The Wealth Manager database

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2321. 6822
      ACT Two Investors LLC311 clients
      Schwab 100%
      +00% 1 yr$647M
2322. 6827
      Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsHybrid
      Schwab 87%
      +00% 1 yr$646M
2323. 6829
      Kitching Partners, LLCConshohocken, PA · 119 clients
      Schwab 53%J.P. Morgan 47%
      +00% 1 yr$646M
2324. 6830
      Cambridge Financial Group, LLCTucson, AZ · 293 clients
      Schwab 100%
      +00% 1 yr$646M
2325. 6831
      Triumph Capital ManagementDenver, CO · 2,239 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$646M
2326. 6832
      Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$645M
2327. 6836
      1808 Capital PartnersGreensboro, NC · 272 clients
      Raymond James 100%
      +00% 1 yr$645M
2328. 6838
      Buckley WealthLas Vegas, NV · 224 clients
      Fidelity 100%
      +00% 1 yr$644M
2329. 6839
      Heron Bay Capital ManagementBloomfield Hills, MI · 127 clients
      Schwab 100%
      +00% 1 yr$644M
2330. 6843
      Heritage Wealth Management, Inc.San Diego, CA · 235 clients
      Schwab 100%
      +00% 1 yr$643M
2331. 6846
      Chatham Wealth ManagementChatham, NJ · 424 clients
      Schwab 100%
      +00% 1 yr$643M
2332. 6848
      Tsfg, LLCLake Forest, IL · 864 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$643M
2333. 6851
      Regency Wealth ManagementRamsey, NJ · 312 clients
      Fidelity 100%
      +00% 1 yr$643M
2334. 6854
      Arjuna Capital, LLCManchester, MA · 174 clients
      Schwab 100%
      +00% 1 yr$642M
2335. 6856
      Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWrap sponsor
      Schwab 99%
      +00% 1 yr$642M
2336. 6857
      Shakespeare Wealth Management, LLCPewaukee, WI · 312 clients
      Schwab 100%
      +00% 1 yr$642M
2337. 6858
      Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clients
      Schwab 100%
      +00% 1 yr$641M
2338. 6860
      Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$641M
2339. 6862
      Single Point PartnersBoston, MA · 201 clients
      Fidelity 100%
      +00% 1 yr$641M
2340. 6863
      Riverstone Advisors, LLC167 clients
      Fidelity 100%
      +00% 1 yr$641M
2341. 6864
      Riggs Asset Management Co IncDallas, PA · 430 clients
      Schwab 100%
      +00% 1 yr$640M
2342. 6866
      Highland Financial Advisors, LLCWayne, NJ · 361 clients
      Schwab 100%
      +00% 1 yr$640M
2343. 6867
      Libra Wealth LLCLos Gatos, CA · 143 clients
      Schwab 100%
      +00% 1 yr$640M
2344. 6868
      The Watchman Group, Inc.Plano, TX · 266 clients
      Schwab 100%
      +00% 1 yr$640M
2345. 6869
      Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clients
      Schwab 100%
      +00% 1 yr$640M
2346. 6872
      Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWrap sponsorHybridTcfg Wealth Management, LLC
      Pershing 95%
      +00% 1 yr$639M
2347. 6873
      Northeast Advisers, Inc.Paoli, PA · 376 clients
      Schwab 87%
      +00% 1 yr$639M
2348. 6874
      SK Wealth Management, LLCProvidence, RI · 323 clients
      Schwab 100%
      +00% 1 yr$639M
2349. 6875
      Bellatore Financial, Inc.The Woodlands, TX · 561 clients
      Schwab 100%
      +00% 1 yr$639M
2350. 6876
      Acumen Wealth Advisors, LLCChattanooga, TN · 303 clients
      Schwab 100%
      +00% 1 yr$638M
2351. 6877
      Colorado Capital ManagementBoulder, CO · 241 clients
      Schwab 100%
      +00% 1 yr$638M
2352. 6878
      Hemsley Advisors, LTD.Chicago, IL · 324 clients
      Schwab 100%
      +00% 1 yr$638M
2353. 6879
      Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clients
      Schwab 100%
      +00% 1 yr$638M
2354. 6880
      Southern Capital Advisors, LLCJackson, TN · 817 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$637M
2355. 6881
      Timber Creek Capital Management, LLCBoston, MA · 46 clients
      Fidelity 100%
      +00% 1 yr$637M
2356. 6883
      West Advisors, Inc.16 clients
      No custodian reported
      +00% 1 yr$637M
2357. 6889
      Fischer Financial Services IncHarrisburg, PA · 615 clients
      Fidelity 92%
      +00% 1 yr$636M
2358. 6891
      Rowland Miller + Partners LLCAtlanta, GA · 197 clients
      Schwab 100%
      +00% 1 yr$636M
2359. 6892
      Empower Financial Advisory, LLCGlastonbury, CT · 295 clients
      Fidelity 100%
      +00% 1 yr$636M
2360. 6893
      Hilltop Wealth Advisors, LLCChapel Hill, NC · 588 clients
      Fidelity 100%
      +00% 1 yr$636M