The Wealth Manager database

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2521. 7155
      Financial Gravity Family Office Services, LLCLakeway, TX · 1,724 clients
      Schwab 100%
      +00% 1 yr$590M
2522. 7156
      Milestone Financial Planning, LLCBedford, NH · 257 clients
      Fidelity 100%
      +00% 1 yr$590M
2523. 7159
      Reston Wealth ManagementReston, VA · 491 clients
      Fidelity 67%
      +00% 1 yr$590M
2524. 7161
      Master's Wealth Management Inc.Leola, PA · 434 clientsWrap sponsor
      Raymond James 86%
      +00% 1 yr$590M
2525. 7162
      Sequent Planning, LLCOmaha, NE · 6,015 clientsHybrid
      Schwab 100%
      +00% 1 yr$589M
2526. 7163
      Voisard Asset Management GroupGrand Rapids, MI · 461 clients
      Schwab 100%
      +00% 1 yr$589M
2527. 7164
      Greater Midwest Financial Group, LLCSaint Paul, MN · 699 clients
      Fidelity 100%
      +00% 1 yr$589M
2528. 7165
      Fairfield, Bush & Co.Darien, CT · 253 clients
      J.P. Morgan 61%Schwab 23%
      +00% 1 yr$589M
2529. 7167
      WP Advisors, LLC391 clients
      Schwab 100%
      +00% 1 yr$589M
2530. 7169
      HFR Wealth Management, LLC371 clients
      Schwab 100%
      +00% 1 yr$589M
2531. 7171
      IAS Wealth Management, Inc.The Woodlands, TX · 235 clients
      Fidelity 100%
      +00% 1 yr$589M
2532. 7174
      Investrust Consulting, LLCOklahoma City, OK · 8 clientsBank-affiliated
      Investrust 100%
      +00% 1 yr$588M
2533. 7177
      JPL Wealth Management, LLCGreenwood Village, CO · 291 clients
      Schwab 51%Fidelity Management & Research Company 49%
      +00% 1 yr$588M
2534. 7178
      Napier FinancialBraintree, MA · 242 clients
      LPL Financial 100%
      +00% 1 yr$588M
2535. 7179
      Everpar Advisors LLCTulsa, OK · 250 clients
      Fidelity 100%
      +00% 1 yr$588M
2536. 7180
      Kirr, Marbach & Company, LLCColumbus, IN · 180 clients
      Horizon Bank 42%Schwab 37%
      +00% 1 yr$588M
2537. 7182
      Castle Rock Wealth Management, LLCWalnut Creek, CA · 2,040 clientsHybrid
      Schwab 100%
      +00% 1 yr$587M
2538. 7184
      Squire Wealth AdvisorsOrem, UT · 587 clients
      Schwab 100%
      +00% 1 yr$587M
2539. 7188
      O'keefe Stevens Advisory, Inc.357 clients
      Schwab 90%
      +00% 1 yr$586M
2540. 7191
      Kreitler Financial LLCNew Haven, CT · 173 clients
      Raymond James 84%
      +00% 1 yr$585M
2541. 7192
      Wellspring Wealth Management LLCAlpharetta, GA · 262 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$585M
2542. 7193
      Riley Friedman Asset ManagementLos Altos, CA · 221 clients
      Schwab 77%Fidelity 22%
      +00% 1 yr$585M
2543. 7194
      Twin Peaks Wealth Advisors431 clientsHybrid
      Schwab 67%Fidelity Distributors Company 33%
      +00% 1 yr$585M
2544. 7196
      KDK Private Wealth ManagementHouston, TX · 95 clients
      Fidelity 100%
      +00% 1 yr$585M
2545. 7201
      Hobbs Group Advisors LLCColumbia, SC · 479 clients
      Fidelity 100%
      +00% 1 yr$584M
2546. 7204
      Monetary Management Group IncSt Louis, MO · 117 clientsWrap sponsor
      RBC 78%
      +00% 1 yr$584M
2547. 7205
      Persium Advisors, LLCAtlanta, GA · 177 clients
      Schwab 100%
      +00% 1 yr$584M
2548. 7207
      Pathview Wealth AdvisorsSan Diego, CA · 362 clients
      Schwab 100%
      +00% 1 yr$583M
2549. 7210
      Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clients
      Fidelity 100%
      +00% 1 yr$583M
2550. 7211
      Marble Trail AdvisorsMiddlebury, VT · 368 clients
      Schwab 63%Pershing 37%
      +00% 1 yr$583M
2551. 7213
      Richardson Capital Management, LLCMenomonee Falls, WI · 262 clientsHybrid
      Schwab 100%
      +00% 1 yr$582M
2552. 7215
      Avalon Capital ManagementMenlo Park, CA · 163 clients
      Schwab 100%
      +00% 1 yr$582M
2553. 7216
      Boden WealthLemoyne, PA · 1,212 clients
      SEI 100%
      +00% 1 yr$582M
2554. 7219
      Stewart Wealth Management, Inc.San Rafael, CA · 346 clients
      Schwab 100%
      +00% 1 yr$582M
2555. 7221
      55 North Private WealthWinter Park, FL · 158 clients
      Fidelity 50%Schwab 50%
      +00% 1 yr$581M
2556. 7224
      RTW Financial Advisors IncDallas, TX · 182 clientsHybrid
      Hilltop Securities 100%
      +00% 1 yr$581M
2557. 7225
      Keystone Global Partners LLCDenver, CO · 50 clients
      Schwab 100%
      +00% 1 yr$581M
2558. 7226
      Mosaic AdvisorsHouston, TX · 72 clients
      Schwab 100%
      +00% 1 yr$581M
2559. 7227
      Winch FinancialAppleton, WI · 851 clients
      LPL Financial 100%
      +00% 1 yr$580M
2560. 7228
      Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsHybrid
      LPL Financial 83%
      +00% 1 yr$580M