The Wealth Manager database

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2761. 7571
      Wealth Intelligently Navigated, LLCGreer, SC · 408 clients
      Schwab 100%
      +00% 1 yr$533M
2762. 7572
      Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$533M
2763. 7576
      Brophy Wealth Management, LLCBedford, NH · 391 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$533M
2764. 7578
      Eight 31 Financial, LLCMidland, TX · 74 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$532M
2765. 7579
      Founders Grove Wealth Partners, LLCRichmond, VA · 169 clients
      Schwab 100%
      +00% 1 yr$532M
2766. 7580
      White Pine Investment CoLivonia, MI · 355 clients
      Schwab 100%
      +00% 1 yr$532M
2767. 7582
      DST Wealth Management LLCIndian Wells, CA · 197 clientsHybrid
      Schwab 100%
      +00% 1 yr$532M
2768. 7583
      Elevated Financial GroupIndianapolis, IN · 716 clientsHybrid
      Schwab 59%Transamerica Capital 25%
      +00% 1 yr$532M
2769. 7585
      Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clients
      Fidelity 100%
      +00% 1 yr$532M
2770. 7586
      XXI Wealth, LLCChicago, IL · 87 clients
      Schwab 100%
      +00% 1 yr$532M
2771. 7588
      Ceeto Capital Group, LLCCoral Gables, FL · 18 clients
      Fidelity 69%Salem Trust 31%
      +00% 1 yr$531M
2772. 7592
      RAI WealthNaperville, IL · 450 clientsHybrid
      Schwab 100%
      +00% 1 yr$531M
2773. 7593
      Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clients
      Fidelity 100%
      +00% 1 yr$531M
2774. 7595
      Santa Barbara ManagementChicago, IL · 9 clients
      Schwab 100%
      +00% 1 yr$530M
2775. 7596
      Matheson & Rock Wealth Management, LLCDavenport, IA · 428 clients
      Schwab 100%
      +00% 1 yr$530M
2776. 7599
      Pension & Wealth Management AdvisorsWaltham, MA · 523 clients
      Fidelity 100%
      +00% 1 yr$530M
2777. 7600
      Denver Wealth Management, Inc.Denver, CO · 986 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$530M
2778. 7603
      Yarger Wealth Strategies, LLCWesterville, OH · 216 clients
      Fidelity 100%
      +00% 1 yr$530M
2779. 7607
      Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$529M
2780. 7608
      Council Oak Wealth AdvisorsTulsa, OK · 378 clients
      Raymond James 84%
      +00% 1 yr$529M
2781. 7609
      Navigate Private Wealth, LLCDraper, UT · 1,929 clients
      Fidelity 100%
      +00% 1 yr$529M
2782. 7612
      Willow Creek FinancialSan Diego, CA · 238 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$529M
2783. 7613
      S.A. Mason, LLCHolland, MI · 282 clients
      Schwab 74%Fifth Third Bank 26%
      +00% 1 yr$529M
2784. 7614
      Peterson Wealth Services Inc.South Ogden, UT · 453 clients
      Raymond James 100%
      +00% 1 yr$529M
2785. 7615
      Measured Wealth Private Client Group, LLCRye, NH · 638 clients
      Schwab 100%
      +00% 1 yr$528M
2786. 7616
      BCR Wealth StrategiesVestavia, AL · 362 clients
      Pershing 100%
      +00% 1 yr$528M
2787. 7619
      Cura Wealth Advisors, LLCChicago, IL · 172 clients
      Schwab 100%
      +00% 1 yr$528M
2788. 7620
      Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clients
      Schwab 100%
      +00% 1 yr$528M
2789. 7621
      Noble Family WealthClearwater, FL · 124 clients
      Pershing 100%
      +00% 1 yr$527M
2790. 7625
      Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$527M
2791. 7626
      Ariston Services Group, LLCSan Diego, CA · 70 clients
      Schwab 100%
      +00% 1 yr$527M
2792. 7627
      Compass Group Investments Solutions LLCMiami, FL · 148 clientsPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
      Brown Brothers Harriman & 49%Pershing 37%
      +00% 1 yr$527M
2793. 7630
      Aurdan Capital Management, LLCWayne, PA · 423 clients
      Fidelity 100%
      +00% 1 yr$526M
2794. 7632
      Graybill Wealth Management, LTD.Elmhurst, IL · 269 clients
      Fidelity 78%Schwab 22%
      +00% 1 yr$526M
2795. 7633
      Gold Investment Management LTD.Edmonton, Canada · 965 clients
      Aviso Financial 79%
      +00% 1 yr$526M
2796. 7635
      Bostonpremier WealthHingham, MA · 754 clients
      Fidelity 100%
      +00% 1 yr$525M
2797. 7636
      Core PlanningOfallon, MO · 867 clients
      Schwab 57%Altruist 43%
      +00% 1 yr$525M
2798. 7637
      5th Street Advisors, LLCSouthport, CT · 222 clients
      Fidelity 78%Schwab 22%
      +00% 1 yr$524M
2799. 7638
      Essential Planning, LLCPortsmouth, NH · 573 clientsHybrid
      Schwab 100%
      +00% 1 yr$524M
2800. 7639
      Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clients
      Schwab 100%
      +00% 1 yr$524M