The Wealth Manager database

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2041. 6344
      Campbell Deegan FinancialRichmond, VA · 770 clientsAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$745M
2042. 6350
      Aegis WealthBethesda, MD · 123 clients
      Schwab 100%
      +00% 1 yr$744M
2043. 6351
      John E. Sestina and CompanyColumbus, OH · 808 clients
      Schwab 100%
      +00% 1 yr$744M
2044. 6353
      Kendall Capital ManagementRockville, MD · 352 clients
      Schwab 100%
      +00% 1 yr$744M
2045. 6354
      Element Wealth, LLCRidgeland, MS · 743 clients
      Fidelity 76%
      +00% 1 yr$744M
2046. 6355
      Interchange Capital PartnersPittsburgh, PA · 218 clients
      Pershing 83%
      +00% 1 yr$744M
2047. 6359
      Sensible Money, LLCScottsdale, AZ · 326 clients
      Schwab 100%
      +00% 1 yr$743M
2048. 6360
      Absolute Capital Management, LLCPittsburgh, PA · 1,986 clientsWrap sponsor
      Fidelity 54%Schwab 46%
      +00% 1 yr$742M
2049. 6363
      Gradient Capital Advisors, LLCSan Diego, CA · 478 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$742M
2050. 6364
      Allegheny InvestmentsPittsburgh, PA · 1,427 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$742M
2051. 6365
      Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clients
      Schwab 59%Fidelity 41%
      +00% 1 yr$742M
2052. 6368
      Bayshore Wealth AdvisorsCoral Gables, FL · 129 clients
      Schwab 100%
      +00% 1 yr$740M
2053. 6370
      Paragon Capital Management LLCOverland Park, KS · 350 clients
      Schwab 100%
      +00% 1 yr$740M
2054. 6373
      AM Investment Strategies, LLCChattanooga, TN · 576 clients
      Fidelity 100%
      +00% 1 yr$738M
2055. 6375
      Financial Directions LLCTucson, AZ · 2,488 clients
      Fidelity 95%
      +00% 1 yr$738M
2056. 6381
      The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsHybrid
      Schwab 80%
      +00% 1 yr$736M
2057. 6382
      Carlson InvestmentsConcord, NH · 360 clients
      Schwab 74%Commerce Bank 26%
      +00% 1 yr$736M
2058. 6384
      Stenger Family Office, LLCNaperville, IL · 887 clients
      Schwab 100%
      +00% 1 yr$735M
2059. 6389
      CL Wealth Management LLCSchaumburg, IL · 2,168 clientsPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
      RBC 64%Raymond James 26%
      +00% 1 yr$734M
2060. 6390
      Allium Financial Advisors, LLCLake Oswego, OR · 243 clients
      No custodian reported
      +00% 1 yr$734M
2061. 6391
      Clarity Wealth AdvisorsSan Jose, CA · 342 clients
      Fidelity 55%Schwab 45%
      +00% 1 yr$733M
2062. 6392
      Able Financial Group, LLCScottsdale, AZ · 624 clientsHybrid
      Pershing 100%
      +00% 1 yr$733M
2063. 6395
      Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$732M
2064. 6397
      Navalign, LLCEncino, CA · 716 clients
      Schwab 100%
      +00% 1 yr$732M
2065. 6398
      Centerpoint Advisors, LLCNeedham, MA · 502 clients
      Fidelity 100%
      +00% 1 yr$732M
2066. 6400
      Newman Dignan & Sheerar, IncProvidence, RI · 536 clients
      Schwab 100%
      +00% 1 yr$731M
2067. 6401
      Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clients
      Schwab 69%Fidelity 31%
      +00% 1 yr$731M
2068. 6403
      Quantum Financial Services Inc.Indianapolis, IN · 78 clients
      No custodian reported
      +00% 1 yr$731M
2069. 6404
      Traveka Wealth, LLCLos Altos, CA · 195 clients
      Fidelity 100%
      +00% 1 yr$731M
2070. 6406
      Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$730M
2071. 6407
      Tiller Private Wealth, Inc.Bethlehem, PA · 348 clients
      Schwab 100%
      +00% 1 yr$730M
2072. 6408
      Ipswich Investment Management Company, IncBeverly, MA · 268 clients
      Fidelity 81%
      +00% 1 yr$730M
2073. 6410
      Cordgrass Capital Advisors, LLCRaleigh, NC · 448 clients
      Schwab 100%
      +00% 1 yr$730M
2074. 6412
      Canby Financial AdvisorsFramingham, MA · 382 clients
      Fidelity 100%
      +00% 1 yr$729M
2075. 6416
      Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clients
      Raymond James 100%
      +00% 1 yr$728M
2076. 6418
      AAF Wealth Management, LLCWestborough, MA · 293 clients
      Fidelity 100%
      +00% 1 yr$728M
2077. 6420
      Tradewinds Capital Management, LLCBellingham, WA · 2,238 clients
      Schwab 100%
      +00% 1 yr$727M
2078. 6421
      Quantum Financial Planning Services, Inc.Spokane, WA · 790 clients
      Schwab 100%
      +00% 1 yr$727M
2079. 6424
      Virtus Family OfficeEl Paso, TX · 155 clients
      UBS 77%Interactive Brokers 23%
      +00% 1 yr$727M
2080. 6425
      Smith & Howard Wealth Management, LLCAtlanta, GA · 217 clients
      Schwab 100%
      +00% 1 yr$727M