The Wealth Manager database

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1921. 6111
      Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsHybrid
      Pershing 100%
      +00% 1 yr$796M
1922. 6112
      Westwind CapitalLas Cruces, NM · 1,131 clients
      Schwab 100%
      +00% 1 yr$796M
1923. 6114
      Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clients
      Schwab 100%
      +00% 1 yr$795M
1924. 6115
      McRae Capital Management Inc.Morristown, NJ · 820 clients
      Fidelity 100%
      +00% 1 yr$795M
1925. 6117
      Hurlow Wealth Management Group, Inc.Bloomington, IN · 538 clients
      Schwab 100%
      +00% 1 yr$794M
1926. 6118
      BHK Investment AdvisorsBirmingham, AL · 328 clientsHybridBHK Securities, LLC
      Schwab 50%Wells Fargo 50%
      +00% 1 yr$794M
1927. 6119
      Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$794M
1928. 6121
      Clayton Financial Group, LLCSt. Louis, MO · 248 clients
      Schwab 61%Fidelity 39%
      +00% 1 yr$794M
1929. 6122
      Wealth Management Partners, LLCTucson, AZ · 799 clients
      Raymond James 100%
      +00% 1 yr$794M
1930. 6125
      Centric Wealth Management, LLCChicago, IL · 583 clientsHybrid
      Schwab 100%
      +00% 1 yr$793M
1931. 6126
      Beau Morgan Advisors2 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$793M
1932. 6134
      The Wealth Collaborative, Inc.Corona Del Mar, CA · 256 clients
      Schwab 100%
      +00% 1 yr$792M
1933. 6136
      Sunpointe InvestmentsSt. Louis, MO · 309 clients
      Schwab 50%Pershing 50%
      +00% 1 yr$791M
1934. 6137
      Marathon Capital ManagementHunt Valley, MD · 286 clients
      Schwab 87%
      +00% 1 yr$790M
1935. 6141
      Westhill Financial Advisors, Inc.San Rafael, CA · 426 clients
      Schwab 100%
      +00% 1 yr$789M
1936. 6142
      Hoey Investments, Inc.Coatesville, PA · 589 clients
      Schwab 100%
      +00% 1 yr$788M
1937. 6147
      Bell Investment Advisors IncOrinda, CA · 443 clients
      Schwab 100%
      +00% 1 yr$788M
1938. 6150
      Investor FAN887 clients
      Schwab 100%
      +00% 1 yr$787M
1939. 6154
      Eagle Rock Investment Company, LLCAtlanta, GA · 83 clients
      Schwab 44%Fidelity 42%
      +00% 1 yr$787M
1940. 6155
      Warburton Capital Management, LLCTulsa, OK · 437 clients
      Schwab 100%
      +00% 1 yr$787M
1941. 6158
      Centurion Wealth ManagementMcLean, VA · 415 clients
      Fidelity 92%
      +00% 1 yr$786M
1942. 6162
      Regent Peak Wealth Advisors, LLCAtlanta, GA · 223 clientsHybrid
      Schwab 100%
      +00% 1 yr$786M
1943. 6163
      Cadent Capital Advisors, LLCTulsa, OK · 654 clients
      Fidelity 100%
      +00% 1 yr$786M
1944. 6165
      Insight Advisors, LLCNewtown, PA · 899 clientsHybrid
      Schwab 100%
      +00% 1 yr$786M
1945. 6166
      Helmstar Wealth ManagementBoise, ID · 538 clients
      SEI 100%
      +00% 1 yr$786M
1946. 6170
      JVL Wealth StrategiesWyoming, MI · 186 clients
      Fidelity 100%
      +00% 1 yr$784M
1947. 6172
      Bellwether WealthLincoln, NE · 504 clients
      Schwab 100%
      +00% 1 yr$784M
1948. 6174
      Augustine Asset Management IncJacksonville, FL · 72 clients
      Fidelity Capital Markets 63%
      +00% 1 yr$783M
1949. 6175
      Harfst and Associates, Inc.Sheridan, WY · 539 clients
      Schwab 55%Raymond James 45%
      +00% 1 yr$783M
1950. 6176
      Old Port AdvisorsPortland, ME · 856 clients
      Schwab 100%
      +00% 1 yr$783M
1951. 6177
      Deltec Asset Management LLCNew York, NY · 161 clients
      Pershing 100%
      +00% 1 yr$783M
1952. 6179
      Clarity Capital Kcps LTDRamat-Gan, Israel · 194 clientsBank-affiliatedAffiliated broker-dealerPsagot Securities LTD.
      Pershing 34%Bank Leumi Le-Israel B.M. 26%Bank Hapoalim LTD. 24%
      +00% 1 yr$782M
1953. 6180
      Huntleigh Advisors, Inc.St. Louis, MO · 1,838 clientsHybridHuntleigh Securities Corporation, K. W. Chambers & Co., clears through Wells Fargo Clearing Services
      First Clearing 100%
      +00% 1 yr$782M
1954. 6181
      Whelan FinancialFresno, CA · 512 clients
      Schwab 100%
      +00% 1 yr$782M
1955. 6182
      Dahring | Cusmano and AssociatesNovi, MI · 884 clientsHybrid
      Schwab 58%Fidelity 42%
      +00% 1 yr$781M
1956. 6183
      West Michigan AdvisorsHolland, MI · 1,378 clientsHybrid
      Schwab 80%
      +00% 1 yr$781M
1957. 6185
      Factor Wealth ManagementChicago, IL · 239 clients
      Schwab 100%
      +00% 1 yr$781M
1958. 6186
      New Vernon Wealth Management LLCHighland Park, IL · 187 clientsHybridSF Investments, Inc.
      Pershing 100%
      +00% 1 yr$781M
1959. 6188
      Sierra Summit Advisors LLC158 clients
      Schwab 100%
      +00% 1 yr$781M
1960. 6189
      Portfolio Medics, LLCBonita Springs, FL · 2,929 clientsHybrid
      E*Trade 100%
      +00% 1 yr$780M