlantic Clearing & Settlement 39%
      +00% 1 yr$926M
1661. 5613
      Sprinkle Financial Consultants LLCLittleton, CO · 242 clients
      Schwab 100%
      +00% 1 yr$926M
1662. 5614
      Coyle Capital, LLCLakeway, TX · 313 clients
      Schwab 100%
      +00% 1 yr$925M
1663. 5619
      Keller Wealth AdvisorsVictoria, TX · 556 clients
      Schwab 100%
      +00% 1 yr$923M
1664. 5620
      Legacy Wealth Advisors, LLCNorth Miami Beach, FL · 20 clients
      J.P. Morgan 30%Pershing 24%
      +00% 1 yr$923M
1665. 5622
      Keudell Morrison Wealth Management, LLCSalem, OR · 816 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$922M
1666. 5624
      Princeton Global Asset Management LLCPrinceton, NJ · 365 clients
      Schwab 82%
      +00% 1 yr$921M
1667. 5626
      Founders Capital Management, LLCHartford, CT · 224 clients
      Schwab 100%
      +00% 1 yr$920M
1668. 5628
      Horst & Graben Wealth Management, LLCPortland, OR · 1,311 clients
      Schwab 100%
      +00% 1 yr$920M
1669. 5629
      Oak Root LLC18 clients
      Pershing 100%
      +00% 1 yr$920M
1670. 5631
      White Lighthouse Investment Management, Inc.406 clients
      Schwab 81%
      +00% 1 yr$919M
1671. 5632
      Northern Capital Management, Inc.Spokane, WA · 739 clients
      Schwab 100%
      +00% 1 yr$918M
1672. 5633
      Rainey & Randall Wealth Advisors, Inc.Celebration, FL · 332 clients
      Schwab 100%
      +00% 1 yr$918M
1673. 5635
      Mraz and AssociatesModesto, CA · 487 clients
      Schwab 100%
      +00% 1 yr$917M
1674. 5636
      Rovin CapitalMesa, AZ · 730 clients
      Schwab 100%
      +00% 1 yr$917M
1675. 5637
      Dillon & Associates IncJackson, MI · 394 clients
      Schwab 85%
      +00% 1 yr$916M
1676. 5638
      Charles Pratt & Company, L.L.C.New York, NY · 315 clients
      FNZ Trust 97%
      +00% 1 yr$916M
1677. 5640
      Goodman Financial CorporationHouston, TX · 288 clients
      Schwab 100%
      +00% 1 yr$916M
1678. 5645
      Strategicpoint Investment Advisors LLCProvidence, RI · 709 clientsAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$915M
1679. 5647
      Rosemeyer Management GroupPlatteville, WI · 1,166 clients
      Schwab 100%
      +00% 1 yr$914M
1680. 5649
      McMillan Office, Inc.St. Clair Shores, MI · 453 clients
      RBC 100%
      +00% 1 yr$914M