The Wealth Manager database

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2281. 6761
      Buttonwood Financial Group, LLCKansas City, MO · 429 clients
      Schwab 100%
      +00% 1 yr$659M
2282. 6762
      Tradewinds, LLCRaleigh, NC · 505 clients
      Wells Fargo 100%
      +00% 1 yr$659M
2283. 6764
      Benin Management Corp370 clients
      Schwab 100%
      +00% 1 yr$659M
2284. 6765
      Aries Wealth Management, LLCPortland, ME · 164 clients
      Pershing 68%Schwab 32%
      +00% 1 yr$659M
2285. 6766
      Purus Wealth Management, LLCNewport Beach, CA · 642 clientsWrap sponsor
      Schwab 69%The Standard 31%
      +00% 1 yr$658M
2286. 6767
      Aspen Wealth Management, LLCFort Worth, TX · 353 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$658M
2287. 6768
      Arbor Wealth Advisors LLCTroy, MI · 66 clients
      Fidelity 87%
      +00% 1 yr$658M
2288. 6769
      Optima Asset Management IncDallas, TX · 111 clients
      Schwab 100%
      +00% 1 yr$657M
2289. 6770
      Spectrum Asset Management IncNewport Beach, CA · 315 clients
      Schwab 100%
      +00% 1 yr$657M
2290. 6772
      Innovative Wealth Building LLCCalifornia, MD · 1,770 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$657M
2291. 6773
      Wela Financial AdvisorySan Antonio, TX · 446 clients
      Schwab 100%
      +00% 1 yr$657M
2292. 6774
      Thrive Capital Management, LLCFort Washington, PA · 786 clients
      Schwab 100%
      +00% 1 yr$657M
2293. 6777
      Warren Street Wealth Advisors, LLCIrvine, CA · 461 clients
      Fidelity 88%
      +00% 1 yr$656M
2294. 6779
      BMB Advisers LLCLos Angeles, CA · 34 clients
      Fidelity 67%
      +00% 1 yr$656M
2295. 6780
      Rock Point Advisors, LLCBurlington, VT · 243 clients
      Schwab 88%
      +00% 1 yr$656M
2296. 6781
      McGowan & Co LLPBryn Mawr, PA · 240 clients
      Schwab 100%
      +00% 1 yr$656M
2297. 6782
      RBO & Co, LLCSt. Helena, CA · 112 clients
      Pershing 100%
      +00% 1 yr$655M
2298. 6783
      Milestone Financial Associates, LLCMacungie, PA · 645 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$654M
2299. 6784
      Cornell Pochily Investment Advisors, Inc.Ithaca, NY · 555 clients
      Fidelity 100%
      +00% 1 yr$654M
2300. 6785
      PW Nova Financial Services LLCNewtown, PA · 733 clientsWrap sponsor
      TradePMR / Robinhood 55%Schwab 45%
      +00% 1 yr$654M
2301. 6786
      Eagle Wealth StrategiesMullica Hill, NJ · 654 clients
      Raymond James 100%
      +00% 1 yr$654M
2302. 6787
      BCU Wealth Advisors, LLCVernon Hills, IL · 870 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$654M
2303. 6788
      Collaborative WealthLake Mary, FL · 937 clientsHybrid
      LPL Financial 59%
      +00% 1 yr$653M
2304. 6790
      Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWrap sponsor
      Schwab 82%
      +00% 1 yr$653M
2305. 6791
      Westover Capital Advisors, LLCWilmington, DE · 267 clients
      Schwab 100%
      +00% 1 yr$653M
2306. 6792
      Palisade Investments, LLCZephyr Cove, NV · 668 clients
      Schwab 61%
      +00% 1 yr$653M
2307. 6793
      Early McClintic & McMillan, LLCStafford, TX · 655 clients
      Raymond James 100%
      +00% 1 yr$652M
2308. 6794
      BKM Wealth ManagementBrookfield, WI · 608 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$652M
2309. 6798
      Weber Asset Management, Inc.Lake Success, NY · 405 clients
      Fidelity 100%
      +00% 1 yr$652M
2310. 6802
      Monex Asset Management, Inc.Houston, TX · 599 clientsHybridMonex Securities, Inc.
      Pershing 100%
      +00% 1 yr$651M
2311. 6805
      Bridgecreek Financial GroupTulsa, OK · 47 clients
      Schwab 100%
      +00% 1 yr$650M
2312. 6808
      Midwest Professional Planners, LTD.Wausau, WI · 837 clientsHybrid
      Fidelity 100%
      +00% 1 yr$649M
2313. 6809
      Essex LLCDeer Park, IL · 608 clients
      Schwab 100%
      +00% 1 yr$649M
2314. 6811
      Dale K. Ehrhart, Inc.Venice, FL · 139 clients
      Schwab 70%Fidelity 30%
      +00% 1 yr$649M
2315. 6812
      Monument Wealth ManagementAlexandria, VA · 239 clients
      Schwab 100%
      +00% 1 yr$648M
2316. 6813
      Reap Financial Group, LLCAustin, TX · 1,284 clients
      Fidelity 100%
      +00% 1 yr$648M
2317. 6814
      Family Office Research, LLCBethesda, MD · 133 clients
      Fidelity 100%
      +00% 1 yr$648M
2318. 6815
      5c Capital Management, LLCWoodcliff Lake, NJ · 552 clients
      Schwab 85%
      +00% 1 yr$648M
2319. 6816
      Powell Investment Advisors, LLCMiami, FL · 61 clients
      Schwab 100%
      +00% 1 yr$648M
2320. 6820
      Boston Standard Wealth Management, LLCWinchester, MA · 393 clients
      Schwab 100%
      +00% 1 yr$648M