The Wealth Manager database

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2361. 6894
      Fire Capital Management, LLCSan Francisco, CA · 61 clients
      Schwab 100%
      +00% 1 yr$635M
2362. 6895
      Clare Market Investments, LLCDallas, TX · 237 clients
      Fidelity 100%
      +00% 1 yr$635M
2363. 6896
      Northwest Financial Services IncIndianapolis, IN · 377 clients
      Schwab 100%
      +00% 1 yr$635M
2364. 6900
      The Salvetti GroupSacramento, CA · 590 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$634M
2365. 6901
      Vision RetirementRidgewood, NJ · 1,119 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$634M
2366. 6902
      WJ Interests, LLCSugar Land, TX · 254 clients
      Schwab 100%
      +00% 1 yr$634M
2367. 6903
      Kickstand Wealth AdvisorsPittsford, NY · 376 clients
      Schwab 100%
      +00% 1 yr$633M
2368. 6904
      Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$633M
2369. 6906
      Whiterock Wealth Design, LLCFayetteville, AR · 739 clients
      Schwab 100%
      +00% 1 yr$633M
2370. 6908
      Vickerman Investment Advisors, Inc.Spokane, WA · 431 clients
      Schwab 100%
      +00% 1 yr$632M
2371. 6909
      Carlson FinancialTopeka, KS · 1,097 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$632M
2372. 6910
      Fortem Financial Group, LLCPalm Desert, CA · 347 clientsHybrid
      Schwab 100%
      +00% 1 yr$632M
2373. 6911
      Vizcaya Capital, LLCMiami, FL · 346 clients
      J.P. Morgan 60%Pershing 22%
      +00% 1 yr$631M
2374. 6914
      Peak Retirement Planning, Inc.Columbus, OH · 910 clients
      Altruist 100%
      +00% 1 yr$631M
2375. 6916
      Stuart Investment Advisors, Inc.Austin, TX · 401 clients
      Raymond James 100%
      +00% 1 yr$631M
2376. 6918
      Cordatus Wealth Management LLCYardley, PA · 308 clientsWrap sponsorHybrid
      Wells Fargo 100%
      +00% 1 yr$630M
2377. 6919
      Davidson Capital Management, IncCorpus Christi, TX · 435 clients
      Schwab 100%
      +00% 1 yr$630M
2378. 6920
      Neumann Capital ManagementFoster City, CA · 191 clients
      Schwab 100%
      +00% 1 yr$630M
2379. 6921
      Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$630M
2380. 6926
      Legacy Wealth Management, LLCBoise, ID · 3,416 clients
      Schwab 100%
      +00% 1 yr$629M
2381. 6928
      Cornerstone Wealth ManagementWestlake, OH · 463 clients
      Schwab 100%
      +00% 1 yr$629M
2382. 6931
      Gem Asset Management, LLCPlymouth, MI · 506 clients
      Schwab 100%
      +00% 1 yr$628M
2383. 6932
      Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$628M
2384. 6935
      Aljian Capital ManagementCarson City, NV · 436 clients
      Schwab 100%
      +00% 1 yr$628M
2385. 6936
      Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clients
      Schwab 100%
      +00% 1 yr$628M
2386. 6937
      Meridian Financial Partners LLCWarrenton, VA · 583 clients
      Schwab 100%
      +00% 1 yr$628M
2387. 6938
      Centrica Wealth ManagementMiami, FL · 14 clientsHybrid
      J.P. Morgan 100%
      +00% 1 yr$627M
2388. 6939
      Ariadne Wealth Management, LPSanta Barbara, CA · 53 clients
      Schwab 60%Fidelity 30%
      +00% 1 yr$627M
2389. 6941
      Winslow Asset Management IncBeachwood, OH · 130 clients
      Fidelity 68%PNC Bank 32%
      +00% 1 yr$627M
2390. 6944
      Epsilon Financial Group, Inc.Fairfield, CA · 434 clients
      Schwab 100%
      +00% 1 yr$626M
2391. 6945
      B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clients
      Pershing 100%
      +00% 1 yr$626M
2392. 6946
      Rialto Wealth ManagementSyracuse, NY · 344 clients
      Schwab 100%
      +00% 1 yr$626M
2393. 6947
      Impact Capital Partners LLCGreenwood Village, CO · 230 clients
      Schwab 100%
      +00% 1 yr$626M
2394. 6950
      Climber Capital SANyon, Vaud, Switzerland · 94 clients
      Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
      +00% 1 yr$625M
2395. 6951
      Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsHybrid
      No custodian reported
      +00% 1 yr$625M
2396. 6952
      Portfolio Design Labs, LLCEncino, CA · 357 clients
      Schwab 82%
      +00% 1 yr$625M
2397. 6954
      Lountzis Asset Management, LLCWyomissing, PA · 155 clients
      Schwab 100%
      +00% 1 yr$624M
2398. 6955
      Riverview Capital Advisers LLCBoston, MA · 221 clients
      Schwab 100%
      +00% 1 yr$624M
2399. 6957
      Hill Island Financial LLCGrand Rapids, MI · 217 clients
      Fidelity 100%
      +00% 1 yr$624M
2400. 6958
      Axius Advisors LLCSaint Charles, MO · 1,231 clientsHybrid
      Schwab 100%
      +00% 1 yr$624M