The Wealth Manager database

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1881. 6039
      Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$811M
1882. 6042
      Nelson Capital Management, LLCMenlo Park, CA · 214 clients
      Schwab 79%
      +00% 1 yr$811M
1883. 6043
      Stevens Capital PartnersOmaha, NE · 681 clients
      Fidelity 72%Schwab 28%
      +00% 1 yr$810M
1884. 6044
      Investment Management AssociatesGreenwood Village, CO · 383 clients
      Schwab 63%Fidelity 37%
      +00% 1 yr$810M
1885. 6046
      The Advocate Group, LLCMinnetonka, MN · 394 clients
      Schwab 100%
      +00% 1 yr$810M
1886. 6047
      The Advisory Group of SAN Francisco, LLCSan Francisco, CA · 140 clients
      Schwab 100%
      +00% 1 yr$810M
1887. 6048
      Zanetti Financial, LLCAlbuquerque, NM · 1,481 clients
      No custodian reported
      +00% 1 yr$809M
1888. 6049
      Jack Creek Partners LLCNew York, NY · 3 clients
      No custodian reported
      +00% 1 yr$809M
1889. 6050
      Tanglewood Legacy Advisors, LLCHouston, TX · 172 clients
      LPL Financial 85%
      +00% 1 yr$809M
1890. 6053
      Sunburst Financial Group, LLCVestavia Hills, AL · 877 clients
      Schwab 100%
      +00% 1 yr$808M
1891. 6055
      Proventus AGZurich, Switzerland · 88 clients
      BW Bank 36%Bank Julius BAR 30%
      +00% 1 yr$807M
1892. 6057
      Andbanc Advisory LLCMiami, FL · 472 clientsBank-affiliatedHybrid
      Pershing 100%
      +00% 1 yr$806M
1893. 6058
      Mayfair Advisory Group, LLCBirmingham, AL · 395 clients
      Schwab 77%Fidelity 23%
      +00% 1 yr$806M
1894. 6059
      Droms Strauss Wealth ManagementSt. Louis, MO · 420 clients
      Schwab 100%
      +00% 1 yr$806M
1895. 6061
      Firestone Capital Management IncSouth Miami, FL · 375 clients
      Schwab 100%
      +00% 1 yr$806M
1896. 6062
      Northstar Asset Management, IncBoston, MA · 194 clientsWrap sponsor
      Morgan Stanley 66%Schwab 34%
      +00% 1 yr$806M
1897. 6065
      Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsHybrid
      Fidelity 90%
      +00% 1 yr$805M
1898. 6067
      Asio Capital LLCLexington, KY · 294 clients
      Schwab 100%
      +00% 1 yr$805M
1899. 6068
      Strathmore Capital AdvisorsCharlotte, NC · 501 clients
      Schwab 100%
      +00% 1 yr$805M
1900. 6069
      Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clients
      Schwab 69%Fidelity 31%
      +00% 1 yr$805M
1901. 6070
      Roof Eidam Maycock Peralta LLCSan Francisco, CA · 296 clientsWrap sponsor
      Schwab 96%
      +00% 1 yr$805M
1902. 6073
      Tempo WealthIndependence, OH · 853 clients
      Schwab 96%
      +00% 1 yr$804M
1903. 6074
      Curran Wealth ManagementAlbany, NY · 385 clientsWrap sponsorHybridCimas LLC
      Fidelity 100%
      +00% 1 yr$804M
1904. 6076
      Great Diamond Partners, LLCPortland, ME · 533 clients
      Schwab 100%
      +00% 1 yr$804M
1905. 6077
      Hoxton WealthOrlando, FL · 1,378 clients
      Interactive Brokers 45%Rl360 39%
      +00% 1 yr$804M
1906. 6080
      Francis FinancialNew York, NY · 256 clients
      Schwab 100%
      +00% 1 yr$803M
1907. 6081
      Moss, Luse & Womble, LLCPlano, TX · 874 clients
      Schwab 100%
      +00% 1 yr$803M
1908. 6082
      Clear Trail Advisors, LLCHouston, TX · 376 clients
      Schwab 100%
      +00% 1 yr$803M
1909. 6088
      The L. Warner Companies, IncTimonium, MD · 465 clientsHybrid
      Schwab 100%
      +00% 1 yr$802M
1910. 6092
      PSI Advisors, LLCTampa, FL · 1,745 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$801M
1911. 6094
      Kuhn Advisors, Inc.Durham, NC · 256 clients
      Schwab 88%
      +00% 1 yr$801M
1912. 6095
      Compton Wealth Advisory Group, LLCVirginia Beach, VA · 232 clients
      Schwab 100%
      +00% 1 yr$800M
1913. 6096
      Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWrap sponsor
      Pershing 88%
      +00% 1 yr$800M
1914. 6097
      Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWrap sponsor
      Schwab 71%Fidelity 29%
      +00% 1 yr$800M
1915. 6098
      Financial Focus LLCCarlsbad, CA · 584 clientsHybrid
      Schwab 59%Assetmark Trust 41%
      +00% 1 yr$800M
1916. 6099
      Veracity Capital LLCAtlanta, GA · 362 clients
      Fidelity 100%
      +00% 1 yr$800M
1917. 6105
      Carolina Wealth Management, Inc.Greenville, NC · 646 clients
      Schwab 100%
      +00% 1 yr$798M
1918. 6107
      McNamara Financial Services, Inc.Marshfield, MA · 934 clients
      Schwab 100%
      +00% 1 yr$798M
1919. 6108
      Proffitt & Goodson Inc.Knoxville, TN · 299 clients
      Schwab 100%
      +00% 1 yr$798M
1920. 6109
      Clariti Wealth AdvisorsWilmington, DE · 263 clients
      Fidelity 100%
      +00% 1 yr$798M