The Wealth Manager database

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2881. 7796
      Bellars Harris Wealth ManagementVirginia Beach, VA · 299 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$505M
2882. 7797
      Legacies Wealth LLCMinnetonka, MN · 87 clients
      Fidelity 100%
      +00% 1 yr$505M
2883. 7800
      Accretive Wealth Partners, LLCParsippany, NJ · 204 clients
      Schwab 100%
      +00% 1 yr$505M
2884. 7801
      Black Coral Financial Advisors, LLCMount Olive, NJ · 88 clients
      No custodian reported
      +00% 1 yr$504M
2885. 7802
      Fyra Capital ManagementSt. Charles, MO · 858 clientsWrap sponsorHybrid
      Schwab 68%Fidelity 32%
      +00% 1 yr$504M
2886. 7803
      Dentist AdvisorsSalt Lake City, UT · 768 clients
      Schwab 100%
      +00% 1 yr$504M
2887. 7804
      Ducere Wealth ManagementNewport Beach, CA · 128 clients
      Schwab 100%
      +00% 1 yr$504M
2888. 7805
      Weinberger Asset Management, IncLos Angeles, CA · 176 clients
      Schwab 100%
      +00% 1 yr$504M
2889. 7807
      Etesian Wealth Advisors, Inc.West Linn, OR · 429 clients
      Schwab 100%
      +00% 1 yr$503M
2890. 7811
      Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsHybrid
      Schwab 100%
      +00% 1 yr$503M
2891. 7813
      Saybrook Capital CorpSag Harbor, NY · 155 clients
      No custodian reported
      +00% 1 yr$503M
2892. 7814
      Boltwood Capital ManagementWalnut Creek, CA · 230 clients
      Schwab 100%
      +00% 1 yr$503M
2893. 7815
      Crown Wealth Group LLCCharlotte, NC · 254 clients
      Schwab 100%
      +00% 1 yr$502M
2894. 7816
      Sharp FinancialHorsham, PA · 194 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$502M
2895. 7818
      Investors Asset Management of Georgia IncAtlanta, GA · 529 clients
      Schwab 64%
      +00% 1 yr$502M
2896. 7821
      First Washington CorporationSeattle, WA · 29 clients
      U.S. Bank 88%
      +00% 1 yr$501M
2897. 7823
      Family Financial Solutions Group, LLCDurango, CO · 20 clients
      No custodian reported
      +00% 1 yr$501M
2898. 7826
      HC Advisors LLCSandy Springs, GA · 206 clients
      Schwab 100%
      +00% 1 yr$500M
2899. 7831
      Stokes Capital Advisors, LLCGreenwood, SC · 289 clients
      Schwab 100%
      +00% 1 yr$499M
2900. 7833
      Elevated Capital Advisors, LLCDraper, UT · 1,007 clients
      Fidelity 100%
      +00% 1 yr$499M
2901. 7834
      EVT Financial AdvisorsZurich, Switzerland · 124 clients
      Vontobel 66%NPB 34%
      +00% 1 yr$499M
2902. 7835
      Presidio Capital Management, LLCSan Diego, CA · 351 clients
      Schwab 100%
      +00% 1 yr$499M
2903. 7836
      ACT AdvisorsAsheville, NC · 428 clients
      LPL Financial 81%
      +00% 1 yr$499M
2904. 7838
      Clark Financial Services Group, Inc.Chesterfield, MO · 431 clients
      Schwab 100%
      +00% 1 yr$499M
2905. 7839
      Kahn Brothers Advisors LLCNew York, NY · 347 clientsHybridKahn Brothers LLC, clears through Pershing
      Pershing 61%Schwab 39%
      +00% 1 yr$499M
2906. 7841
      Outrunner Capital, LLCAustin, TX · 35 clients
      Schwab 100%
      +00% 1 yr$498M
2907. 7843
      Jackson Financial Services, LLCMt. Pleasant, SC · 557 clients
      Schwab 100%
      +00% 1 yr$498M
2908. 7844
      Ruedi Wealth Management, Inc.Champaign, IL · 469 clients
      Schwab 100%
      +00% 1 yr$498M
2909. 7845
      Pitzl FinancialArden Hills, MN · 394 clients
      Fidelity 81%
      +00% 1 yr$498M
2910. 7846
      Xcel Wealth Management, LLCHolly Hill, FL · 334 clients
      Schwab 100%
      +00% 1 yr$498M
2911. 7848
      William Madison Advisors, Inc.Abilene, TX · 505 clients
      Schwab 100%
      +00% 1 yr$498M
2912. 7849
      Schmidt Financial ManagementKirkland, WA · 140 clients
      Pershing 100%
      +00% 1 yr$498M
2913. 7852
      The Milwealth Group, LLCMilwaukee, WI · 236 clients
      Schwab 100%
      +00% 1 yr$497M
2914. 7858
      Relevance Capital ManagementDenton, TX · 279 clients
      Schwab 100%
      +00% 1 yr$496M
2915. 7860
      Monarch Capital Management IncFort Wayne, IN · 194 clients
      Pershing 87%
      +00% 1 yr$496M
2916. 7862
      Piedmont Capital Management, LLCGreenboro, NC · 96 clients
      Fidelity 100%
      +00% 1 yr$496M
2917. 7863
      Cherrydale Wealth Management, LLCMontclair, NJ · 76 clients
      Fidelity 100%
      +00% 1 yr$495M
2918. 7864
      McCay Wealth Advisory LLCManchester, TN · 876 clients
      Schwab 100%
      +00% 1 yr$495M
2919. 7865
      Semmax Financial Advisors, Inc.Winston-Salem, NC · 826 clients
      Fidelity 100%
      +00% 1 yr$495M
2920. 7868
      Portfolio Advisory Council,l.l.c.Houston, TX · 567 clients
      Schwab 100%
      +00% 1 yr$495M