The Wealth Manager database

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3001. 8013
      IDB Lido Wealth, LLCNew York, NY · 209 clientsBank-affiliatedAffiliated broker-dealerLido Securities, LLC
      Schwab 100%
      +00% 1 yr$478M
3002. 8014
      Great Oak Capital Partners, LLCSouth Easton, MA · 591 clients
      Schwab 100%
      +00% 1 yr$478M
3003. 8015
      Elmwood Wealth ManagementBerkeley, CA · 210 clients
      Schwab 100%
      +00% 1 yr$478M
3004. 8016
      Tingey Advisors IncSalt Lake City, UT · 395 clients
      Schwab 100%
      +00% 1 yr$478M
3005. 8017
      Barnes Wealth Management GroupBakersfield, CA · 897 clientsHybrid
      Schwab 72%
      +00% 1 yr$477M
3006. 8022
      RFG Wealth AdvisoryArgyle, TX · 446 clients
      Schwab 100%
      +00% 1 yr$477M
3007. 8023
      MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$477M
3008. 8026
      Arborstone Financial, LLCAndover, MA · 1,129 clients
      Schwab 100%
      +00% 1 yr$476M
3009. 8027
      The Invictus Collective, LLCPark Ridge, IL · 16 clients
      Fidelity 61%Stonex Financial 39%
      +00% 1 yr$476M
3010. 8029
      Wimmer Associates LLCPasadena, CA · 143 clients
      Schwab 82%
      +00% 1 yr$476M
3011. 8030
      G&s Capital LLCDenver, CO · 421 clients
      Schwab 100%
      +00% 1 yr$476M
3012. 8031
      Oneascent Wealth ManagementBirmingham, AL · 927 clients
      Schwab 100%
      +00% 1 yr$476M
3013. 8033
      Xendia Wealth LLCMiami, FL · 4,810 clientsWrap sponsor
      Interactive Brokers 100%
      +00% 1 yr$475M
3014. 8034
      Allgen Financial Advisors, Inc.Orlando, FL · 1,097 clients
      Schwab 100%
      +00% 1 yr$475M
3015. 8038
      Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsHybrid
      Schwab 100%
      +00% 1 yr$475M
3016. 8041
      Noctua International WMG, LLCMiami, FL · 43 clients
      Pershing 100%
      +00% 1 yr$474M
3017. 8042
      Trueblood Wealth Management, LLCLima, OH · 346 clients
      Raymond James 100%
      +00% 1 yr$474M
3018. 8044
      Markowski Investments1,275 clients
      Fidelity 65%Schwab 35%
      +00% 1 yr$474M
3019. 8045
      Spielberger & Brooks, Inc.Woodbury, NY · 251 clients
      No custodian reported
      +00% 1 yr$474M
3020. 8047
      Cape Investment Advisory, Inc.McDonough, GA · 1,013 clientsHybridAmerican Global Wealth Management, Inc., Cape Securities Inc.
      No custodian reported
      +00% 1 yr$474M
3021. 8049
      The Wellington GRP LLCIndianapolis, IN · 1,516 clientsHybrid
      Schwab 100%
      +00% 1 yr$474M
3022. 8050
      Juncture Wealth Strategies, LLCScottsdale, AZ · 462 clients
      Schwab 100%
      +00% 1 yr$474M
3023. 8053
      Coign Capital Advisors LLCDraper, UT · 466 clients
      Schwab 100%
      +00% 1 yr$473M
3024. 8055
      Blue Water WealthPortland, OR · 404 clients
      Schwab 100%
      +00% 1 yr$473M
3025. 8056
      Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsHybrid
      Fidelity 100%
      +00% 1 yr$473M
3026. 8059
      Lighthouse Financial Services IncBrea, CA · 461 clients
      Schwab 100%
      +00% 1 yr$473M
3027. 8060
      Return ON Life Wealth PartnersCleveland, OH · 284 clientsHybrid
      No custodian reported
      +00% 1 yr$473M
3028. 8061
      Straight Path Wealth ManagementJenison, MI · 902 clients
      Schwab 100%
      +00% 1 yr$472M
3029. 8062
      Zimmerman Wealth Management, LLCEvanston, IL · 225 clients
      Fidelity 100%
      +00% 1 yr$472M
3030. 8063
      Wealthedge Investment Advisors, LLCNew York, NY · 379 clients
      Schwab 100%
      +00% 1 yr$472M
3031. 8064
      Wealth EffectsBoston, MA · 602 clients
      Fidelity 100%
      +00% 1 yr$472M
3032. 8067
      Birinyi Associates, Inc.Westport, CT · 107 clients
      RBC 100%
      +00% 1 yr$472M
3033. 8069
      Mason & Associates, LLCNewport News, VA · 414 clients
      Axos 100%
      +00% 1 yr$471M
3034. 8070
      The Sterling GroupPasadena, CA · 281 clientsWrap sponsorHybrid
      LPL Financial 82%
      +00% 1 yr$471M
3035. 8072
      Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clients
      Schwab 80%
      +00% 1 yr$471M
3036. 8073
      Sand Creek Capital, LLCRexburg, ID · 988 clientsHybrid
      LPL Financial 47%Fidelity 27%Schwab 26%
      +00% 1 yr$471M
3037. 8074
      Illumination Wealth ManagementSan Diego, CA · 215 clients
      Schwab 100%
      +00% 1 yr$471M
3038. 8076
      Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsPublic-company ownedHybridVan Clemens & Co. Incorporated
      RBC 52%Schwab 48%
      +00% 1 yr$470M
3039. 8082
      BCS Private Wealth ManagementRumson, NJ · 224 clients
      Schwab 100%
      +00% 1 yr$470M
3040. 8083
      Taylor Hoffman Capital ManagementRichmond, VA · 521 clients
      Schwab 100%
      +00% 1 yr$470M