The Wealth Manager database

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2441. 7029
      Novi Wealth PartnersPrinceton, NJ · 272 clients
      Schwab 100%
      +00% 1 yr$613M
2442. 7030
      Wolff Financial Management LLCKalamazoo, MI · 360 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$613M
2443. 7032
      Wealth Watch Advisors, IncEnglewood, CO · 3,587 clients
      Schwab 100%
      +00% 1 yr$612M
2444. 7033
      Red Lighthouse Investment Management, LLC110 clients
      Schwab 100%
      +00% 1 yr$612M
2445. 7034
      Quartz Partners Investment ManagementSaratoga Springs, NY · 772 clientsWrap sponsorHybridEtico Partners, LLC, clears through RBC Capital Markets
      RBC 90%
      +00% 1 yr$612M
2446. 7037
      Highmark Wealth Management LLCSt. Paul, MN · 429 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$612M
2447. 7038
      Financial Security Management, IncLakewood, CO · 1,102 clients
      Schwab 100%
      +00% 1 yr$612M
2448. 7039
      Steffes Financial, LTDOverland Park, KS · 265 clients
      Schwab 81%
      +00% 1 yr$611M
2449. 7040
      Arbor Trust Wealth Advisors, LLCAnn Arbor, MI · 441 clients
      Schwab 100%
      +00% 1 yr$611M
2450. 7041
      Peregrine Asset Advisers, Inc.Portland, OR · 476 clients
      Fidelity 94%
      +00% 1 yr$611M
2451. 7042
      Financial Plans & Strategies, Inc.Greenwood, IN · 1,081 clients
      Altruist 55%Schwab 45%
      +00% 1 yr$611M
2452. 7043
      Vista Investment Partners LLCOklahoma City, OK · 479 clients
      Raymond James 100%
      +00% 1 yr$611M
2453. 7044
      Weinand Financial, Inc.Lacey, WA · 438 clients
      Capital Client Group 76%Schwab 24%
      +00% 1 yr$610M
2454. 7046
      Wise Planning, Inc.203 clients
      Schwab 100%
      +00% 1 yr$610M
2455. 7048
      Hoopoe AdvisorsBoston, MA · 626 clientsWrap sponsorHybridHoopoe Capital Markets, LLC, clears through RBC Capital Markets
      RBC 100%
      +00% 1 yr$610M
2456. 7049
      Keeler & Nadler Family WealthDublin, OH · 506 clients
      Schwab 100%
      +00% 1 yr$610M
2457. 7050
      Stonemark Wealth ManagementPasadena, CA · 411 clientsHybrid
      Fidelity Distributors Company 57%Schwab 43%
      +00% 1 yr$610M
2458. 7051
      Woodward Diversified Capital, LLCBakersfield, CA · 451 clientsWrap sponsor
      Goldman Sachs 59%Wells Fargo 41%
      +00% 1 yr$610M
2459. 7052
      Endowment Wealth Management, Inc.Appleton, WI · 491 clients
      Fidelity 100%
      +00% 1 yr$609M
2460. 7053
      Cornerstone Wealth Advisors, Inc.Edina, MN · 337 clients
      Schwab 100%
      +00% 1 yr$609M
2461. 7055
      Rose Capital Advisors, LLCMiami Beach, FL · 375 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$608M
2462. 7056
      Beacon Harbor Wealth AdvisorsVirginia Beach, VA · 572 clientsWrap sponsor
      Wells Fargo 77%Schwab 23%
      +00% 1 yr$608M
2463. 7057
      Inlet Private Wealth, LLCJupiter, FL · 121 clients
      Fidelity 90%
      +00% 1 yr$608M
2464. 7060
      Ironwood Wealth Management, LLCChandler, AZ · 459 clients
      Schwab 68%Fidelity 32%
      +00% 1 yr$608M
2465. 7062
      Drake & Associates, LLCWaukesha, WI · 3,401 clients
      Schwab 100%
      +00% 1 yr$607M
2466. 7063
      The Enterprise Investment CompanyFarmington Hills, MI · 841 clientsHybridThe Enterprise Securities Company
      Schwab 70%Fidelity 29%
      +00% 1 yr$607M
2467. 7064
      Drexel Morgan & Co.Radnor, PA · 12 clientsBank-affiliated
      UBS 100%
      +00% 1 yr$607M
2468. 7066
      Shah Wealth AdvisorsChino Hills, CA · 142 clientsHybrid
      Schwab 100%
      +00% 1 yr$606M
2469. 7067
      CogentblueKnoxville, TN · 118 clients
      Fidelity 100%
      +00% 1 yr$606M
2470. 7069
      Prostatis Financial Advisors GroupHanover, MD · 1,568 clientsHybrid
      Schwab 62%Fidelity 38%
      +00% 1 yr$605M
2471. 7070
      Tlwm FinancialSan Antonio, TX · 1,262 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$605M
2472. 7071
      MFA Wealth Advisors, LLCPittsburgh, PA · 801 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$605M
2473. 7074
      Atlas BrownLouisville, KY · 451 clients
      Fidelity 100%
      +00% 1 yr$605M
2474. 7075
      Fairvoy Private Wealth, LLCBirmingham, AL · 467 clients
      Fidelity 100%
      +00% 1 yr$605M
2475. 7076
      Destiny Family OfficeTavares, FL · 62 clients
      Goldman Sachs 48%Folio 28%Schwab 24%
      +00% 1 yr$605M
2476. 7080
      Sapere Wealth Management, LLCMatthews, NC · 240 clients
      Axos 100%
      +00% 1 yr$605M
2477. 7081
      Heritage Wealth AdvisorsCincinnati, OH · 201 clients
      Raymond James 100%
      +00% 1 yr$605M
2478. 7082
      Atlantic Edge Private Wealth Management287 clients
      Schwab 100%
      +00% 1 yr$604M
2479. 7083
      Ackerman Capital ManagementDallas, TX · 192 clients
      Schwab 100%
      +00% 1 yr$604M
2480. 7086
      Tucker Asset Management LLCLittleton, CO · 2,960 clients
      Schwab 100%
      +00% 1 yr$604M