The Wealth Manager database

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2721. 7498
      Tandem Financial, LLCGreenwood Village, CO · 457 clients
      Schwab 92%
      +00% 1 yr$542M
2722. 7500
      Shorehaven Wealth Partners, LLCRed Bank, NJ · 396 clients
      Fidelity 100%
      +00% 1 yr$542M
2723. 7501
      Affiliated Financial Advisors IncMilwaukee, WI · 898 clients
      Schwab 100%
      +00% 1 yr$541M
2724. 7502
      Gettings Busch Wealth ManagementLafayette, IN · 884 clients
      Schwab 100%
      +00% 1 yr$541M
2725. 7508
      Compound Family Offices, LLCSarasota, FL · 140 clients
      Schwab 100%
      +00% 1 yr$541M
2726. 7509
      Dividend Assets Capital, LLCRidgeland, SC · 401 clients
      Schwab 100%
      +00% 1 yr$541M
2727. 7510
      Gray Private Wealth, LLCCanton, MA · 296 clients
      Schwab 100%
      +00% 1 yr$541M
2728. 7516
      Lk&a Investment CounselPasadena, CA · 83 clients
      U.S. Bank 41%Schwab 40%
      +00% 1 yr$540M
2729. 7518
      WBI Investments, LLCRed Bank, NJ · 796 clients
      Pershing 88%
      +00% 1 yr$540M
2730. 7519
      Dynamic Financial GroupCedar Falls, IA · 866 clientsHybrid
      Fidelity 100%
      +00% 1 yr$540M
2731. 7520
      NCM Capital Management, LLCRamsey, NJ · 252 clients
      Fidelity 100%
      +00% 1 yr$539M
2732. 7521
      Wealth Advisors of Iowa, LLCWest Des Moines, IA · 550 clientsWrap sponsor
      LPL Financial 66%Schwab 34%
      +00% 1 yr$539M
2733. 7523
      River Street Advisors, LLCAurora, IL · 492 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$539M
2734. 7524
      Black Knight Wealth Management, LLC444 clientsHybrid
      Schwab 100%
      +00% 1 yr$539M
2735. 7525
      Access WealthEast Hanover, NJ · 373 clientsHybrid
      Schwab 100%
      +00% 1 yr$539M
2736. 7526
      Mountain Hill Investment PartnersAtlantic Highlands, NJ · 174 clients
      Fidelity 68%
      +00% 1 yr$539M
2737. 7528
      Gallacher Capital Management, LLCLone Tree, CO · 516 clients
      Fidelity Distributors Company 67%Schwab 33%
      +00% 1 yr$539M
2738. 7529
      Buska Wealth Management, LLCWausau, WI · 1,698 clients
      Lincoln Financial 99%
      +00% 1 yr$539M
2739. 7531
      Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWrap sponsor
      Schwab 52%Fidelity 48%
      +00% 1 yr$538M
2740. 7534
      Arkfeld Wealth Strategies, L.L.C.Omaha, NE · 937 clients
      Schwab 100%
      +00% 1 yr$538M
2741. 7536
      Weaver Capital Management, LLCSuwanee, GA · 203 clients
      Schwab 100%
      +00% 1 yr$538M
2742. 7542
      Redmond Asset Management, LLCHenrico, VA · 298 clients
      Schwab 43%Pershing 24%
      +00% 1 yr$537M
2743. 7543
      Hinds Financial Group IncLakewood, CO · 298 clientsHybrid
      Pershing 100%
      +00% 1 yr$537M
2744. 7544
      Novapoint Capital LLCAtlanta, GA · 218 clients
      Schwab 100%
      +00% 1 yr$536M
2745. 7545
      Hendricks Wealth and Estate ManagementAlgonquin, IL · 919 clients
      Schwab 100%
      +00% 1 yr$536M
2746. 7546
      Litvak Wealth, LLCNorwalk, CT · 75 clients
      Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
      +00% 1 yr$536M
2747. 7552
      SPG Advisors LLCKirkland, WA · 692 clients
      No custodian reported
      +00% 1 yr$535M
2748. 7554
      Triagen Wealth Management LLCCalabasas, CA · 351 clientsHybrid
      Schwab 100%
      +00% 1 yr$535M
2749. 7555
      Financial Innovations, LLCAtlanta, GA · 353 clientsHybrid
      Fidelity 100%
      +00% 1 yr$535M
2750. 7556
      National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsHybrid
      Schwab 63%
      +00% 1 yr$535M
2751. 7558
      Peak Financial Management IncWellesley, MA · 353 clients
      Schwab 70%Fidelity 30%
      +00% 1 yr$534M
2752. 7559
      Mezzasalma AdvisorsTinton Falls, NJ · 373 clients
      Schwab 100%
      +00% 1 yr$534M
2753. 7560
      USA Financial Formulas CorporationAda, MI · 7,489 clientsHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
      Schwab 100%
      +00% 1 yr$534M
2754. 7561
      Morse Asset Management, Inc.Darien, CT · 198 clients
      Schwab 48%Citi 31%
      +00% 1 yr$534M
2755. 7562
      Peirce Capital Management, LLCThe Woodlands, TX · 165 clients
      Schwab 63%Fidelity 37%
      +00% 1 yr$534M
2756. 7563
      Robertson Investment ManagementHouston, TX · 1,143 clientsHybrid
      Pershing 64%Schwab 36%
      +00% 1 yr$534M
2757. 7564
      Affiliated Private Investors LLCWest Palm Beach, FL · 27 clients
      No custodian reported
      +00% 1 yr$534M
2758. 7565
      Jacksonville Wealth ManagementJacksonville, FL · 1,034 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$534M
2759. 7566
      New Capital Management, LPHouston, TX · 130 clients
      No custodian reported
      +00% 1 yr$534M
2760. 7569
      Collective Family Office, LLCYork, PA · 146 clients
      Schwab 100%
      +00% 1 yr$533M