The Wealth Manager database

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2401. 6960
      Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clients
      Schwab 87%
      +00% 1 yr$624M
2402. 6962
      Kelly Financial Services LLCBraintree, MA · 1,401 clients
      Fidelity 100%
      +00% 1 yr$624M
2403. 6963
      Dhjj Financial AdvisorsNaperville, IL · 431 clients
      Schwab 100%
      +00% 1 yr$623M
2404. 6964
      FCA CorpHouston, TX · 183 clients
      Schwab 54%Fidelity 46%
      +00% 1 yr$623M
2405. 6968
      Hapanowicz FinancialPittsburgh, PA · 652 clients
      LPL Financial 100%
      +00% 1 yr$622M
2406. 6972
      H Financial ManagementCanonsburg, PA · 557 clientsHybrid
      Fidelity Investments 100%
      +00% 1 yr$622M
2407. 6973
      Avalan, LLCSanta Barbara, CA · 319 clients
      Fidelity 86%
      +00% 1 yr$622M
2408. 6975
      Aviso Wealth ManagementBellevue, WA · 929 clientsHybrid
      Schwab 67%Fidelity 33%
      +00% 1 yr$621M
2409. 6976
      Oak Family Advisors, LLCChicago, IL · 203 clients
      Schwab 100%
      +00% 1 yr$621M
2410. 6978
      Altus Wealth Group, LLCColorado Springs, CO · 791 clientsHybrid
      Schwab 100%
      +00% 1 yr$620M
2411. 6979
      Capital Advisers, Inc.Raleigh, NC · 723 clients
      Schwab 89%
      +00% 1 yr$620M
2412. 6980
      BNA WealthRock Hill, SC · 542 clientsPublic-company ownedHybrid
      Schwab 100%
      +00% 1 yr$620M
2413. 6981
      Corus Family Wealth Advisors, Inc.McKinney, TX · 133 clients
      Schwab 100%
      +00% 1 yr$620M
2414. 6984
      Alpha Financial Advisors, LLCCharlotte, NC · 259 clients
      Schwab 100%
      +00% 1 yr$619M
2415. 6986
      Blue Ocean CapitalWest Palm Beach, FL · 168 clients
      Schwab 100%
      +00% 1 yr$619M
2416. 6987
      Tactive Advisors, LLCSarasota, FL · 1,568 clientsHybrid
      Schwab 84%
      +00% 1 yr$619M
2417. 6989
      Meritas Wealth Management, LLCSan Rafael, CA · 335 clients
      Schwab 100%
      +00% 1 yr$619M
2418. 6991
      Alexander Labrunerie & Co., Inc.Columbia, MO · 1,186 clientsHybrid
      Schwab 100%
      +00% 1 yr$619M
2419. 6992
      White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clients
      Schwab 99%
      +00% 1 yr$618M
2420. 6994
      Steadtrust654 clientsHybrid
      Fidelity 71%SEI 29%
      +00% 1 yr$618M
2421. 6996
      Hubbell Strickland Wealth Management, LLCNew Orleans, LA · 505 clientsHybrid
      Fidelity 100%
      +00% 1 yr$618M
2422. 6997
      Regis Metro Associates, Inc.San Francisco, CA · 35 clients
      No custodian reported
      +00% 1 yr$618M
2423. 6998
      Capital Planning, LLCBellevue, WA · 296 clients
      Schwab 100%
      +00% 1 yr$618M
2424. 6999
      Saling Wealth AdvisorsLouisville, KY · 230 clients
      Raymond James 100%
      +00% 1 yr$618M
2425. 7002
      EQ Wealth AdvisorsDallas, TX · 309 clients
      Schwab 100%
      +00% 1 yr$617M
2426. 7003
      Clear Wave Wealth Management, LLCRed Bank, NJ · 142 clients
      Fidelity 100%
      +00% 1 yr$617M
2427. 7004
      West Wealth Group, LLCIrvine, CA · 2,746 clients
      Schwab 100%
      +00% 1 yr$617M
2428. 7005
      Greenbush Financial Group, LLCAlbany, NY · 800 clients
      Fidelity 65%
      +00% 1 yr$617M
2429. 7006
      Hilltop Wealth & Tax SolutionsMishawaka, IN · 837 clientsHybrid
      Schwab 100%
      +00% 1 yr$616M
2430. 7007
      Grey Ledge Advisors, LLCGuilford, CT · 887 clientsBank-affiliated
      Fidelity 63%Schwab 37%
      +00% 1 yr$616M
2431. 7008
      Stolper & Co., Inc.San Diego, CA · 65 clients
      Schwab 100%
      +00% 1 yr$616M
2432. 7009
      FMB Wealth ManagementWestlake Village, CA · 324 clients
      Fidelity 85%
      +00% 1 yr$616M
2433. 7011
      Trevian Wealth Management, LLC166 clients
      Fidelity 100%
      +00% 1 yr$616M
2434. 7013
      Freedom DAY Solutions, LLCHouston, TX · 421 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$615M
2435. 7016
      Envoy Advisory Inc.Colorado Springs, CO · 1,999 clients
      Matrix Trust 84%
      +00% 1 yr$615M
2436. 7017
      Financial Alternatives, Inc.La Jolla, CA · 271 clients
      Schwab 62%Fidelity 38%
      +00% 1 yr$615M
2437. 7018
      Mystic Asset ManagementWarwick, RI · 144 clientsHybrid
      Schwab 100%
      +00% 1 yr$615M
2438. 7020
      Darwin Wealth ManagementTampa, FL · 835 clients
      Goldman Sachs 71%Schwab 26%
      +00% 1 yr$614M
2439. 7027
      Auctus Advisors LLCCharlotte, NC · 218 clients
      Schwab 100%
      +00% 1 yr$613M
2440. 7028
      Capital A Wealth ManagementCranberry Twp., PA · 1,162 clientsWrap sponsorHybrid
      Schwab 95%
      +00% 1 yr$613M