The Wealth Manager database

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2961. 7942
      Bell & Brown Wealth Advisors, LLCNewport Beach, CA · 505 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$487M
2962. 7943
      Rosenblum Silverman Sutton SF IncSan Francisco, CA · 159 clients
      Schwab 100%
      +00% 1 yr$487M
2963. 7946
      Cornerstone Wealth PlanningCharlotte, NC · 409 clients
      Schwab 81%
      +00% 1 yr$486M
2964. 7947
      The Pines Wealth Management, LLCSouthern Pines, NC · 262 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$486M
2965. 7950
      The Cavanaugh Group IncKiawah Island, SC · 44 clients
      No custodian reported
      +00% 1 yr$486M
2966. 7955
      NWK GroupSan Francisco, CA · 213 clients
      Schwab 100%
      +00% 1 yr$485M
2967. 7958
      Johnson & White Wealth Management LLCYork, PA · 480 clients
      Schwab 100%
      +00% 1 yr$485M
2968. 7959
      Vantage Point Financial, LLCLisle, IL · 566 clients
      Schwab 100%
      +00% 1 yr$485M
2969. 7964
      Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$484M
2970. 7965
      Legacy Financial Independent Advisors LLCLouisville, KY · 749 clients
      Raymond James 100%
      +00% 1 yr$484M
2971. 7968
      Exodus Wealth, LLCFort Lauderdale, FL · 2,249 clientsHybridFortune Financial Services, Inc.
      Schwab 100%
      +00% 1 yr$484M
2972. 7969
      Morton Brown Family Wealth LLCAllentown, PA · 272 clients
      Schwab 100%
      +00% 1 yr$483M
2973. 7970
      Paradiem, LLCCovington, LA · 140 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$483M
2974. 7971
      Altman AdvisorsChicago, IL · 184 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$483M
2975. 7972
      Usadvisors Wealth Management, LLCEden Prairie, MN · 1,901 clientsHybrid
      Schwab 100%
      +00% 1 yr$483M
2976. 7973
      Global Kandor Advisors, LLCMiami, FL · 74 clients
      J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
      +00% 1 yr$483M
2977. 7974
      Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clients
      Fidelity 71%Schwab 29%
      +00% 1 yr$483M
2978. 7975
      Joyce Wealth Management, LLCHouston, TX · 193 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$483M
2979. 7976
      Van Strum & Towne IncSan Francisco, CA · 101 clients
      Schwab 68%U.S. Bank 32%
      +00% 1 yr$483M
2980. 7977
      Valen Private Capital, LLC.Paoli, PA · 89 clientsHybrid
      Goldman Sachs 100%
      +00% 1 yr$483M
2981. 7978
      Astoria Strategic Wealth, Inc.177 clients
      Schwab 100%
      +00% 1 yr$483M
2982. 7979
      Monte Financial Group, LLCGuilford, CT · 434 clients
      Fidelity 100%
      +00% 1 yr$482M
2983. 7980
      The Lewis Financial GroupAshburn, VA · 308 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$482M
2984. 7981
      Physicians Financial Services, Inc.Raleigh, NC · 216 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
      Schwab 100%
      +00% 1 yr$482M
2985. 7983
      Ss&h Financial Advisors, Inc.Troy, MI · 116 clients
      Schwab 100%
      +00% 1 yr$482M
2986. 7986
      AMJ Financial Wealth Management LLCLeesburg, VA · 470 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$482M
2987. 7987
      Cross Financial AdvisorsPortland, OR · 1,873 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$482M
2988. 7988
      15 Wealth Advisors LLCMundelein, IL · 687 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$481M
2989. 7989
      IP Financial Advisory Services LLCCharlotte, NC · 2,001 clientsHybrid
      No custodian reported
      +00% 1 yr$481M
2990. 7990
      HS Wealth PartnersNashville, TN · 285 clientsWrap sponsor
      Goldman Sachs 100%
      +00% 1 yr$481M
2991. 7992
      Pinnacle Peak Private Client Group, LLCScottsdale, AZ · 708 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$481M
2992. 7995
      Harbor Advisory CorporationPortsmouth, NH · 144 clients
      Schwab 56%Pershing 44%
      +00% 1 yr$481M
2993. 7996
      Eaton-Cambridge Inc.Phoenix, AZ · 311 clients
      Schwab 100%
      +00% 1 yr$481M
2994. 7998
      Courage Miller Partners, LLCNorfolk, VA · 228 clients
      Schwab 100%
      +00% 1 yr$481M
2995. 8003
      Trellis Wealth Advisors, LLCSan Luis Obispo, CA · 128 clients
      Schwab 100%
      +00% 1 yr$480M
2996. 8004
      Adams Ashby Financial AdvisorsSacramento, CA · 43 clients
      Schwab 100%
      +00% 1 yr$480M
2997. 8005
      Townsend Asset Management Corp.Raleigh, NC · 404 clients
      Schwab 100%
      +00% 1 yr$480M
2998. 8006
      Asset Advisory Group, Inc.Kinnelon, NJ · 171 clients
      Schwab 100%
      +00% 1 yr$480M
2999. 8010
      Keener Financial PlanningKeller, TX · 197 clients
      Schwab 100%
      +00% 1 yr$479M
3000. 8011
      Meredith Wealth PlanningMaryville, IL · 221 clients
      Schwab 100%
      +00% 1 yr$479M