The Wealth Manager database

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2121. 6507
      Manske Wealth Management, LLCHouston, TX · 502 clientsWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$707M
2122. 6508
      Duncker Streett & Co.St. Louis, MO · 173 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Schwab 100%
      +00% 1 yr$707M
2123. 6510
      E & G Advisors, LLCHouston, TX · 370 clients
      No custodian reported
      +00% 1 yr$707M
2124. 6513
      Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$706M
2125. 6514
      Northcape Wealth ManagementWilliamsville, NY · 594 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$706M
2126. 6515
      Empire Financial Management Company, LLCHolmdel, NJ · 983 clientsHybridEmpire Asset Management Company
      RBC 100%
      +00% 1 yr$706M
2127. 6516
      Morangie Management LLCVero Beach, FL · 98 clients
      Fidelity 90%
      +00% 1 yr$706M
2128. 6517
      Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$706M
2129. 6518
      Bond & Devick Wealth PartnersSaint Louis Park, MN · 518 clients
      Schwab 100%
      +00% 1 yr$706M
2130. 6519
      Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
      Pershing 100%
      +00% 1 yr$705M
2131. 6520
      Rempart Asset ManagementMontreal, Quebec, Canada · 467 clients
      National Bank Independent Network 82%
      +00% 1 yr$705M
2132. 6521
      Ridgecrest Wealth Partners, LLCSan Rafael, CA · 744 clients
      Schwab 100%
      +00% 1 yr$705M
2133. 6524
      Halter Ferguson Financial IncCarmel, IN · 292 clients
      Schwab 64%Fidelity 36%
      +00% 1 yr$705M
2134. 6525
      Solidarity Wealth, LLCLehi, UT · 218 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$704M
2135. 6526
      Bmss Wesson Wealth SolutionsBirmingham, AL · 265 clients
      Schwab 82%
      +00% 1 yr$704M
2136. 6529
      Windsor Capital Management, LLCPhoenix, AZ · 543 clients
      Schwab 100%
      +00% 1 yr$703M
2137. 6533
      AR Asset Management, Inc.West Hollywood, CA · 129 clients
      Fidelity 53%Schwab 36%
      +00% 1 yr$702M
2138. 6534
      Safeguard Investment Advisory Group, LLCCorona, CA · 1,804 clients
      Schwab 54%Fidelity 46%
      +00% 1 yr$702M
2139. 6535
      Core Wealth Advisors, Inc.Lakeland, FL · 586 clients
      Fidelity 100%
      +00% 1 yr$702M
2140. 6537
      Contravisory Investment Management, Inc.Norwell, MA · 242 clients
      Schwab 100%
      +00% 1 yr$702M
2141. 6540
      Harbour Capital Advisors, LLCTysons Corner, VA · 55 clients
      Pershing 100%
      +00% 1 yr$701M
2142. 6541
      RPG Family Wealth Advisory, LLCBurlington, MA · 600 clients
      Pershing 69%Fidelity 31%
      +00% 1 yr$701M
2143. 6543
      360 FinancialWayzata, MN · 1,206 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$701M
2144. 6545
      Lauterbach Financial Advisors, LLCEl Paso, TX · 403 clients
      Schwab 100%
      +00% 1 yr$700M
2145. 6546
      KTF Investments, LLCSeal Beach, CA · 184 clientsWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$700M
2146. 6549
      HFM Wealth ManagementWest Hartford, CT · 185 clients
      Schwab 82%
      +00% 1 yr$700M
2147. 6550
      The Retirement Solution LLCRedmond, WA · 824 clients
      Fidelity 100%
      +00% 1 yr$699M
2148. 6551
      Tempus Wealth Planning, LLCIrvine, CA · 683 clients
      Schwab 100%
      +00% 1 yr$699M
2149. 6552
      Broadview Financial Management, LLCWauwatosa, WI · 269 clients
      Fidelity 88%
      +00% 1 yr$699M
2150. 6553
      Aberdeen Wealth Management LLCLake Bluff, IL · 136 clients
      Schwab 100%
      +00% 1 yr$699M
2151. 6555
      Grey Fox Wealth Advisors, LLCRockland, DE · 335 clients
      Schwab 100%
      +00% 1 yr$699M
2152. 6560
      Hamilton Wealth, LLCLos Angeles, CA · 482 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$698M
2153. 6562
      Diesslin Group, Inc.Fort Worth, TX · 286 clients
      Schwab 100%
      +00% 1 yr$696M
2154. 6565
      Maximai Investment Partners, LLCCoral Gables, FL · 171 clients
      Schwab 59%Pershing 41%
      +00% 1 yr$696M
2155. 6568
      Compass Capital CorporationBraintree, MA · 1,318 clientsHybridCompass Securities Corporation
      No custodian reported
      +00% 1 yr$695M
2156. 6569
      Dream Capital Advisors, LLCLincolnshire, IL · 31 clients
      No custodian reported
      +00% 1 yr$695M
2157. 6570
      Wembley Strategic Advisory LLCNew York, NY · 11 clients
      J.P. Morgan 83%
      +00% 1 yr$695M
2158. 6572
      Mayport Wealth Management152 clients
      Schwab 61%Fidelity 39%
      +00% 1 yr$695M
2159. 6573
      Premier Wealth Advisors, LLCSan Diego, CA · 510 clientsHybrid
      Schwab 100%
      +00% 1 yr$695M
2160. 6576
      William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWrap sponsor
      Assetmark Trust 97%
      +00% 1 yr$694M