The Wealth Manager database

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2921. 7870
      Greystone Financial Group, LLCBloomfield Hills, MI · 582 clients
      Schwab 100%
      +00% 1 yr$495M
2922. 7871
      JDH Wealth Management, LLCSanta Rosa, CA · 136 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$495M
2923. 7872
      Sterling Wealth Management, Inc.Champaign, IL · 240 clients
      Schwab 100%
      +00% 1 yr$495M
2924. 7876
      Balanced Wealth Group LLCWestlake, OH · 498 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$494M
2925. 7877
      True Wealth Design, LLCAkron, OH · 366 clients
      Schwab 72%Fidelity 28%
      +00% 1 yr$494M
2926. 7879
      Bonaventure Capital, LLCBirmingham, AL · 25 clients
      Schwab 100%
      +00% 1 yr$494M
2927. 7880
      Allred Harris Wealth Management.Dallas, TX · 353 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$493M
2928. 7882
      HFM Investment Advisors, Inc.220 clients
      Schwab 100%
      +00% 1 yr$493M
2929. 7883
      UAS Asset ManagementNew York, NY · 361 clients
      Pershing 100%
      +00% 1 yr$493M
2930. 7886
      Symmetry Capital Advisors LLCDallas, TX · 72 clients
      Schwab 100%
      +00% 1 yr$493M
2931. 7892
      Fusion Capital, LLCMt. Pleasant, SC · 700 clients
      Schwab 100%
      +00% 1 yr$492M
2932. 7893
      Hungerford Financial LLCGrand Rapids, MI · 349 clientsHybridThomas Price
      Schwab 100%
      +00% 1 yr$492M
2933. 7895
      Lifewise Wealth AdvisorsChampaign, IL · 433 clients
      No custodian reported
      +00% 1 yr$492M
2934. 7896
      Brick & Kyle Associates IncNewtown, PA · 427 clients
      No custodian reported
      +00% 1 yr$492M
2935. 7897
      Tyler Street CapitalPlymouth, MA · 13 clients
      Schwab 100%
      +00% 1 yr$492M
2936. 7900
      Paces Ferry Wealth Advisors, LLCAtlanta, GA · 219 clients
      Schwab 100%
      +00% 1 yr$491M
2937. 7903
      Maryland Capital Advisors, Inc.Chester, MD · 190 clients
      Schwab 74%Fidelity 26%
      +00% 1 yr$491M
2938. 7904
      Whitcomb & Hess, Inc.Ashland, OH · 1,368 clients
      Schwab 100%
      +00% 1 yr$491M
2939. 7906
      Redstone Advisors IncWichita, KS · 109 clients
      Schwab 100%
      +00% 1 yr$491M
2940. 7907
      The Life Wealth GroupWinter Garden, FL · 544 clientsHybrid
      Fidelity 99%
      +00% 1 yr$491M
2941. 7908
      Samalin WealthChappaqua, NY · 544 clients
      Fidelity 100%
      +00% 1 yr$491M
2942. 7909
      Cypress Financial PlanningHaddon Heights, NJ · 432 clients
      Schwab 100%
      +00% 1 yr$490M
2943. 7912
      TIM Looney Investments, LLCLongwood, FL · 505 clients
      Schwab 100%
      +00% 1 yr$490M
2944. 7916
      Montgomery Investment Management IncRockville, MD · 108 clientsHybrid
      Schwab 71%Merrill / Bank of America 29%
      +00% 1 yr$490M
2945. 7917
      Marquis Wealth Management GroupFort Myers, FL · 321 clients
      Schwab 83%
      +00% 1 yr$489M
2946. 7918
      Iron Financial LLCNorthbrook, IL · 246 clients
      Schwab 100%
      +00% 1 yr$489M
2947. 7919
      Ifrah Financial Services, Inc.Little Rock, AR · 598 clients
      No custodian reported
      +00% 1 yr$489M
2948. 7921
      One Degree Advisors, Inc.San Diego, CA · 466 clients
      Schwab 100%
      +00% 1 yr$489M
2949. 7922
      Wood Tarver FinancialBoise, ID · 581 clients
      Schwab 100%
      +00% 1 yr$489M
2950. 7926
      Acorn Creek Capital LLCFort Collins, CO · 322 clients
      Fidelity 100%
      +00% 1 yr$489M
2951. 7927
      Gordian Wealth Advisors, LLCMill Valley, CA · 114 clientsHybrid
      Schwab 100%
      +00% 1 yr$489M
2952. 7928
      Parkview LTD.Zurich, Switzerland · 62 clients
      Banque Pictet & CIE SA 80%
      +00% 1 yr$488M
2953. 7929
      Register Financial Advisors, LLCAtlanta, GA · 433 clientsHybridRegister Financial Associates, Inc.
      Wells Fargo 92%
      +00% 1 yr$488M
2954. 7931
      Financial Avengers, Inc.Oakland, CA · 206 clients
      Schwab 100%
      +00% 1 yr$488M
2955. 7932
      Objectivity Squared Wealth ManagementCharleston, SC · 181 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$488M
2956. 7933
      Hixon Zuercher Capital ManagementFindlay, OH · 390 clients
      Fidelity 100%
      +00% 1 yr$488M
2957. 7934
      HRC Wealth Management, LLCMoscow, ID · 878 clientsHybrid
      Schwab 100%
      +00% 1 yr$487M
2958. 7935
      44 Wealth Management LLCEugene, OR · 237 clients
      Fidelity 100%
      +00% 1 yr$487M
2959. 7938
      Argent Wealth, LLCRidgeland, MS · 470 clients
      Schwab 100%
      +00% 1 yr$487M
2960. 7940
      Three Magnolias Financial AdvisorsWinston Salem, NC · 618 clientsHybrid
      Schwab 100%
      +00% 1 yr$487M