The Wealth Manager database

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1841. 5958
      Strategic Wealth Management GroupNew York, NY · 351 clientsHybridMAY Capital Group, L.L.C.
      Schwab 100%
      +00% 1 yr$833M
1842. 5960
      Private Wealth Management, Inc.Memphis, TN · 131 clients
      Schwab 100%
      +00% 1 yr$832M
1843. 5963
      Lynch & AssociatesNewburgh, IN · 696 clients
      Fidelity 100%
      +00% 1 yr$831M
1844. 5965
      Smithbridge Asset Management, Inc.Chadds Ford, PA · 513 clients
      Schwab 100%
      +00% 1 yr$831M
1845. 5969
      Strategic Investment Solutions, Inc.Orland Park, IL · 2,695 clientsHybrid
      No custodian reported
      +00% 1 yr$830M
1846. 5972
      KFA Private Wealth Group, LLCTyson, VA · 823 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$830M
1847. 5973
      North Berkeley Wealth Management, LLCBerkeley, CA · 411 clients
      Schwab 86%
      +00% 1 yr$830M
1848. 5974
      Peterson Wealth Advisors, LLCOrem, UT · 667 clients
      Schwab 90%
      +00% 1 yr$830M
1849. 5977
      Mason & Associates, Inc.Los Angeles, CA · 698 clients
      Schwab 88%
      +00% 1 yr$829M
1850. 5978
      Global Financial Private ClientSarasota, FL · 140 clients
      Fidelity 100%
      +00% 1 yr$828M
1851. 5982
      Walsh & Associates, LLCSarasota, FL · 1,324 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$828M
1852. 5983
      Edge Wealth Management, LLCNew York, NY · 252 clients
      Schwab 100%
      +00% 1 yr$827M
1853. 5985
      Mps-Loria Financial Planners,llcBurr Ridge, IL · 679 clients
      Schwab 100%
      +00% 1 yr$827M
1854. 5986
      Aequitas Investment Advisors, LLCHingham, MA · 189 clients
      Schwab 100%
      +00% 1 yr$826M
1855. 5987
      Madden Asset ManagementDallas, TX · 162 clients
      Schwab 77%Morgan Stanley 23%
      +00% 1 yr$826M
1856. 5989
      The Capital Management CorporationGlen Allen, VA · 196 clients
      Fidelity 58%Schwab 42%
      +00% 1 yr$826M
1857. 5990
      Kershner, Grosso & Co.Saratoga Spring, NY · 570 clients
      Schwab 100%
      +00% 1 yr$825M
1858. 5999
      Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWrap sponsorHybrid
      Schwab 86%
      +00% 1 yr$822M
1859. 6000
      Gratus Wealth Advisors LLCVirginia Beach, VA · 444 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$822M
1860. 6001
      FLC Capital AdvisorsPalm Desert, CA · 325 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$822M
1861. 6006
      New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsHybrid
      Schwab 100%
      +00% 1 yr$821M
1862. 6007
      J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clients
      State Street 100%
      +00% 1 yr$821M
1863. 6009
      Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsHybridCetera Wealth Services, LLC, clears through Pershing
      Schwab 100%
      +00% 1 yr$821M
1864. 6010
      Pacific CapitalCorona, CA · 78 clients
      Schwab 100%
      +00% 1 yr$821M
1865. 6013
      Valicenti Advisory Services IncElmira, NY · 1,036 clients
      No custodian reported
      +00% 1 yr$820M
1866. 6014
      Premier Financial Group IncEureka, CA · 593 clients
      No custodian reported
      +00% 1 yr$820M
1867. 6015
      FSA Wealth PartnersRockville, MD · 698 clients
      Schwab 100%
      +00% 1 yr$820M
1868. 6016
      Advisors Management Group IncLa Crosse, WI · 1,918 clients
      Schwab 100%
      +00% 1 yr$820M
1869. 6017
      Abel Hall, LLCBaton Rouge, LA · 199 clientsHybrid
      Fidelity 100%
      +00% 1 yr$819M
1870. 6020
      Clear Brook Advisors, Inc.Boston, MA · 27 clients
      J.P. Morgan 91%
      +00% 1 yr$818M
1871. 6021
      A. N. Culbertson & Company, Inc.Charlottesville, VA · 315 clients
      Schwab 100%
      +00% 1 yr$818M
1872. 6026
      Shulman Demeo Asset Management, LLCLake Success, NY · 356 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$815M
1873. 6029
      Lorne Steinberg Wealth Management Inc.Montreal, Quebec, Canada · 1,047 clients
      National Bank Independent Network 100%
      +00% 1 yr$814M
1874. 6030
      Eldridge Investment Advisors IncManchester, NH · 687 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$814M
1875. 6032
      CMH Wealth Management, LLCPortsmouth, NH · 326 clients
      Schwab 100%
      +00% 1 yr$813M
1876. 6033
      Kozak & Tripp Private Asset Management, Inc.Highlands Ranch, CO · 791 clients
      Schwab 100%
      +00% 1 yr$813M
1877. 6034
      Spectrum Financial Alliance, LTD., L.L.C.Nicholasville, KY · 674 clients
      Schwab 100%
      +00% 1 yr$813M
1878. 6036
      Assetbuilder, Inc.Allen, TX · 720 clients
      No custodian reported
      +00% 1 yr$813M
1879. 6037
      Prosperitas Financial, LLCValencia, CA · 2,138 clientsAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$812M
1880. 6038
      Integris Wealth Management, LLCMonterey, CA · 355 clients
      Schwab 100%
      +00% 1 yr$812M