The Wealth Manager database

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2081. 6427
      Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsHybrid
      Fidelity 100%
      +00% 1 yr$727M
2082. 6428
      Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clients
      Raymond James 100%
      +00% 1 yr$727M
2083. 6431
      Renaissance Investment Group, LLCLenox, MA · 265 clientsBank-affiliatedAffiliated broker-dealerSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
      Fidelity 100%
      +00% 1 yr$726M
2084. 6432
      Great Point Wealth Advisors, LLCBoston, MA · 462 clients
      Fidelity 100%
      +00% 1 yr$726M
2085. 6434
      Bright Financial Advisors, Inc.Portage, MI · 665 clients
      Schwab 100%
      +00% 1 yr$725M
2086. 6437
      The Patten Group, Inc.Chattanooga, TN · 459 clients
      Schwab 57%Pershing 43%
      +00% 1 yr$725M
2087. 6438
      Parker Investment Management, LLC331 clients
      No custodian reported
      +00% 1 yr$725M
2088. 6439
      Colton Groome Financial Advisors, LLCAsheville, NC · 362 clients
      Schwab 65%Fidelity 35%
      +00% 1 yr$725M
2089. 6440
      Trunorth Capital Management, LLCKalamazoo, MI · 356 clients
      Schwab 100%
      +00% 1 yr$725M
2090. 6441
      Wealthstar Advisors, LLCPlano, TX · 453 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$724M
2091. 6442
      Meridian Investment Counsel, Inc.187 clients
      Schwab 100%
      +00% 1 yr$723M
2092. 6445
      Cora Capital AdvisorsMarlton, NJ · 786 clientsHybrid
      Pershing 100%
      +00% 1 yr$723M
2093. 6446
      Minichmacgregor Wealth Management, LLCSaratoga Springs, NY · 928 clients
      Schwab 100%
      +00% 1 yr$723M
2094. 6447
      Global Wealth Management Investment Advisory, Inc.Fort Lauderdale, FL · 1,667 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$723M
2095. 6448
      Clear Creek AdvisorsDenver, CO · 483 clients
      Schwab 100%
      +00% 1 yr$722M
2096. 6449
      Jmac Enterprises LLCNewtown, PA · 183 clientsWrap sponsor
      TradePMR / Robinhood 61%Fidelity 39%
      +00% 1 yr$722M
2097. 6455
      Materetsky Financial GroupBoynton Beach, FL · 830 clientsWrap sponsorHybrid
      Pershing 91%
      +00% 1 yr$721M
2098. 6456
      RS Crum Inc.Newport Beach, CA · 332 clients
      Schwab 100%
      +00% 1 yr$721M
2099. 6458
      Doliver Advisors, L.P.Houston, TX · 237 clients
      Schwab 86%
      +00% 1 yr$718M
2100. 6461
      SaagaMiami, FL · 22 clients
      No custodian reported
      +00% 1 yr$717M
2101. 6463
      Wealth Management Associates, Inc.Cherry Hill, NJ · 930 clientsHybrid
      Fidelity 100%
      +00% 1 yr$717M
2102. 6465
      Dopkins Wealth Management, LLCWilliamsville, NY · 312 clients
      Schwab 100%
      +00% 1 yr$717M
2103. 6469
      Main Street Retirement Planning, LLCCoppell, TX · 1,688 clients
      SEI 100%
      +00% 1 yr$717M
2104. 6472
      Wealth Dimensions Family Office, IncCincinnati, OH · 18 clients
      Fidelity 100%
      +00% 1 yr$716M
2105. 6475
      RBF Wealth AdvisorsSt. Louis, MO · 1,289 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$716M
2106. 6477
      Altrius Capital Management, Inc.Novi, MI · 512 clients
      Schwab 100%
      +00% 1 yr$716M
2107. 6479
      Atlas Legacy Advisors LLCLos Angeles, CA · 155 clients
      Wells Fargo 63%Schwab 37%
      +00% 1 yr$715M
2108. 6481
      Financial Management Strategies, Inc.Broadview Hts., OH · 1,895 clientsHybrid
      Pershing 100%
      +00% 1 yr$714M
2109. 6482
      Old Peak FinanceChapel Hill, NC · 176 clients
      Schwab 100%
      +00% 1 yr$714M
2110. 6484
      Ventura Wealth ManagementYardley, PA · 590 clients
      Pershing 72%Schwab 28%
      +00% 1 yr$713M
2111. 6490
      Excalibur Management CorpWaltham, MA · 307 clients
      Fidelity 66%
      +00% 1 yr$712M
2112. 6491
      Valtinson Bruner Financial PlanningNew Brighton, MN · 1,992 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$712M
2113. 6492
      Woodland Wealth PartnersPepper Pike, OH · 218 clients
      Schwab 100%
      +00% 1 yr$712M
2114. 6494
      Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWrap sponsor
      Schwab 69%Fidelity 31%
      +00% 1 yr$711M
2115. 6495
      The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$711M
2116. 6497
      Lifelong Wealth Advisors, Inc.Arden Hills, MN · 865 clients
      Schwab 100%
      +00% 1 yr$710M
2117. 6499
      Peak Planning Group, LLCCentennial, CO · 838 clientsWrap sponsor
      Raymond James 74%Schwab 26%
      +00% 1 yr$710M
2118. 6500
      Wealthbridge Capital Management, LLCWesterville, OH · 457 clients
      Schwab 100%
      +00% 1 yr$710M
2119. 6501
      Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsHybrid
      Raymond James 100%
      +00% 1 yr$710M
2120. 6502
      Rogan & AssociatesSafety Harbor, FL · 1,483 clientsWrap sponsorHybrid
      Schwab 72%Osaic FS 28%
      +00% 1 yr$710M